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4 changes: 4 additions & 0 deletions docs/integration/hrms/e-claim/app-usage.md
Original file line number Diff line number Diff line change
Expand Up @@ -25,9 +25,13 @@ Prorated year claim limit will be applied to user whose Join Year = Current Year
| Claim | Description |
| ------------------- | ------------------------------------------------------------- |
| **Default Claim** | Select expense type, claim date, amount and description |
| **Receipt Scan** | Select attachment of a receipt |
| **E-Invoice Claim** | Select attachment that includes a **VALID** E-Invoice QR code |

- User can view the MTD limit, YTD limit and claim balance for each selected expenses type
- For Receipt Scan,
- Rescan: Resubmit attachment for reanalyzing if the scan result is incorrect
- Refresh Status: Refresh scan status after attachment is uploaded if scanning is still in progress
- For E-Invoice Claim, post date, ref 1 and ref 2 will be filled in based on the E-Invoice and are not editable
- User need to allow Camera and Photos (only for iOS device) permission in order to continue the service (refer [Android Permission](../permission.md#android-2) and [iOS Permission](../permission.md#ios-2))

Expand Down
19 changes: 9 additions & 10 deletions docs/integration/hrms/e-leave/app-usage.md
Original file line number Diff line number Diff line change
Expand Up @@ -35,7 +35,13 @@ apply
![leave-app-employee](../../../../static/img/integration/hrms/e-leave/leave-app-employee.png)

1. Select leave duration type: Full Day, Half Day, Custom Time
2. Select leave date, leave time, leave type, description - User can view year balance and leave taken for the selected leave type - **_'I'm taking leave' checkbox_** : - Checked: Normal leave application - Unchecked: Apply leave as OT replacement - User need to allow Camera and Photos (only for iOS device) permission to continue the service (refer [Android Permission](../permission.md#android-2) and [iOS Permission](../permission.md#ios-2))
2. Select leave date, leave time, leave type, description
- User can view leave type advanced period, year balance and leave taken for the selected leave type
- Advanced Period: Hours in advanced employee must apply for leave before it starts
- **_'I'm taking leave' checkbox_** :
- Checked: Normal leave application
- Unchecked: Apply leave as OT replacement
- User need to allow Camera and Photos (only for iOS device) permission to continue the service (refer [Android Permission](../permission.md#android-2) and [iOS Permission](../permission.md#ios-2))
3. Submit

:::info
Expand Down Expand Up @@ -212,7 +218,7 @@ Batch Leave Approval will undergo the same checkings as Leave Approval and warni

### Leave Approval Notification

#### Leave Approval Notify Message
#### Leave Approved

User will receive the following notification once manager approves his leave:

Expand All @@ -226,16 +232,9 @@ User will receive the following notification once manager approves his leave:

#### Leave Approval Failed

User will receive the following notification if manager fails to approve his leave (exceed year limit):

1. App Notification

User will receive an app notification if manager fails to approve his leave (exceed year limit):
![leave-approval-failed-app-noti](../../../../static/img/integration/hrms/e-leave/leave-approval-failed-app-noti.png)

2. Email Notification

![leave-approval-failed-email-noti](../../../../static/img/integration/hrms/e-leave/leave-approval-failed-email-noti.png)

#### Leave Rejected

User will receive the following notification once manager rejects his leave:
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47 changes: 11 additions & 36 deletions docs/integration/hrms/e-tms/app-usage.md
Original file line number Diff line number Diff line change
Expand Up @@ -181,6 +181,7 @@ Shows the employee's OT entitlement

- User can view his own time attendance summary
- User can tap on the card to direct to [**Attendance Log**](#log) to view detailed summary
- Last processed summary date will be displayed at the bottom

### Team Summary

Expand All @@ -196,13 +197,15 @@ Shows the employee's OT entitlement
- No Out
- OT
- Leave
- Last processed summary date will be displayed at the bottom

### Clock On Behalf (Manager only)

Managers are allowed to clock in on behalf for his team by tapping on the **_'Clock on Behalf' button_**

![clock-on-behalf1](../../../../static/img/integration/hrms/e-tms/clock-on-behalf1.png)

- The **_'Clock on Behalf' button_** will only be visible on dates after the last summary processed date until today
- After choosing an employee, the manager is directed to the [**Attendance Log**](#log) where a Right Arrow icon on each log and a **_'Clock In' button_** is visible
- Tap on the Right Arrow icon to direct to Attendance Log Detail

Expand Down Expand Up @@ -266,47 +269,19 @@ The notification will appear after employee clocked in and has **_'GPS Monitorin

### Clock On Behalf

- The manager themselves and other managers managing the same employee will receive the following notifications once they clock on behalf for an employee
- The manager themselves and other managers managing the same employee will receive an app notification once they clock on behalf for an employee
![clock-on-behalf-notification1](../../../../static/img/integration/hrms/e-tms/clock-on-behalf-notification1.png)

