Post on 02-Mar-2023
1.1
1.2
1.3
1.4
2.1
2.2
3.1
3.2
4.1
4.2
4.3
5.1
5.2
5.3
5.4
TableofContents
Part1Introduction
Installation
ManualInstallation
BasicSettings
Part2EmployeeManagement
EmployeeDataImport
Part3AttendanceModule
Timesheets
Part4VacationandLeaveManagement
CompanyLeavePolicy
LeaveRequestsandApproval
Part5RecruitmentManagement
DocumentManagement
TrainingModule
ExpenseManagement
2
6.1
6.2
7.1
7.2
8.1
8.2
8.3
Part6PayrollManagement
Import-ExportPayrolls
Part7Charts
Reporting
Part8RestApi
UsingLDAP
FAQ
3
IntroductionThisbookaimstobeacomprehensiveguidetoIceHrm.We’llcovertopicssuchasinstallingIceHrmandgettingitupandrunning,configuringIceHrmandusingicehrmmodules.
WhatisIceHrm?IceHrmisaHumanresourcemanagementsystemforsmallandmedium-sizedorganizations.ItcoversallthebasicHRMneedsofacompanysuchasleavemanagement,timemanagementandhandlingemployeeinformation.
Introduction
4
InstallationIfyouareusingicehrmcloudpleaseskipthischapter
GettingIceHrminstalledonlytakeafewminutes.Ifiteverbecomesaproblem,pleasefileanissuedescribingtheissueyouencounteredandhowwemightmaketheprocesseasier.
Requirements
BeforeinstallingIceHrmpleasemakesureyoursystemsupportsfollowingrequirementsyou’llneedtomakesureyoursystemhasbeforeyoustart.
PHP5.3orHigherNet_SMTPextensionforPHPMySQLphp-mysqlextention$>sudoapt-getinstallphp-mysqlPHPGDlibrary$>sudoapt-getinstallphp7.0-gd
OptionalModules
Theseareoptionalcomponentswhichcouldimproveicehrmperformance
Memcache
Installation
Ifyouareinstallingtheopensourceversion,downloadthelatestreleasefromGitHub
Ifyouareinstallingtheproversionorenterpriseyoushouldhavereceivedthefilesafterpurchase.
CopythedownloadedfiletothepathyouwanttoinstalliCEHrminyourserverandextract.
CreateamysqlDBforanduser.GrantalloniCEHrmDBtonewDBuser.
VisitiCEHrminstallationpathinyourbrowser.
Duringtheinstallationform,fillindetailsappropriately.
Oncetheapplicationisinstalledusetheusername=adminandpassword=admintologintoyoursystem.
Installation
5
AfterinstallationthesettingsmodulecanbeaccessedbylogininasadminandgoingtoSystem->Settings
Cron(ScheduledTask)forNotificationsNotificationcronisusedtosendperiodicnotifications.Documentexpirynotificationswilldependonthisscheduler.
Totriggerthescheduleryouneedtorunfollowingfile
(IceHrmRoot)/app/cron.php
SettingupLinuxCron
Inlinuxenvironmentacronshouldbesetuptorunevery10minutes.
Thiscanbedonebyplacingfollowinglineinyourcrontab.Dependingonyourserveryoucaneditcrontabsudovi/etc/crontab
oryoucanusecrontab-ecommand
/10*(IceHrmRoot)/app/cron.php
makesurethat(IceHrmRoot)/app/cron.phpfileisexecutable*SettingupWindowsSchedulerForsettingupthewindowsschedulerpleasecheckhttp://windows.microsoft.com/en-au/windows/schedule-task#1TC=windows-7
Installation
6
ManualInstallationIfyouencounteredanyissueswithautomatedinstallationpleasefollowthesestepstomanuallyconfigureicehrmonyourserver.
DownloadandExtractIceHrmLatestRelease
1. Ifyouareusingicehrmopensourceversiondownloaditfrom(https://github.com/gamonoid/icehrm/releases).Makesuretodownloadtherelease.zipor.gzfile(e.g:icehrm_v19.0.OS.zip).
2. Ifyouhavepurchasedicehrmpro,youcanfindinstallationdirectoryinsidethefilesyouhavedownloadedafterpurchase.
3. Extracticermtopublicwebdirectoryrootonyourwebserverfornowweassumeittobe(/var/www/)
CreatingMySQLDatabase
Logintoyourmysqlinstallationandcreateadatabaseandauserforicehrm
mysql>createdatabaseicehrm;
mysql>createuser'icehrm_user'@'localhost'identifiedby'icehrm_pwd';
mysql>grantallonicehrm.*to'icehrm_user'@'localhost';
Thenexecuteicehrmdatabasescriptsonnewlycreatedmysqldatabaseviaconsoleorphpmyadmin.
Thetwofilesyouneedtoexecutecanbefoundinicehrminstallationdirectory(assumingittobe/var/www/icehrm)
1. /var/www/icehrm/scripts/icehrmdb.sql2. /var/www/icehrm/scripts/icehrm__master__data.sql
mysql>useicehrm;
mysql>source/var/www/icehrm/scripts/icehrmdb.sql
mysql>source/var/www/icehrm/scripts/icehrm_master_data.sql
CreatingConfigurationFile
Inside<icehrm>/app/directoryyouwillfind:
config.sample.php
ManualInstallation
7
<?php
ini_set('error_log','_LOG_');
define('APP_NAME','IceFramework');
define('FB_URL','IceFramework');
define('TWITTER_URL','IceFramework');
define('CLIENT_NAME','_CLIENT_');
define('APP_BASE_PATH','_APP_BASE_PATH_');
define('CLIENT_BASE_PATH','_CLIENT_BASE_PATH_');
define('BASE_URL','_BASE_URL_');
define('CLIENT_BASE_URL','_CLIENTBASE_URL_');
define('APP_DB','_APP_DB_');
define('APP_USERNAME','_APP_USERNAME_');
define('APP_PASSWORD','_APP_PASSWORD_');
define('APP_HOST','_APP_HOST_');
define('APP_CON_STR','mysqli://'.APP_USERNAME.':'.APP_PASSWORD.'@'.APP_HOST.'/'.APP_D
B);
//fileupload
define('FILE_TYPES','jpg,png,jpeg');
define('MAX_FILE_SIZE_KB',10*1024);
//HomeLinks
define('HOME_LINK_ADMIN',CLIENT_BASE_URL."?g=admin&n=dashboard&m=admin_Admin");
define('HOME_LINK_OTHERS',CLIENT_BASE_URL."?g=modules&n=dashboard&m=module_My_Account
");
Renamethisfiletoconfig.phpandstartupdatingit.
Youmaychangeappnameandsocialmediaurlstoyourcompanysocialmediaaccounts:
define('APP_NAME','IceFramework');
define('FB_URL','IceFramework');
define('TWITTER_URL','IceFramework');
define('CLIENT_NAME','_CLIENT_');
Soabovesectioncanbechangedto:
BydefaultCLIENT_NAMEshouldbeapp
define('APP_NAME','IceHrm-YourCompanyName');
define('FB_URL','https://facebook.com/yourcompany');
define('TWITTER_URL','https://twitter.com/yourhandle');
define('CLIENT_NAME','app');
Forupdatingurlsyouneedtoknowtheabsolutepathofyouricehrminstallationandurltoyouricehrminstallation.
Foranexampleweassumepathtoicehrmis:/var/www/icehrm/andicehrmweburltobehttp://your-company-domain.com/icehrmthenpathsandurlsshouldbeupdatedasbelow.
ManualInstallation
8
define('APP_BASE_PATH','/var/www/icehrm/');
define('CLIENT_BASE_PATH','/var/www/icehrm/app/');
define('BASE_URL','http://your-company-domain.com/icehrm/');
define('CLIENT_BASE_URL','http://your-company-domain.com/icehrm/app/');
Ifyouareusingwindowsnotethatallthepathshouldbespecifiedwithforwardslash
e.g
define('APP_BASE_PATH','C:/xampp/htdocs/icehrm/');
Thenyoucanupdatethedatabaseconfigurationsasshownbelow:
define('APP_DB','icehrm');
define('APP_USERNAME','icehrm_user');
define('APP_PASSWORD','icehrm_pwd');
define('APP_HOST','localhost');
Ifyouwouldliketouploadfileslargerthan10MByoucanupdateMAX_FILE_SIZE_KBconfig.
ManualInstallation
9
GlobalSettings
Setting DescriptionCompany:
NameNameofthecompany
Company:
Logo
Companylogo.Youmayuploadthecompanylogohere.Ideallyshouldbe200pxwideandheightbetween50pxto150px.
