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Advanced
Staff Management & HR
Employees, leave, attendance, and payroll.
Employees
- Admin or HR → Employees: add staff linked to login users where applicable.
- Set roles, contact details, and employment information used in HR modules.
Leave and attendance
- Staff request leave from their profile; HR approves in the leave workflow.
- Clock-in/out or attendance records support payroll and discipline processes where configured.
Payroll
- HR → Payroll starts with each active employee's basic salary. Add any one-time allowance or bonus to the payroll run before finalizing.
- Every approved overtime record must use one payment mode: Add to payroll, or Paid immediately. Immediate payments never appear on the end-of-month payslip.
- Review PAYE, UIF, payroll overtime, immediate-payment exclusions, and the final net amount before running payroll.
- Finalizing creates the permanent payslip; employees view their own finalized payslips in profile.
Video tutorials
Step-by-step video walkthroughs for this guide are not available yet.
Logged-in staff can also use Guides & SOP in the app for clinic-specific procedures.