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Workflow approvals
This page can only be accessed by department leads. The time management portal is used by leads of HR departments (i.e. team leads) to manage attendance events and approve/decline attendance requests of employees. It can be accessed from the HR module as "Wor...
Manage attendance requests
When you receive a new attendance request, it will appear in the "Workflow approvals" section and in the "Coworkers workflow". Review it and approve/decline it accordingly. When a new attendance request is submitted by your employees, the system will se...
Adding new attendance requests
In some cases, an employee is unable to submit a request due to certain exceptional reasons (e.g. illness). In those cases, you can submit one for them. You can do this in two ways, directly by clicking on the calendar, or by selecting the "Add request" butt...
Approving the month
At the end of the month, you will be responsible for confirming the entire monthly balance for every employee. Approving the month will also lock the monthly period. Once a month is locked, corrections can no longer be made, as the data is sent inly salary cal...
Overview
Attendance event type categories are of an informative nature. It is used to group attendance request types by meaning.
Create new attendance event type category
This action requires the "Create new attendance event type category" permission. To create a new attendance event type category, only the name must be entered. Attendance event types cannot be added from this form, as here only attendance event types with...
Update existing attendance event type category
This action requires the "Update attendance event type category" permission. Changing the name has no caveats. As such, there are no other limitations other than it has to be defined. Only the attendance event type category's name can be updated.
Delete attendance event type category
This action requires the "Delete attendance event type category" permission. Attendance event type categories can be deleted. It does not matter, if there are attendance event types with that category.
Overview
Job applications can be tracked and managed within the system. Using this functionality requires a page for job application submission outside of the ERP.
Create new job application
New job applications cannot be added from within the system. To create new job applications, an external form must be added for submission of job applications (e.g. a form on company's official website).
Overview
User HR profiles are the center of the HR module, as they are used to connect users to their work positions, departments, equipment, work locations...
Create new user hr profile
This action requires the "Create user hr profile" permission. To create a user hr profile, you must click on the "+" icon on the top right corner. You will be redirected to the "Create new user HR profile form" A user can have only one HR profile. To crea...
Update existing user hr profile
This action requires the "Update user hr profile" permission. Updating the HR profile should be handled with care, as majority of the HR module depends on the HR profile and its information. At the top of the form is a header, that displays employee's full nam...
Delete user hr profile
This action requires the "Delete user hr profile" permission. To delete a user hr profile, you can click the "Trash" icon on the row of the user hr profile. Although user hr profiles can be deleted, this should generally be avoided, in order to maintain da...
Overview
HR reporting page lists formatted exports of information in the HR module. The page is located in the HR module under HR reporting. HR reporting contains reports, used in salary calculations, business trip handling and attendance checks.
Salary export
The salary export tab displays the default salary export for month, custom export for month (changed salaries export, vacation report...). This export is used during salary calculation. Salary export Before this export is generated, some options can be ...
Business trip
The business trip tab displays the business trip export for selected month. The generated business export lists details (e.g. employee, travel vehicle, vehicle registration number, departure date and time, arrival date and time...) for all employee business t...
Employees
The employees tab displays employee statistics (number of active employees, average age....) and several custom exports, relevant for management of human resources. Statistics Statistics can be displayed for a specific date. By default, statistics for th...