Employee Creation and HRM User Guide

Employee creation is a fundamental aspect of accounting software, serving the crucial purpose of establishing and managing personnel within an organization. This functionality allows businesses to input essential details such as employee names, contact information, roles, and associated permissions. By facilitating the creation of employee profiles, accounting software enables businesses to streamline payroll processing, track attendance, manage benefits, and ensure compliance with labour regulations. Additionally, it serves as a centralized database for employee information, fostering efficient communication and collaboration across departments. Overall, employee creation features in accounting software play a pivotal role in optimizing workforce management processes and enhancing organizational efficiency.

Continuing from the previous discussion on new user creation, tag creation, and group creation, we'll now delve into these processes individually:

Begin by gathering essential details such as the user's full name, address, contact information, and any additional professional details required.

Input the user's social media profile information if applicable.

If the user is an employee, include pertinent details such as bank information, shift schedules, salary grades, and leave types.

Once all necessary information is collected, proceed to create the user profile within the accounting software.

Tags provide a way to categorize and organize users based on specific criteria.

Create tags by assigning a name and description that accurately represent the category or classification you intend to apply.

Tags can be used for various purposes such as grouping users by department, role, location, or any other relevant classification.

Inside the company/organization, you can establish both new users and groups. We will explore the steps involved in adding individual users to your system and organizing them into groups for easier management of permissions and access levels. Whether you are an administrator responsible for setting up accounts for your team members or an individual user looking to create your account, this will provide you with the necessary information and steps to accomplish your goals.

Log in to the accounting software with administrative privileges.

To create a new user, you must gather essential details such as the user's full name, address, and contact information, select the validator for the specific user, and specify the commission percentage.

Once a user is created, the administrator can manage various aspects in the user details dashboard. This includes regenerating a password, listing the user's groups, generating linked files, setting permissions, assigning tasks or activities, configuring event notifications, and adding notes.

Additionally, professional details such as the employee NRC, user colour, categories, language type, signature, employment date, and date of birth are required when creating a new user.

Each user possesses a social media profile, thus allowing you to input the user's social media profile details here.

If the user is an employee, they should be able to include bank details, shift information, monthly salary grade, and their leave preferences.

The HRM area encompasses functionalities similar to those found in user list creation, user list management, the creation of new groups, and the management of existing groups.

The active list from the HRM displays the task activity report, allowing you to assign tasks, meetings, and calls to employees.

The leave list feature displays leave details for each employee in a list format. It includes information such as the employee's name, type of leave, start & end dates, and approval status.

Additionally, you have the option to directly create a leave request here.

With this feature, you can generate a leave request for an employee. Simply select the user name, leave type, duration of the leave, and the approver from the dropdown menu. These details suffice for initiating a new leave request.

The leave list displays the draft, awaiting approval, approved, cancelled, and refused leave requests.

You can conveniently filter the employee monthly statement using options such as month, year, and name.

Once you've applied the filter, you can review the employee's monthly statements.

The available vacation days display the latest automatic update of leave allocation and the month of the latest automatic update of leave allocation.

Upon creating a new leave request, the allocated leaves are displayed on this dashboard.

To create a new expense report for the employee, specify the start and end dates, select the user's name, and designate the approver.

The expense report section displays statistical data on recent expenses, including the total amount with and without tax.

Once the expense report is created, it will be in draft status, which can be reviewed in the expense report dashboard.

After creating the expense report, it will move to the validation stage, where it will be reviewed and approved by the designated approver.

After validation, the expense report will either be approved or rejected. You can track these statuses in the list of expense report statuses.

The paid expense report includes details of both paid and unpaid leaves, specifying the number of leaves for each category.

After submitting the expense report, it undergoes approval. The approver can then choose to approve or cancel the report. The cancelled reports are also accessible within the dashboard.

The refused expense report indicates that the approver has the option to reject the report, which will be displayed within the dashboard.

The expense report statistics can be viewed in a bar chart format for easier analysis.

You can filter the expense report based on user, status, and year using the filter options available.

After applying the filter to the statistical report, the bar chart will display data categorized by month, including the average and total amounts.

This view is exclusive to projects or tasks where you're designated as a contact, segmented by month, week, and day.

Within this interface, you can review the task name, planned workload, actual progress, and time spent.