Company:
Description
Ashortdescriptionaboutthecompany.Willbeusedmainlyinrecruitmentmodule
Email:
Enable
Setthisto"No"todisablealloutgoingemailsfrommodules.Value"Yes"willenableoutgoingemails
EmailSettings
ConfiguringEmailwithSMTP
Setting Description
Email:Mode ThisshouldbesettoSMTP
Email:SMTP
Host
Ifyouareusinglocalmachinetosendemails,setthistolocalhost.IfnotsettheIPaddressoftheserveryouareusingtosendemails
Email:SMTP
AuthenticationSetthisto"Yes"ifSMTPserverauthorizationisenabled
Email:SMTP
UserUsernameoftheSMTPuser
Email:SMTP
PasswordSMTPuserpassword
Email:SMTP
PortPortconfiguredinSMTPserver(Default25)
Email:Email
FromFromemailaddress(e.gicehrm@mydomain.com)
ConfiguringEmailwithAmazonSES
BasicSettings
10
Setting Description
Email:Mode ThisshouldbesettoSES
Email:AmazonSESKeyAmazonaccesskeyId(YoucangetthisthroughAWSconsole)
Email:AmazoneSES
SecretAmazonaccesskeysecret
Email:EmailFrom AuthorizedemailaddressforsendingemailsthroughSES
ConfiguringEmailwithGmail
Setting Description
Email:Mode ThisshouldbesettoSMTP
Email:SMTPHost ssl://smtp.gmail.com
Email:SMTPAuthentication Yes
Email:SMTPUser yourgmailaddress@gmail.com
Email:SMTPPassword Gmailpassword
Email:SMTPPort 465
Email:EmailFrom yourgmailaddress@gmail.com
DeveloperSettings
BasicSettings
11
Setting DescriptionSystem:Do
notpass
JSONin
request
SelectYesifyouarehavingtroubleloadingdataforsometables
System:
Reset
Modulesand
Permissions
Whenthisissetto“Yes”IceHrmwillresetallvaluesgiveninSystem->Permissionsmodule.Thissettingcanbeusedtoreloadpermissionsafteraddingnewpermissionstomodulemeta.jsonfile
System:Add
New
PermissionsAddnewpermissionswithoutresettingmodules
System:
DebugModePrintdebuglogmessages
OtherSettings
Setting Description
Leave:Share
Calendarto
WholeCompany
If"Yes"alltheemployeesofcompanycanseeotherpeoples'leaveschedules.Ifsetto"No"onlyadminsandsupervisorswillbeabletoseeleavescheduleofsubordinates
Leave:CC
Emails
EveryemailsentthoughleavemodulewillbeCCtothesecommaseperatedlistofemailsaddresses
Leave:BCC
Emails
EveryemailsentthoughleavemodulewillbeBCCtothesecommaseperatedlistofemailsaddresses
Attendance:
Time-sheet
CrossCheck
Onlyallowuserstoaddanentrytoatimesheetonlyiftheyhavemarkedatteandancefortheselectedperiod
Recruitment:
ShowQuick
Apply
Showquickapplybuttonwhencandidatesareapplyingforjobs.Quickapplyallowcandidatestoapplywithminimumamountofinformation
Recruitment:
ShowApplyShowapplybuttonwhencandidatesareapplyingforjobs
BasicSettings
12
EmployeeManagementEmployeesmoduleisusedtolist,edit,addandsearchemployeesinyourcompany.YoucanusethesearchboxtosearchemployeesbyID,nameordepartment.Alsoyoucanusefilterbuttontofilteremployeesbyjobtitle,departmentorsupervisor.
Eachemployeeisattachedtoacompanystructure.AcompanystructurecanbeaGroup,Company,BranchoraDepartment.Beforeaddingemployeesyoushouldfirstdefineyourcompanystructures
CompanystructureCompanystructuremoduleallowsyoutodefinethestructureofyourcompany.Letyoucreateparentstructureofthecompany,branches,departmentsandothercompanyunits.
Alsoitprovidesagraphicaloverviewofhoweachofyourcompanyunitsareconnected.
EmployeeManagement
13
DifferenceBetweenUsersandEmployees
Auserisapersonwhocanlogintoicehrm.It’snotrequiredforadminuserstohaveanemployeeattachedbuteachnonadminusermusthaveanassociatedemployee.Havinganemployeeaddedinicehrmwon’tallowthepersontologintoicehrm.YouneedtocreateauserwithaManagerorEmployeeuserlevelforthatemployeetobeabletologintothesystem.
AddingEmployees
AddingemployeestoICEHrmcanonlybedonebytheadmin.TheemployeeIdfieldshouldhaveauniquevalue.Inordertocompleteaddinganemployeeyouneedtoprovidejobtitle,employmentstatusandpaygrade.Thesevaluescanbedefinedinadmin:Jobsmodule.
Onceanemployeeisaddedtothesystemyouwillbeaskedtocreateauserforthenewlyaddedemployee.
SwitchingEmployees
OneofthekeyfeaturesofICEHrm,isadminsandmanagersabilitytologinasanotheremployee.Thisfeaturecanbeusedtoapplyleaves,addattendancerecordsorupdatetimesheetsbehalfofotheremployees.
Tologinasanemployeeyoucanusetheswitchusericononemployeelistorthe“SwitchEmployee”menuintoprighthandcorner.
EmployeeManagement
14
Supervisors
1. Anyemployeecanbethesupervisorofanotheremployee.
2. ThesupervisorofanEmployeecanbeaddedbychangingsupervisorfieldofemployeeeditscreen
3. IftheemployeeishavingAdminorManageruserlevel,theycanviewalltheirsubordinates(employeeshavingthecurrentemployeeasthesupervisor)viaEmployees=>Employeesmenu
IndirectSupervisors
1. AnemployeecanhavemultipleIndirectSupervisorswhichcanbesetviaeditemployee.
2. Indirectsupervisorsareusefulwhenapprovingleaverequests(YoucanallowindirectsupervisorstoapproveleaverequestsviaSettings->Leave/PTO)
DepartmentHeads
1. Oneormoreemployeescanbeaddedtoadepartmentasaheadofadepartment.
2. AdepartmentheadcanviewandmanageallemployeesunderthatdepartmentorsubstructuresofthisdepartmentgivefollowingsettingsunderSystem->Settings->System:
"System:CompanyStructureManagersEnabled""System:ChildCompanyStructureManagersEnabled"
EmployeeManagement
15
3. YoucandefineDepartmentHeadsviaAdmin->CompanyStructures
DeletingEmployeeData
Inordertodeleteanemployee,anadminshouldfirstclickthe"TerminateEmployee"buttononemployeelist.Butwedonotdeletetheemployeedataatthistime.Insteademployeeismovedto"TemporarilyDeactivatedEmployees"tab.Whenanemployeeisin"TemporarilyDeactivatedEmployees"list,youcanrecoveralltheemployeedatawithoneclick.
Ifyoudeletetheemployeefrom"TemporarilyDeactivatedEmployees"tab,Employeeprofilewillbemovedto"TerminatedEmployeeData"tab.Atthispointyoucannotrecovertheemployee,butstillyoucandownloadallthedataforemployeeinJSONformat.
Ifyouwanttoremoveallthedatarelatedtotheemployeeyoucandeletedatain"TerminatedEmployeeData"also.
Whenbillingforcloud-hostedinstallation,weconsidercountofactiveemployeesandemployeesunder"TemporarilyDeactivatedEmployees"tab.Soifyoudonotwanttogetbilledforanemployeeyouneedtodeletetheemployeefrom"TemporarilyDeactivatedEmployees"tabalso.
EmployeeManagement
16
EmployeeHistory
YoucanviewdetailsonhowemployeedatachangedoverthetimeyoucanuseEmployees=>EmployeeHistory
JobDetailsSetup(Admin>JobDetailsSetup)
Hereyoucansetupalltheinformationrelatedtojobtitles,paygradesandemploymentstatusinyourcompany.
QualificationsSetup(Admin>QualificationsSetup)
Skills,EducationalDetails,CertificationsandLanguagesyoudefineunderqualificationssetupmodulewillbeusedbyemployeesoradminstoattachthesequalificationstotheirprofiles.
EmployeeManagement
17
EmployeeDataImportYoucanimportdataintoicehrmusingCSVfiles.Bydefault,wesupportimportingbasicemployeedetailsandattendancedata.Thisfeatureshouldbeusedonlyduringtheinitialsetup.
PreparingEmployeeDataforUpload
1. Downloadsampledatafilehere2. Thefilehasfollowingcolumnswhichmatcheswithdefaultemployeedatafiledefinition
employee_id=Theidoftheemployee(thisidshouldbeunique,iftheemployeewithsameidexistsinthesystemthenemployeedetailswillbereplaced)first_name,middle_name,last_name=Employeenamesaddress1,address2,home_phone,mobile_phone,work_email=Employeecontactdetailsgender=MaleorFemalemarital_status=Married,Single,Divorced,Widowed,Otherbirthday=MM/DD/YYformatNationality/nationality=AnynationalitydefinedinSystem->ManageMetaData->NationalityEthnicity/ethnicity=AnyethnicitydefinedunderSystem->ManageMetaData->EthnicityEmergencyContact/name=EmergencycontactnameEmergencyContact/relationship=EmergencycontactrelationshipEmergencyContact/home_phone=Emergencycontactphonessn_num=SocialsecuritynumberorIDnumberjob_title=JobTitle(thisshouldbepredefinedinAdmin->JobDetailsSetup->JobTitles)employment_status=EmploymentStatus(shouldbepredefinedinAdmin->JobDetailsSetup->EmploymentStatus)joined_date=JoineddateinMM/DD/YYformatdepartment=CompanyStructurethisemployeeisattachedto(predefinedinAdmin->CompanyStructure)
ImportingBasicEmployeeData
1. LoginasAdminandNavigatetoSystem->DataImportFilesandcreateanewentrywiththefilecreatedinthepreviousstep
EmployeeDataImport
18
2. Oncetheentryiscreatedclickon"Process"
CreatingDataImporters
Youcancreatedataimportersforimportingcustomfieldsoranyotheradditionalfieldsintoemployees.
CreatingaDataImporterforUpdatingSupervisors
HereisanexampleofcreatingaDataImporterforupdatingsupervisorsandsomecustomfields
1. LoginasAdminandNavigatetoSystem->DataImporters2. CreateanewDataImporternamed"SupervisorandCustomFieldImporter"andData
Typeshouldbe"EmployeeDataImporter"
3. EachimportershouldhaveoneIDcolumn.Foremployees,theidcolumnshouldbe
EmployeeDataImport
19
employee_id.Hereishowyoucanaddthisuniqueidcolumn.4. Editthenewlycreateddataimporterandaddanewcolumnnamedemployee_id.Note
thatthevalue"iskeyfield"istrue
5. ThenaddthecolumnforSupervisor.Wecallthistypeofacolumnareferencetypecolumnbecauseitdependsonanotherrowinadifferentorsameentity
6. Notethatwehaveset"iskeyfield"totrue.7. Thenyoucanaddasamplecustomfieldtotheemployees(viaSystem->FieldNames
Setup->EmployeeCustomFields).
