Company Name is filled from registration and email as well, enter details for the company: Phone Number, Address and Address 2, Country, State, City, Post Code, Industrial Classification, TIN, CIN, Configure tax (Select dropdown to set this to be manual or automated), Set the logo or change it, version type shows the versions accessible, Payslip template selection, then update the data.
The list of users created on the system and their roles.
Clicking on the plus icons adds new rows. Save icon to save and the delete icon to delete a row.
When adding a new unit of measure set the unit the unit factor, select the Unit, Set the Unit Factor, Select the category, Set the Conversion Factor. Then click on the save icon to save it and delete using the delete icon.
Setting the days for work on the system, Calendar, the penalty and overtime rules, the action buttons at the top right cater for the Overtime, Penalty, Workdays and Public Holidays respectively. The buttons below are to set days on the calendar as workdays or holidays respectively.
This gives an overview of the workdays in the company, non-workdays (weekends and Holidays).
Setting up of the workdays and work time for the company. Select the workdays for the company from the days (Sunday-Saturday), Set Opening Time and Closing Time, Set the Break Time and Break End, Grace minutes for lateness. Then Save.
The list of overtime categories on the system
i. To create an overtime category, click on the plus icon
Enter the Category Code, Category Name, Description, then click save to create the category.
The list of leave categories on the system
i. To create a leave category, click on the plus icon
Enter the Category Code, Category Name, Description, Select the Accrual Type, then click save to create the new category.
The list of branches created on the system.
i. To create a branch, click on the plus icon
Enter the Branch ID, Branch Name, Branch Address, Contact Person, Email, then create the branch.
The list of departments created on the system.
i. To create a department, click on the plus icon
Enter the Department ID, Department Name, Description, Select the Posting Group, Select the HOD, then create the department.
The list of positions created on the system.
i. To create a position, click on the plus icon
Enter the Position ID, Position Name, Select the Department, Select the Leave Type, then create the position.
The list of employment types created on the system.
i. To create a employment type, click on the plus icon
Enter the Type ID, Select the type, select the compensation type and then save the configuration.
The list of chart of accounts created on the system.
i. To create a chart of account, click on the plus icon
Enter the No, Name and Select the Class, then create the chart of account.
Download the sample file and add the chart of accounts you want to import in the downloaded file format then upload the chart of accounts.
Enter the Class Name, then create the new class.
The list of payment integrations on the system.
Enter BVN, Select the Wallet Type, Enter the API Key, Create the Integration.
The list of Posting Groups on the system.
Enter a name for the Posting Group. Then on the table below Select the Code Type, Select the Name based on the code type, Set the debit/credit and percentage, add a new row to set the credit/debit depending on which you set for the first row for that same Name, more rows can be added by clicking the Add Row button, then save to create the posting group.
The list of Work Schedules on the system.
Enter the template Name, check all the working days relevant for the organization, Add Shift Time (Start Time, End Time, Break), Enter Grace period, Check or leave unchecked the Enable Overtime Rules, Enter the Meal and Rest Break Rules, then save to add new work schedule template.
The list of Statutory on the system.
Enter the ID and the Remittance Institution, then create new statutory.
i. Click logout to out of the application.
ii. Click change Password to change the password upon logging in.