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Leave and Attendance Tracking, Expense Claims, Salary and Payroll, Recruitment, Performance and more
Basic HR Settings
HR Settings HR Settings allow global settings for HR related documents. The different settings allowed are explained in brief below: To access HR Settings, go to: ++Home > Human Resources > Settings > HR Settings++ 1.1 Retirement Age This is used to compute the retirement date of the employees based on their Date of Birth. The age of retirement is taken as '60' if this field is left blank. 1.2 Employee Records to be created by The naming for
How to create a Job Applicant?
Job Applicant A Job Applicant is a person who applies for a job in your Company against a particular Job Opening. In OneHash, you can maintain a list of people who have applied against a particular Job Opening. To create a Job Applicant, go to: ++Home > Human Resource > Recruitment > Job Applicant++ Before creating a Job Applicant, it is advisable you create the following: Staffing Plan [Employee Dep
The Payroll Setup
Payroll Setup Salary is a fixed amount of money or compensation paid to an employee by an employer in return for the work performed. Payroll is the administration of financial records of employees' salaries, wages, bonuses, net pay, and deductions. To process Payroll in OneHash, Define Payroll Period (optional) Define Income Tax Slab Create Sa
Employee setting up
Employee An individual who works part-time or full-time under a contract of employment, and has recognized rights and duties of your company is your Employee. In OneHash manage the Employee master. It captures the demographic, personal and professional details, joining and leave details, etc. of the Employee. To access the Employee master, go to: ++Home > Human Resources > Employee++ Before creating an Employee, it is advised to create the following: [Employment Type]
How to create an Expense Claim?
Expense Claim Expense Claim is made when employees make expenses out of their pocket on behalf of the company. For example, if they take a customer out for lunch, they can make a request for reimbursement via the Expense Claim form. To access an Expense Claim, go to: ++Human Resources > Expense Claims > Expense Claim++ Employee [Department](https://help.onehash.ai/en/article/how-to-create-a-departme
How to create a Designation
Designation Designations are the official job titles given to employees. With reference to company management, there are various stakeholders like directors, officers, managers and shareholders who guide a company towards the fulfillment of its business objectives. OneHash allows you to create various designations and also mention the skills required for the same. To access Designation, go to: ++Home > Human Resources > Employee > Designation++ Go t
Creating a Payroll Entry
Payroll Entry Payroll is the sum total of all compensation a business must pay to its employees for a set period of time or on a given date. In OneHash, Payroll Entry enables bulk processing of payroll for employees in other words, processing salary slips of all employees in one go. The bulk processing can be Company-wide or based on these categories: Branch, Department, or Designation. To access Payroll Entry, go to: ++Home > Human Resources > Payroll > Payroll Entry++
Employee Tax Exemption Proof Submission
Employee Tax Exemption Proof Submission Employees are required to submit proofs for all the spending they claim tax exemption for. This can be done through the Employee Tax Exemption Proof Submission document This is usually done at the end of a Payroll Period, but employees can submit any number of proofs unlike Employee Tax Exemption Declaration. To access Employee Tax Exem
Employee Grade: Prerequisites and Creation
Employee Grade An Employee Grade is a grouping of the employees with similar positions or values in order to assign compensation rates and salary structures. OneHash allows you to configure Employee Grades, helping you to easily categorize employees based on seniority or any other criteria. Employee Grade also helps you fetch Employee records in bulk based on their grades while processing payroll, allocating leaves, etc. To access Employee Grade, go to: ++Home > Human Resources > Employe
How to create Employee Tax Exemption Declaration?
Employee Tax Exemption Declaration Tax exemption is the monetary exemption of income, property or transactions from taxes that would otherwise be levied on an Employee. At the beginning of a Payroll Period, employees can declare the amount of exemption they will be claiming from their taxable salary. OneHash allows you to specify tax exemption category/sub-category, tax exemption amount and other related information in the Employee Tax Exemption Declaration form. To access Employee Tax Exe
How to create a Department?