EmployeeDataImport
20
8. Fornow,wewilladdacustomfieldnamedContractEndDate
9. Nowyoucanaddacolumntotheexistingdataimporterforimportingdatafor"Contract
EndDate"10. NowyoucancreatetheCSVfileforimportingsupervisorandcontractenddatefor
employees.IntheCSVfile,thereshouldbethreecolumnsdefinedforEmployeeId,SupervisorandContractEndDate.Thesupervisorfieldshouldholdtheemployee_idofthesupervisor.
11. DownloadthefilealreadycreatedCSVfileforthisstepfromhere12. Cratea"DataImportFile"foruploadingthenewfile
EmployeeDataImport
21
AttendanceModuleIceHrmhasseveraldifferenttoolsformanagingandrecordingemployeetime.
AttendanceTrackingAttendancerepresentsthetimeyouwereinoffice.
RecodingAttendance
EmployeescanrecordattendanceviaTimeManagement->Attendance.Whilerecordingattendancetheycanselectthetimetheyarriveandleavetheoffice.
Whentrackingattendanceyoucaneitherletyouremployeesenterthetimewhenrecordingattendanceorconfigureittouseservertime.
AttendanceTrackingwithUserTime
UnderSystem->SettingssetAttendance:UseDepartmentTimeZonetoNo.Thiswillletyoursselectthetimewhenpunchinginandout.
AttendanceTrackingwithServerTime
Everyemployeeshouldbeattachedtoadepartment.ThesedepartmentsaredefinedunderAdmin->CompanyStructureandyoushouldhaveatimezoneforeachdepartmentdefined.Whenanemployeeattachedtoadepartmentrecordsattendanceicehrmusesthetimein
AttendanceModule
23
departmentstimezonetogeneratethecorrecttime.AllyouneedtodoissetthepropertimezoneandsetAttendance:UseDepartmentTimeZonetoYes.
MonitoringAttendance
Attendancedetailsofemployeescanbeviewed/editedviaEmployees=>Monitorattendancemodule.AdminuserscanviewallemployeeattendancewhileManagerscanviewattendancedataforsubordinates(directreports).
UploadingAttendanceData
Youcanuploadattendancedatafromyourattendancerecordingdevicesinsteadofallowingemployeestopunchin/outusingicehrm.
1. Downloadthesampleattendancefilefromhere
2. Thenaddyourattendancedatainthesameformat.
3. GotoSystem->Data->DataImportFilestab
AttendanceModule
24
4. Createanewdataimportasshownbelow.Useadescriptivename
5. Saveandfromthe"dataimportfilelist"clickprocessbutton
Attendancewithphotoproof
AttendanceModule
25
Thisfeatureletsyouremployeestakeaphotoofhim/herattheofficeoratanyplaceyouwantthemtobeviathewebcamwhenpunchinginorout.Thishelptomakesuretheemployeeisathis/herdeskwhenaddingattendanceentry.
Readmoreaboutthishere
AttendanceSheetsAttendanceSheetswhichcanbeaccessedviaTimeManagement=>AttendanceSheetsisawayforemployeestogroupattendancedetailsforthewholeweekandsenditforapprovaltothesupervisor.Thisfeatureisusefulwhenyoupayemployeesbasedonattendance.Insuchcases,thereshouldbeanapprovalprocessinplace.
AttendanceModule
26
TimesheetsTimesheetisadocumentwhichindicatesthehoursanemployeehasworked,separatedbydaysoftheweek.
InIceHrmemployeescanedittimesheetsunderTimeManagement=>TimeSheets.Thecurrentweektimesheetisautomaticallycreatedandtimesheetsforpastweekscanbecreatedbyclicking“CreatePreviousTimesheet”actionbuttononatimesheet.
ProjectsandClientsBeforestartingtopopulatetimesheetsyoushouldconfigureprojectsandclients.ThiscanbedoneviaAdmin=>Project/Clientssetuptab.
Eachandeveryprojectisattachedtoaclient.Becauseofthat,IceHrmallowsaddingclientswithbasicinformation.Onceclientsareadded,youcanstartcreatingaprojectfortheseclients.Theclientsectionrepresentsbothexternalandinternalclientsofthecompany.Thatwayyoucanattacheachandeveryprojecttoaclient.
Note:IceHrmisnotaprojectmanagementtool.Becauseofthatweonlystoreminimumdetailsaboutclientsandproject.ThisinformationisonlyusedforTimesheets.
AddingTimetoTimesheetsEmployeescanedittimesheetsviaTimeManagement=>TimeSheets=>AllMyTimesheets
Timesheets
28
Byclickingedittimesheetbuttonyoucanstartaddingtimeentriestothetimesheet.Timeentriesareassociatedwithprojects.Oneachtimesheet,youcanaddtimeforeachprojectforeachdayoftheweek.
Hereyoucanaddyourtime.(makesuretoaddtimeinhoursasdecimals.e.g:for2hoursand15minutesyoushouldadd2.25)
Makesuretoclicksavebuttontosaveyourchangestothetimesheet.Totaltimeintimesheetlistalsoupdatedaccordingtoyourchanges.
ProjectListonTimesheet
BydefaultallthedefinedprojectsunderAdmin=>Projects/ClientSetupisdisplayedintimesheetsofalltheemployees.
However,tolimitonlyselectedprojectstoanemployee:
1. Setthevalueof"Projects:MakeAllProjectsAvailabletoEmployees"settingunderSystem=>Settings=>Otherto"No"
2. AddonlyrequiredprojectstoemployeesunderAdmin=>Projects/ClientSetup=>EmployeeProjects
ViewTimesheets
Timesheets
29
Timesheetsdetailscanbeviewedbyclickingontheviewiconofanyofyourtimesheets.
TimesheetApprovalAfteraddingyourtimeentriesyoucansubmityourtimesheetforapproval.Thesupervisorshouldreceiveanotification.
SupervisoroftheemployeecanviewthetimesheetunderTimeManagement=>TimeSheets=>SubordinateTimeSheetsandapproveorrejectit.
Timesheets
30
DetailedTimesheetsInIceHrmthereisanalternativewaytoaddtimesheets.Thisisusefulifyouwanttoaddadditionaldetailsliketasktheemployeewasworkingonwithexactstartandendtimetothetimesheet.
Inordertoactivatethisfeaturesetthesetting"System:Time-sheetEntryStartandEndtimeRequired"to"Yes"underSystem=>Settings=>Systemtab.
Thenwhentheemployeeiseditingthetimesheettheviewwillbedifferentandhe/sheshouldbeabletoaddmoredetails.
Timesheets
31
ClientProjectTimeReportThisisaveryusefulreportbasedontimesheetstobillyourclientfortheworkyouremployeeperformed.EachemployeecangeneratethisreportviaUserReports=>ClientProjectTimeReport.
Timesheets
32
LeaveandVacationManagementIceHrmhasonceofthebestleavemanagementsystemsamongalltheHRMsoftware.Leavesmoduleisusedtodefinealltheelementsrequiredtomanageleaveapplicationprocessofyourcompany,
including:
LeaveperiodsLeavetypesWorkweekHolidaysLeaverules
LeavePeriods
AleaveperiodusuallyayearbutcanbedifferentaccordingtocompanyHRprocesses.Leaveperiodscan’toverlap,whichmeansifanemployeeappliedforannualleavesinleaveperiodfor“Year2014”,hisleavebalanceinleaveperiod“Year2015”won’tgetaffected.Thisissameforalltypesofleaves.Alsoiftheleaveperiodforyear2015isnotdefined,employeeswon’tbeabletoapplyleavesfor2015.
LeaveTypes
Leavetypetabdefinestypesofleaveswhichcanbeappliedbyemployees.
AddinganewLeaveType
Whenaddingaleavetypeyouneedtosetfollowingfields
VacationandLeaveManagement
33
Field Description
Admincanassignleavetoemployees
If“Yes”isselected,anAdminoraManagerisabletologinasanemployee(Pleasecheckswitchemployeeconceptexplainedinemployeemodule)andapplythistypeofleavesbehalfoftheemployee.
Employeescanapplyforthisleavetype
If“No”isselected;onlyanAdminoraManagerisallowedtoassignthistypeofleavetoanemployee.(Anemployeewon’tbeabletoapplythistypeofleave).
LeavesperYear
Thisisthenumberofleavescanbeappliedbyanemployeeperyear(orthecurrentleaveperiod).IftheleaveperiodislessthanaYearthisisthenumberofleavesfortheleaveperiod.
LeaveAccrueEnabled
Ifthisissetto“Yes”,employeeswon’thavealltheleavesaddedtotheirleavebalanceatthebeginningoftheleaveperiod.Insteadleavesgetaccruedforeverypassingdayinleaveperiod.Foranexampleifforaparticularleavetypenumberofleavesperperiodisdefinedas24andleaveperiod(having12months)isstatingfromJanuary,attheendofJanuaryanemployeewillbeableapplyfor2leavesofthisleavetype(24/12)
LeaveCarriedForward
Ifanemployeehassomeleavebalanceremaininginpreviousleaveperiod,thatamountwillgetaddtothecurrentleaveperiod.
VacationandLeaveManagement
34
PercentageofLeavesCarriedForward
Ineachyear(orperiod)whatpercentageofremainingleavesshouldbecarriedforward.
