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  5. [ADDON] HRM features – Essentials module for UltimatePOS

[ADDON] HRM features – Essentials module for UltimatePOS

Note: This document explains the HRM (Human resource management) feature in Essentials module. For other feature in Essential module refer here.

After you have installed & configured Essentials module you will see the HRM menu along with Essentials menu in the left sidebar.

HRM modules consist of:

  1. Leave types & Leaves.
  2. Attendance
  3. Payroll
  4. Holiday
  5. & related settings

Leave types

  1. Only admin can manage leave type (add or edit)
  2. Fields:
    1. Leave Type: Enter the name of the type of leave.
    2. Max leave counts: Maximum number of leaves allowed for the leave type.
    3. Leave count interval: This can be “Current month” or “Current financial year” or “None”. It is the interval for the maximum leave counts.

For example: If employees can take 12 Sick Leave in 1 year then:
Leave Type = “Sick Leave”
Max leave counts = 12
Leave count interval = “Current financial year”

Leave Management

  1. Add leave: Leave Type(dropdown list), Start Date, End Date, Leave type, Reason (text area)
  2. Default status of a leave added is pending
  3. Admin can change the status: status(pending, canceled, approved) by clicking on the leave status column button.
  4. Inbuilt app Notification will be sent to admin when a new leave is added.
  5. Inbuilt app Notification will be sent to the applied user when the status is changed by the admin.
  6. Only admin can delete a leave.
  7. 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)
  8. Leave Instructions: You can enter special instructions for users before applying for leaves from the settings “Leave Instructions” field.

Leaves Summary for a user

  1. For admin: Admin can view leave summary of all other users. On the leaves page filter by an employee name and it will show the summary at the bottom of the page.
  2. For Users: Always visible to a user his/her summary.

🎥 Video on leaves management


Attendance by admin & other users

  1. Users can add their own attendance, admin can add the attendance of every user.
  2. Attendance fields for admin: Employee, Date, Ip address(auto get the user’s IP address), note, clock_in_time, clock_out_time.
  3. Attendance by non-admin users: Users can add their own attendance by clicking on the “Clock In” button present in the top navigation bar and clock-in adding a note. And click on the “Clock Out” button before leaving the workplace for checkout and adding a clock-out note.
  4. Total work hours will be displayed when the admin selects a particular user and it is always visible to a non-admin user.
  5. If the admin wants to add attendance for users & don’t want the user to add their attendance then it can be disabled by unchecking “Allow users to enter their own attendance”

Getting users location in attendance:

When a user/employee clock’s-in the system can save the user’s location from which he/she has put attendance.

NOTE: For the location to work your website must be HTTPS

  1. Enabling Location:
    1. Go to HRM -> Settings -> Attendance Tab.
    2. Check the “Is Location Required?” checkbox & save it
  2. Check the below screenshot for locations when adding clock-in

How accurate is the location?

Accuracy of Location depends on the API & device(mobile or laptop) used and not on the application.

Mobile: mobile has GPS enabled so the coordinates sent by them is more accurate
Laptop: Most laptops don’t have GPS enabled so the location is based on the IP address, which is not much accurate

UltimatePOS comes with 2 map API integration

  1. Free Open street map: It’s completely free and not much accurate. It does not require any additional configuration since it is integrated by default.
  2. Google map: Paid API and is 100% accurate. This needs additional configuration steps for accessing the location.

To enable google map API to follow the below step.

Open the .env file and update the GOOGLE_MAP_API_KEY=””.

Note: The updated google map API key should have geocoding enabled.

Biometric Scanner Integration in Attendance:

If a biometric system is used for attendance, then the data from the excel file exported from the biometric system can be fed into the downloaded template file. The complete data can be then imported into the POS system.

Use the import attendance feature to achieve this.

Shift management:

There are two types of shifts that you can create for users.

Fixed shift:

  • With the fixed shift, you can create shifts with a specific starting and ending time.
  • Therefore users can clock in only at a specific time.
  • If users try to clock in or clock out at a time later or earlier than the specified time it will show an error message.

Flexible Shift:

  • With the flexible shift, you can create shifts without specific timing
  • Therefore users can clock in and clock out at any time.

