HRM Module in SMARTBMS ERP

The HR module in the SMARTBMS ERP system is loaded with features to handle all aspects of personnel management, including recruitment payroll, attendance, leave management, setting sale targets along many other critical operations.

Note: This document explains the HRM (Human resource management) feature in Essential’s module.

HRM modules consist of:

1. Leave types & Leaves.
2. Attendance
3. Payroll
4. Holiday
5. & related settings

Leave Management: #

1. Add leave: Leave Type (dropdown list), Start Date, End Date, Leave type, Reason (text area)
2. Default status of a leave added is pending
3. Admin can change the status: status (pending, canceled, approved) by clicking on the leave status column button.
4. Inbuilt app Notification will be sent to admin when a new leave is added.
5. Inbuilt app Notification will be sent to the applied user when the status is changed by the admin.
6. Only admin can delete a leave.
7. Reference no. Will be generated automatically for every leave to uniquely identify them. You can change the reference no prefix from HRM -> Settings (Leave Reference No. prefix)
8. Leave Instructions: You can enter special instructions for users before applying for leaves from the settings “Leave Instructions” field.

Leave types #

1. Only admin can manage leave type (add or edit)
2. Fields:
   1. Leave Type: Enter the name of the type of leave.
   2. Max leave counts: Maximum number of leaves allowed for the leave type.
   3. Leave count interval: This can be “Current month” or “Current financial year” or “None”. It is the interval for the maximum leave counts.

For example: If employees can take 12 Sick Leave in 1 year, then:
Leave Type = “Sick Leave”
Max leave counts = 12
Leave count interval = “Current financial year”

Leaves Summary for a user #

1. For admin: Admin can view leave summary of all other users. On the leaves page filter by an employee name and it will show the summary at the bottom of the page.
2. For Users: Always visible to a user his/her summary.

Attendance Management: #

Attendance by admin & other users #

1. Users can add their own attendance, admin can add the attendance of every user.
2. Attendance fields for admin: Employee, Date, Ip address (auto get the user’s IP address), note, clock_in_time, clock_out_time.
3. Attendance by non-admin users: Users can add their own attendance by clicking on the “Clock In” button present in the top navigation bar and clock-in adding a note. And click on the “Clock Out” button before leaving the workplace for checkout and adding a clock-out note.
4. Total work hours will be displayed when the admin selects a particular user and it is always visible to a non-admin user.
5. If the admin wants to add attendance for users & don’t want the user to add their attendance then it can be disabled by unchecking “Allow users to enter their own attendance”

How can users add their own attendance? #

Follow the steps below for users to add their own attendance

Step 1: Enable the “Allow users to enter their own attendance” in the User Management > Roles for that particular user.

Step 2: Log in with that particular user’s login details.

Step 3: In the attendance tab, the user can now clock-in and clock-out, thus marking their own attendance.

Grace Time: #

1. Grace time is useful for fixed shifts.
2. Grace before check-in: Is additional time that is not counted as overtime. Meaning if Grace before check-in is defined as 30Min & a shift starts are 11 AM, then even if someone check-in at 10.30 AM it’ll not be considered as early check-in
3. Grace after check-in: Similar to before, this is time that is not considered as late even after checking at late. If Grace after check-in is 30 Min, then doing a check-in at 11:30 AM will allowed.
4. Grace before checkout/Grace after checkout: Same as above 3 & 4, but this applies to check out timing.

Getting the user’s location in attendance: #

When a user/employee clock’s-in the system can save the user’s location from which he/she has put attendance.

NOTE: For the location to work your website must be HTTPS

1. Enabling Location:
   1. Go to HRM -> Settings -> Attendance Tab.
   2. Check the “Is Location Required?” checkbox & save it
2. Check the below screenshot for locations when adding clock-in

How accurate is the location? #

Accuracy of Location depends on the API & device (mobile or laptop) used and not on the application.

Mobile: mobile has GPS enabled so the coordinates sent by them is more accurate
Laptop: Most laptops don’t have GPS enabled so the location is based on the IP address, which is not much accurate

Note: The updated google map API key should have geocoding enabled.

Biometric Scanner Integration in Attendance: #

If a biometric system is used for attendance, then the data from the excel file exported from the biometric system can be fed into the downloaded template file. The complete data can be then imported into the POS system.

Use the import attendance feature to achieve this.

Notes: #

Sometimes, you may have an issue with import attendance due to an incorrect date format in the imported Excel sheet. Check the below conditions and ensure that the format is correct

• The clock-in & clock-out should be in the format “Y-m-d H:i:s” ex: (2023-06-04 21:13:55).
• The format type of clock-in & clock-out should be in text format in the Excel sheet.

Shift management: #

There are two types of shifts that you can create for users.

Fixed shift:

• With the fixed shift, you can create shifts with a specific starting and ending time.
• Therefore, users can clock in only at a specific time.
• If users try to clock in or clock out at a time later or earlier than the specified time it will show an error message.

Flexible Shift:

• With the flexible shift, you can create shifts without specific timing
• Therefore, users can clock in and clock out at any time.

Assigning shifts to users: #

The created shifts can be assigned to specific users, so when users log in, they can clock in for the shifts assigned for them.

Click the assign users’ button for a particular shift and assign shifts for users at particular dates.

ERROR: No active shift at this time #

Sometimes while users try to clock-in, it may show this error.
This is because there are no fixed shifts available for that time when they login.

In such conditions you can either manually add the attendance for such users in the attendance tab.

Refer to the video given for more information

Auto clock out option: #

By enabling this option, the system will automatically end the shift for users and they can automatically clock out.

