Search User Manual

Section I: Introduction

Overview

Purpose of this User Manual

Who should use this manual

Best Practices

Section II: Getting Started

Introduction

How to Access EasyHR System

Section III: Dashboard

Dashboard Page

Rostering Feature

Section IV: Set Up

Company Setup

Overview

Company List

Company Detail

Company Setup Geotagging & Official Business Feature

Approver

Settings

Announcement

Employee Setup

Employee Detail

Employee 201 Geotagging & Official Business Feature

Mandatory Tables

Shift

Year

Other Income

Other Deductions

Users

Section V: DTR

Change Shift

Leave Application

Overtime Application

DTR

Section VI: Payroll

Loan

Other Income

Other Deductions

Payroll

Section VII: Reports

Alpha List

Form 2316

Mandatory Reports

Demographics

Payroll Worksheet

Payroll Worksheet Range

Payroll Summary Worksheet Report

Payroll Other Income Report

Payroll Other Deduction Report

Payroll Summary

Journal Voucher

Withholding Tax Monthly

ATM Bank Report

DTR Report

Bank Detail Report

Payslip Report

Payroll Other Income Payslip

SSS Loan

SSS Calamity Loan

Loan Summary Report

Loan Deduction Report

HDMF Loan Report

Leave Reports

Tardiness Report

Absent Report

13th Month Pay Report

Official Business Report

Training/Seminar

Geolocation Official Business Report

Geolocation Report

DTR Image Report

Rostering Report

Section VIII: Portal

Employee Portal

DTR Logs with Geotagging and Official Business Feature

Section IX: Settings

System Tables

Settings

Employee History

System Integration

Audit Trail

Section X: Logout

Logout

SSS Loan

Overview

  • SSS Loan Report is a document that provides a summary of loans obtained by an individual from the Social Security System [SSS] in the Philippines. The SSS is a government agency that provides social security benefits, including loans, to qualified members. The loan report helps individuals and borrowers keep track of their loan transactions, including details such as the loan type, amount, payments, balances, and the status of the loan.

SSS Loan

  • Generate or view report
    • Select Year
    • Select Company
    • Select Month
    • Click the View button to generate an SSS loan report.

  • The user can Download this report and also can Print.

Download CSV

  • Click the CSV button to download the CSV file.

 

SSS Calamity Loan

Overview

  • SSS Calamity Loan Report is a document that provides a summary of loans obtained by individuals from the SSS in the Philippines in response to a declared calamity or disaster. The SSS offers this type of loan to help its members cope with financial difficulties resulting from natural disasters or emergencies. The Calamity Loan Report helps borrowers keep track of their loan transactions, including details such as the loan amount, payments, balances, and the status of the loan, specifically related to calamity loans.

SSS Calamity Loan

  • Generate or view report
    • Select Year
    • Select Company
    • Select Month
    • Click the View button to generate the report.

  • The user can Download this report and also can Print.

Download CSV

  • Click the CSV button to download the CSV file.

 

Loan Summary Report

Overview

  • Loan Summary Report is a document that provides a concise and comprehensive overview of a borrower’s loan details, typically used by financial institutions, lending agencies, or individuals to keep track of loan-related information. It offers an at-a-glance view of the essential aspects of a loan, making it easier to monitor and manage the loan effectively.

Loan Summary Report

  • Generate or view report
    • Enter a date range
    • Select All employees ( The user can select one employee )
    • Select Other Deduction
    • Click the View button to generate a loan summary report.

  • The user can Download this report and also can Print.

Loan Deduction Report

Overview

  • Loan Deduction Report is a document that provides a detailed summary of loan deductions made from an individual’s or employee’s salary or income to repay a loan. This report is often generated by employers or financial institutions to document the loan deduction process and help individuals keep track of their loan repayment progress.

Loan Deduction Report

  • Generate or view Report
    • Select Payroll code number
    • Click the View button to generate loan deduction report

  • The user can Download this report and also can Print.

HDMF Loan Report

Overview

  • HDMF Loan Report is a document that provides a summary of loans obtained by individuals from the HDMF in the Philippines. The HDMF, also known as Pag-IBIG Fund, offers various loan programs to help its members acquire homes, finance home improvements, or address their housing needs. The HDMF Loan Report is important for borrowers to keep track of their loan transactions, including details such as the loan type, amount, payments, balances, and the status of the loan.

HDMF Loan Report

  • Generate or view report
    • Select Year
    • Select Company
    • Select HDMF Loan
    • Select Month
    • Click the View button to generate a HDMF loan report.

  • The user can Download this report and also can Print.

Download CSV

  • Click the CSV button to download the CSV file.

 

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