Assigning shifts to users:

The created shifts can be assigned to specific users, so when users log in they can clock in for the shifts assigned for them.

Click the assign users button for a particular shift and assign shifts for users at particular dates.

Auto clock out option:

By enabling this option the system will automatically end the shift for users and they can automatically clock out.

Please watch the below view demonstration for details of attendance & shift management.

Video Demonstration


Payroll

  1. Only admin can add payroll & other users can view only there own payroll.
  2. Reference no. will be generated for Payroll. You can change the Payroll Reference No. prefix from settings.

Adding Payroll

  1. For adding payroll click on Add button in payroll menu.
  2. Select Employee and the month/year of payroll.
  3. If any existing payroll for the period then it will be shown for editing or new payroll can be added.
  4. Fields:
    1. Total work duration: Duration of work will be auto-calculated based on attendance
    2. Duration Unit: Unit of work like month/hour/week or other.
    3. Amount per unit duration: Price per duration.
    4. Total: Total work duration x Amount per unit duration
    5. Allowances: add as many allowances you have for the employee. Allowances will be added in final payroll.
    6. Deductions: add deductions for the employee. Deductions will be subtracted in final payroll.
  5. Gross amount = Total + Sum of Allowances – Sum of Deductions
  6. Inbuilt app Notification will be sent to the user when payroll is added.

Making Payment for Payroll:

To make payment for a particular payroll, Go to Payroll -> All payroll groups.

Click on the action button -> Payment.


Holidays

  1. Only admin can add holiday.
  2. Other users can view holidays applicable for there location.

Adding Holidays

Fields: Name, Start Date, End Date, Business Location, Note

Permission & Settings for management for HRM

Approve Leave:

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 users will be able to enter their own attendance and vice-versa.

Version Log:

V3.2,  To be released

  1. IMPROVEMENT: Location filter added to list payroll
  2. FIX: Payroll issue on profit loss report

Released – V3.2, Feb 2, 2022

  1. Added OpenStreetMap API for attendance location.

Released – V3.1 Nov 26, 2021

  1. NEW: Add sales targets of logged in user-added to hrm dashboard
  2. NEW: Sales target commission on payroll implemented
  3. NEW: Settings to target calculation.
  4. NEW: Note field added for each user in payroll
  5. FIX – Illegal operator and value combination issue on creating payroll issue fixed

Released – V3.0 May 02, 2021

  1. Bulk processing of payroll

Released – V2.3 Dec 31, 2020

  1. Code improvement & fixes

Released – V2.2 Aug 25, 2020

  1. NEW:New Dashboard
  2. NEW: Add leave for multiple employees at once implemented
  3. FIX: Clock out note issue fixed
  4. Improvement: Department and designation added to payroll list

Released – V2.1 May 20, 2020

  1. Users shift management: Create different shifts with start time, end time & holidays. Assign the shift to users based on their shift. The user will have to check-in in the assigned shift only.
  2. Grace time before check-in, after check-in, before checkout, after check-out in shifts.
  3. Improvements in admin adding of attendance of other users to allow adding different check-in & checkout time for each users
  4. Import attendance from Xls file.
  5. Adding shift type: Fixed shift(fixed checkin-checkout time) & Flexible shift (fixed working hours)
  6. Update designation error

Released – V2.0 February 27, 2020

  • Compatible with UltimatePOS 3.0
  • Many fixes & improvements

Released – V1.1 October 10, 2019

  • Permission for other users to approve leave.
  • Delete Payroll
  • Add pre-defined Allowances & Deductions for employees
  • Major improvements in To-Do: Assign a to-do to other employees, Add Priority(Low, Medium, High, Urgent), Status (New, In-Progress, Hold, Completed), Start & End date, Estimated hours
  • Adding comments in To-Do
  • Document attachment to To-Do

Released – V1.0 August 7, 2019

  1. Payment for Payroll
  2. Deducting payroll payment in profit & loss report
  3. IMPORTANT NOTE: Before updating make sure you have version 2.15 of UltimatePOS released on august 7, 2019

Released – V0.6, May 8, 2019

  1. File size display in documents
  2. Document viewer
  3. Send notification to all users when a message is sent.

V0.5

  1. Initial Release
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