Department A Department is a specialized functional area or a division within an organization. You can configure the Departments in your organization, set Leave Block List, and also Leave and Expense Approvers for the same. To access Department, go to: ++Home > Human Resources > Employee > Department++ Department is a tree-structured master, which means you can create parent departments and sub-departments as shown below: !(https://storage.crisp.chat/users/helpdesk/website/6f1c2c7b8034
Leave Application If your company has a formal system where Employees have to apply for leaves to be able to qualify as paid leaves, you can create Leave Application to track approval and usage of leaves. The applying employee requires to select their Employee record, Leave Type and the period for which the leave is taken. To create a new Leave Application, go to: ++Human Resources > Leaves and Holida
Creating a Leave Type
Leave Type Leave Type refers to the types of leaves that an Employee can use while making Leave Applications. An employee can select a particular Leave Type while requesting for a leave. You can create any number of Leave Types based on your company’s requirement. To access Leave Type, go to: ++Home > Human Resources > Leaves > Leave Type++ Go to Leave Type list, click on New. Enter Leave Type Name. Enter Max Leaves Allowed, Applicable After (Wor
Employee skill map
Employee Skill Map Employee Skill Map is a record which helps your organization track your Employee's skill sets and trainings. It can be used to rate each skill of the Employee and track their growth after each internal training. This data can be used at the time of appraisals. To record an Employee Skill Map go to: ++Home > Human Resource > Employee Lifecycle > Employee Skill Map++ Make sure you have set the required Skills for designations from the Skill doctype. Example of Skills fo
How to create a Holiday List?
Holiday List Holiday List is a list which contains the dates of holidays. Most organizations have a standard Holiday List for their employees. Some even have different holiday lists based on the different Locations or Departments. To access Holiday List, go to: ++Home > Human Resources > Leaves > Holiday List++ Go to Holiday List, click on New. Enter Holiday List Name. It can be based on the Fiscal Year or Location or Department as per the requir
Appraisal A performance appraisal is a method by which the job performance of an employee is documented and evaluated. In OneHash, you can manage Employee Appraisals by creating an Appraisal Template for each role with the parameters that define the performance by giving appropriate weightage to each parameter. To access Appraisal, go to: ++Human Resources > Performance > Appraisal++ Before creating an Appraisal, make sure you have the following created: [Employee]
Job Offer creation in OneHash
Job Offer Job Offer is given to selected candidates after interview and selection which states the offered salary package, designation, grade, department, number of days entitled for leave among other information. In OneHash you can make a record of the Job Offers that you can give to candidates. To access Job Offer, go to: ++Home > Human Resource > Recruitment > Job Offer++ Before creating a Job Offer, it is advisable to create the following: [Staffing Plan](http
Employee Benefit Application
Employee Benefit Application Employees are entitled to flexible benefits which they can either receive pro-rata (as part of their Salary) or as a lump-sum amount when they claim the benefit. In order to choose from various flexible benefits which an Employee shall receive on a pro-rata basis, the employee should create a new Employee Benefit Application. To create a new Employee Benefit Application, ++Human Resources > Payroll > Employee Benefit Application > New Employee Benefit Applicat
Setting Up Income Tax Deduction
Setting Up Income Tax Deduction Calculating Tax deductions for employees every month is a time consuming activity for most businesses, especially for large enterprises. If setup properly, OneHash simplifies most of the tax related calculations by automatically calculating tax deductions while generating Salary Slips. Here's how you can configure OneHash to ease you payroll processing - Income Tax Exemption In many countries, especially in India, regulations allow exempting a part (
How to create a Leave Allocation in OneHash?
Leave Allocation Leave Allocation enables you to allocate a specific number of leaves of a particular type to an Employee. To access Leave Allocation, go to: ++Home > Human Resources > Leaves > Leave Allocation++ Before creating a Leave Allocation, it is advisable you create the following documents: Employee Leave Type [Leave Peri
How to create a Leave Period?
