Admin can change the status: status(pending, canceled, approved) by clicking on leave status column button.
Inbuilt app Notification will be sent to admin when a new leave it added.
Inbuilt app Notification will be sent to the applied user when the status is changed by admin.
Only admin can delete a leave.
Reference no. Will be generated automatically for every leave to uniquely identify them. You can change the reference no prefix from HRM -> Settings (Leave Reference No. prefix)
Leave Instructions: You can enter special instruction for users before applying for leaves from settings “Leave Instructions” field.
Leaves Summary for a user
For admin: Admin can view leave summary of all other users. On leaves page filter by an employee name and it will show the summery in the bottom of page.
For Users: Always visible to a user his/her summary.
🎥 Video on leaves management
Attendance by admin & other users
Users can add there own attendance, admin can add attendance of every user.
Attendance fields for admin: Employee, Date, Ip address(auto get the users ip address), note, clock_in_time, clock_out_time.
Attendance by non-admin users: User can add there own attendance by clicking on “Clock In” button present in top navigation bar and clock-in adding a note. And click on “Clock Out” button before leaving the workplace for checkout and adding a clock-out note.
Total work hours will be displayed when admin select a particular user and it is always visible to a non-admin user.
If admin wants to add attendance for users & don’t want user to add there attendance then it can be disabled by unchecking “Allow users to enter their own attendance”
Please watch the below view demostration for details of attendance & shift management.
Only admin can add payroll & other users can view only there own payroll.
Reference no. will be generated for Payroll. You can change the Payroll Reference No. prefix from settings.
For adding payroll click on Add button in payroll menu.
Select Employee and the month/year of payroll.
If any existing payroll for the period then it will be shown for editing or new payroll can be added.
Total work duration: Duration of work will be auto-calculated based on attendance
Duration Unit: Unit of work like month/hour/week or other.
Amount per unit duration: Price per duration.
Total: Total work duration x Amount per unit duration
Allowances: add as many allowances you have for the employee. Allowances will be added in final payroll.
Deductions: add deductions for the employee. Deductions will be subtracted in final payroll.
Gross amount = Total + Sum of Allowances – Sum of Deductions
Inbuilt app Notification will be sent to the user when payroll is added.
Only admin can add holiday.
Other users can view holidays applicable for there location.
Fields: Name, Start Date, End Date, Business Location, Note
Permission & Settings for management for HRM
By default only admin can approve leave added by other users. But you can assign the Approve leave permission to any other role & assign it to a user. User having approve leave will be able to approve leaves added by other users.
Allow users to enter their own attendance:
You will find this option in HRM -> Settings -> HRM tab. If enabled other user will be able to enter there own attendance and vice-versa.