MaximumCarriedForwardAmount
Maximumnumberofleavedayswhichcanbecarriedforwardedfromoneyeartoanother.Setto0forunlimited
CarriedForwardLeaveAvailabilityPeriod
Forhowmanydayscarriedforwardleavesareavailablefromthestartdateofnextleaveperiod.
ProportionateLeavesonJoinedDate
Whethertheavailablenumberofleavesshouldbecalculatedbasedonnumberofdaysemployeeworkinagivenleaveperiod.(e.gifanemployeejoinedinendofJune,he/shewillonlygethalfofthenumberofleavesspecifiedforgivenleavetype.
WorkWeek
Workweekdefinesthedaysthatyouremployeesareworking.Whenanemployeeisapplyingforaleave,workweekistakenintoconsideration.ForanexampleifyoucompanyworksonlyfromMondaytoFridayandifanemployeeappliedforaleavefortwocontinuousweeksincludingweekends,SaturdaysandSundayswillNOTbecountedforleaveapplication.
Insomecases,companiesneedtokeepdifferentworkweeksfordifferentcountries.ForanexampleifyourbranchinUKworksahalfadayonSaturdaythenyoucanaddthatasshownonfollowingimage.AlltheleavecalculationsofUKbasedemployees(employee:countryfieldshouldbesettoUK)willbedoneaccordingtoextendedworkweekdefinedforUK.
VacationandLeaveManagement
35
Holidays
Holidaysdefinesthelistofholidaysforallleaveperiods.Itisadvisedtodefineallholidaysforalltheenabledleaveperiods.Ifanemployeeappliesforaleavewhichincludesaholiday,theleaveforholidaywon’tbecounted.Justliketheworkweek,youcanhavedifferentholidaysdefinedfordifferentcountries.Infollowingexample2014-12-18definedasaholidayonlyforUK.
Employeeleaves
VacationandLeaveManagement
36
Employeeleavestablistsalltheemployeeleaves.Anadministratorcanviewdetailsofleavesandtakeactionsonit(ApproveorReject).AdminshouldusuallyusethisfeaturewhentheSupervisorofthepersonwhoappliedtheleaveisnotabletodoit.
EmployeeLeaveEntitlement
Alltheemployeesareallowedtocheckthereleaveentitlement.Itshowasummeryoftheirleavebalancesforthecurrentleaveperiod.
Field Description
AvailableLeaves Numberofleaveremainingthatyoucanapplyduringcurrentleaveperiod
PendingLeaves Numberofleaveyouhaveappliedbutnotapprovedorrejected
LeavestobeAccrued
IftheLeaveAccrueEnabledissetfortheleavetype,thiswillshowhowmanyleavedayswillbeaddedtoyourleavebalancebyendofcurrentleaveperiod
LeavesCarriedForwarded
Leavedayscarriedforwardfrompreviousleaveperiods
LeaveGroups
Leavegroupscanbeusedto:
1. Groupasetofemployeesandcreateleaverulesaffectingallemployeesinthegroup.
VacationandLeaveManagement
37
2. Selectivelyallowsomeleavetypesonlytoagroupofemployees(foranexampleyoucanassignMaternityleavesonlytofemaleemployees)
Inordertodothis:
Firstcreatetheleavegroupunder“LeaveSettings”->”LeaveGroups”->”EditLeaveGroups”.
Addemployeestoleavegroup
CreatealeavetypeforMaternityleavebyspecifying“Femaleemployeesgroup”.Nowonlyemployeesaddedtothatgroupwillbeabletoapplyformaternityleaves
LeaveRulesByExamplesLeaverulesisoneoftheuniqueandadvancedfeaturesofICEHrm.Usingleaverulesyoucanoverwritethebehaviorofleavetypesforjobtitles,employmentstatusesorevenindividualemployees.
Followingexampleswillshowyoutheproperwaytouseleaverules
Example1
ToenableallSoftwareEngineerstoapplyfor20annualleaves,youneedtoaddanewleaveruleasshownbelow
VacationandLeaveManagement
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Example2
EnableallSoftwareEngineerswhoarepermanentemployeestoapplyfor10medicalleaves
Example3
VacationandLeaveManagement
39
Donotallowcontactworkerstoapplyforcasualleaves.Onlyadministratorisallowedtoapplycasualleavesbehalfofthemwithamaximumlimitof5leavesperleaveperiod
ImplementingaSampleLeavePolicySettingUpLeaveModule
SinceI'vehavenoticedthatitsnotatrivialtasktosetuptheicehrmleavemoduleinitiallywhenmovingfromanotheractiveleavemanagementsetup,I'mwritingthistowalkyouthroughashorttutorial.
Let'sassumefollowing:
1.Youaremovingtheleavemanagementsystemtoicehrm,inthemiddleoftheleaveperiodfor20152.Someofyouremployeeshaveleavescarriedforwardedfrom2014,whichmightnothavebeenused3.Yourcompanyhaveannualleavewhichcanbecarriedforwardedtonextyear4.Therearecasualleavewhichareaccrued1.5pereachmonth5.Someemployeeshavejoinedin2015andtheirleaveentitlementshouldbeproportionateaccordingtojoineddate
Settingupleaveperiods
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40
Firsttaskissettinguptheleaveperiods.Ifyouarestartingfrom2015youonlyneedtohavethe2015leaveperiod.Butcreatingaleaveperiodfor2016alsoshouldnotbeanissue.Creatingaleaveperiodfor2014willcarryforwardwhatevertheremainingleavesfrom2014to2015.Inthatcaseyouhavetoenterallemployeeleavedetailsfor2014manuallyintoIceHrm.SothepreferredwayistonotcreatethepreviousleaveperiodbyaddingallleavecarriedforwardedbyemployeesusingPTO(thiswillbeexplainedinanothersection).
Alsonotethatleaveperiodcanhavedifferentlengthsandcanbestartedfromanymonthoftheyear.
Settingupleavetypes
1. Letssetuptheleavetypeforannualleavewhichcanbecarriedforwardedtothenextyear
HereI'vesetleavecarriedforwardto'Yes'andcarryforwardpercentageto100%soalltheremainingannualleaveofthisyearwillbecarriedforwardtothenext.
1. Settingupcasualleavewhichareaccrued1.5pereachmonthandshouldnotbecarriedforwardtothenextyear
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Ihaveentered18forleaveamount,thiswillaccrue1.5(18/12)dayspermonthsinceleaveperiodlengthfor2015is12months
Employeeleaveentitlement
Nowassumewehaveanemployeenamed'JhonDoe'.Hisleaveentitlement(under"Leave"=>"LeaveManagement"),afteraboveleaveperiodsandleavetypesareaddedshouldlooklikethis:
Thereare14.39leavesaccruedforthisyear(fortheperiod2015-01-01to2015-10-19).Alsoitshowsthenumberofdaythatwillbeaccruedtillendoftheyearfromnow,whichis3.61days
Addingleavebalancefrompreviousyear
Theotherproblemyouwillfacewhileadoptingicehrmleavemanagementismovingleavebalancefrompreviousyearinathirdpartyleavemanagementsystemtoicehrm.InordertodothisyoucanusePTO.ForanexampleifJhonDoehas3annualleavedaysremainingfrom2014(butyouarenotabletoautomaticallymoveitto2015becauseyouhavenotbeenusingicehrmin2015),youcanaddaPTOdaysasshownbelowthrough"Admin"=>"LeaveSettings"=>"PTO".
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AfteraddingtheleavebalanceyouwillnoticethatJhonDoehas17annualleavesinsteadof14inhisleaveentitlement
AlsoyoumayaddnegativeleavebalancesunderPTOforcurrentyeartoreflectalreadytakenleavesbyemployees.
Proportioningleavesrespecttojoineddate
Let'sassumeJhonDoejoinedthecompanyinMay2015andshouldnotbeallowedtotakeonlyapatofleavecountdefinedfor2015.Thenforannualleavedefinitionunder"Admin"=>"LeaveSettings"=>"LeaveTypes"youcaneditAnnualLeaveandmake"ProportionateleavesonJoinedDate"="Yes"
IfthisissetthenJhonDoewillonlybeentitledfor18*(8/12)annualleavesfortheyeargivenhehasjoinedon1stofMay2015
LeaveManagementFAQ
Leave/PaidTimeOffManagement
Howtoallocate160hoursinsteadofdaysinleavemanagementmodule?
Whenaddingleaveentitlementyoushouldprimarilyuseleavetypes.Sinceyouaregetting160hoursayearyoucancreatealeavetypecalledAnnualleaveandadd20(160/8)daysasleaveamountforthatleavetype.IceHrmassumesa8hourworkday.Sowhenyoudothatyoucanapplyforaleavefor1dayor1hour.Ifyouapplyfora1dayleaveyourleaveentitlementavailableleavecountwillbecome19.Ifyouapplyforonehourit'lltakeaway0.125fromyourleaveentitlement.
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Howtoallocatedifferentamountsofleavetodifferentemployeesorcategories?
Let'ssaysomeemployeeshaveonly150hoursofpaidtimeoff.(Foranexampleall"MarketingManagers").ToimplementthisyoucangotoaddaleaveruleforMarketingManagersforannualleavewithleaveamountofonly18.75days(150/8).Leaverulesarenotboundtoanyleaveperiod,sotheleaverulesthatyoudefinewillbeappliedtoalltheleaveperiods.
HowtocompensateanemployeewithPaidtimeoff?
Assumethatanemployeeworkedonaholidayduetosomeurgentissue.Youneedtocompensatehim/herwithanadditionaldayoff.Inthatcaseyoucanuse"PaidTimeOff"tabtoaddanadditionalleavetotheemployee.Paidtimeoffalsousedtoaddleavescarriedforwardedfrompreviousyearswhereyouhavenotbeenusingicehrm.IfyouwanttoremovesomeleavefromanemployeeyoucanaddminusPTOalso.
