An email is sent to the user’s email; this can be used with the user’s email to create password and login.

The first page the users sees is the dashboard which gives an overview of the company and actions to different modules relevant to the user.

This is a list of employees in the organization that have been added or imported into the application.

This is a list of employees in the organization that have been added or imported into the application.

i. Employees can be added by clicking the plus icon at the right side of this page.

ii. There are 3 tabs on the employee card with sections with the relevant fields.

i. Employees can be added by clicking the plus icon at the right side of this page.

ii. There are 3 tabs on the employee card with sections with the relevant fields.

Enter the Employee No, First Name, Middle Name, Last Name, Birth Date, Gender, Email, Select the employment type.

Set the Employment Date, Select the Employee Position, Salary scale, Department, Branch, Employment Status, Leave Type, the leave available and work template are auto populated.

Enter the Address, Address2, Post Code, Select the State, City, Country/Region, Enter the Phone Number and Upload a picture.

Enter the First Name, Last Name, Address1, Address 2, Relationship, Phone Number and Email Address.

This tab consists of 3 sections: Payments, Loan and Advance and Integration.

Enter the Account Name, Account Number, Select the Bank.

The Loan Balance and Advance are autofilled when an employee takes a loan or an advance.

Select a Posting Group.

This tab consists of 3 sections: Pension, Personal Income Tax and NHF.

Select the PFA Name and Enter RSA Pin.

Select the Remittance Institution and Enter the Employee Tax ID.

Select a Remittance Institution.

iii. Once these sections are filled then create New Employee.

Download the sample file and add the employee you want to import in the downloaded file format then upload the level(s).

Export as an excel file.

This is a list of the paycodes created on the system.

i. To create a paycode, click on the plus icon

Enter the Paycode ID, Paycode Name, Description, select yes is the paycode is taxable and no if not taxable, then create the paycode.

This is a list of the benefits created on the system.

i. To create a benefit, click on the plus icon

Enter the Benefit ID, Benefit Name, Description, Amount type (if fixed then input the amount, if percentage is selected then the percentage value should be set and applicable paycodes should be set as well), select benefit regularity, then create the benefit.

This is a list of the deductions created on the system.

i. To create a deduction, click on the plus icon

Enter the Deduction ID, Deduction Name, Description, Amount type (if fixed then input the amount, if percentage is selected then the percentage value should be set and applicable paycodes should be set as well), select deduction regularity, select yes if tax deductible if not tax deductible select no, then create the deduction.

This is a list of the payroll adjustments created on the system.

i. To create a payroll adjustment, click on the plus icon

Enter the Adjustment ID, Adjustment Name, select the adjustment type, select yes is the adjustment is taxable and no if not taxable, then create the payroll adjustment.

This is a list of the levels created or imported on the system.

i. To create a level, click on the plus icon.

ii. To import levels, click on the import data button.

Enter the Level ID, Level Name, Description, then create the level.

Download the sample file and add the levels you want to import in the downloaded file format then upload the level(s).

This is a list of the grades created or imported on the system.

i. To create a grade, click on the plus icon.

ii. To import grades, click on the import data button.

Enter Grade ID, Grade Name, Description, select level and the gross pay (multiple levels with the respective gross pay can be added with the plus icon), Then add the new grade.

Download the sample file and add the grades you want to import in the downloaded file format then upload the grade(s).

This is a list of the salary scales configured and unconfigured on the system. This list feeds from the grade table.

i. To configure a salary scale, on the grade column click on the scale you want to configure.

ii. There are 3 sections on the configuration page.

Select the paycode the amount type (if fixed then input the amount, if percentage is selected then the percentage value should be set and applicable paycodes should be selected as well), select the regularity, Gross pay (auto input from the grade table), Amount (Auto calculated from the previous selection). Multiple paycodes can be configured and saved or paycodes can be configured one at a time.

Select the benefit and the amount and calculated are auto inputs based on the benefits setup. Multiple benefits can be configured and saved, or benefits can be saved and configured one at a time.

