diff --git a/docs/integration/hrms/e-claim/app-usage.md b/docs/integration/hrms/e-claim/app-usage.md index 9245d02..60a4faa 100644 --- a/docs/integration/hrms/e-claim/app-usage.md +++ b/docs/integration/hrms/e-claim/app-usage.md @@ -14,6 +14,10 @@ description: An E Claim features in SQL HRMS app guide - **Claim Amount Summary**: User's total amount of pending and approved claims submitted in the current year - **Claim Balance Summary**: User’s pending and approved claims on each expenses types by month and by year +:::info[Note] +Prorated year claim limit will be applied to user whose Join Year = Current Year. +::: + ## Claim Submission **Step 1:** @@ -40,7 +44,7 @@ The app will help to do the following checkings after user click on the ***'Subm ![exceed-ytd-limit](../../../../static/img/integration/hrms/e-claim/exceed-ytd-limit.png) :::info -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 +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 ::: #### Claim Submission Sucessful @@ -90,10 +94,15 @@ User can view all his claim transactions once enter this page - ***'View Change Log' button***: View change log of the claim ## Team Claim (Manager only) -Manager can view all claim transactions of his team once enter this page +Manager Types: (refer [Manager Authority Settings](payroll-setup.md#manager-authority-settings)) + +1. **Approval Manager:** Can approve employee claim + +2. **Verify Manager:** Cannot approve employee claim ![team-claim](../../../../static/img/integration/hrms/e-claim/team-claim.png) +- Manager can view all claim transactions of his team once enter this page - Manager can apply filter and sorting order to view different claim transaction listing: - Filtering options: - Expenses type @@ -132,7 +141,7 @@ The following checkings will be carried out when manager approving a claim: 2. **YTD Claim Over Limit:** - The app will prompt this dialog box if total approval amount (including previous claim transactions) already exceed the yearly limit of the expenses type - - Manager is **NOT ALLOWED** to approve claim transaction that already exceed the year limit + - Manager can choose to cancel the claim approval (***'Back' button***) or proceed with the current claim approval (***'Proceed' button***) ![ytd-over-limit](../../../../static/img/integration/hrms/e-claim/ytd-over-limit.png) diff --git a/docs/integration/hrms/e-claim/payroll-setup.md b/docs/integration/hrms/e-claim/payroll-setup.md index 6557c8c..8830569 100644 --- a/docs/integration/hrms/e-claim/payroll-setup.md +++ b/docs/integration/hrms/e-claim/payroll-setup.md @@ -18,4 +18,15 @@ Option 2: Maintain Employee | Claim Limit tab :::info Payroll / SQL HRMS app will prioritize claim limit set in Maintain Employee over the claim limit in Maintain Claim -::: \ No newline at end of file +::: + +## Manager Authority Settings +**Step:** Maintain Employee | E HRMS tab + +![manage-authority-settings](../../../../static/img/integration/hrms/e-claim/manage-authority-settings.png) + +- ***'Manager' checkbox***: Checked to make the employee a manager +- **Manager Authority**: + - Can Approve: Able to approve team’s claim submissions and leave applications + - Can Review: Only able to verify team’s claim submissions and leave applications +- **Manager Team**: Select branch and department that will be managed by the employee \ No newline at end of file diff --git a/docs/integration/hrms/e-leave/payroll-setup.md b/docs/integration/hrms/e-leave/payroll-setup.md index a4c721f..c0560da 100644 --- a/docs/integration/hrms/e-leave/payroll-setup.md +++ b/docs/integration/hrms/e-leave/payroll-setup.md @@ -11,7 +11,7 @@ description: An E Leave setup guide in SQL Payroll ![company-profile-hrms-approval-notification](../../../../static/img/integration/hrms/e-leave/company-profile-hrms-approval-notification.png) - ***'Multi-Level Approval' checkbox***: Checked to enable multi-level approval for leave application in E HRMS app -- ***'Send E Leave Email Notification' checkbox***: Checked to allow E HRMS app to send notifications to managers. +- ***'Send E Leave Email Notification' checkbox***: Checked to allow E HRMS app to send leave and claim notifications to managers. ## Manager Authority Settings diff --git a/docs/integration/hrms/e-payroll/app-usage.md b/docs/integration/hrms/e-payroll/app-usage.md index fd3bb5b..15deb86 100644 --- a/docs/integration/hrms/e-payroll/app-usage.md +++ b/docs/integration/hrms/e-payroll/app-usage.md @@ -52,6 +52,7 @@ User can view his monthly net pay and total net income ![side-drawer](../../../../static/img/integration/hrms/e-payroll/side-drawer.png) +- **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 - **Logout:** Logout