I'venotbeenusingIceHrmduring2015,Butwhenconfiguringleavebalancesfor2016differentemployeesarehavingdifferentleavebalancescarriedforwardedfrom2015.Howtohandlethis?
YoushouldaddtheseasPTOamountsforleaveperiod2016under"PaidTomeOff"tab.Youwillhavetoaddonerecordforeachemployee.Thisisaonetimesetup,from2017youcanuseautomaticleavecarryforwarding.
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ImplementingaSampleLeavePolicywithIceHrm
IntroductionIcehrmhastoolstoimplementcomplexleavepolicies.Somostofthecompaniesarecoveredbyit.Foranexample,duetogovernmentregulationsofsomeEuropeancountries,theleavepoliciesofcompanieshasbecomeabittoocomplicated,butstill,IceHrmcanhandlethose.
Thissectiondescribestheprocessofimplementinganadvancedleavepolicywhichinvolvesmultipleleavegroupsandrulesinmultiplecountries.
ExampleLeavePolicyLet'sthinkofacompanyoperatinginGermanyandSingapore.
SetupLeavePeriods
InIceHrmeachLeavedayisattachedtoaLeavePeriod.SoIt'simportanttoconfiguretheLeavePeriods.LeavePeriodsaredisplayedunderAdmin=>LeaveSettings=>LeavePeriods
Ifyourcompanyhasnotbeenusingicehrmbefore,itisrecommendedtodeleteallpreviousleaveperiodsandkeeponlythecurrentleaveperiod.
AftersettingupleavetypesyoucanmanuallyaddalldetailsaboutcarriedforwardleavedaysandalreadytakenleavedaysusingPaidTimeofftabunderLeaveSettings**
LeaveTypesinSingapore
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Singaporecompanyhasthreeleavetypes.
AnnualLeave
Everyemployeegets14daysoffperyear.Remainingleavedayscanbecarriedforwardindefinitely.Foranexample,ifyouwereanemployeesince2016andtook10,13annualleavedaysrespectivelyin2016and2017,by2018youwillhave19annualleavedays.14from2018and5daysfrompreviousyears.
CreatingLeaveTypeforAnnualLeave
1. LogintoIceHrminstallationasanadmin2. GotoAdmin->LeaveSettings3. Ifyouhavecreatedafreshinstallation,deleteexistingleavetypes4. Addanewleavetype(nameitas"AnnualLeave")5. SetLeavesperLeavePeriodto146. SetAdmincanassignleavetoemployeestoYes7. SetEmployeescanapplyforthisleavetypetoYes8. SetLeaveCarriedForwardtoYes(Asyouneedtocarryforwardremainingleaveto
nextperiod)9. SetPercentageofLeaveCarriedForwardto100asyouneedtocarryforward100%of
theremainingleave10. SetMaximumCarriedForwardAmountto0.Settingthisto0willremovethelimitation
oncarriedforwardleavedays11. SetCarriedForwardLeaveAvailabilityPeriodtoNoLimit.Thiswillallowemployeesto
carryforwardAnnualLeaveindefinitely12. SetSendNotificationEmailstoYes.Thiswillsendoutemailstoapproverswhena
leaveapplicationissubmitted13. SelectaLeaveColor.Thiswillbeusedtoshowleavedetailsonleavecalendar
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CasualLeave
Eachemployeegets7daysperyear.Cannotbecarriedforward
CreatingLeaveTypeforCasualLeave
1. AddanewleavetypeforCasualLeave.Thesettingscanbeseeninthescreenshot2. NotethatyoushouldsetLeaveCarriedForwardtoNo
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MaternityLeave
Aworkingmothercantakethisleave4weeksbeforeexpecteddateofchildbirth.Upto48leavedayscanbetaken.
CreatingLeaveTypeforMaternityLeave
1. AddanewleavetypeforMaternityLeave.Thesettingscanbeseeninthescreenshot2. Formaternityleave,wedonotneedtoenableaccrueorcarryforward.
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InitialTestforLeaveSettings
Addingtestemployees
Fortesting,wehaveadded5employees.
AsyoucanseesomeemployeesarebasedinSingaporeandsomearebasedinGermany.
InitialTestforLeaveBalances
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FortestingtheleavebalanceofeachofthemyoucanusetheEmployeeLeaveEntitlementreport.GotoAdminReports=>Reportstogenerateit.
Herealltheemployeesareentitledtohavealltheleavetypes.Also,theleavenumbersareasexpected.
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AddingLeaveTypesbyCountry
Asyoucanseethereisaproblemwithaboveleaveentitlementreport.Theleavetypeswehavedefinedareentitledtoalltheemployees,eventheonesbasedinGermany.
Inorderto,correcttheproblem,youneedtouseleavegroups.Leavegroupsisawaytoallowonlycertainemployeestheabilitytoapplyforcertaintypesofleave.
DefiningaLeaveGroupforSingapore
DefineaLeaveGroupforSingaporeunderAdmin=>LeaveSettings=>LeaveGroups=>EditLeaveGroups
ThenaddSingaporeemployeestothisgroupunderAdmin=>LeaveSettings=>LeaveGroups=>LeaveGroupEmployees
AsthenextstepsetLeaveGroupoftheAnnualLeavetoSingapore
RepeatthisforothertwoLeaveTypesaswell.
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SecondTestforLeaveBalances
NowgeneratetheEmployeeLeaveEntitlementreportagain.NowyouwillseethatonlySingaporebasedemployeesareentitledforLeaveTypeswejustcreated.
AllowMaternityLeaveonlytoWorkingMothers
WestillhaveaproblemwithaboveleaveentitlementforSingapore.OnlyworkingmothersshouldbeallowedtoapplyforMaternityLeave.ThiscanbeachievedbyaddinganewLeaveGroup.
1. AddaLeaveGroupNamed"SingaporeWorkingMothers"
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1. AddNicoleSmithtoLeaveGroup"SingaporeWorkingMothers"
1. GotoLeaveTypetabandchangetheLeaveGroupforMaternityLeaveto"SingaporeWorkingMothers"
1. UnderEmployees=>EmployeesswitchtoNicoleSmith.ThiswillletyouusetheapplicationasNicoleSmith
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1. OpenLeave=>LeaveManagement=>LeaveEntitlement.Thiswillshowallthreeleavetypes
ThirdTestforLeaveBalances
NowgeneratetheEmployeeLeaveEntitlementreportagain.NowyouwillseethatNicoleSmithisentitledtoMaternityLeave.ThisisbecauseofMaternityLeaveisunderLeaveGroupSingaporeWorkingMothersandonlyNicoleSmithisinthatLeaveGroup.
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LeaveTypesinGermany
TheGermancompanyhasthreeleavetypes.
Vacation
Everyemployeegets25daysoffperyear.Remainingleavedayscanbecarriedforwardforthreemonths.
Iftheemployeehasbeenworkingformorethan2years.Theyget1additionalvacationday.
Iftheemployeehasbeenworkingformorethan3years.Theygetanother1additionalvacationday.
Iftheemployeehasbeenworkingformorethan4years.Theygetanother2additionalvacationdays.
Foranexampleofyour5thyearinthecompany,youget29vacationdays.
CreatingLeaveTypeforVacation
1. CreateaLeaveGroupforGermany
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1. AddallotheremployeestothisLeaveGroup
1. CreateaLeaveTypenamedVacation.Setleavecarryforwardenableandallowcarryforwardto3months.Also,makesuretosettheLeaveGrouptoGermany
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SickLeave
EmployeesareentitledtoSickLeavegivenwithoutalimitation.Wewillsetalimitof14daysperyearforSickLeavebutallowemployeestoapplyitwithoutarestrictionbysettingEmployeescanapplybeyondthecurrentleavebalancetoYes.
CreatingLeaveTypeforSickLeave
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ForthTestforLeaveBalances
NowgeneratetheEmployeeLeaveEntitlementreportagain.OnlyemployeesinGermanyshouldbeentitledtoVacationandSickLeave.
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Butstill,wehaveaproblemwithVacationLeave.Howtoapplydifferentamountsofleavetoemployeesbasedonyearsofexperience.
ThiscanbeimplementedusingLeaveRules.
CreatingLeaveRulesforVacations
LeaverulesareawaytoalterLeaveTypesforindividualorspecificgroupsofemployees.Foranexample,youcanincreasethenumberofleavedaysonlyforemployeeshavingpermanentworkcontractsbyaddingaLeaveRule.
VacationLeaveRule(Employeeshaving2YearsofExperience)
1. GotoAdmin=>LeaveSettings=>LeaveRules
2. CreateanewLeaveRuleforLeaveTypeVacation.SettheRequiredExperience(Days)to730whichis2yearsandNumberofLeaveDaysto27,asweneedtogive2additionalleavedaytoemployeeswhoworkedmorethan2years.*ThisLeaveRulewillbeappliedtotheemployeeshavingmorethan730daysbetweenthejoineddatelistedonprofileandthestartdateofthecurrentleaveperiod.
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1. InordertocreatetheLeaveRulefor3years,copythe2-yearleaveruleandchangeRequiredExperience(Days)to1095(3Years)andNumberofLeaveDaysto28
2. InordertocreatetheLeaveRulefor4years,copythe3-yearleaveruleandchangeRequiredExperience(Days)to1460(4Years)andNumberofLeaveDaysto30
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FifthTestforLeaveBalances
NowgeneratetheEmployeeLeaveEntitlementreportagain.
