System Settings

In this guide, we will walk you through eezi’s various settings and features available to you in order to streamline your payroll management process. By following these instructions, you’ll be able to configure and customize the software according to your organization’s specific needs.

From employee system settings to timekeeping, payroll frequency, company settings, and approval processes, we’ve got you covered. Each section provides step-by-step instructions to help you navigate the software efficiently. Let’s dive in and explore how you can leverage our payroll software’s powerful capabilities to simplify and automate your payroll management tasks.

Please note that these instructions are designed for ease of use, ensuring that you can quickly configure and adapt the software to suit your requirements. So, let’s get started with the first section: Employee System Settings.

Suppose you want to add and edit employee documents in the system. In that case, below are the steps to configure the employee settings in eezi.

Adding employee documents folder

  1. On the upper right-hand corner of the dashboard, click Settings.
  2. On the new window, go to the upper left-hand corner and click System Settings.
  3. Under the Employee section, click Employee Documents.
  4. On the upper right side of the screen, click Add Folder.
  5. Enter the folder name and click Add Folder to save it.

Editing or deleting employee documents folder

  1. On the upper right-hand corner of the dashboard, click Settings.
  2. On the new window, go to the upper left-hand corner and click System Settings.
  3. Under the Employee section, click Employee Documents.
  4. Go to the folder your want to modify and click its corresponding ellipsis.
  5. From the options, select either Edit or Delete.
  6. Confirm your changes to save.

Suppose you want to add work schedules and set time offs; below are the steps.

Adding a work schedule

  1. On the upper right-hand corner of the dashboard, click Settings.
  2. On the new window, go to the upper left-hand corner and click System Settings.
  3. Click Timekeeping and select Work Schedule.
  4. Set the work schedule and time-in restrictions. This step is autosaved.

Setting the compensatory time off

  1. On the upper right-hand corner of the dashboard, click Settings.
  2. On the new window, go to the upper left-hand corner and click System Settings.
  3. Click Timekeeping and select Compensatory Time Off.
  4. Select the applicable tick box, which includes the following:
    1. Late
    2. Undertime
    3. Overbreak
    4. Half Day
    5. Absent
  5. All modifications in this section will automatically be saved.

Suppose you need to expand or limit who can access your payroll information. In this case, below are the steps:

  1. From the Super Admin dashboard, click Settings on the upper right-hand menu icon.
  2. On the new window, go to the upper left-hand corner and click System Access.
  3. On the dashboard, toggle the user level for the Admin and Supervisor.
  4. You may set them as a viewer-only or give them access to create and edit.
  5. Apply all necessary changes, and they will automatically be saved.

Different organizations may have different payroll schedules and frequencies. To configure the settings for your organization, below are the steps.

Setting the payroll frequency

  1. On the upper right-hand corner of the dashboard, open the menu and click Settings.
  2. On the new window, go to the upper left-hand corner and click System Settings.
  3. Go to Payroll and click Payroll Frequency.
  4. Click Edit Cut-Off Dates and adjust the following items as needed:
    1. Date Covered
    2. Timesheet Covered
    3. Pay Dates
  5. Once all information is in, click Save.

Adding a payroll group

  1. On the upper right-hand corner of the dashboard, open the menu and click Settings.
  2. On the new window, go to the upper left-hand corner and click System Settings.
  3. Go to Payroll and click Payroll Groups.
  4. On the upper right-hand side of the table, click Add Payroll Group.
  5. Fill out all the fields such as:
    1. Payroll Group Name
    2. Payroll Frequency
    3. Salary Computation
    4. Day Factor
    5. Bank
  6. Ensure all the information is accurate and click Add Payroll Group.

Edit a payroll group.

  1. On the upper right-hand corner of the dashboard, open the menu and click Settings.
  2. On the new window, go to the upper left-hand corner and click System Settings.
  3. Go to Payroll and click Payroll Groups.
  4. Go to the payroll group that you want to modify and click View Details.
  5. Select the section you want to edit and click Save.

Delete a payroll group.

  1. On the upper right-hand corner of the dashboard, open the menu and click Settings.
  2. On the new window, go to the upper left-hand corner and click System Settings.
  3. Go to Payroll and click Payroll Groups.
  4. Select the payroll group you want to delete and click the delete icon when it appears.
  5. Confirm the deletion to save your changes.

Additional pay rates

  1. On the upper right-hand corner of the dashboard, open the menu and click Settings.
  2. On the new window, go to the upper left-hand corner and click System Settings.
  3. Go to Payroll and click Additional Pay Rates.
  4. Click Edit Pay Rates and update the information.

Overtime computation

  1. On the upper right-hand corner of the dashboard, open the menu and click Settings.
  2. On the new window, go to the upper left-hand corner and click System Settings.
  3. Go to Payroll and click Overtime Computation.
  4. Select the overtime rule that applies to your company, and it will automatically save.