from SQL HRMS app ### Personal Information @@ -74,17 +75,17 @@ User can view his managers and access their contacts by swiping/tapping on the m ### Team List -User can view his team members’ general personal information +User can view a list of their team members. Additionally, manager can view a list of their managing employees and their general personal information ![team-list](../../../../static/img/integration/hrms/e-payroll/team-list.png) ### Announcement -User can view his company announcement +User can view their company's announcement ![announcement1](../../../../static/img/integration/hrms/e-payroll/announcement1.png) -- Announcements will be visible for 3 months +- Announcements will be visible according to the duration set in [SQL Payroll](payroll-setup.md#maintain-announcement) - Employee will be notified if there are new announcements from today to future dates - Time of Announcement Notification: - If post date is today, the employee will be notified almost immediately @@ -123,9 +124,16 @@ User can switch to different company which are linked to the login email ![help-center](../../../../static/img/integration/hrms/e-payroll/help-center.png) - **Rate Us:** User will be directed to Play Store (Android) / App Store (iOS) to rate SQL HRMS -- **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 -- **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 -- **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 +- **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 +- **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 +- **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 +- **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 + +#### FAQ Center + +User can find frequently asked questions to understand better about SQL HRMS features + + ![faq](../../../../static/img/integration/hrms/e-payroll/faq.png) #### User Feedback diff --git a/docs/integration/hrms/e-payroll/payroll-setup.md b/docs/integration/hrms/e-payroll/payroll-setup.md index 817aca8..9a9d598 100644 --- a/docs/integration/hrms/e-payroll/payroll-setup.md +++ b/docs/integration/hrms/e-payroll/payroll-setup.md @@ -10,7 +10,7 @@ description: An E Payroll setup guide in SQL Payroll **Step 2:** Enter Title and Remark - Remark is optional and visible in maintenance view only -**Step 3:** Select a Category and Date for when the Announcement will be visible to the employees +**Step 3:** Select a Category and Date for the duration the Announcement will be visible to the employees ![maintain-announcement1](../../../../static/img/integration/hrms/e-payroll/maintain-announcement1.png) @@ -32,19 +32,36 @@ description: An E Payroll setup guide in SQL Payroll ![sync-cloud](../../../../static/img/integration/hrms/e-payroll/sync-cloud.png) -- To sync payroll and payslip +- To sync payroll details and payslip - Check ***'Include Employee Payroll Info'*** - Select Year and Month - Check ***'Upload Payslip'*** - - Select Report format + - Select Report format + + | **Year** | **Month** | **Upload Payslip** | **Explanation** | + | :------- | :-------- | :----------------- | :-------------- | + | 2025 | 2 | Checked | **Payroll Details:** All details up till Feb 2025 will synced
**Payslip:** Payslip for Feb 2025 will be synced | + | 2025 | 2 | Unchecked | **Payroll Details:** All details up till Feb 2025 will synced
**Payslip:** No payslip will be synced | - To Sync EA form - Check ***'Include EA Form Info'*** - Check ***'Upload Payslip'*** - Select Year and Report format +:::info +The Year and Month selected next to Payroll Info is for **Payroll Details** and **Payslip** only (it's not applicable to EA Form) +::: + **Step 2:** Click ***'Sync All'*** +:::warning +A warning message will be prompt when user wants to sync **Payslip** earlier than their last synced date + +![sync-payslip](../../../../static/img/integration/hrms/e-payroll/sync-payslip.png) + +Proceeding will cause **newer Payslip** to be deleted and user will have to resync each month individually again +::: + ### Announcement **Step:** Cloud Icon | Sync Cloud… | Sync All diff --git a/docs/integration/hrms/e-tms/app-usage.md b/docs/integration/hrms/e-tms/app-usage.md index 4e824d0..b858604 100644 --- a/docs/integration/hrms/e-tms/app-usage.md +++ b/docs/integration/hrms/e-tms/app-usage.md @@ -12,35 +12,37 @@ Enable **Autostart** for SQL HRMS to ensure E TMS features work accordingly (ref ![dashboard](../../../../static/img/integration/hrms/e-tms/dashboard.png) -- **Upcoming Holiday:** User's upcoming public holidays - **Session Card:** User's work session shift time - - User can tap on the card to direct to Work Session Calendar + - It shows user's first Clock In and last Clock