Personnel
Home > Management Mode > PersonnelAdministrators can click Personnel on the Home page in Management Mode to enter the personnel management page. In Personnel, administrators can manage user (employee) information, including personal basic information, salary, approval permissions (such as leave, overtime, fieldwork, etc.), and set groups and administrators to assign approval responsibilities. In addition, administrators can view user (employee) performance, contact lists, birthdays, and seniority, support user (employee) document upload and download functions, and provide data export functionality (xlsx format). If files need to be uploaded, the Premium storage space plan must be subscribed.
Personal Information
Home > Management Mode > Personnel > Personal Information > Any PersonnelAdministrators can click Personnel on the Home page in Management Mode, then select Personal Information, and then click any user (employee) to enter the personal information editing page. Administrators can view or edit user (employee) personal information, including login account, name, Nickname, employee ID, gender, birthday, mobile number, Email, address, group, position, hire date, official employment date, extension number, and emergency contact person.
| No. | Personal Information |
|---|---|
| 1 | Login Account |
| 2 | Name |
| 3 | Nickname |
| 4 | Employee ID |
| 5 | Gender |
| 6 | Birthday |
| 7 | Mobile Number |
| 8 | |
| 9 | Address |
| 10 | Group |
| 11 | Position |
| 12 | Hire Date |
| 13 | Official Employment |
| 14 | Extension Number |
| 15 | Emergency Contact Person |
Personal Settings
Home > Management Mode > Personnel > Personal Settings > Any PersonnelAdministrators can click Personnel on the Home page in Management Mode, then select Personal Settings, and then click any user (employee) to enter the personal settings editing page. Administrators can view or edit user (employee) personal settings, including tags, responsibility-based system, allowed IP address, missed clock-in approver, leave approver, leave according to schedule, overtime approver, work-from-home approver, fieldwork business trip approver, hourly wage, daily wage, and monthly salary.
| No. | Personal Settings |
|---|---|
| 1 | Tag |
| 2 | Responsibility-Based System |
| 3 | Allowed IP Address |
| 4 | Missed Clock-In Approver |
| 5 | Leave Approver |
| 6 | Leave According to Schedule |
| 7 | Overtime Approver |
| 8 | Work-from-Home Approver |
| 9 | Fieldwork Business Trip Approver |
| 10 | Hourly Wage |
| 11 | Daily Wage |
| 12 | Monthly Salary |
Tag
Home > Management Mode > Personnel > Personal Information > Any Personnel > TagAdministrators can click Personnel on the Home page in Management Mode, then select Personal Information, and then click any user (employee) to enter the personal information editing page. The tag here is used for message publishing.
Birthday
Home > Management Mode > Personnel > Personal Information > Any Personnel > BirthdayAdministrators can click Personnel on the Home page in Management Mode, then select Personal Information, and then click any user (employee) to enter the personal information editing page. If administrators enter a birthday, personnel whose birthdays are coming within 30 days will appear on the Management Mode home page, making it convenient to distribute birthday bonuses or arrange celebration activities.
Responsibility-Based System
Home > Management Mode > Personnel > Personal Information > Any Personnel > Responsibility-Based SystemAdministrators can click Personnel on the Home page in Management Mode, then select Personal Information, and then click any user (employee) to enter the personal information editing page. The responsibility-based system is divided into requiring clock-in and not requiring clock-in.
Reminder
- For users (employees) whose responsibility-based system has been set to not requiring clock-in, if they need to take leave for multiple days, administrators still need to create schedules for that employee, and the leave according to schedule function must be enabled.
Allowed IP Address
Home > Management Mode > Personnel > Personal Information > Any Personnel > Allowed IP AddressAdministrators can click Personnel on the Home page in Management Mode, then select Personal Information, and then click any user (employee) to enter the personal information editing page. When using Wi-Fi clock-in, only matching IP addresses can perform clock-in.
Missed Clock-In Approver
Home > Management Mode > Personnel > Personal Information > Any Personnel > Missed Clock-In ApproverAdministrators can click Personnel on the Home page in Management Mode, then select Personal Information, and then click any user (employee) to enter the personal information editing page.
| No. | Candidate Approver |
|---|---|
| 1 | Creator |
| 2 | Highest Administrator |
| 3 | Administrator of the Same Group |
When users (employees) submit missed clock-in applications, the system will submit the application to the designated approver for approval.
Approver Qualifications:
- Creator: Possesses the highest management authority across the entire organization and can approve all applications.
- Highest Administrator: Has the same approval authority as the creator and applies across the entire organization.
- Administrator of the Same Group: Can only approve missed clock-in applications of users (employees) within their own group, ensuring clear permission scope.
