Leave Management

Understanding Leave Management

Leave management refers to the process of handling employee absences from work, including vacation time, sick leave, personal time off, and other types of leave. It involves tracking employee leave requests, managing leave balances, approving or denying requests based on company policies, and ensuring adequate coverage for work during employee absences. 

 

Settings and Preferences for Leave Status 

Navigate to the Left Menu > Human Resource > My HR > Leave > Leave Status

You will lands in Leave Status Page

Now go to the Top Right Menu navigate to Three Dot Icon > Settings.

Select the Settings you want to Enable.

Click on Updates.

 

Adding a Leave Types

Adding a Leave type can be made easy by following the steps  in AntMyERP! Here’s what you do.

Navigate to the Left Menu > Settings > 3rd Icon on the menu > HR > Others > Leave Types.

Click the + Icon button on the top right corner of the page.

Enter all mandatory fields along with the details of the leave type names that you provide to your employees

After entering all the details, click Save or Save & Exit

Note: Multiple leave types can be created if you are providing different number or types of  leaves to various employees

Permission: This feature is user permission defined. If you have permission, you can use this or else ask the administrator of your office to activate the permission for you.

 

Mapping Leave Type with  Employee

Navigate to the Left Menu > Settings > Organization Profile > Team.

You will land in Team list

Locate the Employee in the Team list and click on the Edit Official profile option from the Action dropdown menu. Alternatively you can Right Click on the Employee whom you want to Edit Personal profile.

On the 4th line of the form, select the Leave Type that is applicable to this employee. 

This can be added while adding the employee for the first time in the system or it can be edited later. Make the necessary changes to the Employee official profile.

Save the updated information.

Permission: This feature is user permission defined. If you have permission, you can use this or else ask the administrator of your office to activate the permission for you.

 

Applying for the Leave

Adding for the leave is a simple process. It can be done in 2 ways, via Web Portal or Mobile App. Here’s what you do.

You can add customer in two ways

Leave Application via Web Portal

Leave Application via Mobile App

 

Applying for a Leave via Web Portal 

Navigate to the Left Menu > Human Resource > My HR > Leave > Leave Status

This page will display the leave status of yours 

If you have necessary permission, you will be able to see the leave status of your team member who reports to you

With admin or super admin or My HR permission, you will be able to see the leave status of all the employees

Click the + Icon button on the top right corner of the page

Enter all mandatory fields along with all the details

After entering all the details, click Save or Save & Exit

Productivity Tool: Your leave application is approved or rejected can be viewed on the index page of leave status

Note: This page will display the leave status of yours. If you have necessary permission, you will be able to see the leave status of your team member who reports to you. With admin or super admin or necessary permission, you will be able to see the leave status of all the employees

 

Applying for a Leave via Mobile App

Download the Mobile App from Play Store > AntMyERP

Login with the Client Code, Username and password

Click on Leave, 

Click the + Icon button on the bottom right corner of the page

Enter all the details in the fields

Click on Apply

Productivity Tool: Your leave application is approved or rejected can be viewed on the mobile app inside the leave tab

Approval or Rejection of the Leave

The authorized person or hierarchy can approve or reject the leave application 

Permission: This feature is user permission defined. If you have permission, you can use this or else ask the administrator of your office to activate the permission for you.

 

Attendance

Understanding Attendance

Attendance refers to the act of being present, typically in a specified place or event, especially when it’s required or expected. In contexts like workplaces, attendance is often tracked to ensure individuals are present when they’re supposed to be.

 

User Permission

Note: The User needs to be activated from the User Management. 

Navigation: Left Menu > Settings > Users & Roles (Link of the Users & Roles Help Document)

 

Adding an Attendance 

Adding attendance is a simple process. It can be done in 2 ways, via Web Portal or Mobile App. Here’s what you do.

You can add attendance in two ways

Attendance via Web Portal

Attendance via Mobile App

 

Marking Attendance via Web Portal 

Navigate to the Left Menu > Human Resource > My HR 

This page will display the current month’s attendance status

Click the + Icon button on the top right corner of the page

Enter all mandatory fields along with all the details

After entering all the details, click Save or Save & Exit

Productivity Tool: You can add attendance from the Mobile App directly

Note: Back dated attendance cannot be marked unless you have the relevant permissions.

 

Marking Attendance via Mobile App

Download the Mobile App from Play Store > AntMyERP

Login with the Client Code, Username and password

Click on Attendance, 

Click the + Icon button on the bottom right corner of the page

On entering the office or reached the client site – Click on Check in 

On exiting the office – same process as above, Click on Check out

Note: Back dated attendance cannot be marked unless you have the relevant permissions and it cannot be marked via mobile app

Your location is captured in the system. 