Out of the day with an estimated calculation of late in and early out + - User can tap on the card to direct to User's Attendance Log - User can tap on the ***'Clock In' button*** to direct to Clock In / Clock Out page - - If no work session is assigned, the button will be disabled + - If no work session is assigned, the button will be disabled +- **Upcoming Holiday:** User's upcoming public holidays + ## Clock In / Clock Out +| **Button** | **Explanation** | +| :--------- | :-------------- | +| ![clock-button1](../../../../static/img/integration/hrms/e-tms/clock-button1.png) | SQL HRMS app's Location service is unable to start. This may due to the following reasons:

1. User's location service is not enabled
2. The required location permission is not allowed

Refer [Location Service and Permission](../permission.md#location) | +| ![clock-button2](../../../../static/img/integration/hrms/e-tms/clock-button2.png) | SQL HRMS app is trying to get user's current location | +| ![clock-button3](../../../../static/img/integration/hrms/e-tms/clock-button3.png) | User is not within work location. However, if user is really within their work location, SQL HRMS app will continuously try to get a more accurate position so that user will be able to Clock In / Clock Out | +| ![clock-button4](../../../../static/img/integration/hrms/e-tms/clock-button4.png) | User's location is mocked and is not allowed to Clock In / Out | +| ![clock-button5](../../../../static/img/integration/hrms/e-tms/clock-button5.png) | User is within work location and is allowed to Clock In | +| ![clock-button6](../../../../static/img/integration/hrms/e-tms/clock-button6.png) | User is within work location and is allowed to Clock Out | + **Clock In** ![clock-in1](../../../../static/img/integration/hrms/e-tms/clock-in1.png) -- User who is a traveller will show a **'Traveller'** with green check -- **'Location Matched' / 'Location Unmatched'** will only visible for: - - Normal employee (not traveller) - - Traveller that is only allowed to clock in / out at specific places (assigned Work Location) -- The button will only enabled if the user turns on their Location Service (refer [Android Permission](../permission.md#android) and [iOS Permission](../permission.md#ios)) and their location is within their designated work location(s) +- User who is a traveller will show a **'Traveller'** with green check :::info -If user forget to clock out, after a certain period of time, the app will reset the time tracking +If user forget to clock out, the app will reset the time tracking after 10 hours (600 mins) after Session Work End time and last Clock In time ![clock-in2](../../../../static/img/integration/hrms/e-tms/clock-in2.png) ::: -| **Day Type** | **Reset Period** | **Example** | -| :----------- | :--------------- | :---------- | -| Work Day with Session | 12 hours (720 mins) after Session Work End time | Session Work End: 31/05/2024 6pm
Reset time: 01/06/2024 6am | -| Rest Day
Public Holiday
Work Day with No Session
| 16 hours (960 mins) after last Clock In time | Last Clock In: 31/05/2024 9am
Reset time: 01/06/2024 1am | - **Clock Out** ![clock-out1](../../../../static/img/integration/hrms/e-tms/clock-out1.png) @@ -158,7 +160,7 @@ Shows the employee's OT entitlement ![team-summary](../../../../static/img/integration/hrms/e-tms/team-summary.png) - User can view his team member's time attendance summary -- User can tap on the card to direct to [**Attendance Log**](#log) to view detailed summary +- **Only manager that is managing that employee** can tap on the card to direct to [**Attendance Log**](#log) for more detailed summary - ***'Clock on Behalf' button*** will be visible only to manager on current date and previous dates where time attendance summaries have not been process - Filtering chips can be used to filter the summary: - Late In @@ -181,16 +183,25 @@ Managers are allowed to clock in on behalf for his team by tapping on the ***'Cl ![clock-on-behalf2](../../../../static/img/integration/hrms/e-tms/clock-on-behalf2.png) +| **Button** | **Explanation** | +| :--------- | :-------------- | +| ![clock-button1](../../../../static/img/integration/hrms/e-tms/clock-button1.png) | SQL HRMS app's location service is unable to start. This may due to the following reasons:

1. User's device GPS is not enabled
2. The required location permission is not allowed

