Administrator's User Manual for OrangeHRM Version 3.0

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You may also add multiple entries of custom fields. To delete a custom field click on the check box next to theCustom Field Name. It is also possible to delete multiple entries at the same time by clicking the check boxentries you wish to delete and simply clicking “Delete”.Data ImportThis feature allows the Admin to import data from a CSV file. To import data, go to PIM>> Configuration>>Data Import and the screen as shown in Figure 5.6 will appear.Figure 5.6: CSV Data ImportThe following guidelines are stated for a smooth flow of data import: Column order should not be changed: the column format of the CSV File should be the same as the“Sample CSV File”. Click on Sample CSV File: “Download” to view the column format. First Name and Last Name are compulsory All data fields should be in YYYY-MM-DD format: if you have configured the date format under“Localization” (see Figure 5.0) the date will then be converted from YYYY-MM-DD to the localized dateformat. If gender is specified, value should be either male or female Each import should be configured for 100 records or less – maximum of 100 records can be imported. Multiple import files may be required: you may carry out multiple imports but maximum of 100records or less per data import.Copyright © 2013 OrangeHRM Inc. All Rights Reserved.34
Sample CSV File: “Download” - to view the column format.To import data, select the file by clicking “Browse” and select the CSV file you want to upload. Click “Upload”once you have selected the file. The data will then be populated on the “Employee List” screen.Reporting MethodsThe HR admin can define the reporting method between an ESS-Employee and an ESS-Supervisor. To definethe reporting method, go to PIM>> Configuration>> Reporting Methods and click “Add”, the screen asshown in Figure 5.7 will appear.Figure 5.7: Add Reporting Method“Direct” and “Indirect” Reporting Method are already pre-defined. To add, enter the reporting method“Name” and click “Save”The reporting method name will then be listed as shown in Figure 5.8.Copyright © 2013 OrangeHRM Inc. All Rights Reserved.35
Page 1: Administrator’s User Manual for O
Page 6 and 7: You can create an administrator acc
Page 8 and 9: 5.0 Admin ModuleThe Admin Module pr
Page 10 and 11: A list of user logins as shown in F
Page 12 and 13: Figure 1.6: Add Pay GradeOnce you c
Page 14 and 15: Figure 2.0: Add Employment StatusA
Page 16 and 17: *Note: An Employee list needs to be
Page 18 and 19: Figure 2.7: Add LocationOnce a loca
Page 20 and 21: Figure 3.2: Company Structure Hiera
Page 22 and 23: Figure 3.5: Add EducationA list of
Page 24 and 25: Figure 3.9: Add LanguageA list of l
Page 26 and 27: Figure 4.3: Add NationalityA list o
Page 28 and 29: Figure 4.6: HR Admin Notification S
Page 30 and 31: The language pack tool can also be
Page 32 and 33: Figure 5.2: Optional Fields Configu
Page 36 and 37: Figure 5.8: Reporting MethodYou may
Page 38 and 39: 6.2 Employee ListLists all the empl
Page 40 and 41: Figure 6.3: Employee Details Column
Page 42 and 43: You may upload multiple entries of
Page 44 and 45: Enter the “Name” of the person
Page 46 and 47: ImmigrationImmigration information
Page 48 and 49: You may also upload any attachment
Page 50 and 51: ‣ Direct DepositIf salaries of em
Page 52 and 53: To assign a supervisor/subordinate
Page 54 and 55: You may enter multiple entries of w
Page 56 and 57: You may enter multiple entries of s
Page 58 and 59: Please note that each document cann
Page 60 and 61: 7.0 Leave ModuleA comprehensive lea
Page 62 and 63: You can define the “Start Month
Page 64 and 65: HolidaysThe HR admin and other user
Page 66 and 67: The HR Admin can select the employe
Page 68 and 69: Figure 10.9: Edit Employee Entitlem
Page 70 and 71: Clicking “Search” will then sho
Page 72 and 73: If the “Employee” option is sel
Page 74 and 75: Figure 12.1: My Leave Entitlements
Page 76 and 77: Once the necessary actions have bee
Page 78 and 79: Figure 12.7: ESS-Employee “My Lea
Page 80 and 81: Figure 13.0: My Leave View8.0 Time
Page 82 and 83: Figure 13.2: Customers ListTo delet
Page 84 and 85:
possible to delete multiple entries
Page 86 and 87:
Figure 14.1: Remove RowsOnce the ne
Page 88 and 89:
The supervisor can approve or rejec
Page 90 and 91:
The ESS - Supervisor can: Punch In/
Page 92 and 93:
Figure 15.2: View My RecordsEnter t
Page 94 and 95:
Figure 15.6: View Project ReportSel
Page 96 and 97:
subordinates. Here the Admin and ES
Page 98 and 99:
‣ Interview Failed‣ Job Offered
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ShortlistThe Admin or the Hiring Ma
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Enter the following fields and clic
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Offer JobThe HR Admin or the Hiring
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HireThe HR Admin or the Hiring Mana
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‣ Publish in RSS Feed and Webpage
Page 110 and 111:
10.0 Performance ModuleThis module
Page 112 and 113:
10.3 Copy KPIYou may copy a KPI fro
Page 114 and 115:
Enter the following details and cli
Page 116 and 117:
11.0 TroubleshootingDuring the Inst
Page 118 and 119:
While Using OrangeHRM:5. Web Page T
Page 120:
●●●●●If you have other se
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