1. Enter account status name

2. Add description (optional)

3. Provide status for "Deactivate employee account." 

• Toggled on - the employee account for both web and mobile will be deactivated

• Toggled off - the employee account for both web and mobile is active

4. Status must be toggled on or active.

5. Click Submit

1. Enter employment status name

2. Add description (optional)

3. Status must be toggled on or active.

4. Click Submit

1. Review the day and hour computation info.

2. If there are fields to be updated, please do any of the following:

   • Click Edit Rules to manually update the info.

   • Bulk Update to update via upload. 

3. Click Submit 

1. Review the overtime rules.

2. Click Edit Rules (if needed)

3. Review the status for "To file an overtime, regular hours must be completed." 

   • Toggled on - the employee cannot submit an OT because of incurred tardiness

   • Toggled off - OT is allowed and the incurred tardiness is deducted in OT to get the 1st 8 hours work

4. Minimum OT (min/s) - filed OT must not be less than the minimum OT hrs

5. Max OT (hr/s) - filed OT must not be greater than the maximum OT hrs

6. Click Submit

1. Click Add New Rule

2. Enter night shift rule name

3. Provide the night shift start and end time

4. Select the appropriate answer to "If night shift falls on a holiday, please select." 

• Carry Over - make the whole shift a holiday rate

• Counter per Hour - only applies to hours that fall on the actual date of the holiday

5. Status must be toggled on or active.

6. Click Submit

Manual creation

1. Click Action button, then Click Add

2. Enter Holiday Name

3. Holiday Type - select either Regular or Special

4. Recurring

   • If checked, the holiday will be repeated yearly on the same date.

   • If unchecked, the holiday will only occur once and not be repeated yearly.

5. Scope for Holidays: Local or nationwide

   • If nationwide is checked, holiday is experienced all throughout the country.

   • If nationwide is unchecked, a holiday is experienced either by province, city, or municipality.

     1. • Provide the province, city, or municipality

6. Status must be toggled on or active.

7. Click Submit

Bulk Import

1. Click Action button, then Click Bulk Import

2. Location Bulk Import screen is displayed

3. Click Select File button

4. Complete the instructions in the file

5. Upload the file

6. If no errors, click Import

Manual creation

1. Click Add Leave Type

2. Enter Leave Type Name

3. Complete all of the required fields

4. Payable

   • If checked, the holiday will be repeated yearly on the same date.

   • If unchecked, the holiday will only occur once and not be repeated yearly.

5. Payable

   • If checked, the leave is payable and will not be marked as absent.

   • If unchecked, the leave is not payable and will be marked as absent. 

6. Earned Leave

   • 1. • If checked, the leave credit to be granted is the earned leave per month. 

Formula 

6. • 1. • 1. • Leave count = 12 

             • Months (year) =12

             • Earned leave = leave count / months

 = 12 / 12

 = 1 (1 leave credit per month)

6. • 1. • If unchecked, all of the leave credits is granted

7. Accrue

   • If checked, an additional period (month) is added to the selected effectivity date.

   • If unchecked, accrual is not given

8. Reset

   • The leave credits will be reset using the credits provided, based on the reset month and day. 

9. Status must be toggled on or active.

10. Click Submit

Bulk Import

1. Click Action button, then Click Bulk Import

2. Location Bulk Import screen is displayed

3. Click Select File button

4. Complete the instructions in the file

5. Upload the file

6. If no errors, click Import

1. Click Add Attendance Cut-off

2. Enter attendance cut-off name

3. Select Schedule Type

4. Select the frequency

5. Complete all of the fields

6. Status must be toggled on or active.

7. Click Submit

1. Click plus icon

2. Click entity to be approved. 

3. Enter Description

4. Provide Level 1 approver

   • If applicable, click the plus icon for additional Level 1 approvers.

   • Note : Any of the two level 1 approvers can approve submitted transactions.

5. Add New Level button (optional)

   • Provide Level 2 approver

     • If applicable, click the plus icon for additional Level 2 approvers.

     • For a complete approval, it should be approved by levels 1 and level 2.

   • Note : Any of the two level 2 approvers can approve submitted transactions.

6. Click Submit

This is the employee schedule for days with assigned shifts.

Manual creation

1. Click Action button, then Click Add

2. Enter the schedule name.

3. Select schedule type

   • Fixed Schedule

     • Regular hours and break hours—provide the fixed hours.

   • Flexi Schedule

     • Flexi Start Time: Provide the allowed schedule start time range.

     • Flexi End Time: Provide the allowed schedule end time range. 

     • Flexi Break : Provide the allowed break time range

     • Provide total regular hours

4. Applicable Days

   • Tick the applicable regular work days and rest day(s)

5. Click Submit

Bulk Import

1. Click Action button, then Click Bulk Import

2. Location Bulk Import screen is displayed

3. Click Select File button

4. Complete the instructions in the file

5. Upload the file

6. If no errors, click Import

This is the employee schedule for days without assigned shifts.

1. If there are changes, click Edit

2. Update fields if needed

3. Click Submit

1. Enter employment type name

2. Add description (optional)

3. Provide status for "Transaction Filing." 

• Toggled on - the employee can submit transactions via mobile app

• Toggled off - the employee is not allowed to submit any transactions via mobile app

4. Status must be toggled on or active.

5. Click Submit