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IceHrm

Getting Started

1
  • Installation

Employees

17
  • Defining Company Structure
  • Job Details and Qualifications Set Up
  • Adding Your First Employee
  • Understanding Users and Employees
  • Understanding User Levels
  • Supervisors and Indirect Supervisors
  • Switching Employees
  • Defining The Head Of a Company Structure
  • Deleting Employee Data
  • Employee History
  • Preparing Employee Data For Upload
  • Importing Basic Employee Data
  • Creating Data Importers
  • Finding Problems When a Data Import Fail
  • Adding a Restricted Recruitment Manager
  • Adding a Restricted Employee
  • Denying Access to a Particular Module

Time and Attendance

11
  • Recording Attendance
  • Monitoring Attendance
  • Uploading Attendance Data
  • Attendance Sheets
  • Projects And Clients For Timesheets
  • Adding Time To Timesheets
  • Project List On Timesheets
  • Viewing Timesheets
  • Approving Timesheets
  • Detailed Timesheets
  • Client Project Time Report

Documents

6
  • Adding Company Documents
  • Sharing Company Documents
  • Adding Employee Documents
  • Visibility of Employee Documents
  • Downloading Payslips
  • Expire Notifications

Leave Management

10
  • Adding a new leave type
  • Defining work week and adding holidays
  • Creating a Leave Rule
  • Creating a Leave Group
  • Leave Requests and Approval
  • Viewing Employee Leave Requests
  • Understand the Leave Calculation
  • Implementing a sample Leave Policy
  • A Detailed Company Leave Policy
  • Leave Management FAQ

Recruitment

8
  • Setting Up Recruitment Module
  • Adding a New Employment Type
  • Adding a New Experience Level
  • Adding And Editing a New Job Function
  • Posting a Job
  • Sharing Your Job Using Direct Links
  • Adding Candidates
  • Booking an Interview With a Candidate

Training

4
  • Adding a New Course
  • Adding a New Training Session
  • Subscribing To a Training Session
  • Approving a Training Session

Travel

4
  • Creating a Travel Request As an Employee
  • Assigning a Travel Request As an Admin/Manager
  • Approving a Travel Request As an Admin
  • Creating a Custom Field For Travel Requests

Payroll

10
  • Salary
  • Payroll Management
  • Simple Payroll Example
  • Predefined Calculations
  • Types Of Payroll Columns
  • Saved Calculations
  • Advanced Calculations
  • Updated Payroll Example
  • Adding Manual Modifications
  • Import – Export Payrolls

Other Payroll Examples

2
  • Building Payroll for India
  • How to create an overtime report using the payroll module?

Expenses

6
  • Adding Expenses
  • Adding an Expense Category
  • Enabling Multilevel Approval For an Employee Expense
  • Approving an Expense As an Admin/Manager
  • Pre-Approving Expenses and Reporting
  • Creating a Custom Field For Expense Requests

Insights

2
  • Charts
  • Reporting

Other modules

4
  • Company Assets
  • Data Import
  • Company Loans
  • Audit Log

API and Single Sign-on

4
  • Rest API
  • Using LDAP
  • Sign-In with SAML (Okta)
  • Using REST Api with Cloud installations

Mobile Application

2
  • Attendance Tracking
  • My Leave

FAQ

5
  • Upgrade IceHrmPro
  • FAQ
  • Close Cloud Account
  • Blog
  • How to Upgrade IceHrm Cloud

HR Forms

3
  • Assigning an HR Form To an Employee
  • Filling an HR Form As an Employee
  • Downloading an HR Form as a PDF Report

Performance Reviews

9
  • Creating a Review Template For an Employee
  • Assigning a Review Template To an Employee Or Manager
  • Adding Employee Goals
  • Completing a Performance Review As an Employee
  • Requesting Review Feedback From a Supervisor/Peer
  • Completing a Performance Review As a Supervisor/Peer
  • Viewing Employee Performance Reviews As a Supervisor
  • Viewing Peer Feedback as an Employee
  • Adding a Note For a Performance Review

Developer Guide

3
  • Setup Development Environment
  • Creating An IceHrm Extension
  • Structure of an IceHrm Extension
  • Home
  • Docs
  • Expenses

Expenses

  • Adding Expenses
  • Adding an Expense Category
  • Enabling Multilevel Approval For an Employee Expense
  • Approving an Expense As an Admin/Manager
  • Pre-Approving Expenses and Reporting
  • Creating a Custom Field For Expense Requests

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