This design ensures that applications are handled by administrators familiar with user (employee) conditions or with appropriate authority, helping improve approval efficiency and accuracy. At the same time, the system records the approval process to provide complete operational traceability and ensure data transparency.
Note:
- Currently, the system supports setting only one approver, and candidate approvers cannot be configured.
- Approvers only have approval permissions and cannot delete or modify data.
- If the approver no longer has administrator permissions, the approver can still continue to approve leave applications of users (employees). However, if the approver has been set as resigned, the system cannot assign the approver, and administrators must reconfigure all user (employee) data previously approved by that approver.
This restriction ensures clear approval responsibility and prevents unauthorized record modification. If further modification or adjustment is required, it must be handled by the creator or highest administrator.
Leave Approver
Home > Management Mode > Personnel > Personal Information > Any Personnel > Leave ApproverAdministrators can click Personnel on the Home page in Management Mode, then select Personal Information, and then click any user (employee) to enter the personal information editing page. When users (employees) submit leave applications, the system automatically submits the application to the designated approver for approval.
Approver Qualifications:
| No. | Candidate Approver |
|---|---|
| 1 | Creator |
| 2 | Highest Administrator |
| 3 | Administrator of the Same Group |
- Creator: Possesses the highest management authority and can approve all applications.
- Highest Administrator: Has the same authority as the creator and is responsible for organization-wide approval.
- Administrator of the Same Group: Can only approve leave applications of users (employees) within their own group, ensuring reasonable permission allocation.
Note:
- Currently, the system supports setting only one approver.
- Approvers only have approval permissions and cannot delete or modify data.
- If the approver no longer has administrator permissions, the approver can still continue to approve leave applications of users (employees). However, if the approver has been set as resigned, the system cannot assign the approver, and administrators must reconfigure all user (employee) data previously approved by that approver.
Leave According to Schedule
Home > Management Mode > Personnel > Personal Information > Any Personnel > Leave According to ScheduleAdministrators can click Personnel on the Home page in Management Mode, then select Personal Information, and then click any user (employee) to enter the personal information editing page. Administrators can set whether the user (employee) must request leave according to scheduled shifts.
- Enabled: Enable leave according to schedule. Users (employees) must request leave within the scheduled shift range. Suitable for users (employees) who have scheduled shifts.
- Disabled: Disable leave according to schedule. Users (employees) do not need to request leave within the scheduled shift range. Suitable for users (employees) without schedules or fixed shifts.
Benefits of enabling leave according to schedule
- For scheduled users (employees), enabling leave according to schedule allows applying for multiple days of leave at once.
- Leave approvers only need to approve once instead of approving each request individually.
Overtime Approver
Home > Management Mode > Personnel > Personal Information > Any Personnel > Overtime ApproverAdministrators can click Personnel on the Home page in Management Mode, then select Personal Information, and then click any user (employee) to enter the personal information editing page. When users (employees) submit overtime applications, the system submits the application to the designated approver for approval.
Approver Qualifications:
| No. | Candidate Approver |
|---|---|
| 1 | Creator |
| 2 | Highest Administrator |
| 3 | Administrator of the Same Group |
- Creator: Possesses the highest management authority and can approve overtime applications across the organization.
- Highest Administrator: Has the same approval authority as the creator and applies across the organization.
- Administrator of the Same Group: Can only approve overtime applications within their own group, with more focused permission scope.
Note:
- Currently, the system supports setting only one approver.
- Approvers only have approval permissions and cannot delete or modify data.
- If the approver no longer has administrator permissions, the approver can still continue to approve overtime applications of users (employees). However, if the approver has been set as resigned, the system cannot assign the approver, and administrators must reconfigure all user (employee) data previously approved by that approver.
- Overtime applications are currently not integrated with the scheduling function. Therefore, approved overtime periods will not be displayed in the schedule. Please take note.
This design simplifies the approval process and ensures clear responsibility allocation. At the same time, future optimization of the scheduling function will be considered to achieve seamless integration between overtime applications and scheduling, improving system practicality and management efficiency.
Work-from-Home Approver
Home > Management Mode > Personnel > Personal Information > Any Personnel > Work-from-Home ApproverAdministrators can click Personnel on the Home page in Management Mode, then select Personal Information, and then click any user (employee) to enter the personal information editing page. When users (employees) submit work-from-home applications, the system automatically submits the application to the designated approver for approval.
Approver Qualifications:
| No. | Candidate Approver |
|---|---|
| 1 | Creator |
| 2 | Highest Administrator |
| 3 | Administrator of the Same Group |
- Creator: Possesses the highest management authority across the entire organization and can approve all work-from-home applications.
