Department
This is designed for organizing and managing various departments within a business. This page allows the business to categorize employees, sales, inventory, or other resources by department, making it easier to track performance, and organize operational activities effectively.
Key Components of the page:
- Department List: Displays all departments currently created within the system, such as Sales, Marketing, Inventory, Customer Support, and IT.
- Add New Department: Select the + Add Department button and enter the department name.
- Edit or Delete Departments: Provides options to modify existing departments or delete ones that are no longer in use, keeping the department structure up to date.
- Department Search: Search or filter departments by name or code to quickly access the required information.
Employee
This is dedicated to managing information about all employees. This page allows administrators to add, edit, and organize employee details, providing a centralized hub for tracking roles, responsibilities, and performance within the business.
Key Components of the page:
- Employee List: Displays all employees with essential information such as name, job title, department, email, and contact number, giving a clear overview of the workforce.
- Edit or Delete Employee Records: Provides options to update employee details if roles or departments change, or to remove records for employees who have left the company.
- Employee Role and Permissions: Assign user roles, permissions, and access levels, which control what each employee can view or modify in the system, enhancing security and role clarity.
- Search and Filter: Enables filtering employees by department, job title, or status, or searching by name to quickly locate specific employee records.
How to add an Employee?
Key Components of the page:
- Employee Information: Enter basic details, such as:
- Name: Employee’s name as it should appear in the system.
- Email Address: Contact email used for communication and login.
- Phone Number: Contact number for employee communication.
- Staff ID (optional): Unique identification code for easy reference.
- Department Assignment: Select the department in which the employee will work (e.g., Sales, Inventory, Customer Support).
- Role Selection: Choose from four available roles, each with specific permissions and access levels:
- Admin: Has full access to all system features, including settings, reports, user management, and inventory. Typically assigned to system administrators.
- Cashier: Limited to sales transactions and customer interactions. Ideal for point-of-sale activities without access to system-wide settings.
- Owner: Has the highest access level, with visibility and control over all operations, reports, and settings. Suitable for business owners or top-level management.
- Staff: Can access selected features based on department needs, such as inventory updates or order processing, with restricted access to sensitive settings.
- Login Details: Set up login credentials, including username and temporary password, which the employee can change upon their first login.
- Add User: If you do not want to add this employee as a user on the system, unselect this checkbox.
Notes: You need to first create a department before creating your first employee in the system.
Attendance
This is designed to monitor and track employee attendance, helping businesses maintain accurate records of working hours, punctuality, and time management. This page is a central place to log attendance details, view patterns.
Key Components of the page:
- Attendance Records List: Displays attendance details for each employee, including check-in and check-out times, hours worked, and the date. This list helps managers quickly assess daily attendance trends.
- Add or Edit Attendance: Allows administrators or supervisors to manually add or adjust attendance entries, useful in cases of forgotten check-ins or system errors.
- Search: Filter attendance records by using the search function to locate specific entries quickly.
- Attendance Status: Show statuses such as "Present," "Absent," "Late," or "On Leave," providing an overview of attendance for each day.
- Export Data: Export attendance records for payroll processing, performance evaluations, or analysis. This feature supports reporting and record-keeping needs.
Payroll
This is designed for managing employee payroll and ensuring accurate and timely payment processing. This page centralizes payroll management, making it easy to calculate and track employee compensation.
Key Components of the page:
- Employee Payroll List: Displays individual employee payroll details, including salary, accounts, employee name etc.,. Each entry shows detailed figures.
- Add Payroll: Ability to add a new payroll by entering date, amount, employee name etc.,
- Export Payroll Report: Export payroll data for record-keeping, reporting, or integration with external accounting software.
Holiday
This is designed for tracking and managing company-recognized holidays. It allows businesses to set official days off for employees, ensuring clear communication of non-working days and helping with accurate attendance and payroll processing.
Key Components of the Holiday Page:
- Holiday List: Displays all scheduled holidays with details like holiday name, date, and any notes. This list serves as an easy reference for all company-recognized holidays.
- Add New Holiday: Allows administrators to add new holidays by specifying the name and date, making it simple to update the calendar for each year or add custom holidays as needed.
- Edit or Delete Holidays: Provides options to modify existing holidays or remove outdated entries, ensuring the holiday schedule remains current.
- Export Holiday Report: Export holiday data for record-keeping and reporting.