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15 changes: 12 additions & 3 deletions docs/integration/hrms/e-claim/app-usage.md
Original file line number Diff line number Diff line change
Expand Up @@ -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:**

Expand All @@ -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
Expand Down Expand Up @@ -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
Expand Down Expand Up @@ -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)

Expand Down
13 changes: 12 additions & 1 deletion docs/integration/hrms/e-claim/payroll-setup.md
Original file line number Diff line number Diff line change
Expand Up @@ -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
:::
:::

## 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
2 changes: 1 addition & 1 deletion docs/integration/hrms/e-leave/payroll-setup.md
Original file line number Diff line number Diff line change
Expand Up @@ -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

Expand Down
20 changes: 14 additions & 6 deletions docs/integration/hrms/e-payroll/app-usage.md
Original file line number Diff line number Diff line change
Expand Up @@ -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
Expand All @@ -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
Expand Down Expand Up @@ -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

Expand Down
23 changes: 20 additions & 3 deletions docs/integration/hrms/e-payroll/payroll-setup.md
Original file line number Diff line number Diff line change
Expand Up @@ -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)

Expand All @@ -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 <br/> **Payslip:** Payslip for Feb 2025 will be synced |
| 2025 | 2 | Unchecked | **Payroll Details:** All details up till Feb 2025 will synced <br/> **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
Expand Down
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