Personnel

Home > Management Mode > Personnel

Administrators can click Personnel on the Home page in Management Mode to open the personnel management page. In Personnel, they can manage user (employee) information, including personal details, salaries, and approval permissions for leave, overtime, fieldwork, and other applications. They can also assign approval responsibilities through groups and administrators; view performance, contact lists, birthdays, and seniority; upload or download documents; and export data in XLSX format. Document uploads require a Premium storage plan.

Personal Information

Home > Management Mode > Personnel > Personal Information > Any Personnel

Administrators can click Personnel on the Home page in Management Mode, then select Personal Information, and then click any user (employee) to enter the personal information editing page. Administrators can view or edit user (employee) personal information, including login account, name, Nickname, employee ID, gender, birthday, mobile number, Email, address, group, position, hire date, official employment date, extension number, and emergency contact person.

No.	Personal Information
1	Login Account
2	Name
3	Nickname
4	Employee ID
5	Gender
6	Birthday
7	Mobile Number
8	Email
9	Address
10	Group
11	Position
12	Hire Date
13	Official Employment
14	Extension Number
15	Emergency Contact Person

Personal Settings

Home > Management Mode > Personnel > Personal Settings > Any Personnel

Administrators can click Personnel on the Home page in Management Mode, then select Personal Settings, and then click any user (employee) to enter the personal settings editing page. Administrators can view or edit user (employee) personal settings, including tags, responsibility-based system, allowed IP address, missed clock-in approver, leave approver, leave according to schedule, overtime approver, work-from-home approver, fieldwork business trip approver, hourly wage, daily wage, and monthly salary.

No.	Personal Settings
1	Tag
2	Responsibility-Based System
3	Allowed IP Address
4	Missed Clock-In Approver
5	Leave Approver
6	Leave According to Schedule
7	Overtime Approver
8	Work-from-Home Approver
9	Fieldwork Business Trip Approver
10	Hourly Wage
11	Daily Wage
12	Monthly Salary

Tag

Home > Management Mode > Personnel > Personal Information > Any Personnel > Tag

Birthday

Home > Management Mode > Personnel > Personal Information > Any Personnel > Birthday

Administrators can click Personnel on the Home page in Management Mode, then select Personal Information, and then click any user (employee) to enter the personal information editing page. If administrators enter a birthday, personnel whose birthdays are coming within 30 days will appear on the Management Mode home page, making it convenient to distribute birthday bonuses or arrange celebration activities.

Responsibility-Based System

Home > Management Mode > Personnel > Personal Information > Any Personnel > Responsibility-Based System

Reminder

If a user (employee) is not required to clock in but needs to submit a multi-day leave request, an administrator must still create a schedule for that person and enable Leave According to Schedule.

Allowed IP Address

Home > Management Mode > Personnel > Personal Information > Any Personnel > Allowed IP Address

Missed Clock-In Approver

Home > Management Mode > Personnel > Personal Information > Any Personnel > Missed Clock-In Approver

No.	Candidate Approver
1	Creator
2	Highest Administrator
3	Administrator of the Same Group

When a user (employee) submits a missed clock-in application, the system sends it to the designated approver.

Approver Qualifications:

Creator: Has the highest organization-wide management authority and can review all missed clock-in applications.
Highest Administrator: Has the same missed clock-in approval authority as the creator across the entire organization.
Administrator of the Same Group: Can review only missed clock-in applications from users (employees) in their own group.

This design routes applications to administrators who know the user’s (employee’s) circumstances or have the appropriate authority. The system retains a complete approval history for traceability and data transparency.

Note:

Each user (employee) can currently have only one missed clock-in approver.

For missed clock-in applications, approvers can review and approve requests but cannot delete or modify application data.

An approver can continue reviewing missed clock-in applications after losing administrator permissions. A person marked as resigned cannot remain an approver, so an administrator must assign a new approver to each affected user (employee).

This restriction keeps approval responsibilities clear and prevents unauthorized changes. Deleting or modifying application data requires the appropriate management permissions.

Leave Approver

Home > Management Mode > Personnel > Personal Information > Any Personnel > Leave Approver

Administrators can click Personnel on the Home page in Management Mode, then select Personal Information, and then click any user (employee) to enter the personal information editing page. When users (employees) submit leave applications, the system automatically submits the application to the designated approver for approval.

Approver Qualifications:

No.	Candidate Approver
1	Creator
2	Highest Administrator
3	Administrator of the Same Group

Creator: Has the highest management authority and can review all leave applications.
Highest Administrator: Has the same authority as the creator and can review leave applications across the entire organization.
Administrator of the Same Group: Can review only leave applications from users (employees) in their own group.

Note:

Each user (employee) can currently have only one leave approver.

For leave applications, approvers can review and approve requests but cannot delete or modify application data.

An approver can continue reviewing leave applications after losing administrator permissions. A person marked as resigned cannot remain an approver, so an administrator must assign a new approver to each affected user (employee).