Refer [Location Service and Permission](../permission.md#location)| +| ![clock-button2](../../../../static/img/integration/hrms/e-tms/clock-button2.png) | SQL HRMS app is trying to get user's current location | +| ![clock-button4](../../../../static/img/integration/hrms/e-tms/clock-button4.png) | User's location is mocked and is not allowed to Clock In / Out | +| ![clock-button5](../../../../static/img/integration/hrms/e-tms/clock-button5.png) | User's location is detected and is allowed to Clock In | +| ![clock-button6](../../../../static/img/integration/hrms/e-tms/clock-button6.png) | User's location is detected and is allowed to Clock Out | + - Manager's location will be captured when help to clock on behalf -- ***'Clock In/Clock Out' button*** will be enabled only if the manager's Location Service is enabled (refer [Android Permission](../permission.md#android) and [iOS Permission](../permission.md#ios)) -- Manager can adjust the employee's clocking time and checked ***'Claim OT'*** if needed -- Manager are not allowed to clock out on behalf if employee already clocked out on the next day +- Manager can adjust the employee's clocking time and checked ***'Claim OT'*** or ***'Claim As Leave'*** if needed +- Manager are not allowed to clock out on behalf if employee already clocked out on the next day +- Manager are not allowed to clock on behalf earlier than the stated last processed date and time **View Attendance Log Detail (Right Arrow Icon)** ![attendance-log-detail](../../../../static/img/integration/hrms/e-tms/attendance-log-detail.png) -- A Pencil icon will be visible next to the time if the log is allowed to be adjusted +- A ***Pencil icon*** will be visible next to the time if the log is allowed to be adjusted +- Any date and time earlier than the stated last processed date and time cannot be adjusted ## Notification @@ -206,46 +217,73 @@ The notification will appear after employee clocked in and has ***'GPS Monitorin ![reminder1](../../../../static/img/integration/hrms/e-tms/reminder1.png) -2. Remind employee to clock out when he leaves his work location +2. Remind employee to clock out it's work end ![reminder2](../../../../static/img/integration/hrms/e-tms/reminder2.png) -### Clock Status Update +### Status Update + +- Managers will receive their managing employees' status update +- Types of status update: + - Location service off + + ![status-update-notification1](../../../../static/img/integration/hrms/e-tms/status-update-notification1.png) + + - Employee outside work location + + ![status-update-notification2](../../../../static/img/integration/hrms/e-tms/status-update-notification2.png) -- There are three types of status update: - - Location service off - - Employee outside work location - Mock / Fake location -- Eg: - - ![status-update](../../../../static/img/integration/hrms/e-tms/status-update.png) + + ![status-update-notification3](../../../../static/img/integration/hrms/e-tms/status-update-notification3.png) ### Clock On Behalf -Managers managing the same employee will receive the following notifications once a manager help his team to clock on behalf +- The manager themselves and other managers managing the same employee will receive the following notifications once they clock on behalf for an employee -1. App Notification + - App Notification - ![clock-on-behalf-notification1](../../../../static/img/integration/hrms/e-tms/clock-on-behalf-notification1.png) + ![clock-on-behalf-notification1](../../../../static/img/integration/hrms/e-tms/clock-on-behalf-notification1.png) -2. Email Notification + - Email Notification - ![clock-on-behalf-notification2](../../../../static/img/integration/hrms/e-tms/clock-on-behalf-notification2.png) + ![clock-on-behalf-notification2](../../../../static/img/integration/hrms/e-tms/clock-on-behalf-notification2.png) + +- The employee will receive the following notifications once their manager clock on behalf for them -### Edited Attendance Log + - App Notification + + ![clock-on-behalf-notification3](../../../../static/img/integration/hrms/e-tms/clock-on-behalf-notification3.png) + + - Email Notification + + ![clock-on-behalf-notification4](../../../../static/img/integration/hrms/e-tms/clock-on-behalf-notification4.png) -Managers managing the same employee will receive the following notifications once a manager edited an employee attendance log +### Adjusted Attendance Log -1. App Notification +- The manager themselves and other managers managing the same employee will receive the following notifications once they adjusted an employee's attendance log + + - App Notification - ![edited-log-notification1](../../../../static/img/integration/hrms/e-tms/edited-log-notification1.png) + ![adjusted-log-notification1](../../../../static/img/integration/hrms/e-tms/adjusted-log-notification1.png) -2. Email Notification + - Email Notification - ![edited-log-notification2](../../../../static/img/integration/hrms/e-tms/edited-log-notification2.png) + ![adjusted-log-notification2](../../../../static/img/integration/hrms/e-tms/adjusted-log-notification2.png) + +- The