Introduction
Welcome to our comprehensive guide on the Employee Category feature. This powerful tool allows organizations to group employees and customize various settings according to their specific needs. In this tutorial, we will walk you through the setup process step-by-step, ensuring that you can maximize the benefits of this feature for your organization.
How to Instructions
1. Navigate to Employee Section
To begin, navigate to the HRIS menu and click on Employee.
2. Create New Employee Category
Click the Create button.
3. Understand the Setup Components
The Employee Category feature is divided into four main setups: Category, Filing, Leave, and Approval.
4. Start with the Category Tab
Let's begin with the Category tab.
5. Enter Category Information
First, enter the Employee category name and description. By default, the status is set to active.
6. Define Timekeeping and Payroll Calculation
Next, define the timekeeping and payroll calculation.
7. Set Up Access Control
Set up the access control.
8. Configure Regularization Approval
Under regularization approval, you can configure automatic regularization approvals.
9. Example of Automatic Approvals
For example, if you enter 120 days, employees reaching this threshold will automatically be routed to the approval queue of their approver.
10. Select Holiday Configuration
In the holiday field, select whether holidays are based on the US or Philippine calendar.
11. Configure Attendance Recording Options
Next, configure the platform which defines how employees will record attendance options.
12. Choose Attendance Recording Methods
Included are HR clock in and out, mobile app, and biometrics device or a combination of all three.
13. Enable Getting Started Guide
You can also enable a tour which is a helpful getting started guide that displays when employees first log in.
14. Customize Mobile App Access
Lastly, under mobile settings, customize access to the Anya HR mobile app.
15. Set Mobile App Usage
You can set this to enable or disable mobile app usage.
16. Configure Geofencing
For geofencing, just click Lock ins to specific locations.
17. Allow Offline Logs
Allow offline logs that sync when reconnected.
18. Enable Mobile Dashboard View
Lastly, enable the mobile dashboard view below.
19. Manage Additional Requirements
You can also manage additional requirements or permissions.
20. Enable Filing in the App
For Filing, enable filing in the app.
21. Grant Payslip Access
For Payslip, grant payslip access.
22. Approve from Mobile
For Approval, allow managers to approve from a mobile.
23. Overview of Category Setup
That's an overview of the category setup.
Conclusion
By following these steps, you will successfully set up the Employee Category feature, allowing you to group employees effectively and tailor configurations to meet your organization's needs.