When you first begin to access HRSifu after signup, there are a few early steps you should take to configure your leave and expense claim management system.
HRSifu supports users with email and without email. Those without email, admin can apply leave on their behalf for tracking purposes.
There are 3 roles for the users:
- Admin – Full access to the system
- Manager – Access to their own and team documents
- Normal User – Access to their own documents
Some of the setup task is as below:
Step 1: Update office
It is important to update your office especially you have different offices that enjoy different holidays. i.e.: Singapore Headquarter, Malaysia – KL Office, and Malaysia – Penang Office.
Update or create office can be done at Company > Profile.
Video 1: Navigating to Company > Profile to add new office.
Step 2: Add company holiday
Add holiday for different offices.
Video 2: Adding holidays.
Step 3: Configure leave policy
Leave policies are leave setting which administrator can configure leave entitlement, leave availability based on gender and marital status, accrual based on monthly or yearly, carry forward setting, and etc.
To configure your leave policy, go to Admin > Leave Setting.
Video 3: Updating Leave Policy at Admin > Leave Setting.
Step 4: Invite employee
You can either invite by manually entering your employee detail one by one or bulk import using pre-defined CSV file at Company > Staff Directory. Bulk import saves you from manual entering employee record if you are managing large number of employees.
Video 4: Inviting employee at Company > Staff Directory.
Step 5: Update your person information and leave profiles
After you have configured your office and leave policy, you can update your personal information and leave profiles at My Profile > Personal Information.
Video 5a: Viewing person information.
Video 5b: Adjusting leave balance.
Step 6: Update expense claim settings
Administrator can add category and workflow for the expense claim
Video 6a: Update expense claim category.
Video 6b: Update expense claim workflow