JasonWoodhas30daysofVacationashejoinedinAug2005
NoahSchmidthas25daysofvacation.HejoinedinMarch2016.Butthereisnotmorethan730daysbetweenjoineddateand1stdayofthecurrentleaveperiodwhichis1stofJan2018
JohannaFischerhas27leavedaysassheiseligiblefor2-Yearvacationleaverule.ShejoinedinMay2015andtherearemorethan730daysandlessthan1095daysfromthejoineddateto1stofJan2018
AddingInformationaboutpreviouslytakenLeaveDays
EventhoughyoujustconfiguredyourcompanyleavepolicyinIceHrm,youremployeesmighthavebeenapplyingforleavesevenbefore.
AssumeyoumigratedtoIceHrminMarch2018.Inthiscase,youcanusePaidtimeofftabtoaddalreadytakenleavedetailsforemployees.ForanexampleassumeJasonWoodhasalreadytaken5VacationDaysoff.AndJohannaFischerstillhave6Vacationdayscarriedforwardfromthepreviousyear.
InordertoimplementthisyoucanaddanegativepaidtimeoffforJasonWoodpositivepaidtimeoffforJohannaFischer.
1. VisitAdmin=>LeaveSettings=>PaidTimeoff
2. Add-5VacationdaysforJasonWood
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1. Add6VacationdaysforJohannaFischer
SixthTestforLeaveBalances
NowgeneratetheEmployeeLeaveEntitlementreportagain.
AsyoucanseeJasonWood'sVacationdaysarereducedfrom30to25andJohannaFischer'sVacationdaysareincreasedfrom27to33.
AddingcompensatedLeavedays
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AssumeJohannaFischerworked2additionalSaturdaystogetyoururgentprojectreleased.SoyoucancompensateherwithtwoadditionalVacationdaysusingPaidtimeoff.
MakingSaturdayaHalfDayinSingapore
Currently,bothofficesonlyworkfromMondaytoFriday.Let'ssayyouwanttomakeSingaporeemployeesworkhalfadayonSaturdayalso.
1. VisitAdmin=>LeaveSettings=>WorkWeek2. AddaworkdayforSaturdayinSingapore
NotethatthiswillbeappliedtoemployeeshavingCountrysettoSingapore**onthereprofile.
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FewLastNotes
1. WhenanemployeeappliedforaLeavehis/herLeaveBalancewillbeupdatedonlywhentheleaveisapproved
2. UntiltheLeaveisapprovedemployeehastheabilitytodeleteit.
3. Aftertheapproval,theemployeecancanceltheLeave.Butthecancellationrequestwillbesenttothesupervisorandonlyafterthecancellationrequestisapproved,theleavebalancewillbeupdated.
4. LeavedayswillbecarriedforwardonlyfromLeavePerioddefined.Foranexample,ifyouhaveleaveperiodsdefinedfor2017and2018,leavedayswillbecarriedforwardonlyfrom2017to2108.Leavedayscouldhavebeencarriedforwardfrom2016willbeignored.
5. AfterconfiguringLeaveTypesifyouareseeingwirednumbersasbalancesfirstcheckwhetheryouhavepreviousleaveperiodsdefinedwhichareactuallynotrequired.Whenyouenableleavecarryforwardingandthereisapreviousleaveperioddefined,currentleaveperiodwillgetleavedayscarriedforwardfrompreviousleaveperiod.
6. Alltheemployeeleaverequestsshouldbeapprovedbythesupervisororanadmin.Anadmincanapproveanyleaverequest.
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LeaveRequestsandApprovalThissectionexplainstheprocessofanemployeeapplyingforaLeaveandsupervisors,approversoradminsapprovingorrejectingtheleaverequest.
ApplyingforLeaveAnyemployeecanapplyforaleaveviaLeave=>LeaveManagementmenu
Whenapplyingforaleave,theemployeecanselecttheperiodtoapplyfortheleaveandtheninthenextsteptheycanselectwhattypeofleavetheywanttoapply(full-day/half-dayorpartial)
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Whentheleaveapplicationissubmitted,theemployeeandthesupervisoroftheemployeewillreceiveemailnotifications
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ThesupervisoroftheemployeecanviewleaverequestviaLeave=>LeaveManagement=>SubordinateLeavetab(Indirectsupervisorsalsowillbeabletosee/approveleaverequestsifthesetting"Leave:AllowIndirectAdminstoApprove"issetto"1")
Thesupervisorcanviewleaverequestdetailsandthenapproveorrejecttherequest
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Whentheleaverequestisapprovedorrejected,anemailissenttotheemployeewiththeresult
Leaveentitlementoftheemployeeisupdatedaccordingly.Amountofleavedaysis1.875becauseithasafullday(1),half-day(0.5)andathree-hourleave(3/8).1+0.5+3/8=1.875
CancelingLeaveRequests
1. Ifaleaverequestisnotapproved,itcanbejustcancelledbytheemployee
2. Forapprovedleaverequests,theemployeeneedstosendacancellationrequest(viaLeaveManagement,ApprovedLeavetab).Thiscancellationrequestwillbesenttothesupervisorandonlywhenthesupervisorapprovethecancellationrequesttheemployee'sleaveentitlementwillbeupdated
ManageLeaveRequestsasanAdmin
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AnadminhasaccesstoalltheemployeeleaverequestsviaAdmin=>LeaveSettings=>EmployeeLeaveList.Thefilterbuttoncanbeusedtofilterleaverequestsfromolderleaveperiodsalso.Adminhastherighttoapprove/rejectanyleaverequest
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RecruitmentRecruitmentmodulecanbeusedto:
PostjobsLetcandidatesapplyforthesejobsScheduleinterviewsTrackcandidateprogresswithnotesSharejoblinkswithlinkedIn,facebook,twitterandgoogle+directlyfromicehrm
RecruitmentSetupRecruitmentsetupmenuisavailableunder"Recruitment"=>"RecruitmentSetup".Hereyoucanadd/editEmploymentTypes,Experiencelevels,JobFunctions,EducationLevelsandBenefits.Alltheseinformationwillbeusedwhenpostingajob.
PostingaJobJobscanbepostedvia"Recruitment"=>"JobPositions".Followingtablewilllistoutmainfieldsusedtocreatejobpostings
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Fields Description
JobCodeAuniquecodetoidentifythejobposition.Urlforapplyingthejobpositionwillcontainthiscode.
JobTitle Thejobtitle
Short
Description
Ashortdescriptionaboutthejobposition.Thiswillbedisplayedwhenlistingcompanyjobs.Thepublicurlforcompaniesopenpositionsis,http://icehrm_url/entry.php?g=admin&n=candidates
Description Fulldescriptionofthejobposition
ShowSalary Whetheryouwanttoshowthesalaryrangeforthisjobposition
Keywords KeywordsforimprovingsearchandSEO
Status Onlyactivejobswillgetlisted
Image Attachanimageifyouwanttoshowanimagewithjoblisting
JobPosition-DisplayType
Youshouldselectadisplaytypewhenpostingajobposition.Thissectiondetailsthefordisplaytypessupportedyicehrm
Fields Description
Text
Only
Onlytextwillbedisplayede.g:Textad
Image
Only
Onlyanimagewillbedisplayed.TheimagefortheadshouldbeprovidedinImagefieldwhencreatingjobpositione.g:Imageonlyad
Image
andFull
Text
Usethisdisplaytypewhenyouwanttoshowanimageforthejobpositionwithafulldescriptionanddetailssuchassalary,requirementsandbenefits.
Image
and
Other
Details
Usethisdisplaytypewhenyouwanttoshowanimageforthejobpositiononlywithaminimumsetofmetadataaboutthejobpositionsuchassalary,employmenttype,experience,jobfunctionsandclosingdate.
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SharingyourjobpositiononsocialmediaandusingdirectlinksYoucansharecreatedjobpositionsonGoogle+,Facebook,TwitterandLinkedIndirectlyfromIceHrmusingsociallinksonjobpositionsmodule.Alsoyoucangetadirectlinktothejobpositionwhichyoucansendviaemailoranyothermediabyclickingon"JobLink"icon.
CandidatesStorecandidatedetailsReceivejobapplicationsfromcandidatesviajobpostingsScheduleinterviewsTrackcandidateprogresswithnotes
Aftercreatingajobpositionyoucanlistallthecandidateswhohaveappliedforthejobpositionvia"Recruitment"=>"Candidates"module.Itshouldlistallthecandidateswhohaveappliedforyourjobs.
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Hereyoucanscheduleinterviewsandaddnotesrelatedtothecandidate.Notescouldbeadetailsaboutatelephoneconversationorcandidatesexpectations.
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DocumentManagementInIceHrmyoucanmanagecompanydocumentsaswellasindividualemployeedocuments.
CompanyDocumentsCompanydocumentscanbeaddedviaEmployees=>DocumentManagement.Dependingontheconfidentialityandnatureofthedocumentitcanbesharedonlywithindividualemployees,allemployeesattachedtoadepartmentoralltheemployeesinthecompany.
EmployeescanviewcompanydocumentsviaDocuments=>MyDocuments=>CompanyDocuments
DocumentManagement
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EmployeePersonalDocuments
DocumentTypes
AccessedviaEmployees=>DocumentManagement=>DocumentTypes
DocumentTypestabisusedtodefinevariousdocumentsrelevanttoyourorganization.Theemployeesareabletouploaddocumentsunderthesecategories.
ExpireNotifications
Whendefiningdocumenttypesyoucandefinebeforehowmanydaysicehrmshouldnotifytheuserabouttheexpiringdocuments.
Thenotificationcronshouldbesetupforthisfeaturetofunctionproperly.Pleasecheckthesection[CronforNotifications](https://thilinah.gitbooks.io/icehrm-guide/content/installation-and-setup.html)
EmployeeDocuments
AdministratorsandManagerscanuse"EmployeeDocuments"tabtoexploreandmanagedocumentsuploadedbyemployeesoraddnewdocumentstoemployees.
