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The Branches page allows you to manage specific office locations within your organization. These branch profiles are essential for the HRMS module to accurately assign employees to their respective physical workplaces and track location-based attendance. To o...

The Cost Centers page is used to define specific departments or units within the organization for financial tracking and payroll allocation.  To open this, navigate to Configuration->My Organization->Cost Centers. Create Cost Center: Enter the...

The Allowed IPs page is a security feature used to restrict system access to specific, trusted networks. It is used to assign Platform Access Policies as well as Remote Clock In. By whitelisting IP addresses, you ensure that employees can only log in...

The Platform Access Policies page allows you to create security rules that allows access to specific platform components based on a user's IP address. These policies ensure that sensitive modules and pages are only accessible from authorized office n...

The User Roles page is used to define and manage specific access levels for different employees. By creating custom roles, you can control which features, modules, and administrative permissions each user can access. To open this, navigate to Configuration->A...

The Form Builder page allows you to create customized forms used in the organization such as: Probation Feedback Form Consultation Employee Performance Review Client Feedback Training Survey Managerial Review To open this, navigate to Configuration...

The Series page is a crucial and mandatory step in the HRMS module, used for creating and managing series for Employee, Intern, Consultant, Apprentice, Travel, Consultation Booking, and Trainee. This page assigns a unique and easily identifiable series number...

Countries: From this page, you can create a country by adding the Country Name and the Country Code. To open this, navigate to Configuration->General Configuration->Regions->Countries. States: From this page, you can create a state by selecting the...

This page is used to create company year for Financial Year, Payroll Year, or Other Year. We can also define the Declaration Window for the investment on that company year. To open this, navigate to Configuration->General Configuration->Year Configuration. ...

This page allows organizations to add external or internal links for employees to access, such as government portals or company intranet sites (e.g., EPF Portal). To open this, navigate to Configuration->General Configuration->Quick Links. Create Quick Link:...

This page is used for organizations to create their SMTP. BIZCOMPASS® provides the SMTP for the organization. However, if the organization wants to create their own SMTP, they can create it. To open this, navigate to Configuration->General Configuration->Emai...

From this page, you can create various email templates required in the people module. You can create email templates for different exit stages like Employee Layoff Notice, Employee Termination Notice, Experience Letter, Relieving Letter, Termination Letter, an...

This page is used to send analytics email to selected department and employees. The analytics is sent in the form of charts/graphs. To open this, navigate to Configuration->General Configuration->Analytics Email. Create Analytics Email: Select the Departm...

This page is used to add Tag Names to Tag Type such as: Task To-Do  CRM Follow Up Lead Leave Bizcompass Support WhatsApp Chat KRAs/KPIs To open this, navigate to Configuration->General Configuration->Tags. These tags can then be added or create...

Employment Types: From this page, you can create different employment types for employees like Part-Time, Full-Time, Contract Based, etc. which will be used for setting up employee default configurations as well as while creating an employee profile.  To ope...

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...