employee will receive the following notifications once their manager adjusted their attendance log + + - App Notification + + ![adjusted-log-notification3](../../../../static/img/integration/hrms/e-tms/adjusted-log-notification3.png) + + - Email Notification + + ![adjusted-log-notification4](../../../../static/img/integration/hrms/e-tms/adjusted-log-notification4.png) ### Employee login from a different device -Managers will receive an email notification once his team using a different device to login to the app +- Managers will receive an email notification when his team use a different device to login to the app +- The purpose is to help manager keep track if there are any employees that might help their friends to clock in / out - ![different-device](../../../../static/img/integration/hrms/e-tms/different-device.png) + ![different-device-notification](../../../../static/img/integration/hrms/e-tms/different-device-notification.png) diff --git a/docs/integration/hrms/e-tms/license-control.md b/docs/integration/hrms/e-tms/license-control.md index 308146a..4734810 100644 --- a/docs/integration/hrms/e-tms/license-control.md +++ b/docs/integration/hrms/e-tms/license-control.md @@ -6,13 +6,16 @@ description: An E TMS license control guide **Affecting reports:** - [Sync Cloud Time Attendance](sync-cloud.md) +- [Time Attendance Summary](payroll-report.md#time-attendance-summary) - [Time Attendance Unassigned Listing](payroll-report.md#time-attendance-unassigned-listing) -- [Time Attendance Unassigned Listing](payroll-report.md#time-attendance-unassigned-listing) -User can check company’s Time Attendance License at Cloud Icon | Sync Cloud… | Time Attendance +## License Info + + - To view company's license info + - **Step:** Cloud Icon | Sync Cloud… | Time Attendance | Right click on the empty area | Show License Info - ![license-control1](../../../../static/img/integration/hrms/e-tms/license-control1.png) - ![license-control2](../../../../static/img/integration/hrms/e-tms/license-control2.png) + ![license-info1](../../../../static/img/integration/hrms/e-tms/license-info1.png) + ![license-info2](../../../../static/img/integration/hrms/e-tms/license-info2.png) **Unregistered License** - Only records for 3 employees will be displayed @@ -23,4 +26,22 @@ User can check company’s Time Attendance License at Cloud Icon | Sync Cloud… - Full access to all features **Expired License** -- Records after the expired date will not be shown \ No newline at end of file +- Records after the expired date will not be shown + +## Licensed Employees + +- To view the selected licensed employees +- **Sync Cloud step:** Cloud Icon | Sync Cloud... | Time Attendance | Sync All | Right click on the grid | Licensed Employees + + ![licensed-employees1](../../../../static/img/integration/hrms/e-tms/licensed-employees1.png) + +- **Report step:** Time Attendance | Print Time Attendance Summary... / Print Time Attendance Unassigned Listing... | Apply | Right click on the grid | Licensed Employees + + ![licensed-employees2](../../../../static/img/integration/hrms/e-tms/licensed-employees2.png) + ![licensed-employees3](../../../../static/img/integration/hrms/e-tms/licensed-employees3.png) + + - The green highlighted employees are the selected employees and their records will be displayed in the report + +:::info +The selected licensed employees may varies between reports if the number of employees (refer [License Info](#license-info)) are less than the total number of employees using ETMS as the system will randomly select employees based on the registered number of employees +::: diff --git a/docs/integration/hrms/e-tms/payroll-report.md b/docs/integration/hrms/e-tms/payroll-report.md index 6d2709c..44ff611 100644 --- a/docs/integration/hrms/e-tms/payroll-report.md +++ b/docs/integration/hrms/e-tms/payroll-report.md @@ -29,9 +29,9 @@ description: An E TMS report guide in SQL Payroll - Shows all log pairs processed in Sync Cloud - **'*' symbol:** Adjusted log -- ***'(by mgr)' label:*** Log is clocked by manager through SQL HRMS app -- Overtime pairs will only list those OT records that has been confirm by HR and posted to Pending Overtime with claimable more than 0 +- ***'(by mgr)' label:*** Log is clocked by manager through SQL HRMS app - **'-' symbol:** Employee do not have any clock in/clock out records for that session +- Overtime pairs will only list those OT records that has been confirm by HR and posted to Pending Overtime with claimable more than 0 ### Attendance Reward diff --git a/docs/integration/hrms/e-tms/payroll-setup.md