Holiday computation

  1. On the upper right-hand corner of the dashboard, open the menu and click Settings.
  2. On the new window, go to the upper left-hand corner and click System Settings.
  3. Go to Payroll and click Holiday Computation.
  4. Toggle between On or Off to apply or remove the “No Work, No Pay” policy. All changes here are automatically saved.

Night Differential Computation

  1. On the upper right-hand corner of the dashboard, open the menu and click Settings.
  2. On the new window, go to the upper left-hand corner and click System Settings.
  3. Go to Payroll and click Night Differential Computation.
  4. Toggle between on and off to include break times in the night differential computation. All changes will save automatically.

Before you can have your payroll running smoothly, you must first set up your Company’s configurations. Below are the steps for adding, modifying, and assigning people to your company account in eezi.

Adding a company

  1. Go to the upper right-hand corner of the page and click the menu icon next to your profile icon.
  2. From the selection, click Settings.
  3. Under the company settings dashboard, click Add Company.
  4. You would need to fill out all the following information:
    1. Company Name
    2. Website (If applicable)
    3. Email Address
    4. Fax
    5. Phone Number
    6. Mobile Number
    7. Company Vision/Mission
  5. Once all details are in, click Next.
  6. The new window would require the following government registration information:
    1. TIN
    2. Pag-IBIG Number
    3. PhilHealth Number
    4. SSS Number
    5. RDO
  7. Once done, click Next again.
  8. On the new window, toggle between on and off for the geolocation option.
  9. Next, fill out your company address and click Review.
  10. If everything is accurate, click Save.

Editing a company

  1. Go to the upper right-hand corner of the page and click the menu icon next to your profile icon.
  2. From the selection, click Settings.
  3. From the list, select your Company to modify.
  4. Once the profile loads, click the edit button on the section that you want to modify.
  5. Here, you may also add your company logo to personalize your header.
  6. Once all the necessary changes are in, click Save.

Deleting Company

  1. Go to the upper right-hand corner of the page and click the menu icon next to your profile icon.
  2. From the selection, click Settings.
  3. From the list, select the company item you want to delete.
  4. Go to the bottom part of the profile page and click Delete Permanently.
  5. Confirm the deletion to save your changes.

Adding a department and designation

  1. Go to the upper right-hand corner of the page and click the menu icon next to your profile icon.
  2. From the selection, click Settings.
  3. From the list, select your Company.
  4. Next, click Departments or Designations to open the respective lists.
  5. On the upper right-hand corner of the table, click Add Department or Add Designation.
  6. Add the name of the department or designation and click the add button to save.

Editing or deleting a department and designation

  1. Go to the upper right-hand corner of the page and click the menu icon next to your profile icon.
  2. From the selection, click Settings.
  3. From the list, select your Company.
  4. Next, click Departments or Designations to open the respective lists.
  5. From the table, select the department or designation that you want to modify and click on its corresponding ellipsis.
  6. From the options, click either Edit or Delete.
  7. Confirm your changes to save them.

To make your payroll run as you need, you need to set up a workflow. The workflow will determine the approval process for requests and other internal processes.

Adding a workflow

  1. Go to the upper right-hand corner of the page and click the menu icon next to your profile icon.
  2. From the selection, click Settings.
  3. On the menu, click Approval Process.
  4. On the new window, click Add Workflow.
  5. To add a new one, you would need to fill out the following information:
    1. Workflow Name
    2. Request Type
    3. Company
    4. Employees
    5. Workflow Steps and Approvers
  6. During this step, you may also select the option to allow an approver to bypass all steps.
  7. Click Save to add your workflow.

Viewing a workflow

  1. Go to the upper right-hand corner of the page and click the menu icon next to your profile icon.
  2. From the selection, click Settings.
  3. On the menu, click Approval Process.
  4. Select the workflow you want to check and click on its corresponding ellipsis and select View.

Editing workflow

  1. Go to the upper right-hand corner of the page and click the menu icon next to your profile icon.
  2. From the selection, click Settings.
  3. On the menu, click Approval Process.
  4. Select the workflow you want to check and click on its corresponding ellipsis and select Edit.
  5. Modify the fields that you need to edit and click the Update button at the bottom of the page.

Deleting workflow

  1. Go to the upper right-hand corner of the page and click the menu icon next to your profile icon.
  2. From the selection, click Settings.
  3. On the menu, click Approval Process.

Select the workflow you want to check and click on its corresponding ellipsis and select Delete.

Contact

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9th Floor, AIA Tower 8767 Paseo de Roxas, Salcedo Village, Bel-Air 1226, Makati City, Philippines

(6328) 284-8789

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