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Employee Management

How to manage employees

Key Features

Comprehensive tools to manage your entire workforce

Employee Onboarding
Team Organization
Role Management
Document Storage
Data Privacy
  1. Click your profile icon at the top right corner of the dashboard, then select "Settings & Privacy."

How to Update Your Government Details and Emergency Contact
  1. On the ““My Profile page, click the "Edit" button to start editing your profile.

How to Update Your Government Details and Emergency Contact
  1. Scroll down and click "+ Show all data" to reveal the additional sections.

How to Update Your Government Details and Emergency Contact
  1. Fill in your "Government Details" including Tax Identification Number, PhilHealth, Social Security System, and Pag-IBIG.

  2. Fill in your "Emergency Contact" details including Full Name, Relation, and Emergency Contact Number. Click "Save" once all changes are complete.

How to Update Your Government Details and Emergency Contact

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  1. From the “Admin Dashboard”, click the "Create Announcement" button at the top of the page.

How to Create an Announcement
  1. A Create Announcement window will appear. Fill in the Title, select the Type (e.g. Alert), and write your Message in the field provided.

  2. Click "Post Announcement" to publish it to your team.

How to Create an Announcement

A success pop-up appears. Click “OK” to finish.

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  1. From the sidebar, click "HR" to expand the menu, then select "Employees."

How to Track Employee Leave and Attendance
  1. On the "Employee Management” page, click on the employee card you want to view.

How to Track Employee Leave and Attendance
  1. On the "Employee Profile" page, click the "Leave & Attendance" tab to view the employee's attendance summary including "Absences", "Tardiness", "Overtime, Undertime", and "Total Logged Hours". On the right side, you can also see their "Leave Balances" and "Leaves Taken". Scroll down to view the employee's "Daily Time Logs" and full "Leaves Taken" history.

How to Track Employee Leave and Attendance

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  1. From the "Admin Dashboard", click the "Customize" button at the top right of the page to enter edit mode.

How to Add a Widget to the Admin Dashboard
  1. Click the "+ Add Widget" button that appears in the toolbar.

How to Add a Widget to the Admin Dashboard
  1. An "Add Widget to Dashboard" window will appear. Select the widget you want to add — widgets already on your dashboard will be marked as "Added."

How to Add a Widget to the Admin Dashboard
  1. Your selected widget will appear on the dashboard. Click "Save Layout" to apply your changes.

How to Add a Widget to the Admin Dashboard

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  1. Click your profile icon at the top right, then select Settings & Privacy.

    How to Cancel Invite
  1. From the sidebar, click "Team" to expand the menu.

    How to Cancel Invite
  2. Scroll down to the “Pending Invitations” section

  3. Under the “Action” column, press the “Cancel” button.

    How to Cancel Invite
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  1. Click your profile icon at the top right, then select “Settings & Privacy”.

    Where Can I Customize Access for My Employees?
  1. Select "Team" and then locate the employee whose access you want to customize.

  2. In the “Actions” column, click "Edit Access" icon.

    Where Can I Customize Access for My Employees?
  1. In “Team Access” update the employee's access permissions and sidebar shortcuts as needed, then click "Save Changes".

    Where Can I Customize Access for My Employees?
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