Managing your internal HR processes is faster and more accurate with eezi. From timekeeping to payroll and analytics, we’ve got you covered. Here is a complete list of steps to onboard with eezi!
Customize your experience within eezi by adding your company profile and processes to the system.
- Getting Started email: You will receive an introductory email outlining essential steps and information for software onboarding.
- Add company: Input your essential company details to use the software within the company’s framework.
- Add department: Establish distinct departments or divisions within the company structure.
- Add designation: Specify job titles or roles for employees within each department.
- Add cost center: Allocate and organize expenses or budgets according to specific cost centers.
- Add system admin(s): Assign individuals responsible for managing and overseeing the software.
- Set up employee settings: Customize and configure employee-specific parameters or preferences.
- Set up timekeeping parameters: Define rules and parameters for time tracking and attendance.
- Set up payroll parameters: Configure settings for accurate payroll processing.
- Define user access per module: Specify access levels and permissions for different software modules based on user roles.
Add approval workflow: Implement a structured process for approving various actions within the software, ensuring compliance and accountability.
Add and organize your employee data in one accessible, easy-to-navigate, and secure portal.
- Add employees individually: Manually input and create individual employee profiles within the system.
- Bulk upload employee list: Upload a batch of employee details at once, streamlining the process for multiple entries.
- Update employee profile: Modify and maintain accurate employee information, such as contact details, job roles, etc.
- Update payroll information: Edit and manage employee-specific payroll details, such as salary, deductions, and bonuses..
- Update employee schedule: Adjust or modify an employee’s work timetable or shifts within the system.
- Create, assign work schedule: Generate and allocate specific work schedules to employees based on their roles or shifts.
- Capture time logs: Record and track employee working hours or activities for attendance and productivity monitoring.
- Assign leave credits: Allocate and manage accrued or available leave days for employees.
- Upload employee documents: Add and manage important employee-related documents, such as contracts or certifications.
Setup geolocation and geofencing: Establish geographical boundaries or restrictions for employee attendance or work activities using location-based technology.
A payroll run is only as accurate as your timekeeping data. Our system helps you collect and manage your timekeeping data so that you disburse the correct salaries each time.
- Add, view, and assign schedules: Create and allocate work schedules for employees within the system.
- Upload and view time logs: Input and review recorded data of hours worked or activities completed by employees.
- View filed leaves: Access and review documented employee leave requests within the system.
- Add and assign leave types: Introduce and allocate different categories of leave (e.g., sick leave, vacation) to employees.
- Add and view holidays: Input and display designated holidays within the system’s calendar or scheduling module.
- View timekeeping reports: Access and analyze comprehensive reports regarding employee attendance, leaves, and working hours.
View employee requests: Review and manage various requests made by employees within the system, such as time off or leave requests.
Our system allows you to set your company’s specific payroll parameters and processes to ensure accurate payroll at every run.
- Add basic pay adjustment: Input changes or modifications to an employee’s base salary or wages.
- Add and assign allowance type: Include and allocate different types of allowances, such as housing or transportation, to employees.
- Add and assign bonus type: Input and allocate various bonus categories, such as performance or holiday bonuses.
- Add and assign de minimis: Introduce and allocate non-taxable benefits or items for employee compensation.
- Add and assign deduction: Include and allocate different types of deductions, such as SSS, PhilHealth, and Pag-IBIG from an employee’s salary.
- Add adjustments: Input and apply modifications or corrections to employee payroll data.
- Add HMO package: Include and set up Health Maintenance Organization (HMO) packages for employee healthcare benefits.
- Add and assign loan: Input and allocate various types of loans provided to employees.
- Add and assign reimbursements: Include and allocate reimbursements for employee expenses incurred on behalf of the company.
- Payroll run: Initiate the process of running and finalizing the payroll for a specific period.
- Contribution table: Access and manage tables outlining different contributions.
- Government forms: Access and manage various government-related forms and documents required for compliance purposes.
- View payroll reports: Access and analyze comprehensive reports regarding payroll data and employee compensations.
View employee requests: Review and manage various payroll-related requests made by employees within the system.
See an overview of the different metrics in one dashboard, from attendance to payroll data charts.
- View attendance chart: Access a visual summary of attendance data, depicting trends or patterns.
- View headcount chart: Display a graphical representation of the total number of employees over a specific period.
- View upcoming holidays and events: Access a list or calendar view of upcoming holidays and scheduled company events.
- View birthday celebrants: Display a list or notifications of employees with upcoming birthdays.
- View request status: Check the status of various requests made by employees, such as leave or time log requests.
- Notifications: Access a section that displays alerts or updates regarding important events or pending actions.
- Payroll breakdown chart: Display a graphical breakdown of the components of the payroll, such as allowances, deductions, and bonuses.
Payroll percentage chart: Show a graphical representation of payroll components as a percentage of the total salary or payroll.
Empower your employees with a robust self-service portal that is easily accessible and user-friendly.
- Settings: Employees can update their credentials or change the look of their app.
- Profile: Access and manage personal information, job details, and contact information.
- Time in/out via web bundy: Log working hours or attendance in one tap within the app.
- View current shift schedule: Access and review the present or upcoming work schedule.
- View attendance by date range: Review attendance records within a specified date range.
- View holidays and events: Access a calendar or list view of upcoming holidays and company events.
- File request forms: Submit various requests to HR or management, such as leave or schedule change requests.
- View and download payslips: Access and download digital copies of payslips or payroll statements.
- View loan summary: Review details regarding active or past loans, including payment status and details.
File request forms: Submit various requests, such as for leave, reimbursement, or any other necessary formal requests.