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Admin Training User Guide
Admin Training User Guide

All you need to know about Admin Training

Nigel Lim avatar
Written by Nigel Lim
Updated over a week ago

This article will help you in understanding the basic functions of the system and cover the topics mentioned in an Admin Training:

  1. Dashboard

  2. Company

  3. Payroll

  4. Employees

  5. Appraisals

  6. Attendance

  7. Shift Schedule

  8. Claims

  9. Leaves


Important Functions of the Modules

Click on the links to read more about each feature :)

Dashboard

Feature

Function

To see the company calendar in a monthly view e.g. new hires, resigned employees, birthdays & leaves application

To create announcement to employees with in-app notification

Company

Feature

Function

To create new organisation/entity, edit UEN No, add new departments & positions

To register the addresses of the outlets/offices - Applicable if you're using attendance

To determine who are the approvers for leaves, claims & attendance in the company

Payroll

Feature

Function

Pay Items

To create different types of payments to employees e.g. allowances, commissions, bonus & salary deduction - can be an addition or deduction

Generate Payroll

To generate the numbers for payroll - the first step of the Payroll process

To create single/multiple GIRO files for bank upload - the second step of the Payroll process

To download the CPF file for CPF portal upload - the final step of Payroll process

To see a summary of all generated payroll in the system

To create and submit tax filing to IRAS directly

Employees

Feature

Function

To see a summary of all employees' information in the system

To onboard new hires in the system

Offboard Employee

To record any resignation or termination of employee

To record a change in department, position, employment type & salary

To record a change in salary only

Appraisal

New Template

To create a new form for Appraisal

All Templates

To send adhoc appraisal to employees

To view a summary of all appraisals that were sent out to employees

Attendance

To view all attendance logs by all employees

To view a summary of all attendance logs by individual employee

Shift Schedule

To create shift templates for Managers to plan shift easily

To view all shift timing and attendance logs by all employees

Claims

To create and amend the different types of claims in the system

To view a summary of all claims submitted by employees

Leaves

To create and amend the different types of leaves in the system

To view a summary of all leaves submitted by employees

To give extra leaves to employees



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Feel free to contact us if you face any difficulties through the support chat icon on the bottom right of the screen, or email support@payboy.biz. We will get back to you within 3 working days.

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