Leave Period A Leave period is a duration of time for which leaves are allocated. Most companies manage leaves based on a Leave Period, corresponding to a calendar year or the fiscal year. To access Leave Period, go to: ++Home > Human Resources > Leaves > Leave Period++ Before creating a Leave Period, it is advisable to create the following: Company [
How to create a Payroll Period?
Payroll Period A Payroll Period is a period for which Employees get paid for their occupation with the Company. Payroll Period helps you define Salary Structures and Tax slabs applicable for the period, making it easier to manage changing laws. In OneHash, you can configure the Payroll Period and define Tax Slabs. In order to access Payroll Period, go to: ++Home > Human Resources > Payroll > Payroll Period++ Go to: Payroll Period > New. Enter
Human Resource Setup
Human Resource Setup The HR module has a setup process where you create the masters for all the major activities. Organization Setup To setup your Employee master you must first create: Employment Type (like Permanent, Temp, Contractor, Intern etc). Branch (if there are multiple offices). Department (if any, like Accounting, Sales etc). Designation (CEO, Sales Manager etc). Grade (A, B, C etc, usually based on seniority). Leave Setup To setup Leaves, create:
The Staffing Plan
Staffing Plan Staffing Plan helps you to plan manpower requirements for your Company. OneHash allows you to do this at a company level helping you efficiently plan and budget new hiring for a period. Job Openings can only be created as per the number of vacancies and budget as per the active Staffing Plan. To access Staffing, go to: ++Home > Human Resources > Recruitment > Staffing Plan++ Before creating a Staffing Plan, it is necessary you create the following: [D
Attendance Attendance is a record stating whether an Employee has been present on a particular day or not. In OneHash, you can mark and record attendance of an Employee on a daily basis using the Attendance doctype. To access Attendance, go to: ++Home > Human Resources > Attendance++ Before creating an Attendance record, it is advised that you create the following first: Employee [Shift Type](htt
How to create a Job Opening?
Job Opening A Job Opening is a job vacancy in your Company. You can make a record of the open vacancies in your company using Job Opening. OneHash allows to plan recruitments for your company. The number of Job Openings you can create for a Designation is restricted according to the vacancies planned by the Staffing Plan defined for the company or one of its parent group companies in the hierarchy.
Steps to Setup Auto Attendance
Auto Attendance Auto attendance marks the attendance for the Employees assigned to a shift based on records in the 'Employee Checkin' Document and the Auto Attendance Settings of that shift. Auto Attendance for every 'Shift Type' record is attempted to be marked every hour. You can also trigger the auto attendance manually for a single shift type by pressing the 'Mark Auto Attendance' button in the Shift Type docu
How to create an Employee Health Insurance?
Employee Health Insurance Employee Health Insurance is a benefit extended by the company to their employees. When a company provides health insurance assistance, they pay full or part premiums for the health insurance policy. OneHash allows you to save the Employee Health Insurance detail and link it to that particular Employee's master. To access Health Insurance Provider document, go to: ++Home > Human Resources > Employee > Employee Health Insurance++
Employee Transfer Employee Transfer is a form of internal mobility, in which the Employee is shifted from one job to another usually at a different location, department, or unit. In OneHash, you can record Employee transfers to different Company or Department by using the Employee Transfer document. To access Employee Transfer go to: ++Human Resource > Employee Lifecycle > Employee Transfer++ [Employee](https://help.onehash.ai/en/article/employee-setting-up-m6myp6/
Human Resources Reports
Human Resources Reports Employee Leave Balance These key reports can be found under: Employee Birthday Employee Birthday Report shows month-wise birthdays of your Employees. Employee Holiday Attendance Employee Holiday Attendance shows the list of Employees who attended on Holidays. !