Settings
Set"Notifications:SendDocumentExpiryEmails"toNoifyoudon'twishtoreceivedocumentexpirynotifications.
AlsosetNotifications:CopyDocumentExpiryEmailstoManagertoYesifyouwanttosendalldocumentexpirynotificationstorespectivemanagersalso
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SettingUpTrainingModuleTrainingmoduleinIceHrmcanbeusedtomanageprocessofprovidinginternaltrainingsforemployees.
Intrainingmodulewehavecourses,trainingsessionsandtrainingsubscriptionmanagement.
1. Admins/Managerscandefinecourses2. Admins/Managerscanusecoursestocreatetrainingsessions3. Admincanassigncoursestoemployeesoremployeescansubscribe4. Employeescanmarktrainingsessionsasattendedandattachaproofofcompletionif
required5. Admins/Managerscanapprovethatthetrainingsessioniscompletedbytheemployee
AddinganewCourse
Field Description
Code Eachcourseshouldhaveacode
Name Thecoursename
Coordinator
Theemployeeofthecompanywhoisresponsibleforcoordinatingthecourse.Insomecasescoordinatorcouldbethetrainer/instructoraswell
Trainer Nameofthepersonwhoconductthecourse
Payment
Type
Whetherthecourseissponsoredbythecompanyorpaidbytheemployee
Mostoftheotherfieldsareselfdescriptive
AddinganewTrainingSession
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Field Description
Name Nameofthetrainingsession
Course Selectthetrainigncourse
ScheduledTime Whenthistrainingsessionisscheduled
AssignmentDue
Date
Ifthetrainingsessionhasanassociatedassignment,theduedateforthat
Delivery
Method
Whetherthetrainingsessionisdeliveredinaclassroom,onlineoritsaselstudysession
Attendance
Type
-Assign=Onlyadmins/mangerscanassignthesessiontoemployees-SignUp=Sessionisopenforemployeestosignup
Attachment Anattachmentwithotherresourcesforthesession
Training
Certificate
Required
IfYes,employeeshavetoattachaproofofcompletion(suchascertificate)beforemarkingthetrainingsessionascompleted
SubscribingtoaTrainingSession
1. AnemployeecansubscribetoatrainingsessionviaTraining=>Trainingmodule.2. Goto"AllTrainingSessions"tab3. Clickonsubscribebutton
AttendanceType
EmployeescanonlysubscribetotrainingsessionshavingAttendanceTypesetto"SignUp"
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CompletingaTrainingSession
Onceanemployeeparticipatedinatrainingsessionhe/shecanmarkthetrainingascompletedviaTraining=>Training=>MyTrainingSessionstab.Oncethisisdoneanotificationwillbesenttothesupervisortoapprovethetrainingsession.
ProofofCompletion
Ifthetrainingsessionrequiresaproofofcompletion,employeehastoeditthetrainingsessionunder"MyTrainingSessions"tabandattachaproofofcompletionbeforesubmittingitforapproval
ApprovingaTrainingSession
Onceanemployeemarkatrainingsessionascompleted,thesupervisorwillreceiveanotificationtoapproveit.
Ifallthethingsareinorder,thesupervisorcanapprovethetrainingsessionviaTraining=>Training=>TrainingSessionsofDirectReportstab
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Expenses
ConfiguringExpensesModule
ExpensecategoriesandpaymentmethodscanbeconfiguredunderEmployees->ExpenseAdministration.AlsoManagerscanviewandapproveorrejectsubordinateexpensesunderthesamemodule.
Adminscanviewandeditexpensesfromallemployees.
AddingExpenses
EmployeescanaddexpensesunderFinance->Expenses.
ApprovalProcess
Youcandefine1st,2ndand3rdlevelapproversforemployees(whileeditinganemployee).Theseapproversandemployee'sdirectsupervisorwillbeinvolvedinapprovalprocessofmostoftheentitiesaddedbyemployees.
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80
Pre-ApprovingExpenses
IftheSettingExpense:Pre-ApproveExpensesissettoYes,allnewexpenseswillbeapprovedautomatically
Reporting
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PayrollManagement
PayrollModuleUsage
YoumayuseIceHrmtoachievefollowingtasks:
StoreemployeesalarydetailswithandgroupintosalarycomponentsCalculatevariousdeductionsIncludeovertimepaymentsintoemployeesalaryslipsdependingonnumberofhoursAddsalarycomponentsbasedonattendancesheetsAllowemployeestodownloadpayslipsinPDFformat
UnderstandingEmployeeSalaryandSalaryComponents
Whenpayingsalarytoyouremployeesyoucanhaveitdividedintoseveralcomponents.WhenyoucreateanewinstallationofIceHrmwepre-definesomeSalarycomponentsandgroupthesesalarycomponentsaccordinglyforyourconvenience.
Ifrequiredyoucanaddmore.(Youmayview/editSalaryComponentsundermenuPayroll=>Salary)
SalaryComponentTypes
AlsoinordertomakeitmoreeasytodefinetaxesandotherdeductionsonsalarycomponentswegrouptheseintoSalaryComponentTypes
DefiningSalaryforYourEmployees
YoucanaddsalaryinformationforyouremployeesunderPayroll=>Salary=>EmployeeSalaryComponentstab.
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83
Thiswayyoucandefineothersalarycomponentslikeallowancesandhourlypaydetails.
CreatingCompanyPayroll
CompanypayrollisavailableunderPayroll=>Payrollmenu.WehavealreadyaddedinformationforcalculatingpayrollforSriLankaandGhana.Youcandeleteallthesebeforestartingtoworkonyourpayroll.Butsometimesthesedatacancomehandyasanexampleforbuildingyourpayroll.
AddingaCalculationGroupForGermany
FirstweshouldstartwithaddingaCalculationGroup.GotoCalculationGroupMenuunderPayrollandaddanewcalculationgroup.AsanexamplewewillbeusingGermany.
AddingPayrollColumns
PayrollManagement
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Oneofthebestwaystodecidewhichcolumnsyouneedhaveinyourpayrollreportistothinkofrowsinyouremployeespayslip.Payrollreportasatablewhichholdsallyourindividualemployeepayslipsineachrow.
SinceyouhavethreesalarycomponentsBasic,CarAllowanceandHourlypaywecandefinefollowingpayrollcolumns.(Fornowlet'sassumetaxis19%ontotalsalary).
Nowherearethelistofcolumnstoshowonpayroll:
1. BasicSalary2. CarAllowance3. HoursWorkedDuringMonth4. HourlyPay5. PaymentForHoursWorked6. Grossmonthlysalary7. DeductionforTax8. NetSalary
Sonowwecanstartaddingpayrollcolumns.It'sagoodideatoprefixyourpayrollcolumnswithitsrespectivecountrycodetomakeiteasiertofind.
AddingPayrollColumnforBasicSalary
Nowyoucangotothetab"PayrollColumns"andclickon"Add".
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85
AsthiscolumnonlydependsonBasicSalarycomponentyoucanjustselectthethatsalarycomponentfromthelist.(Notethatinsomecasesyoucanaddmultiplesalarycomponentstosamecolumn).
AlsomakesureyousettheenabletoYesanddefaultvalueto0.00.
Thecolumnordershouldbe1becauseitshouldbethefirstcolumninyourpayrollreportforGermany.
AddingPayrollColumnforCarAllowance
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Adding:HoursWorkedDuringMonthColumn
Thereareemployeeswhodonothaveafixedsalarybutpaidonhourlybasis.Easiestwaytohandletheseemployeesistofirstcreateacolumntogetnumberofhoursworkedforthemonthusingattendance.Inordertodothatyoucanusepre-definedcalculations.
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Adding:HourlyPayColumn
Wecantakehourlypayfromsalarycomponentandcreatethiscolumnasbelow:
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88
Adding:PaymentForHoursWorkedColumn
Basedonthepreviouscolumnyouhaveadded,nowyoucancreatethehourlypaybasedcolumnasshownbelow:
Firstcreateanewpayrollcolumn
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Then,Clienton"Add"buttonnexttoCalculationColumns
HereyouareaddingthepreviouslydefinedhourspermonthcolumnasaparameternamedXandhourlypaycolumnasparameterY,soyoucanuseittodovariouscalculationsusingthesecolumns
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ThenundertheFunctionfieldyoucanmultiplythesecolumns(allotherbasicmathexpressionswillworkhere)
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AddingGrossMonthlySalaryColumn
Totalmonthlygrosssalaryshouldbethesumofbasicsalary,carallowanceandpaymentfortotalhoursworked.Thiscolumncanbecreatedasshownbelow:
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CreatingCalculationMethodtoCalculate19%Tax
Asyouhaveseenyoucandosomecalculationsatcolumnlevel.Butthingssuchastaxwhicharehavingdifferentpercentagesandmultipleslabsit'sbettertousecalculationmethods.NowyoushouldgotoCalculationMethodstabandaddanewcalculationmethod.
YoucancreateacalculationmethodbasedonaSalarycomponentgroup(type),aSalarycomponentoranExistingpayrollcolumn.Inthiscaseweuseanexistingpayrollcolumn.
NowclickonaddbuttononCalculationProcessfiledtodefinetheactualcalculation.Accordingtoourexampleforthefullrangeofgrosssalarytaxis19%.Sowedon'tneedtodefineanyrangesandcancalculatethetaxasfollows.
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Nowweneedtocreateapayrollcolumnandaddthiscalculationmethodtothatcolumn.
Pleasealsoplayattentionhowweareassigningcolumnordertoeachcolumn.