b/docs/integration/hrms/e-tms/payroll-setup.md index 5537e97..4778727 100644 --- a/docs/integration/hrms/e-tms/payroll-setup.md +++ b/docs/integration/hrms/e-tms/payroll-setup.md @@ -4,6 +4,14 @@ title: Payroll Setup description: An E TMS setup guide in SQL Payroll --- +## Time Zone + +**Step 1:** Company Profile | General | Time Zone | Select your country time zone + + ![maintain-timezone](../../../../static/img/integration/hrms/e-tms/maintain-timezone.png) + +**Step 2:** Save + ## Maintain Branch **Step 1:** Human Resource | Maintain Branch… | Select a Branch / Create New @@ -18,7 +26,7 @@ description: An E TMS setup guide in SQL Payroll User may click on the map to get a more accurate position ::: -**Step 3:** Enter radius (by default is 60m) | Save +**Step 3:** Enter radius (by default is 60m and min is 5m) | Save ![maintain-branch3](../../../../static/img/integration/hrms/e-tms/maintain-branch3.png) @@ -68,6 +76,10 @@ Option 2: Click on ***'P' button*** | Select date **Optional** - User may select ***'Leave Rules'*** if applicable +:::info +Make sure that the work session is set based on the time zone maintained in Company Profile (refer [here](#time-zone)) +::: + ## Maintain Work OT **Step 1:** Time Attendance | Maintain Work OT… | Select a Work OT / Create New @@ -141,7 +153,8 @@ For Custom Rule, may contact SQL Support for customization - User may click on ***'R' button*** or ***'W' button*** | Select date from calendar - ***'C' button*** to clear Work Session / Rest Day - Alternatively, user may use ***'Clear All' button*** to clear all Rest Day and Work Session within the date range -- User cannot assign work sessions or change work sessions on past dates +- User cannot assign work sessions or change work sessions on dates before summary last processed date +- On days without work session assigned, no summary will be processed unless there are clock in / clock out logs on that day ### Wizard @@ -182,7 +195,7 @@ For Custom Rule, may contact SQL Support for customization **Step 5:** Process :::warning -User cannot assign work sessions or change work sessions on past dates +User cannot assign work sessions or change work sessions on dates before summary last processed date ::: ### Copy Calendar from Employee @@ -195,7 +208,7 @@ User cannot assign work sessions or change work sessions on past dates **Explanation:** Copy Employee 00005 schedule (Work Session and Rest Day) from 20/5/2024 to 31/12/2024 to Employee 00006 :::info -Date From need to be current date to future dates (past dates are not allowed to copy) +Date From need to be after summary last processed date to future dates (dates before summary last processed date are not allowed to copy) ::: ### Clear All Schedule @@ -208,7 +221,7 @@ Date From need to be current date to future dates (past dates are not allowed to **Explanation:** Delete all schedule (Work Session and Rest Day) of Employee 00006 from 20/5/2024 to 31/12/2024 :::info -Date From need to be current date to future dates (past dates are not allowed to delete) +Date From need to be after summary last processed date to future dates (dates before summary last processed date are not allowed to delete) ::: ## Maintain Traveller Location @@ -250,7 +263,7 @@ Only employees who is a **'Traveller'** will be listed (refer [Maintain Employee | Custom | Assign to selected dates | **Step 3:** Click on ***'+' button*** | Map -**Step 4:** Select a GPS Type | Enter radius (by default, 60m) and description | Confirm +**Step 4:** Select a GPS Type | Enter radius (by default is 60m and min is 5m) and description | Confirm | **GPS Type** | **Explanation** | | :----------- | :-------------- | | Branch | Select from a list of branches created in Maintain Branch | diff --git a/docs/integration/hrms/e-tms/sync-cloud.md b/docs/integration/hrms/e-tms/sync-cloud.md index 6c62e85..7df7672 100644 --- a/docs/integration/hrms/e-tms/sync-cloud.md +++ b/docs/integration/hrms/e-tms/sync-cloud.md @@ -15,14 +15,12 @@ description: An E TMS sync cloud guide in SQL Payroll :::info The **'ETMS updated to dd/mm/yyyy'** is the date of the latest TMS summary processed. Any attendance logs before the updated date will no longer allowed to be adjusted from SQL HRMS app. -If user sync before 9am, Time Attendance Log will only sync up to two days before. - - ![sync-cloud2](../../../../static/img/integration/hrms/e-tms/sync-cloud2.png) +The **Log synced to dd/mm/yyyy hh:nn** is the date time SQL Payroll will sync attendance log to. Any attendance logs before this time (due to manager clock on behalf) will no longer be synced to SQL Payroll -| **Scenario** | **Sync Up To** | **Days Before** | -| :----------- | :------------- | :-------------- | -| Before 