Leave Policy The amount of entitled leaves in a Company for an Employee in a Leave Period is known as Leave Policy. It is a practice for many enterprises to enforce a general Leave Policy to effectively track and manage Employee leaves. OneHash allows you to create and manage multiple Leave Policies and allocate leaves to Employees as defined by the policy. To access Leave Policy, go to: ++Home > Human Resources > Leaves > Leave Policy++ Go to Lea
Income Tax Slab
Income Tax Slab Income Tax Slab is a document to define income tax rates based on different taxable income slab. In many countries, income tax is levied on individual taxpayers based on a slab system where different tax rates have been prescribed for different slabs and such tax rates keep increasing with an increase in the income slab. In OneHash, you can define multiple Income Tax Slabs and link them to individual employee's salary structure via Salary Structure Assignment. To access In
Setting up Employment Type
Employment Type You can employ people under a number of categories each having their own wage and leave entitlements. This is called an Employment Type. OneHash allows you to select an Employment Type from a pre-defined list or even create a new Employment Type based on your requirements. To access the Employment Type, go to: ++Home > Human Resources > Employee > Employment Type++ Go to the Employment Type list, click on New. Enter the Name o
Salary Component Salaries are paid by organizations to their employees in exchange for the services rendered by them. The different components that make up the Salary Structure are called as Salary Components. Salary paid to the employees comprises of several different components, such as basic salary, allowances, arrears, etc. OneHash allows you to define these Salary Components and also specify its various attributes. To access Salary Component, go to: ++Home > Human Resources > Payroll
How to create an Additional Salary?
Additional Salary Additional Salary is something that an Employee receives from the company they work for, other than their usual pay. OneHash offers you a feature called Additional Salary to add or deduct adhoc salary for a particular Employee while processing the Payroll. Some examples of Additional Salary could be Performance Bonus, Deputation Allowance, Arrears, Incentives or other adjustments. To access Additional Salary, go to: ++Home > Human Resources > Payroll > Additional Salary++
Leave Ledger and Fleet Management
A unified ledger for all leave related transactions for an employee. This maintains all the leaves related transactions, this includes the leave allocations, leave applications and leave encashments of your employees. Fleet Management section of Human Resources helps your Organization manage their fleet of vehicles and track their expenses. To use Fleet Man
Employee Advance Sometimes employees go outside for company's work and company pays some amount for their expenses in advance. This is when the employee can create an Employee Advance form where details such as the Purpose of Expense and Expense Amount can be recorded. Once the Employee Advance is created by the Employee, the Expense Approver can submit the advance record after verification. After Employee Advance gets submitted, the accountant releases the payment and makes the Payment Entr
Leave Block List
Leave Block List Leave Block List is a list of dates in a year, on which employees cannot apply for leave. To access Leave Block List, go to: ++Home > Human Resources > Leaves > Leave Block List++ OneHash allows you to define a list of Leave Approvers who can approve Leave Applications on blocked days, in case of urgency. You can also define whether the list will be applied on the entire company or on any specific departments. Before you create a Leave Block List, it
Uploading Attendance in Bulk
Upload Attendance This tool helps you to upload bulk attendance from a csv file. To upload the attendance go to: ++Home > Human Resources > Attendance > Upload Attendance++ Before uploading bulk Attendance record, it is advised that you create the following first: Employee Enter Attendance From Date and Attendance To Date. Click on 'Get Template' button.
How to create a Leave Encashment?
Leave Encashment Leave Encashment refers to an amount of money received in exchange for Leaves not availed by an Employee. You can submit Leave Encashment for Leave Types which are encashable. To access Leave Encashment, go to: ++Home > Human Resources > Leaves > Leave Encashment++ Prerequisites Before creating Leave Encashment, it is advisable you create the following documents: Employee [Leave Type](https://help
How to create an Employee Onboarding?