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Add"NetSalary"column
NetSalaryisGrosssalaryminustax.SowecreateNetSalarycolumnasshownbelow:
Nowwehavefinisheddefiningpayrollcolumns.WhenyougotoPayrollcolumnsandsearch"DE-"youcanseeallthefieldsinGermanpayroll.
CreatePayslipTemplate
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Asyouhavealltherequiredpayrollcolumnsyoucanusethesetocreateapaysliptemplate.SowearegoingtocreateanewpaysliptemplatenamedGermanPayslipTemplateandaddallthecolumnsdefinedabove.GotoPayslipTemplatestabandcreateanewpayslip.
Apaysliptemplatehascanbecreatedbyaddingfollowingitems:
1. CompanyLogo2. CompanyName3. Text(Foraddingspecialmessagestonotificationstoemployees)4. Separators(Forseparatingsectionsonpayslip)5. Payrollcolumns
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PayrollReportistheunitusedtocombineallthepayrollcolumnsandcalculatemonthlypaymentsforalltheselectedemployees.
.GotoPayrollReportstabandcreateanewPayrollReport.
WhenyoucreatethepayrollreportitshouldbeinDraftstate.OnlywhenitisprocessingcompleteditshouldgotoCompletedstate.
Alsoyouneedtoselectallthepayrollcolumnsyoudefinedearlierforgermanpayrollhereasshownabove.
SelectingEmployeesForYourPayrollReport
AbovepayrollisformonthlypaidemployeeswhoareinGermanPayrollCalculationgroup.Soyouneedtoaddsomeemployeessatisfyingaboverequirementsunder"CompanyPayroll"tab.
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AsshownbelowwehaveaddedtwoemployeestoGermanpayroll
ConfigureEmployeeSalaryComponents
Sincethepayrolldependsonemployeesalarycomponentsyoushouldmakesureallemployeesalarycomponentsaredefinedproperly.YoucandothisbygoingtoPayroll->SalarymoduleandselectingEmployeeSalarytab.
AsyoucanseehereIceHrmEmployeeisgettingaBasicandAllowancewhileLalaLameesgettingpaidperhour.Aswehaveconfiguredourpayrollreportapplicationnowabletocalculatethetaxandotherpayrollcolumnsproperly.
ProcessingPayrollReport
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Clickonthebluecolor"Process"buttononyourpayrollreportunderPayrollReporttab.Thiswillshowsalariesofalltheemployeesinyourpayroll.
AsyoucanseehereIceHrmcannowcalculateyourpayroll.
AftercheckingfiguresmanuallyyoucanclickonfinalizebuttonwhichwillchangethepayrollreportstatustoCompleted.
DownloadingPayslips
Nowyouremployeecanloginanddownloadpayslipforthepayrollperiod2017-08-01to2017-08-31.
LoginastheemployeeandgotoUserReports->Reportsmodule.
AndthendownloadthePayslipfromanycompletedpayrollreport
PayslipforIceHrmEmployeewilllooklikethis:
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GeneratingPayrollforNextMonth
Onceyouconfigureyourpayrollforinitially,generatingitforthesecondmonthcanbedoneinfewminutes.
CloneapreviousPayrollReportusingCopybutton
ChangeDatesandsetstatustoDraft
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ImportandExportPayrollData
Pre-definedPayrolls
IceHrmteamhasalreadycreatedfewsamplepayrollswhichyoucanimportandusetogenerateorstudythepayrollcreationprocess.
DownloadPayrollFiles
SamplePayrollSetup
SriLankaPayrollSetup
GhanaPayrollSetup
ImportPayrolls
GotoSystem->DatamoduleSelect"DataImportFiles"TabPressAddNewbutton
Giveameaningfulnameandselect"PayrollDataImport"asDataImportDefinitions.SelectthefileyoudownloadedusingabovelinksSaveFromthelistclienton"Process"button
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InsightsAttendanceMonitoringchartsareveryusefulwhenyouwhentogetaquickabstractlookathowalltheemployeesoraspecificemployeeattendtotheirwork.Itshowshowmuchtimetheyspendtimeintheofficeagainsthowmuchtimetheyactuallyputtingintotimesheets.
AttendanceGraph
Hereyoucancheckattendancetimerecordedeverydayforalltheemployeesoraspecificemployee.
AttendancevsTimesheetsGraph
Inthischartadmins/mangerscanseehowmuchofapercentageofattendancetimegoesintotimesheetsforeachemployee.
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Reporting
AdminReports(AdminReports->Reports)
IceHrmsavesallthegeneratedreportsunderreportfilessectionforfuturereferences.Adminsareentitledtogeneratefollowingreports.
UserReports(UserReports->Reports)
Followingreportscanbedownloadedbyemployees
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IceHrmRESTApiCurrentlyicehrmexposeemployeedetailsandattendancedataviatheRESTapi.
FullApiDocumentationcanbefoundhere:https://icehrm.docs.apiary.io/#
SettingupIceHrmOpenSourceandProRESTApiPleasereferhttp://icehrm.github.io/docs/setup-rest-api/forinstuctionsonsettinguprestapiwithNginx.
Forapachewebserverwehavealreadyincludeda.htaccessfileundericehrm/app/api
UsingRESTApiwithOpenSourceandIceHrmProYourapiurlbasewillbe"http://your-icehrm-url.com/icehrm-pro-dev/app/api".
Ifyouwanttocallemployees/me,youshouldsendarequestto"http://your-icehrm-url.com/icehrm-pro-dev/app/api/employees/me".
UsingRESTApiwithCloudinstallationsFirstyoushouldenableRESTapiviaSettings->Other->EnableRESTApisetting.
IceHrmusesOAuth2.0bearerauthentication.Soyouhavetosendthebearertokenwitheveryrequest.EachicehrmusercanfindtheirauthtokenbyopeningBasicInformation->PersonalInformation->ApiAccess(tab).
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MakingFirstApicall-Cloud
Ifyouricehrminstancenameistest1(https://test1.icehrm.com),yourApiurlwillbe
https://icehrm.com/api/test1
Thenaccordingtohttps://icehrm.docs.apiary.io/#youcanviewowndatabysendingaGETrequestto
https://icehrm.com/api/test1/employees/me
Youcanusefollowingrequestbychangingapiurlandauthtoken
curl-ihttps://icehrm.com/api/test1/employees/me\
-H"Authorization:BearerRRRRRRRR6fdeb20bb04b2c23DDDDD"
Forcreatingaemployeeyoucanuse
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curl-XPOST-H"Authorization:Bearer9RRRRRRRR6fdeb20bb04b2c23DDDDD"-H"Content-Typ
e:application/json"-d'{
"employee_id":"D101",
"first_name":"IceHrm123",
"middle_name":"SampleEx1",
"last_name":"Employee",
"nationality":"35",
"birthday":"1984-03-17",
"gender":"Male",
"marital_status":"Married",
"ssn_num":"",
"nic_num":"294-38-3535",
"other_id":"294-38-3535",
"driving_license":"",
"employment_status":"3",
"job_title":"11",
"pay_grade":"2",
"work_station_id":"",
"address1":"2772FlynnStreet",
"address2":"Willoughby",
"city":"Willoughby",
"country":"US",
"province":"41",
"postal_code":"44094",
"home_phone":"440-953-4578",
"mobile_phone":"440-953-4578",
"work_phone":"440-953-4578",
"work_email":"icehrm+admin@web-stalk.com",
"private_email":"icehrm+admin@web-stalk.com",
"joined_date":"2005-08-03",
"confirmation_date":"0000-00-00",
"supervisor":"1",
"indirect_supervisors":"[\"3\",\"4\"]",
"department":"1",
"termination_date":"0000-00-00",
"status":"Active",
"approver1":"5",
"approver2":"6",
"approver3":"7"
}'"https://icehrm.com/api/test1/employees"
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LDAPSettingsThissectiondescribetheprocessofconfiguringLDAPwithIceHrm
php-ldap
PHP5LDAPextensionshouldbeinstalledforLDAPtowork.Alsomakesureallrequiredoutboundportsareopened
Beforeusingpleaseinstallphp-ldapmodule.
ForPHP5.3$>sudoapt-getinstallphp5-ldap
ForPHP7.0$>sudoapt-getinstallphp-ldap
Forusingphpldaponwindowspleaserefer
NoLDAPforuserwithusername"admin"
Theuser"admin"willalwaysloginwithlocaldbusernameandpassword(evenLDAPisenabled)
UsetheseconfigtotestLDAPconnectionwithfollowingtestLDAPserverhttp://www.forumsys.com/tutorials/integration-how-to/ldap/online-ldap-test-server/
ChangeconfigsasfollowsunderSystem->Settings
Setting Description
LDAP:Enabled Yes
LDAP:Server ldap.forumsys.com
LDAP:Port 389
LDAP:RootDN dc=example,dc=com
LDAP:ManagerDN cn=read-only-admin,dc=example,dc=com
LDAP:ManagerPassword password
LDAP:Version3 Yes
LDAP:UserFilter uid={}
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Thencreateauserwithusername"riemann"underSystem->Users
Logoutandtryloginwithriemann/password
IssuewithLDAP
IfyouarefacingloginissuesafterenablingLDAP,youcanstillloginasuser"admin"anddisableLDAP
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FrequentlyAskedQuestions
LeaveManagement
Howtoaddaleavetypeonlyvisibletolimitednumberofemployees
Createaleavegroup(Admin->LeaveSettings->LeaveGroups->EditLeaveGroups)Addalltheemployeesthatshouldseetheleavetypetoabovegroup(Admin->LeaveSettings->LeaveGroups->LeaveGroupEmployees)CreatealeavetypeandsetitsleavegrouptonewlycreatedleavegroupOnlytheemployeesinstep(2)willbeabletoseeandapplyforthisleavetype
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