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refactor: update hrms documentation
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docs/integration/hrms/e-claim/app-usage.md

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@@ -14,6 +14,10 @@ description: An E Claim features in SQL HRMS app guide
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- **Claim Amount Summary**: User's total amount of pending and approved claims submitted in the current year
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- **Claim Balance Summary**: User’s pending and approved claims on each expenses types by month and by year
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:::info[Note]
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Prorated year claim limit will be applied to user whose Join Year = Current Year.
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:::
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## Claim Submission
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**Step 1:**
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![exceed-ytd-limit](../../../../static/img/integration/hrms/e-claim/exceed-ytd-limit.png)
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:::info
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User can choose to change the claim details by submitting a new claim (***'Reapply' button***) or proceed with the current claim submission (***'Proceed' button***) if exceed monthly limit, but **NOT ALLOWED** to proceed the submission if exceed yearly limit
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User can choose to change the claim details by submitting a new claim (***'Reapply' button***) or proceed with the current claim submission (***'Proceed' button***) if exceed MTD/YTD limit
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:::
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#### Claim Submission Sucessful
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- ***'View Change Log' button***: View change log of the claim
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## Team Claim (Manager only)
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Manager can view all claim transactions of his team once enter this page
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Manager Types: (refer [Manager Authority Settings](payroll-setup.md#manager-authority-settings))
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1. **Approval Manager:** Can approve employee claim
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2. **Verify Manager:** Cannot approve employee claim
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![team-claim](../../../../static/img/integration/hrms/e-claim/team-claim.png)
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- Manager can view all claim transactions of his team once enter this page
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- Manager can apply filter and sorting order to view different claim transaction listing:
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- Filtering options:
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- Expenses type
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2. **YTD Claim Over Limit:**
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- The app will prompt this dialog box if total approval amount (including previous claim transactions) already exceed the yearly limit of the expenses type
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- Manager is **NOT ALLOWED** to approve claim transaction that already exceed the year limit
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- Manager can choose to cancel the claim approval (***'Back' button***) or proceed with the current claim approval (***'Proceed' button***)
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![ytd-over-limit](../../../../static/img/integration/hrms/e-claim/ytd-over-limit.png)
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docs/integration/hrms/e-claim/payroll-setup.md

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@@ -18,4 +18,15 @@ Option 2: Maintain Employee | Claim Limit tab
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:::info
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Payroll / SQL HRMS app will prioritize claim limit set in Maintain Employee over the claim limit in Maintain Claim
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:::
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:::
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## Manager Authority Settings
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**Step:** Maintain Employee | E HRMS tab
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![manage-authority-settings](../../../../static/img/integration/hrms/e-claim/manage-authority-settings.png)
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- ***'Manager' checkbox***: Checked to make the employee a manager
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- **Manager Authority**:
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- Can Approve: Able to approve team’s claim submissions and leave applications
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- Can Review: Only able to verify team’s claim submissions and leave applications
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- **Manager Team**: Select branch and department that will be managed by the employee

docs/integration/hrms/e-leave/payroll-setup.md

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@@ -11,7 +11,7 @@ description: An E Leave setup guide in SQL Payroll
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![company-profile-hrms-approval-notification](../../../../static/img/integration/hrms/e-leave/company-profile-hrms-approval-notification.png)
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- ***'Multi-Level Approval' checkbox***: Checked to enable multi-level approval for leave application in E HRMS app
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- ***'Send E Leave Email Notification' checkbox***: Checked to allow E HRMS app to send notifications to managers.
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- ***'Send E Leave Email Notification' checkbox***: Checked to allow E HRMS app to send leave and claim notifications to managers.
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## Manager Authority Settings
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docs/integration/hrms/e-payroll/app-usage.md