Select the deduction and the amount and calculated are auto inputs based on the deductions setup. Multiple benefits can be configured and saved, or deductions can be saved and configured one at a time.

iii. Click on configuration completed to save the configuration. It is then marked as completed on the salary scale table list.

i. Payroll Date is automatically set as the current date, set the processed month (the month you want to run payroll for), select the regularity value. If need be, set the filters and the adjustments.

Filter for the criteria you want to generate payroll (Branch, Department, Position, Employment type, Employees) for and then click on apply filters to add the filter before payroll generation.

To add adjustments before running payroll. Set the payroll adjustments general name so when saved, it can be reused by clicking view saved. Select the Type (payroll adjustment), the mode (if fixed then input the amount, if percentage is selected then the percentage value should be set and applicable paycodes should be selected as well), the target for those adjustments (branch, department, employee), the employees the adjustment should be applied to, Multiple rows can be added depending on how many adjustments need to be made. Then click save.

If filters have been applied and adjustments have been saved and if there is no need for either, click on generate payroll to generate payroll.

ii. Once the payroll is generated it can be saved or discarded.

iii. Payroll generated can also be exported to Excel or PDF.

This page appears when you click View Report on the payroll history page, it provides a summary (minor) report, distinct from the detailed payroll reports available in the Reports section. From this page, you can send payslips directly to employees or view an individual employee’s payslip by clicking view payslip.

This can be exported to PDF or payslip can be emailed to the employees, the buttons are at the top right.

Once Employee No is set, Employee Name, Department, Branch are auto populated. Select the Leave Category, Expected start date and Expected end date, Leave Request days, then the following are auto filled (leave entitled, leave utilized and leave available), Type the leave reason, Accrual type, then submit the request.

Requests come to this page and can be approved or rejected. The tabs are to see the pending, approved and rejected leave requests.

This gives an overview of all the employees on leave.

Once Employee No is set, Employee Name, Department, Branch are auto populated, select the Loan Type, Loan Amount, Repayment date, Request date and Repayment period, these fields are auto filled (Monthly repayment after clicking calculate repayment, Outstanding loans, Loan status), Type in Loan reason, click submit to submit the loan request.

Requests come to this page and can be approved or rejected. The tabs are to see the pending, approved and rejected loan requests.

Set the Request date, Repayment Period (Months), Loan reason. Then on the table: Select the loan type, the mode (if fixed then input the amount, if percentage is selected then the percentage value should be set and applicable paycodes should be selected as well), Repayment, the target for those loan (branch, department, employee), the employees you want the adjustment applied to, Multiple rows can be added depending on how many loans in the batch. Then click save.

Batch loan requests come to this page and can be approved or rejected. The tabs are to see the pending, approved and rejected loan requests, click on the new request modal to open the batch loan request modal.

i. Attendance can be added using the plus button. Bulk attendance data can be added using the import data button, view attendance can be used to see bulk attendance data, attendance run button can be used for the attendance run engine.

Enter the Employee ID, Employee Name, Date, Time in and time out, then create new attendance (Manual attendance).

This is to see an attendance snapshot based on the day you specified in the date field.

Download the sample file and add the attendance you want to import in the downloaded file format then upload the attendance.

Attendance date is the set as the current date, you can set filters (branch, department, position, employee), fill in the Start date, End date and select the employment type, then click generate attendance.

The report here is the employee list report.

There are the payroll reports (Payroll Schedule, Payroll Summary and Detailed Payroll Report).

These are the attendance reports (attendance and attendance summary reports).There are the payroll reports (Payroll Schedule, Payroll Summary and Detailed Payroll Report).

There are the loan reports (Employee Loan Report and Employee Loan Ledger).

The report here is the leave report.

These are the statutory reports (Pension remittance Schedule and PAYE Schedule).

i. Click logout to out of the application.

ii. Click change Password to change the password upon logging in.