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

Section IX: Settings

System Tables

Overview

  • System tables are used to add information categories of a company, multiple languages and accounts for integration.

(Note: Do not use special characters  only “+”, “-” are allowed)

  • There are 3 tabs in system tables
    • Code Tables
    • Labels
    • Accounts

Code Tables

  • In the Code Tables tab the user can add information about the category of company.
  • Select category in dropdown table

  • Assumption: The employee already clicked the Add button on the right side in the code tables tab.
    • Input Code
    • Input Value
    • Click Save button to add in code tables list.

Labels

  • In the Labels tab the user can add multiple languages.

  • Assumption: The employee already clicked the Add button on the right side in the labels tab.
    • Input Label
    • Input Displayed label
    • Click Save button to add in the label table list.

Accounts

  • In the Accounts tab the user can sync to EasyFS and add an account.

  • The user click the Sync button and all the accounts will sync to the EasyFS system.

  • The purpose of the Add button is to add another account.
    • Click Add button
    • Input Account Code
    • Input Account Name
    • Input Description
    • Click Save button to add in Accounts table list.

Settings

Overview

  • This is where you can setup for the employee limit. If the employee count is already at limit, you will no longer be able to add new employees.
    • Login as Superadmin
    • Input Employee limit
    • Click Save & lock

Employee History

Overview

  • Employee history is utilized to observe the recent modifications made to employee 201, and it provides visibility into the editor responsible for these changes.

Employee History

  • Shows all the list of employee history.

System Integration

Overview

  • System Integration is used to integrate to another system like EasyFS.

Integration

  • Show the list of integration

  • The purpose of the Add button is to add integration.
    • Click Add button
    • Select Site Name
    • Input EndPoint
    • Input Token
    • Click Save button to add in the Integration table list.


Audit Trail

Overview

  • A detailed record or log that tracks the series of activities or events happening in the system.
  • First you need to setup the audit trail in the user rights
    • Go to Setup
    • Go to Users
    • Edit User
    • Unlock User
    • Go to User Rights Tab
    • Click Add

  • Select Audit Trail in the module field
  • Check all the check box (Can Open, Can Add, Can Edit, Can Lock, Can Unlock, Can Delete, Can Print and Can View) then Click Save
  • Click Save and Lock

Audit Trail

  • Record consisting of Action, module, details, who created and when was the action created.
    • Go to Settings
    • Select Module
    • Select Date Range
    • Click View

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