- Highest Administrator: Has the same authority as the creator and can approve organization-wide work-from-home applications.
- Administrator of the Same Group: Can only approve work-from-home applications within their own group, ensuring reasonable and focused permission scope.
Note:
- Currently, the system supports setting only one approver.
- Approvers only have approval permissions and cannot delete or modify data.
- If the approver no longer has administrator permissions, the approver can still continue to approve work-from-home applications of users (employees). However, if the approver has been set as resigned, the system cannot assign the approver, and administrators must reconfigure all user (employee) data previously approved by that approver.
- Work-from-home applications are currently not integrated with the scheduling function. Therefore, approved work-from-home periods will not be displayed in the schedule. Please take note.
This design ensures a simple and clear application process and prevents confusion caused by multiple approvals. At the same time, future optimization of the scheduling function is planned to achieve effective integration between work-from-home applications and scheduling, improving system usability and management efficiency.
Fieldwork Business Trip Approver
Home > Management Mode > Personnel > Personal Information > Any Personnel > Fieldwork Business Trip ApproverAdministrators can click Personnel on the Home page in Management Mode, then select Personal Information, and then click any user (employee) to enter the personal information editing page. When users (employees) submit fieldwork business trip applications, the system automatically submits the application to the designated approver for approval.
Approver Qualifications:
| No. | Candidate Approver |
|---|---|
| 1 | Creator |
| 2 | Highest Administrator |
| 3 | Administrator of the Same Group |
- Creator: Possesses the highest management authority and can approve all fieldwork business trip applications across the organization.
- Highest Administrator: Has the same authority as the creator and can handle organization-wide fieldwork business trip applications.
- Administrator of the Same Group: Can only approve fieldwork business trip applications within their own group, ensuring clear and reasonable permission scope.
Note:
- Currently, the system supports setting only one approver.
- Approvers only have approval permissions and cannot delete or modify data.
- If the approver no longer has administrator permissions, the approver can still continue to approve fieldwork business trip applications of users (employees). However, if the approver has been set as resigned, the system cannot assign the approver, and administrators must reconfigure all user (employee) data previously approved by that approver.
- Fieldwork business trip applications are currently not integrated with the scheduling function. Therefore, approved fieldwork business trip periods will not be displayed in the schedule. Please take note.
This design simplifies the approval process and emphasizes clarity of approval responsibility. At the same time, future optimization of the scheduling function will achieve integration between fieldwork business trip applications and scheduling, further improving system management efficiency and practicality.
Remaining Missed Clock-In Quota
Home > Management Mode > Personnel > Personal Information > Any Personnel > Remaining Missed Clock-In QuotaAdministrators can click Personnel on the Home page in Management Mode, then select Personal Information, and then click any user (employee) to enter the personal information editing page. This section displays the current remaining missed clock-in quota of the user (employee), with a default of 12 times, which can be adjusted as needed.
- Application and deduction: When users (employees) submit missed clock-in applications, the system automatically deducts one quota.
- Approval result: If the application is not approved, the deducted quota will be automatically returned to the user (employee) account.
Reminder:
- Approvers should process missed clock-in applications promptly to avoid affecting users’ (employees’) normal work arrangements.
- Confirm the accuracy of quota deduction or return to ensure missed clock-in quota records are correct and comply with system policies.
- Currently, the remaining missed clock-in quota does not reset automatically by month or year. Administrators must manually reset each user (employee).
Contact List
Home > Management Mode > Personnel > Contact ListAdministrators can click Personnel on the Home page in Management Mode, then select Contact List to enter the contact list page. This section displays the contact list of users (employees).
Currently, only administrators can view the contact list. Users (employees) cannot view it.
Birthday
Home > Management Mode > Personnel > BirthdayAdministrators can click Personnel on the Home page in Management Mode, then select Birthday to enter the birthday page. This section displays the birthdays of users (employees).
Currently, only administrators can view birthdays. Users (employees) cannot view them.
Seniority
Home > Management Mode > Personnel > SeniorityAdministrators can click Personnel on the Home page in Management Mode, then select Seniority to enter the seniority page. This section displays the seniority of users (employees). Seniority is calculated based on the Hire Date.
Currently, only administrators can view seniority. Users (employees) cannot view it.
Frequently Asked Questions
Q1: What main functions are provided on the personnel management page?
