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Personnel
Management Mode > Personnel In "Personnel," managers can manage employee information, including personal details, salaries, and review permissions (e.g., leave, overtime, remote work, etc.). Managers can also assign groups and administrators to delegate review responsibilities. Additionally, managers can view employee performance, address books, birthdays, and seniority. The system supports file uploads and downloads for employees and provides a data export function in XLSX format. To enable file uploads, a subscription to the Premium storage plan is required.
Personal Information
Management Mode > Personnel > Personal Information Managers can view or edit employee details, including the following: name, nickname, employee ID, tags, gender, birthday, mobile number, email, address, work schedule, allowed IP addresses, punch adjustment approvers, leave approvers, overtime approvers, remote work approvers, business trip approvers, groups, position, hourly wage, daily wage, monthly salary, onboarding date, official employment date, extension, and emergency contact person.
| No. | Personal Information |
|---|---|
| 1 | Name |
| 2 | Nickname |
| 3 | Employee ID |
| 4 | Tags |
| 5 | Gender |
| 6 | Birthday |
| 7 | Mobile Number |
| 8 | |
| 9 | Address |
| 10 | Work Schedule |
| 11 | Allowed IP Addresses |
| 12 | Punch Adjustment Approvers |
| 13 | Leave Approvers |
| 14 | Overtime Approvers |
| 15 | Remote Work Approvers |
| 16 | Business Trip Approvers |
| 17 | Groups |
| 18 | Position |
| 19 | Hourly Wage |
| 20 | Daily Wage |
| 21 | Monthly Salary |
| 22 | Onboarding Date |
| 23 | Official Employment |
| 24 | Extension |
| 25 | Emergency Contact |
Tags
Management Mode > Personnel > Personal Information > Select Employee Name > Tags Tags are used for message posting.
Birthday
Management Mode > Personnel > Personal Information > Select Employee Name > Birthday If a birthday is entered, individuals with birthdays in the next 30 days will be displayed on the Management Mode homepage, making it easier to distribute birthday bonuses or organize celebrations.
Work Schedule
Management Mode > Personnel > Personal Information > Select Employee Name > Work Schedule Work schedules are categorized into requiring clock-in or not requiring clock-in.
Allowed IP Addresses
Management Mode > Personnel > Personal Information > Select Employee Name > Allowed IP Addresses When using Wi-Fi for clock-in, only permitted IP addresses can be used.
Punch Adjustment Approvers
Management Mode > Personnel > Personal Information > Select Employee Name > Punch Adjustment Approvers | No. | Eligible Approvers |
|---|---|
| 1 | Creator |
| 2 | Top Manager |
| 3 | Same Group Manager |
When employees submit a punch adjustment request, the system forwards the request to the designated approver for approval.
Approver Qualifications:
- Creator: Has the highest organizational authority to review all requests.
- Top Manager: Holds the same authority as the creator, applicable across the organization.
- Same Group Manager: Can only approve punch adjustment requests from employees within their group, ensuring clear authority boundaries.
This design ensures that requests are handled by managers familiar with the employee's situation or possessing the appropriate authority, enhancing review efficiency and accuracy. The system also records the review process to provide traceability and data transparency.
Note: Only one approver can be assigned per request. Approvers can review and approve but cannot delete or modify any data.
This limitation ensures clear responsibility and prevents unauthorized record changes. For further modifications, the creator or top manager must intervene.
Leave Approvers
Management Mode > Personnel > Personal Information > Select Employee Name > Leave Approvers When an employee submits a leave request, the system automatically forwards it to the designated approver for approval.
Approver Qualifications:
| No. | Eligible Approvers |
|---|---|
| 1 | Creator |
| 2 | Top Manager |
| 3 | Same Group Manager |
- Creator: Holds the highest management authority to review all requests.
- Top Manager: Shares the same authority as the creator, responsible for organization-wide requests.
- Same Group Manager: Can only approve leave requests from employees within their group, ensuring rational authority allocation.
Note: Currently, the system supports assigning only one approver. Approvers can only review and approve, not delete or modify any data. Approved leave requests are not integrated with the schedule, so they will not appear in the schedule view.
This design ensures a straightforward review process, facilitating focused processing by the approver. Future updates will include schedule integration for comprehensive functionality.
Overtime Approvers
Management Mode > Personnel > Personal Information > Select Employee Name > Overtime Approvers When employees submit overtime requests, the system forwards them to the designated approver for approval.
Approver Qualifications:
| No. | Eligible Approvers |
|---|---|
| 1 | Creator |
| 2 | Top Manager |
| 3 | Same Group Manager |
- Creator: Holds the highest management authority to approve all overtime requests.