Employee Onboarding In the process of hiring an Employee, there are set of standard activities which need to be executed. This feature helps you to maintain the masters of these activities, and create a set of tasks at the time of each Employee hiring. Employee Onboarding is created for a Job Application, who is approved for the hiring. Use Case: Let's assume that following are the activities which need to be performed as soon as a job applicant is approved to be hired. Perform a le
Create an Attendance Request
Attendance Request Using the Attendance Request, employees can submit their attendance request for the days when their attendance wasn't marked due to various reasons such as on-site duty or work from home. To access Attendance Request, go to: ++Home > Human Resources > Attendance > Attendance Request++ Before creating an Attendance Request, it is advised that you create the following first: Employee
Employee Promotion Promotion or career advancement is a process through which an Employee of a company is given a higher share of duties, a higher pay-scale or both. In OneHash, you can manage Employee Promotion and its various associated activities using this document. To access Employee Promotion, go to: ++Human Resources > Employee Lifecycle > Employee Promotion++ Before creating an Employee Promotion, it is advisable that you create the following documents: [E
Employee Separation in OneHash
Employee Separation Employee Separation is a situation when the service agreement of an Employee with his/her organization comes to an end and the Employee leaves the organization. Employee Separation is created for an Employee who has resigned or terminated from the organization. Use Case: Let's assume that following are the activities which need to be performed as soon as an Employee needs to be separated from the organization. Collect laptop Clear dues Delete Employee Email A
Branch A Branch office is an outlet of a company located at a different location, other than the main office. OneHash allows you to create and keep a record of the different branches of your organization. To access Branch, go to: ++Home > Human Resources > Employee > Branch++ Before creating a Branch, it is mandatory you create the following documents: [Company](https://help.onehash.ai/en/article/get-to-know-everything-about-setting-up-a-company-in-onehash-crm-8
Salary Structure Salary Structure is the details of the salary being offered to an Employee, in terms of the breakup of the different components constituting the compensation. Any changes to the Salary Structure i.e. among the components can have a major impact on what the Employee does, such as the kind of tax exemptions claimed. OneHash allows you to define the Earnings and Deductions of a Salary Structure, Payroll frequency, and Payment Mode among other features. To access Salary Struc
Employee Benefit Claim
Employee Benefit Claim Employee Benefit Claim allows Employees to - Claim flexible benefits which are to be received lump-sum (if Salary Component is Pay Against Benefit Claim) Claim tax exemption for flexible benefits received pro-rata, as part of salary when Deduct Tax For Unclaimed Employee Benefits is checked in Payroll Entry / Salary Slip You can create a new Employee Benefit Claim by going to, ++Human Resources > Payroll > Employee Benefit Claim > New Employee Benefit Claim+
Compensatory Leave Request
Compensatory Leave Request Compensatory Leave is a leave that is granted to an Employee as compensation for working overtime or on holidays. OneHash allows Employees to request for Compensatory Leaves through the Compensatory Leave Request document. It is necessary that the dates mentioned in the Compensatory Leave Request should be in default Holiday List and also that the Employee should have their attendance marked Present. Note: Only Leave Types which are marked as 'Is Compensatory' c
Shift Type and Shift Management
Shift Management Shift Management section of Human Resources helps your Organization manage shifts of your employees. To use Shift Management in OneHash, Set Up a Shift Type. Enter Shift Request. View and Manage Shift Assignments. Shift Type The Shift Type document allows you to define the different types of Shifts in your Organization and setup the auto attendance for the shift. Auto attendance marks attendance based on 'Employee Checkin' for Employees assigned to the shif
Employee Attendance Tool
Employee Attendance Tool Employee Attendance Tool allows you to mark attendance of multiple employees for a particular date. To access the Employee Attendance Tool, go to: ++Home > Human Resources > Attendance > Employee Attendance Tool++ This tool allows you to add attendance records for multiple employees based on their Department and Branch for a given day quickly. Before creating an Employee Attendance, it is advised that you create the following first: [Emp
Salary Structure Assignment
Salary Structure Assignment Salary Structure Assignment form allows you to assign a particular Salary Structure to the employee. In OneHash, you can create multiple Salary Structure Assignments for the same Employee for different periods. To access Salary Structure Assignment, go to: ++Home > Human Resources > Payroll > Salary Structure Assignment++ Before you create a Salary Structure Assignment, it is advisable you have the following documents: [Employee](https