People, Leave, Claims and Payroll
Staff, drivers and departments
Create staff and drivers with department, role, active status, contact details, and appropriate portal/app access. Use Organization -> Access Control to grant only necessary permissions. Departments can control where members appear in operational features, including Live Tracking where applicable.
Leave Management
Configure leave types before users apply. A leave type may require attachment, minimum advance days, annual balance deduction, alternative/emergency leave mapping, and score consequences.
When a request does not meet an annual-leave advance rule, the configured alternative leave type can be selected while deducting the original entitlement where configured. Review supporting documents, dates, balance, and score impact before approval.
Driver App users can apply for leave, select dates, upload a required attachment, and view history. Approved leave must be reflected before roster/Planner allocation.
Expense claims
Claims flow through Create, Pending Approval, Payment, and History. Keep receipt/proof attachments, category, amount, claimant, and approval reason accurate. Payment or payroll inclusion should happen only after approval.
Payroll
- Check employee payroll profile, payroll code, department, basic salary, allowances, deductions, statutory settings, and approved claims/commission.
- Create payroll cycle and review each employee line.
- Bulk assign approved bonuses where authorised, then review before finalising.
- Approve/pay the cycle according to tenant process.
- Use EA/CP8A summary for year-end review; do not release statutory summaries without verifying employee details and period totals.