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An employee is created from the Employee Management page. To create an employee, you only need to fill the Overview and Residential Detail(s) sections initially. All other sections can be filled later on. There are two ways for creating an employee: To open t...

From this page, we can define and configure various Leave Types that employees can apply for. Each leave type controls who can apply, when it can be applied, how it can be used, and what documents are required. Leave types are later linked to Leave Rules, whic...

After creating all Leave Types, the next step is to define Leave Rules. Leave Rules control how many leaves employees receive, when they receive them, how they accumulate, and how unused leaves are handled. To open this, navigate to HRMS->HRMS Configurations-...

From this page, you can create Remote Work Policies for employees. To open this, navigate to HRMS->HRMS Configurations->Leave Configurations->Remote Work Policies. All fields are common for all types of remote work like Field Work, Work From Home, or On Duty...

From this DLD (Disciplinary Leave Deduction) page, you can define the Sandwich Rule, Half-Sandwich Rule, No Show Rule, etc. on which the employees will get deducted. To open this, navigate to HRMS->HRMS Configurations->Leave Configurations->DLD Polices. Comm...

This is the Attendance Policy page. Here, organizations can define their SOPs for attendance rules. This means the organization can configure when deductions are applied, when overtime is rewarded, and how special situations like partial day attendance are han...

This is the Shifts page from where organizations can define various shifts for their company such as: Regular Shift Night Shift Flexible Shift Moreover, we can even define which shifts will have Break In/Out. To open this, navigate to HRMS->HRMS Confi...

From this page, you can create multiple holidays for your company for holiday types like National Holidays, Festival Holidays, or Other Holidays. To open this, navigate to HRMS->HRMS Configurations->Shifts And Attendance Configurations->Holidays. Create Holi...

From this page, organizations can create the list for the app credentials that they provide to their employees. To open this, navigate to HRMS->HRMS Configurations->Exits Configurations->Organization Apps. To create an app integration, enter the name for the...

From this page, you can create Greeting Messages for employees' Birthdays or Work Anniversaries in your company. To open this, navigate to HRMS->Engage->Greeting Messages. Create Greeting Messages: Enter the Short Name for the greeting and select the gree...

From this page, you can create and announce Events for your company. To open this, navigate to HRMS->Engage->Events. Create Events: Enter the Event Name. Mention the Event Start and End Date and Time. Optionally add Description and Attachment(s) for the...

From this page, you can create late arrival reasons for employees in your company. The employees will get a pop up when he/she clocks in after the Shift Time to choose a reason for the late arrival. To open this, navigate to HRMS->HRMS Configurations->Shifts ...

From this page, you can create Log Regularization Reasons for adding a log as well as deleting a log. If by some reason an employee has not clocked in/out or break in/out, he/she can add log regularization for that time. To open this, navigate to HRMS->HRMS C...

The Shift Templates page is used to create shift templates for easily assigning shifts to employees. Instead of setting up shift timings day by day for every employee, you define a template once and apply it across your workforce. To open this, navigate to HR...

From this page, you can create the Professional Tax Slabs. To open this, navigate to Payroll->Payroll Configurations->Salary Components->Professional Tax. Pro Tax Slab Name: Enter a name to identify this professional tax slab. Applicable From: Select the ...

From this page, you can create the ESIC Slabs. ESIC (Employees' State Insurance Corporation) is a statutory deduction applicable to employees whose salary falls within the defined limit. All fields are used to define the ESIC slab structure applicable to emplo...

From this page, you can create the Provident Fund (PF) Slabs. Provident Fund (PF) is a statutory deduction applicable to eligible employees. All fields are used to define the PF slab structure and contribution percentages for both employees and employers. To ...

From this page, you can create Labour Welfare Fund slabs for payroll deduction. Labour Welfare Fund (LWF) is a statutory contribution that varies by state. All fields are used to define the LWF contribution structure applicable to employees and employers based...

From this page, you can create Bonus configurations for payroll processing. To open this, navigate to Payroll->Payroll Configurations->Salary Components->Bonus. Name: Enter a name to identify this bonus configuration. Payment Type: Select how the bonus is...

From this page, you can create the TDS Slabs. TDS (Tax Deducted at Source) slabs define the income tax structure applicable to employees based on their salary range and the applicable financial year. To open this, navigate to Payroll->Payroll Configurations->...