9am on 31/05/2024 | 29/05/2024 | 2 days | -| After 9am on 31/05/2024 | 30/05/2024 | 1 day | +| **Scenario** | **Sync Up To** | +| :----------- | :------------- | +| Before 9am on 24/09/2025 | 23/09/2025 23:59 | +| After 9am on 24/09/2025 | 24/09/2025 08:59 | ::: ### Attendance Log Error @@ -31,7 +29,8 @@ This dialog box will only prompt if there are any incomplete log pairs (missing ![log-error](../../../../static/img/integration/hrms/e-tms/log-error.png) -- **Purple cells:** Missing time which needs to be filled in +- The logs are grouped by the date and employee with alternating **green** and **white** highlights +- **Green cells:** Missing time which needs to be filled in - Editable columns: - Clock In - Clock Out @@ -64,12 +63,15 @@ User can click on the ***'Map' button*** in tab to show the employee's log locat ![log-edit-mode](../../../../static/img/integration/hrms/e-tms/log-edit-mode.png) +- The logs are grouped by the date and employee with alternating **green** and **white** highlights - Editable columns: - Clock In - Clock Out - Is OT - Break Time - ***'Recalculate' button*** will enabled once changes are made to perform recalculation on the attendance logs +- The ***'Work Duration'*** calculated after the log is adjusted is the difference between the ***'Adjusted Clock Out'*** and ***'Adjusted Clock In'*** + - An accurate ***'Work Duration'*** will be calculated after the ***'Recalculate' button*** is clicked ### OT @@ -114,3 +116,14 @@ User can click on the ***'Map' button*** in tab to show the employee's log locat - Leave Type: Value changes based on chosen action - User need to assign a leave code in order to post it to Leave Application - ***'Show Log' button:*** Show all employee's logs on that date + +### Generate Calendar Reminder + + ![generate-calendar-reminder](../../../../static/img/integration/hrms/e-tms/generate-calendar-reminder.png) + +- A generate calendar reminder for next year will be prompted starting from **October** each year +- The reminder will be prompt on condition where there is work session assigned on current year +- Options: + - **Go To Calendar:** User will be directed to [Maintain Calendar](payroll-setup/#maintain-calendar) + - **Generate Work Schedule without Session:** System will generate a whole year of work days without session + - **Later:** Nothing will happen and the reminder will prompt again the next time user Sync Cloud \ No newline at end of file diff --git a/docs/integration/hrms/login.md b/docs/integration/hrms/login.md index afeacc9..c15d60a 100644 --- a/docs/integration/hrms/login.md +++ b/docs/integration/hrms/login.md @@ -12,13 +12,17 @@ description: A login guide for SQL HRMS **Step 2:** Enter OTP sent to your email | Login - ![login2](../../../static/img/integration/hrms/login/login2.png) + ![login2](../../../static/img/integration/hrms/login/login2.png) -## Try Live Demo +**Step 3:** Select a company + + ![login3](../../../static/img/integration/hrms/login/login3.png) + +## Try Demo Account User may try out all the modules (E-TMS, E-Leave, E-Claim, E-Payroll) as manager -**Step 1:** Try Live Demo +**Step 1:** Start Exploring ![try-live-demo1](../../../static/img/integration/hrms/login/try-live-demo1.png) diff --git a/docs/integration/hrms/permission.md b/docs/integration/hrms/permission.md index c20a4b7..bf2d6d3 100644 --- a/docs/integration/hrms/permission.md +++ b/docs/integration/hrms/permission.md @@ -5,84 +5,145 @@ description: A guide for permission required in SQL HRMS --- ## Location -Modules that require this permission: -- E TMS ### Android **From SQL HRMS app** -**Step 1:** Turn on Location Service +**Step 1:** Turn on ***Location service*** -![android-location1](../../../static/img/integration/hrms/permission/android-location1.png) + ![android-location1](../../../static/img/integration/hrms/permission/android-location1.png) -**Step 2:** Allow Location Permission. When prompted, select ***'While using the app'*** +**Step 2:** Select ***'While using the app'*** -![android-location2](../../../static/img/integration/hrms/permission/android-location2.png) + ![android-location2](../../../static/img/integration/hrms/permission/android-location2.png) -**Step 3:** Select ***'Update settings'*** and choose ***'Allow all the time'*** when the app prompts the following dialog box +**Step 3:** Select ***'Update settings'*** and select ***'Allow all the time'*** | Return to SQL HRMS -![android-location3](../../../static/img/integration/hrms/permission/android-location3.png) + ![android-location3](../../../static/img/integration/hrms/permission/android-location3.png) **From Device Settings** -User can manually allow the permission through