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Payroll Management: #

1. Only admin can add payroll & other users can view only their own payroll.
2. Reference no. will be generated for Payroll. You can change the Payroll Reference No. prefix from settings.

Adding Payroll #

1. For adding payroll click on Add button in payroll menu.
2. Select Employee and the month/year of payroll.
3. If any existing payroll for the period, then it will be shown for editing or new payroll can be added.
4. Fields:
   1. Total work duration: Duration of work will be auto-calculated based on attendance
   2. Duration Unit: Unit of work like month/hour/week or other.
   3. Amount per unit duration: Price per duration.
   4. Total: Total work duration x Amount per unit duration
   5. Allowances: add as many allowances you have for the employee. Allowances will be added in final payroll.
   6. Deductions: add deductions for the employee. Deductions will be subtracted in final payroll.
5. Gross amount = Total + Sum of Allowances – Sum of Deductions
6. Inbuilt app Notification will be sent to the user when payroll is added.

Editing Payroll #

To edit a payroll, click on ‘All payroll groups’ tab -> Action -> Edit

Making Payment for Payroll: #

To make payment for a particular payroll, Go to Payroll -> All payroll groups.

Click on the action button -> Payment.

Making Partial Payment for Payroll: #

If you want to add a partial payment payroll for all employees or a group of employees follow the step below.

Step 1: Navigate to the Payroll section and select the “All Payroll Payment” tab.
Step 2: Click on “Actions” and choose “Add Payment” for the specific payroll you want to make payment for.
Step 3: You’ll be directed to the payment screen, where you can enter the required amount.
Step 4: Click “Save” to confirm the partial payment.
Step 5: If you wish to add the remaining amount later, repeat the same steps mentioned above.

NOTE: While adding payroll payments, you can include payment notes. For instance, if you’re making the first due payment, mention it in the payment notes.

Adding Bulk Payroll and Bulk Payment for Payroll: #

If you want to add a bulk payroll for all employees or a group of employees follow the step below.

For example: If you have 100 employees then you need to enter 100. You should have a bulk pay option.

While adding payroll, select all the employee names for bulk payment.

After adding the payroll, go to the ‘All Payroll Groups ‘tab where you can find the payroll as a group to add the bulk payment.

Adding Bonus in Payroll: #

While adding a payroll, add a description “bonus” and add the bonus amount.

This way you can add the bonus amount with the payroll.

Holidays Management: #

1. Only admin can add holiday.
2. Other users can view holidays applicable for their location.

Adding Holidays #

Fields: Name, Start Date, End Date, Business Location, Note

Permission & Settings for management for HRM #

Approve Leave: #

By default, only admin can approve leave added by other users. But you can assign the Approve leave permission to any other role & assign it to a user. User having approve leave will be able to approve leaves added by other users.

Allow users to enter their own attendance: #

You will find this option in HRM -> Settings -> HRM tab. If enabled other users will be able to enter their own attendance and vice-versa.

Features in Asset management module for SMARTBMS ERP: #

1. Add assets
2. Track assets warranty
3. Categorize assets
4. Get details of asset counts
5. Allocate assets to an employee or users
6. Allocated/Unallocated assets
7. Revoke asset
8. Asset maintenance
9. Asset Return (coming soon)
10. Asset history (coming soon)

Allocate Asset #

Any asset can be allocated to a particular user.

Go to All Assets > Action > Allocate Asset and select the user’s name, quantity and the date period. Click save button.

The report on allocated assets is shown in ‘Asset Allocated’ tab.

Asset Maintenance #

Asset maintenance helps to maintain assets under repair or any kind of service related to it.

Any user who has been assigned an asset can send it for maintenance when required.

Sending it to maintenance will send an in-app notification & also an email notification if enabled to some of the selected recipients.

Sending assets for maintenance: #

If any asset is to be repaired or send for maintenance purpose can be added here.

Go to All Assets > Action > Send Asset for Maintenance and provide the required details (attachments can also be attached). Click save button.

The report on asset added for maintenance are shown in ‘Asset Maintenance ‘tab.

The status of maintenance can be changed here using edit option.

Asset Revoked #

The assets allocated to users can be withdraw or cancelled for various reasons.

Go to Assets Allocated > Action > Revoke and provide the required details. Click save button.

The report on revoked assets is shown in ‘Asset Revoked’ tab.

Asset Categories #

While adding an asset, it can be categorized under a category. For example, assets like chair, table can be added under category furniture asset or office asset.

Categories for assets can be added, edited and deleted in this tab.

Asset Settings #

Settings prefixes and notifications can be done under settings tab

Prefixes: #

Each of the asset has a code for reference. Also, when assets are allocated, revoked or added for maintenance, it is referred with a code for easy identification.

The prefix for these codes can be set as per required.

Prefixes can be set for Asset code, Allocation code, Revoke code and Asset maintenance in the Settings > Prefix tab.

Notification: #

‘Asset send for maintenance’ Notification: #

This notification is sent when a new asset is sent for maintenance by any user.

Go to Settings > Notification and select

Enable the check box ‘Enable email ‘and select the recipients to whom the notification is to be send.

Add mail subject and body using the available tags and save it.

Whenever a new asset is added by any user, the notification is sent to the selected recipients.

‘Asset assigned for maintenance’ Notification: #

This notification is sent when a user is assigned an asset for maintenance (repair/do servicing etc.).

Go to Settings > Notification and enable the check box ‘Enable email’.

Add mail subject and body using the available tags and save it.

Whenever a user is assigned an asset for maintenance, the notification is sent to that user.