Getting Started Archives - IceHrm

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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

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Getting Started

Getting Started

Getting started with IceHrm. How to properly complete the installation and initial setup.

Installation

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