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([email protected])
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 [email protected]
Email:SMTPPassword Gmailpassword
Email:SMTPPort 465
Email:EmailFrom [email protected]
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
38
Example2
EnableallSoftwareEngineerswhoarepermanentemployeestoapplyfor10medicalleaves
Example3
VacationandLeaveManagement
39
Donotallowcontactworkerstoapplyforcasualleaves.Onlyadministratorisallowedtoapplycasualleavesbehalfofthemwithamaximumlimitof5leavesperleaveperiod
ImplementingaSampleLeavePolicySettingUpLeaveModule
SinceI'vehavenoticedthatitsnotatrivialtasktosetuptheicehrmleavemoduleinitiallywhenmovingfromanotheractiveleavemanagementsetup,I'mwritingthistowalkyouthroughashorttutorial.
Let'sassumefollowing:
1.Youaremovingtheleavemanagementsystemtoicehrm,inthemiddleoftheleaveperiodfor20152.Someofyouremployeeshaveleavescarriedforwardedfrom2014,whichmightnothavebeenused3.Yourcompanyhaveannualleavewhichcanbecarriedforwardedtonextyear4.Therearecasualleavewhichareaccrued1.5pereachmonth5.Someemployeeshavejoinedin2015andtheirleaveentitlementshouldbeproportionateaccordingtojoineddate
Settingupleaveperiods
VacationandLeaveManagement
40
Firsttaskissettinguptheleaveperiods.Ifyouarestartingfrom2015youonlyneedtohavethe2015leaveperiod.Butcreatingaleaveperiodfor2016alsoshouldnotbeanissue.Creatingaleaveperiodfor2014willcarryforwardwhatevertheremainingleavesfrom2014to2015.Inthatcaseyouhavetoenterallemployeeleavedetailsfor2014manuallyintoIceHrm.SothepreferredwayistonotcreatethepreviousleaveperiodbyaddingallleavecarriedforwardedbyemployeesusingPTO(thiswillbeexplainedinanothersection).
Alsonotethatleaveperiodcanhavedifferentlengthsandcanbestartedfromanymonthoftheyear.
Settingupleavetypes
1. Letssetuptheleavetypeforannualleavewhichcanbecarriedforwardedtothenextyear
HereI'vesetleavecarriedforwardto'Yes'andcarryforwardpercentageto100%soalltheremainingannualleaveofthisyearwillbecarriedforwardtothenext.
1. Settingupcasualleavewhichareaccrued1.5pereachmonthandshouldnotbecarriedforwardtothenextyear
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41
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".
VacationandLeaveManagement
42
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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45
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)
LeaveRequestsandApproval
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Whentheleaveapplicationissubmitted,theemployeeandthesupervisoroftheemployeewillreceiveemailnotifications
LeaveRequestsandApproval
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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.
RecruitmentManagement
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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.
ExpenseManagement
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
84
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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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
PayrollManagement
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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":"[email protected]",
"private_email":"[email protected]",
"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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