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The Approvals Hierarchy page is used to manage and configure the approval processes for Letters Approval. Every type of letter can be configured on approval basis. This page allows you to define the hierarchical flow through which letters are approved, ensurin...

To open this, navigate to Recruitment->Openings and click on the eye button in the Position Title column for the position whose view modal you want to open for letter generation. All the necessary letters can be sent during the onboarding stage. However, if y...

To open this, navigate to Recruitment->Openings and click on the eye button in the Position Title column for the position whose view modal you want to open for document upload. All the necessary documents can be collected during the onboarding stage. However,...

To open this, navigate to Recruitment->Openings and click on the eye button in the Position Title column for the position whose joining procedure you want to start.  To start the joining/ onboarding procedure of a candidate, first add the follow-up/candidate ...

The Companies page serves as a master database for your organization, allowing you to manage entity details like contact info, locations, and operational hours. These profiles are used to streamline the HR process by linking specific companies to employee reco...

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...