Settings

Managing Employee Data

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PayPeople helps to manage the data of employees very conveniently. It provides a precise and expanding application of data to help businesses make better decisions.

Different options are available for employee data like Employee Action, Separation and Settlement etc.

Make Increments or Promotion of Employees

An employee action form is used to take any action that involves updating an employee’s information from previous information.

Go to Menu Path:RequestsEmployee ActionAll Request/My RequestNew Request

Note:

All Request: If you want to add your team request.
My Request: If you want to add your request.

Managing Employee Data: Make Increments or Promotion of Employees (screen 1)

A pop-up window will appear on the screen. Select Employee Name and Employee Information which you want to edit.

Managing Employee Data: Make Increments or Promotion of Employees (screen 2)

Two sections will be visible to you, i.e., Current Details and New Changes Section. In Current Detail you can examine an employee current details. In New Change Section you can change fields according to your needs or requirements.
In the Current Details Section, you may examine an employee’s current details.
On the other hand, you can view a segment of an employee’s New changes Section

Managing Employee Data: Make Increments or Promotion of Employees (screen 3)

Click on Draft Button. This request is in draft state where you can make changes according to your need again.

Managing Employee Data: Make Increments or Promotion of Employees (screen 4)

Go to Menu Path:My RequestEmployee ActionClick your draft request

Managing Employee Data: Make Increments or Promotion of Employees (screen 5)

If you want to edit something again, click Update button otherwise click Finalize button.

Managing Employee Data: Make Increments or Promotion of Employees (screen 6)

After finalize the request will be visible on approver’s dashboard in pending task. Click on it.

Managing Employee Data: Make Increments or Promotion of Employees (screen 7)

He can reject and accept by clicking on Pending button.

Managing Employee Data: Make Increments or Promotion of Employees (screen 8)

Employee Termination

Employee Separation

PayPeople also provides a module on Employee separation. If the employee is going to resign or you have to terminate the employee from the company you can add an employee separation.

Go to Menu Path:TeamOffboardingAdd Employee Separation

Managing Employee Data: Employee Separation (screen 9)

Search for an employee.
Add separation type, reason, and attrition of separation.
Add the date of resignation and the last working day.
Include the reason for the employee’s separation.
Check the checkbox of Payroll Hold if you want to hold the payroll of the employee.
Check the checkbox of Rehire Eligible if you want to rehire this employee in future again.
Set Offboarding checklist.
Click Save button.

Note:

After checking ” Rehire Eligible”, when you create the same new employee in the future, the system will automatically redirect you to the existing employee’s profile.
After creating “Separation” employee will be deactivated from the team and user login account will be deactivated also.

Managing Employee Data: Employee Separation (screen 10)

Final Settlement

Creating an employee final settlement in PayPeople is a quick and easy process that ensures all dues and benefits are settled with the employee. Here’s how to do it:

Go to Menu Path:PayFinal SettlementAdd Final Settlement

Managing Employee Data: Final Settlement (screen 11)

Select employee from drop down. Only those employees will be visible in drop down list whose Separation has been created.

Managing Employee Data: Final Settlement (screen 12)

Select final settlement date. After this you can fetch his basic salary by clicking Fetch button, you can also add allowances by clicking Add Adjustment button and you can change his gratuity by clicking Change Gratuity button..
Once you’re satisfied with the final settlement details, click on the “Draft” button to create the final settlement.

Managing Employee Data: Final Settlement (screen 13)

Click your draft settlement. After you’ve finished drafting the settlement, if you make any necessary adjustments and click Update.
When you’re satisfied with it, click the Finalize button.
If you want to delete the Final Settlement Click on Delete once it is drafted.

Managing Employee Data: Final Settlement (screen 14)

You can print the full and final Settlement using the Print option on created settlement.

Managing Employee Data: Final Settlement (screen 15)

After clicking, you can also export the payslip in Excel Sheet.

Attendance

PayPeople provides an attendance module in employee data. You can Add, Edit, and Delete an employee’s attendance according to your requirements. Here’s how you can do it:

Add Attendance:

Navigate to Menu Path:TimeEmployee AttendanceAdd Attendance

Managing Employee Data: Attendance (screen 17)

Click on “Create a New” in the top right corner.

Managing Employee Data: Attendance (screen 18)

Select the employee whose attendance you want to add manually.
Choose the date for which you want to add the attendance.
You can write some note also.
Click on the “Save” button to add the attendance.

Managing Employee Data: Attendance (screen 19)

You can also edit and delete an attendance by opening the marked attendance visible on attendance screen.
Do the changes you want to add in attendance and click on Save.
If you want to delete the pre-existed attendance, click on Delete.

Time Off

Managing leave is a time-consuming and important element of the HR routine. PayPeople Time off is a simple and user-friendly online Leave management module that enables you to efficiently record, manage, and track your employee’s leave details while reducing time theft.

At PayPeople, we understand that taking time off is an important aspect of maintaining a healthy work-life balance. We have made it easy for our users to request for leave through our platform. Here’s how:

Go to Menu Path:RequestsLeave RequestAll Request/My RequestNew Request

Note:

All Request: If you want to add your team request.
My Request: If you want to add your request.

Managing Employee Data: Time Off (screen 21)

Select employee name.
Select to and from dates for leave.
If necessary upload document and write reason.
Click on “Save” button.

Managing Employee Data: Time Off (screen 22)

After save the request will show on admin or manager dashboard in Pending task.

Managing Employee Data: Time Off (screen 23)

By clicking pending button you can Accept the Reject the request.

Managing Employee Data: Time Off (screen 24)

Expense

In PayPeople you can submit an expense request in the easiest way. For Expense Request:

Requests > Loan Request > All Request/My Request > New Request

Note:

All Request: If you want to add your team request.
My Request: If you want to add your request.

Managing Employee Data: Expense (screen 25)

Upload document; containing relevant expenses such as a deposit slip, a bill, or a form.
Expense Category: Secondly, under the Setting section, choose the expense category that you defined in Expense category in Request section.
Employee name: In the employee name field, write the name of the employee who wants to take any expense.
Total amount: Mention the whole amount of the expense in this field.
Date: Have included the date that expense was issued in the date section.
Draft: Click on Draft button.