Leave According to Schedule

Home > Management Mode > Personnel > Personal Information > Any Personnel > Leave According to Schedule

Enabled: Users (employees) must request leave within their scheduled shifts. This option is suitable for personnel with assigned schedules.
Disabled: Users (employees) do not need to request leave within scheduled shifts. This option is suitable for personnel without schedules or fixed shifts.

Benefits of enabling leave according to schedule

Scheduled users (employees) can submit a multi-day leave request at once.

The leave approver only needs to review it once instead of reviewing each day separately.

Overtime Approver

Home > Management Mode > Personnel > Personal Information > Any Personnel > Overtime Approver

Administrators can click Personnel on the Home page in Management Mode, then select Personal Information, and then click any user (employee) to enter the personal information editing page. When users (employees) submit overtime applications, the system submits the application to the designated approver for approval.

Approver Qualifications:

No.	Candidate Approver
1	Creator
2	Highest Administrator
3	Administrator of the Same Group

Creator: Possesses the highest management authority and can approve overtime applications across the organization.
Highest Administrator: Has the same approval authority as the creator and applies across the organization.
Administrator of the Same Group: Can review only overtime applications from users (employees) in their own group.

Note:

Each user (employee) can currently have only one overtime approver.

For overtime applications, approvers can review and approve requests but cannot delete or modify application data.

An approver can continue reviewing overtime applications after losing administrator permissions. A person marked as resigned cannot remain an approver, so an administrator must assign a new approver to each affected user (employee).

Overtime applications are currently not integrated with the scheduling function. Therefore, approved overtime periods will not be displayed in the schedule. Please take note.

This setting clearly assigns approval responsibility. When viewing schedules, approved overtime periods must still be checked separately.

Work-from-Home Approver

Home > Management Mode > Personnel > Personal Information > Any Personnel > Work-from-Home Approver

Administrators can click Personnel on the Home page in Management Mode, then select Personal Information, and then click any user (employee) to enter the personal information editing page. When users (employees) submit work-from-home applications, the system automatically submits the application to the designated approver for approval.

Approver Qualifications:

No.	Candidate Approver
1	Creator
2	Highest Administrator
3	Administrator of the Same Group

Creator: Possesses the highest management authority across the entire organization and can approve all work-from-home applications.
Highest Administrator: Has the same authority as the creator and can approve organization-wide work-from-home applications.
Administrator of the Same Group: Can review only work-from-home applications from users (employees) in their own group.

Note:

Each user (employee) can currently have only one work-from-home approver.

For work-from-home applications, approvers can review and approve requests but cannot delete or modify application data.

An approver can continue reviewing work-from-home applications after losing administrator permissions. A person marked as resigned cannot remain an approver, so an administrator must assign a new approver to each affected user (employee).

Work-from-home applications are currently not integrated with the scheduling function. Therefore, approved work-from-home periods will not be displayed in the schedule. Please take note.

This setting clearly assigns approval responsibility. When viewing schedules, approved work-from-home periods must still be checked separately.

Fieldwork Business Trip Approver

Home > Management Mode > Personnel > Personal Information > Any Personnel > Fieldwork Business Trip Approver

Administrators can click Personnel on the Home page in Management Mode, then select Personal Information, and then click any user (employee) to enter the personal information editing page. When users (employees) submit fieldwork business trip applications, the system automatically submits the application to the designated approver for approval.

Approver Qualifications:

No.	Candidate Approver
1	Creator
2	Highest Administrator
3	Administrator of the Same Group

Creator: Possesses the highest management authority and can approve all fieldwork business trip applications across the organization.
Highest Administrator: Has the same authority as the creator and can handle organization-wide fieldwork business trip applications.
Administrator of the Same Group: Can review only fieldwork business trip applications from users (employees) in their own group.

Note:

Each user (employee) can currently have only one fieldwork business trip approver.

For fieldwork business trip applications, approvers can review and approve requests but cannot delete or modify application data.

An approver can continue reviewing fieldwork business trip applications after losing administrator permissions. A person marked as resigned cannot remain an approver, so an administrator must assign a new approver to each affected user (employee).

Fieldwork business trip applications are currently not integrated with the scheduling function. Therefore, approved fieldwork business trip periods will not be displayed in the schedule. Please take note.

This setting clearly assigns approval responsibility. When viewing schedules, approved fieldwork business trip periods must still be checked separately.

Remaining Missed Clock-In Quota

Home > Management Mode > Personnel > Personal Information > Any Personnel > Remaining Missed Clock-In Quota

Administrators can click Personnel on the Home page in Management Mode, then select Personal Information, and then click any user (employee) to enter the personal information editing page. This section displays the current remaining missed clock-in quota of the user (employee), with a default of 12 times, which can be adjusted as needed.

Application and deduction: When users (employees) submit missed clock-in applications, the system automatically deducts one quota.
Approval result: If the application is not approved, the deducted quota will be automatically returned to the user (employee) account.

Reminder:

Approvers should process missed clock-in applications promptly so requests do not remain pending for extended periods.

Verify that quota deductions and refunds are correct so the records comply with company policy.