device settings page -**Step:** App Info | App permissions | Location +**Step:** App info | App permissions | Location | Select ***'Allow all the time'*** -![android-location](../../../static/img/integration/hrms/permission/android-location4.png) + ![android-location4](../../../static/img/integration/hrms/permission/android-location4.png) ### iOS **From SQL HRMS app** -**Step 1:** Settings | Privacy & Security | Location Service +**Step 1:** Privacy & Security | Location Service | Toggle ***'Location Services'*** on | Return to SQL HRMS -![ios-location1](../../../static/img/integration/hrms/permission/ios-location1.png) + ![ios-location1](../../../static/img/integration/hrms/permission/ios-location1.png) -**Step 2:** Allow Location Permission. When prompted, select ***'Allow While Using App'*** +**Step 2:** Select ***'Allow While Using App'*** -![ios-location2](../../../static/img/integration/hrms/permission/ios-location2.png) + ![ios-location2](../../../static/img/integration/hrms/permission/ios-location2.png) **Step 3:** Select ***'Change to Always Allow'*** -![ios-location3](../../../static/img/integration/hrms/permission/ios-location3.png) + ![ios-location3](../../../static/img/integration/hrms/permission/ios-location3.png) **From Device Settings** -**Step:** Settings | Search 'SQL HRMS' | Location -![ios-location4](../../../static/img/integration/hrms/permission/ios-location4.png) +**Step 1:** Settings | Privacy & Security | Location Service | Toggle ***'Location Services'*** on + + ![ios-location4](../../../static/img/integration/hrms/permission/ios-location4.png) + +**Step 2:** Settings | Search for ***'SQL HRMS'*** | Location | Select ***'Always'*** + + ![ios-location5](../../../static/img/integration/hrms/permission/ios-location5.png) + +**Content & Privacy Restrictions** + +**Step 1:** Settings | Screen Time | Content & Privacy Restrictions + + ![ios-location6](../../../static/img/integration/hrms/permission/ios-location6.png) + +:::info +If you have disabled this feature previously, you can skip all of the following steps +::: + +**Step 2:** Enter your Screen Time Password if you have previously set one + +**Step 3:** Search for ***'Location Services'*** | Select ***'Allow Changes'*** and toggle ***'Location Services'*** on + + ![ios-location7](../../../static/img/integration/hrms/permission/ios-location7.png) ## Notification ### Android -**Step 1:** Direct to App Info | Permissions | Notifications -**Step 2:** Choose ***'All SQL HRMS notifications'*** +**From SQL HRMS app** + +**Step:** Select ***'Allow'*** -![android-noti](../../../static/img/integration/hrms/permission/android-noti.png) + ![android-noti1](../../../static/img/integration/hrms/permission/android-noti1.png) + +**From Device Settings** + +**Step:** App info | App permissions | Notifications | Select ***'Show notifications'*** + + ![android-noti2](../../../static/img/integration/hrms/permission/android-noti2.png) ### iOS -**Step 1:** Direct to Settings | Search 'SQL HRMS' -**Step 2:** Turn on Notifications permission +**From SQL HRMS app** + +**Step:** Select ***'Allow'*** -![ios-noti](../../../static/img/integration/hrms/permission/ios-noti.png) + ![ios-noti1](../../../static/img/integration/hrms/permission/ios-noti1.png) + +**From Device Settings** + +**Step:** Settings | Search for ***'SQL HRMS'*** | Notifications | Toggle ***'Allow Notifications'*** on + + ![ios-noti2](../../../static/img/integration/hrms/permission/ios-noti2.png) ## Camera -Modules that require this permission: -- E TMS -- E Leave -- E Claim ### Android -**Step 1:** Direct to App Info | Permissions | Camera +**From SQL HRMS app** -**Step 2:** Choose ***'Allow only while using the app'*** +**Step:** Select ***'While using the app'*** -![android-camera](../../../static/img/integration/hrms/permission/android-camera.png) + ![android-camera1](../../../static/img/integration/hrms/permission/android-camera1.png) + +**From Device Settings** + +**Step:** App info | App permissions | Camera | Select ***'Allow only while using the app'*** + + ![android-camera2](../../../static/img/integration/hrms/permission/android-camera2.png) + +### iOS + +**From SQL HRMS app** + +**Step:** Select ***'Allow'*** + + ![ios-camera1](../../../static/img/integration/hrms/permission/ios-camera1.png) + +**From Device Settings** + +**Step:** Settings | Search for ***'SQL HRMS'*** | Camera | Toggle ***'Camera'*** on + + ![ios-camera2](../../../static/img/integration/hrms/permission/ios-camera2.png) + +## Photo Library ### iOS -**Step 1:** Direct to Settings | Search 'SQL HRMS' -**Step 2:** Turn on Camera permission +**From SQL HRMS app** + 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