A: The personnel management page is the core interface for administrators to manage user (employee) data. Main functions include managing user (employee) basic information, setting salary information, configuring approval permissions for different types of applications (such as leave, overtime, fieldwork, etc.), and assigning approval responsibilities by setting groups and administrators. In addition, administrators can view user (employee) performance, contact lists, birthdays, and seniority. The page also supports user (employee) document upload and download and provides data export functionality (xlsx format). Please note that document upload requires subscribing to the Premium storage space plan.
Q2: What user (employee) information can be edited in “Personal Information”?
A: On the Personal Information page, administrators can view and edit very detailed user (employee) information, including name, nickname, employee ID, tags used for message publishing, gender, birthday, mobile number, Email, address, responsibility-based system (requires clock-in or does not require clock-in), allowed Wi-Fi clock-in IP address, and approver settings for various applications (missed clock-in, leave, overtime, work-from-home, fieldwork business trip). It also includes group, position, hourly wage, daily wage, monthly salary, hire date, official employment date, extension number, and emergency contact person.
Q3: How to set the responsibility-based system and allowed clock-in IP address for users (employees)?
A: The responsibility-based system and allowed IP address settings are configured on the Personal Information editing page of users (employees). Administrators can find the Responsibility-Based System field on that page and choose whether the user (employee) requires clock-in or does not require clock-in. For users (employees) using Wi-Fi clock-in, administrators can set matching IP addresses in the Allowed IP Address field to ensure clock-in can only be performed under specific network environments.
Q4: What qualifications are required for approvers of leave, overtime, work-from-home, and fieldwork business trip applications?
A: Currently, the system supports three candidate approver qualifications: creator, highest administrator, and administrator of the same group. The creator and highest administrator have the highest authority across the entire organization and can approve all user (employee) applications. Administrators of the same group can only approve applications within their own group. Please note that currently only one approver can be set for each type of application.
Q5: What limitations exist on approver permissions?
A: Approvers mainly have approval permissions but do not have permission to delete or modify data. Even if the approver no longer has administrator permissions, the approver can still continue to approve user (employee) applications. However, if the approver is set as resigned, the approver cannot be assigned again, and administrators must manually reset all user (employee) data previously approved by that approver.
Q6: How does the remaining missed clock-in quota operate?
A: The remaining missed clock-in quota defaults to 12 times and can be adjusted by administrators as needed. When users (employees) submit missed clock-in applications, the system automatically deducts one quota. If the application is not approved, the deducted quota will be automatically returned. Please note that the remaining missed clock-in quota does not reset automatically by month or year. Administrators must manually reset the quota for each user (employee).
Q7: Who can view contact list, birthday, and seniority information?
A: Currently, only administrators can view contact list, birthday, and seniority information of users (employees). Users (employees) cannot view this information themselves. Seniority is calculated based on the user’s (employee’s) Hire Date.
Q8: Which functions are currently not integrated with the scheduling feature?
A: Currently, leave applications, overtime applications, work-from-home applications, and fieldwork business trip applications are not integrated with the scheduling feature after approval. This means that even if applications are approved, the corresponding leave, overtime, work-from-home, or fieldwork periods will not automatically appear in the schedule. Administrators and users (employees) should take note when viewing schedules.
Q9: How to set the missed clock-in approver?
A: To set the missed clock-in approver, first confirm whether the designated approver is the creator, highest administrator, or administrator of the same group. After confirmation, click any user (employee), then click Missed Clock-In Approver, and assign one approver to complete the configuration.
Q10: How to set the leave approver?
A: To set the leave approver, first confirm whether the designated approver is the creator, highest administrator, or administrator of the same group. After confirmation, click any user (employee), then click Leave Approver, and assign one approver to complete the configuration.
Q11: How to set the overtime approver?
A: To set the overtime approver, first confirm whether the designated approver is the creator, highest administrator, or administrator of the same group. After confirmation, click any user (employee), then click Overtime Approver, and assign one approver to complete the configuration.
Q12: How to set the work-from-home approver?
A: To set the work-from-home approver, first confirm whether the designated approver is the creator, highest administrator, or administrator of the same group. After confirmation, click any user (employee), then click Work-from-Home Approver, and assign one approver to complete the configuration.
Q13: How to set the fieldwork business trip approver?
A: To set the fieldwork business trip approver, first confirm whether the designated approver is the creator, highest administrator, or administrator of the same group. After confirmation, click any user (employee), then click Fieldwork Business Trip Approver, and assign one approver to complete the configuration.
This manual strives for accuracy and completeness, but we do not assume any liability for errors, omissions, or updates. The content may be modified at any time without prior notice. We are not responsible for any damages arising from the use of this manual or downloading its contents, including but not limited to system failures, data loss, or infringement of rights. Users assume full responsibility and risk.