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![side-drawer](../../../../static/img/integration/hrms/e-payroll/side-drawer.png)
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- **Update Latest Version:** It will only appear when there's new update and user will be directed to Play Store (Android) / App Store (iOS) to update their app
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- **Logout:** Logout from SQL HRMS app
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### Personal Information
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### Team List
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User can view his team members general personal information
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User can view a list of their team members. Additionally, manager can view a list of their managing employees and their general personal information
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![team-list](../../../../static/img/integration/hrms/e-payroll/team-list.png)
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### Announcement
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User can view his company announcement
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User can view their company's announcement
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![announcement1](../../../../static/img/integration/hrms/e-payroll/announcement1.png)
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- Announcements will be visible for 3 months
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- Announcements will be visible according to the duration set in [SQL Payroll](payroll-setup.md#maintain-announcement)
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- Employee will be notified if there are new announcements from today to future dates
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- Time of Announcement Notification:
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- If post date is today, the employee will be notified almost immediately
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![help-center](../../../../static/img/integration/hrms/e-payroll/help-center.png)
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- **Rate Us:** User will be directed to Play Store (Android) / App Store (iOS) to rate SQL HRMS
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- **About SQL HRMS:** User will be directed to [SQL HRMS documentation](https://docs.sql.com.my/sqlpay/category/hrms/) where user can learn more about SQL HRMS features
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- **Help Videos:** User will be directed to [SQL HRMS playlists](https://www.youtube.com/playlist?list=PLBfrhZPWZd1Vxv3lYf174a3EW7Pdw8Cth) on YouTube where user can learn more about SQL HRMS features
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- **SQL Privacy Policy:** User will be directed to [SQL Privacy Policy](https://www.sql.com.my/pdpa/) where user can learn how their information is used without violating user's privacy
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- **About SQL HRMS:** User will be directed to [SQL HRMS documentation](https://docs.sql.com.my/sqlpay/category/sql-hrms) where user can learn more about SQL HRMS features
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- **Help Videos:** User will be directed to [SQL HRMS playlists](https://www.youtube.com/playlist?list=PLBfrhZPWZd1Vxv3lYf174a3EW7Pdw8Cth) on YouTube where user can learn more about SQL HRMS features
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- **Release Notes:** User will be directed to [SQL HRMS Release Note](https://www.sql.com.my/sql-hrms/releases/) where user can know more about SQL HRMS latest updates
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- **SQL Privacy Policy:** User will be directed to [SQL Privacy Policy](https://www.sql.com.my/pdpa/) where user can learn how their information is used without violating user's privacy
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#### FAQ Center
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User can find frequently asked questions to understand better about SQL HRMS features
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![faq](../../../../static/img/integration/hrms/e-payroll/faq.png)
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#### User Feedback
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docs/integration/hrms/e-payroll/payroll-setup.md

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@@ -10,7 +10,7 @@ description: An E Payroll setup guide in SQL Payroll
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**Step 2:** Enter Title and Remark
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- Remark is optional and visible in maintenance view only
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**Step 3:** Select a Category and Date for when the Announcement will be visible to the employees
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**Step 3:** Select a Category and Date for the duration the Announcement will be visible to the employees
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![maintain-announcement1](../../../../static/img/integration/hrms/e-payroll/maintain-announcement1.png)
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![sync-cloud](../../../../static/img/integration/hrms/e-payroll/sync-cloud.png)
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- To sync payroll and payslip
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- To sync payroll details and payslip
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- Check ***'Include Employee Payroll Info'***
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- Select Year and Month
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- Check ***'Upload Payslip'***
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- Select Report format
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- Select Report format
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| **Year** | **Month** | **Upload Payslip** | **Explanation** |
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| :------- | :-------- | :----------------- | :-------------- |
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| 2025 | 2 | Checked | **Payroll Details:** All details up till Feb 2025 will synced <br/> **Payslip:** Payslip for Feb 2025 will be synced |
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| 2025 | 2 | Unchecked | **Payroll Details:** All details up till Feb 2025 will synced <br/> **Payslip:** No payslip will be synced |
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- To Sync EA form
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- Check ***'Include EA Form Info'***
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- Check ***'Upload Payslip'***
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- Select Year and Report format
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:::info
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The Year and Month selected next to Payroll Info is for **Payroll Details** and **Payslip** only (it's not applicable to EA Form)
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:::
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**Step 2:** Click ***'Sync All'***
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:::warning
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A warning message will be prompt when user wants to sync **Payslip** earlier than their last synced date
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![sync-payslip](../../../../static/img/integration/hrms/e-payroll/sync-payslip.png)
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Proceeding will cause **newer Payslip** to be deleted and user will have to resync each month individually again
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:::
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### Announcement
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**Step:** Cloud Icon | Sync Cloud… | Sync All

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