The remaining missed clock-in quota does not reset automatically each month or year. Administrators can adjust an individual user’s quota in Personal Information or go to Management Mode > Organization > My Organization to reset every user’s quota to 12.

Contact List

Home > Management Mode > Personnel > Contact List

Administrators can click Personnel on the Home page in Management Mode, then select Contact List to enter the contact list page. This section displays the contact list of users (employees).

Currently, only administrators can view the contact list. Users (employees) cannot view it.

Birthday

Home > Management Mode > Personnel > Birthday

Administrators can click Personnel on the Home page in Management Mode, then select Birthday to enter the birthday page. This section displays the birthdays of users (employees).

Currently, only administrators can view birthdays. Users (employees) cannot view them.

Seniority

Home > Management Mode > Personnel > Seniority

Administrators can click Personnel on the Home page in Management Mode, then select Seniority to enter the seniority page. This section displays each user’s (employee’s) seniority, calculated from the Hire Date.

Currently, only administrators can view seniority. Users (employees) cannot view it.

Frequently Asked Questions

Q1: What main functions are available on the personnel management page?

A: The personnel management page is the main interface for administrators to manage user (employee) data. Its functions include managing basic information and salary settings, assigning approvers for leave, overtime, fieldwork, and other applications, and distributing approval responsibilities through groups and administrators. Administrators can also view performance, contact lists, birthdays, and seniority; upload or download documents; and export data in XLSX format. Document uploads require a Premium storage plan.

Q2: What user (employee) information can be edited in “Personal Information”?

A: Personal Information includes the login account, name, nickname, employee ID, gender, birthday, mobile number, email address, address, group, position, hire date, official employment date, extension number, emergency contact, and other basic details. Personal Settings includes message-publishing tags, clock-in requirements, allowed Wi-Fi clock-in IP addresses, approvers for each application type, Leave According to Schedule, and salary settings.

Q3: How do I set a user’s (employee’s) clock-in requirement and allowed IP address?

A: Open the user’s (employee’s) Personal Settings page. Under Responsibility-Based System, select whether clock-in is required. To restrict Wi-Fi clock-in locations, enter the permitted IP addresses under Allowed IP Address.

Q4: Who can approve missed clock-in, leave, overtime, work-from-home, and fieldwork business trip applications?

A: An approver can be selected from the Creator, Highest Administrator, or an Administrator of the Same Group. The Creator and Highest Administrator can review applications across the entire organization. An Administrator of the Same Group can review only applications from users (employees) in that group. Each user (employee) can currently have only one approver for each application type.

Q5: What limitations apply to approvers?

A: For the assigned application type, approvers can review and approve requests but cannot delete or modify application data. They can continue reviewing applications after losing administrator permissions. A person marked as resigned cannot remain an approver, so an administrator must assign a new approver to each affected user (employee).

Q6: How does the remaining missed clock-in quota work?

A: The remaining missed clock-in quota defaults to 12 and can be adjusted by an administrator. Submitting an application deducts one use; if the application is rejected, that use is restored automatically. The quota does not reset automatically each month or year. Administrators can adjust an individual user’s quota in Personal Information or go to Management Mode > Organization > My Organization to reset every user’s quota to 12.

Q7: Who can view contact list, birthday, and seniority information?

A: Currently, only administrators can view users’ (employees’) contact list, birthday, and seniority information. Users (employees) cannot view this information themselves. Seniority is calculated from the Hire Date.

Q8: Which functions are not yet integrated with schedules?

A: After leave, overtime, work-from-home, or fieldwork business trip applications are approved, their time periods do not automatically appear in schedules. Administrators and users (employees) must check these approved periods separately when viewing schedules.

Q9: How do I set a missed clock-in approver?

A: Open the Personal Settings page of the user (employee), select Missed Clock-In Approver, and assign the Creator, Highest Administrator, or an Administrator of the Same Group.

Q10: How do I set a leave approver?

A: Open the Personal Settings page of the user (employee), select Leave Approver, and assign the Creator, Highest Administrator, or an Administrator of the Same Group.

Q11: How do I set an overtime approver?

A: Open the Personal Settings page of the user (employee), select Overtime Approver, and assign the Creator, Highest Administrator, or an Administrator of the Same Group.

Q12: How do I set a work-from-home approver?

A: Open the Personal Settings page of the user (employee), select Work-from-Home Approver, and assign the Creator, Highest Administrator, or an Administrator of the Same Group.

Q13: How do I set a fieldwork business trip approver?

A: Open the Personal Settings page of the user (employee), select Fieldwork Business Trip Approver, and assign the Creator, Highest Administrator, or an Administrator of the Same Group.

Subscribers receive faster support. If you encounter an error or have trouble using SwipePoint, contact the SwipePoint team through the official LINE account. LINE ID: @nka7729y | Contact us

This manual strives for accuracy and completeness, but we do not assume any liability for errors, omissions, or updates. The content may be modified at any time without prior notice. We are not responsible for any damages arising from the use of this manual or downloading its contents, including but not limited to system failures, data loss, or infringement of rights. Users assume full responsibility and risk.