- App Notification

![clock-on-behalf-notification1](../../../../static/img/integration/hrms/e-tms/clock-on-behalf-notification1.png)

- Email Notification

![clock-on-behalf-notification2](../../../../static/img/integration/hrms/e-tms/clock-on-behalf-notification2.png)

- The employee will receive the following notifications once their manager clock on behalf for them

- App Notification

![clock-on-behalf-notification3](../../../../static/img/integration/hrms/e-tms/clock-on-behalf-notification3.png)

- Email Notification

![clock-on-behalf-notification4](../../../../static/img/integration/hrms/e-tms/clock-on-behalf-notification4.png)
- The employee will receive an app notification once their manager clock on behalf for them
![clock-on-behalf-notification2](../../../../static/img/integration/hrms/e-tms/clock-on-behalf-notification2.png)

### Adjusted Attendance Log

- The manager themselves and other managers managing the same employee will receive the following notifications once they adjusted an employee's attendance log

- App Notification

![adjusted-log-notification1](../../../../static/img/integration/hrms/e-tms/adjusted-log-notification1.png)

- Email Notification

![adjusted-log-notification2](../../../../static/img/integration/hrms/e-tms/adjusted-log-notification2.png)

- The employee will receive the following notifications once their manager adjusted their attendance log

- App Notification

![adjusted-log-notification3](../../../../static/img/integration/hrms/e-tms/adjusted-log-notification3.png)

- Email Notification
- The manager themselves and other managers managing the same employee will receive an app notification once they adjusted an employee's attendance log
![adjusted-log-notification1](../../../../static/img/integration/hrms/e-tms/adjusted-log-notification1.png)

![adjusted-log-notification4](../../../../static/img/integration/hrms/e-tms/adjusted-log-notification4.png)
- The employee will receive an app notification once their manager adjusted their attendance log
![adjusted-log-notification2](../../../../static/img/integration/hrms/e-tms/adjusted-log-notification2.png)

### Employee login from a different device

Expand Down
22 changes: 16 additions & 6 deletions docs/integration/hrms/e-tms/payroll-setup.md
Original file line number Diff line number Diff line change
Expand Up @@ -87,7 +87,7 @@ For more Public Holiday options, user may click on the **_'≣'_** on the grid t
:::info

- Only one clock method can be selected. However, if none of the clock method is selected, then the clock in / out button in SQL HRMS app will be disabled and employee does not require to clock in / out.
- Clock Method on days without work session, public holiday and rest day is by default **GPS**.
- Clock Method on days without work session, public holiday and rest day is by default **GPS**. User may update to their desire clock method in [Maintain Calendar](#maintain-calendar).

:::

Expand Down Expand Up @@ -184,12 +184,13 @@ Make sure that the work session is set based on the time zone maintained in Comp
- **Black font:** Work Day with Session
- **Grey font:** No schedule is assigned

**Set Work Session:**
**Set Work Session / Clock Method:**

- User may click on **_'R' button_** or **_'W' button_** and select date from calendar
- User may click on **_'R' button_**, **_'W' button_** or **_'M' button_** and select date from calendar
- Use **_'C' button_** to clear Work Session/Rest Day
- Alternatively, user may use **_'Clear All' button_** to clear all Rest Day and Work Session within the date range
- User cannot assign work sessions or change work sessions on dates before summary last processed date
- Note that clock method will also be reset back to **'GPS'**
- User cannot assign work sessions, change work sessions or change clock method on dates before summary last processed date
- On days without work session assigned, no summary will be processed unless there are clock in/clock out logs on that day

### Wizard
Expand Down Expand Up @@ -230,7 +231,15 @@ Make sure that the work session is set based on the time zone maintained in Comp
| By Weeks | Assign to every selected day of every selected weeks of the year |
| Custom | Assign to selected dates |

5. Process
5. Next, select a Clock Method

![calendar-wizard3](../../../../static/img/integration/hrms/e-tms/calendar-wizard3.png)

- Selected clock method will only be assigned to Rest Day, Public Holiday and Work Day without session on allowable dates within the selected date range

6. Select a date range

7. Process

:::warning
User cannot assign work sessions or change work sessions on dates before summary last processed date
Expand Down Expand Up @@ -259,7 +268,8 @@ Date From need to be after summary last processed date to future dates (dates be
**Explanation:** Delete all schedule (Work Session and Rest Day) of Employee 00006 from 20/5/2024 to 31/12/2024

:::info
Date From need to be after summary last processed date to future dates (dates before summary last processed date are not allowed to delete)
1. Date From need to be after summary last processed date to future dates (dates before summary last processed date are not allowed to delete)
2. When schedule is cleared, clock method will be reset back to **'GPS'**
:::

## Maintain Traveller Location
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