- Top Manager: Shares the same authority as the creator, covering organization-wide overtime approvals.
- Same Group Manager: Limited to reviewing overtime requests within their assigned group for focused authority.
Note: Currently, only one approver can be assigned. Approvers can only review and approve; they cannot delete or modify any data. Overtime approvals are not integrated with the schedule, so approved overtime will not appear in the schedule view.
This design simplifies the approval process and ensures clear responsibility allocation. Future updates will enable integration of overtime approvals with the schedule for improved functionality.
Remote Work Approvers
Management Mode > Personnel > Personal Information > Select Employee Name > Remote Work Approvers When employees submit remote work requests, the system forwards them to the designated approver for approval.
Approver Qualifications:
| No. | Eligible Approvers |
|---|---|
| 1 | Creator |
| 2 | Top Manager |
| 3 | Same Group Manager |
- Creator: Holds the highest management authority to approve all remote work requests.
- Top Manager: Shares the same authority as the creator, overseeing organization-wide approvals.
- Same Group Manager: Limited to approving remote work requests for employees within their group.
Note: Only one approver can be assigned. Approvers can only review and approve; they cannot delete or modify data. Approved remote work records are not integrated with the schedule, so they will not appear in the schedule view.
This design ensures a streamlined approval process and prevents confusion from multiple reviewers. Future updates will enhance schedule functionality to include remote work integration.
Business Trip Approvers
Management Mode > Personnel > Personal Information > Select Employee Name > Business Trip Approvers When employees submit business trip requests, the system forwards them to the designated approver for approval.
Approver Qualifications:
| No. | Eligible Approvers |
|---|---|
| 1 | Creator |
| 2 | Top Manager |
| 3 | Same Group Manager |
- Creator: Has the highest authority to approve all business trip requests.
- Top Manager: Shares the same authority as the creator, approving requests across the organization.
- Same Group Manager: Limited to reviewing requests for employees within their group.
Note:
- Only one approver can be assigned.
- Business trip approvals are not integrated with the schedule, so approved trips will not appear in the schedule view.
- Approvers can only review and approve; they cannot delete or modify data.
This design streamlines the approval process and emphasizes accountability. Future updates will integrate business trip requests with the schedule for enhanced efficiency.
Remaining Punch Adjustments
Management Mode > Personnel > Personal Information > Select Employee Name > Remaining Punch Adjustments Displays the employee's current remaining punch adjustment count, which is set to 12 times by default and can be adjusted as needed.
- Request and Deduction: Each punch adjustment request automatically deducts one count from the remaining total.
- Approval Result: If the request is not approved, the deducted count is automatically restored to the employee's account.
Reminder:
- Approvers should process punch adjustment requests promptly to avoid disruptions to employee workflows.
- Verify the accuracy of deductions and restorations to maintain consistent and compliant records.
Address Book
Management Mode > Personnel > Address Book Displays the employee address book.
Currently, only managers can view the address book.
Birthday
Management Mode > Personnel > Birthday Displays employee birthdays.
Currently, only managers can view birthdays.
Seniority
Management Mode > Personnel > Seniority Displays employee seniority, calculated based on the onboarding date.
Currently, only managers can view seniority.
File Upload
Management Mode > Personnel > File Upload Displays files uploaded by employees.
To enable this feature, the organization's creator must subscribe to the Premium "Storage Plan" to activate cloud space for file uploads.
File Download
Management Mode > Personnel > File Download Displays files uploaded for employees to download.
To enable this feature, the organization's creator must subscribe to the Premium "Storage Plan" to activate cloud space for file uploads.
Add Downloadable File
Management Mode > Personnel > File Download > Add Downloadable File Allows file uploads via camera, gallery, or documents.
File size must not exceed 25 MB.
To enable this feature, the organization's creator must subscribe to the Premium "Storage Plan" to activate cloud space for file uploads.
Export Personal Information
Management Mode > Personnel > Export Personal Information Allows exporting employee personal data in Excel format (.xlsx). The fields include employee ID, name, nickname, gender, date of birth, onboarding date, official employment, extension, mobile phone, and emergency contacts.
| No. | Fields |
|---|---|
| 1 | Employee ID |
| 2 | Name |
| 3 | Nickname |
| 4 | Gender |
| 5 | Date of Birth |
| 6 | Onboarding Date |
| 7 | Official Employment |
| 8 | Extension |
| 9 | Mobile Phone |
| 10 | Emergency Contact 1 |
| 11 | Emergency Contact 2 |
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