 

Exporting Attendance 

Navigate to Left Menu > Human Resource > My HR 

You will land in My HR

Search from the employee data. Now you have filtered data which need to be exported 

Now go to the Top Right Menu > Export 

All your employee attendance data will be exported as per the Search in excel format

Note : You can export the attendance yourself. If you have necessary permission, you will be able to export the attendance of your team member who reports to you. With admin or super admin or necessary permission, you will be able to export the attendance of all the employees.

 

View Attendance

Navigate to Left Menu > Human Resource > My HR 

You will land in My HR

Locate the attendance of the Employee/s in the attendance list 

If you want to make any changes to this attendance, click on the A or P(Hyperlink) of that date 

Note: This page will display the attendance of yours. If you have necessary permission, you will be able to see the attendance of your team member who reports to you. With admin or super admin or necessary permission, you will be able to see the attendance of all the employees

 

Editing Attendance

Navigate to Left Menu > Human Resource > My HR 

You will land in My HR

Locate the attendance of the Employee/s in the attendance list 

If you want to make any changes to this attendance, click on the A or P(Hyperlink) of that date 

Make the necessary changes to the Employee/s attendance

Save the updated information.

Note: This page will display the attendance of yours. If you have necessary permission, you will be able to see the attendance of your team member who reports to you. With admin or super admin or necessary permission, you will be able to see the attendance of all the employees

 

Organisation Structure

Understanding Organization Structure

Organization Structure illustrates the chain of command within the organization, showing who reports to whom and the levels of authority and responsibility.

 

Adding an Organization Structure

Navigate to the Left Menu > Settings > Organization Profile > Org. Struct.

Click the + Icon button on the top right corner of the page.

Select from the Designation dropdown menu

First name will already exist in the menu like Founder or Owner or Director. The organization will be reporting to them.

Enter the Designation and their Parent designation(Reporting designation)

Branch name: Select the branch name for which the structure(hierarchy) needs to be created  

Note: Designation list needs to be added in the Masters > HR > Designation 

Single designation cannot report to two designations

 

View Organization Structure

Navigate to the Left Menu > Settings > Organization Profile > Org. Struct.

You will land in Organization Structure page

Click the Structure Map icon button on the top right corner of the page.

This will open the pop-up of Hierarchy chart

Note: If any of the designation or Parent Designation is mapped wrongly, the chart will not be displayed

 

Editing Organization Structure

Navigate to the Left Menu > Settings > Organization Profile > Org. Struct.

You will land in Organization Structure page

Locate the designation in the Structure list and click on the Edit option from the Action dropdown menu. Alternatively, you can Right Click on the designation line which needs to be Edited.

Make the necessary changes to the designation details.

Save or Save & Exit the updated information.

 

Deleting Organization Structure

Navigate to the Left Menu > Settings > Organization Profile > Org. Struct.

You will land in Organization Structure page

Locate the designation in the Structure list and click on the Delete option from the Action dropdown menu. Alternatively, you can Right Click on the designation line which needs to be Deleted.

Confirm the deletion in the pop-up window.

Note: If a specific designation and parent designation is deleted, that structure will discontinue from the ERP.

 

Add Employee

Understanding Employee

An employee is an individual who works for an employer where the employee agrees to perform certain tasks and duties in exchange for compensation. 

Employees can work full-time, part-time, or temporarily. They have rights and benefits according to the law.

 

Settings and Preferences for Employees 

Before adding an employee in your organization, we strongly recommend setting up the HR rules and processes.

Navigate to the Left Menu > Settings > Third Icon > HR

Make all the necessary changes in all the HR Tabs as per your organization goals.

Click on Updates.

 

Adding an Employee

Adding an Employee in AntMyERP is easy! You need to enter their important info into one place. Here’s what you do.

You can add Employee in two ways:

Creating Employee from the Team Page

Importing Employee

 

Creating Employee from the Team Page

Navigate to the Left Menu > Settings > Organization Profile > Team.

Click the + Icon button on the top right corner of the page – Create Employee

Begin my selecting the Person Name ( picked up from the People Page )

If person name does not appear, Click on + icon and add the people details (Personal information of the Employee)

Enter all mandatory fields along with all the details of your Employee

After entering all the details, click Save.

Productivity Tool: You can add Employee from the Quick Add directly

Note: Duplicate Employee entries are not permitted within AntMyERP to maintain data integrity.

Permission : Only those who have the permission to add employee can perform this task

 

Importing Employee 

Navigate to the Left Menu > Settings > Organization Profile > Team.

You will land in Team list

On Top Right Menu navigate to Uparrow(Import) > Import Employees.

Read Instructions and Click Download Sample File ( CSV. ) for your reference by clicking sample file.

Ensure that all the fields are mapped and  filled correctly while adding your Employees.

Now go to the Top Right Menu navigate to Uparrow(Import) > Import Employees.

Click on Up Arrow in the center and select the file to be imported. 

Click on Save.

All the Employees are imported in your AntMyERP

Note: You can upload 50 Employees at a time. Only excel file is supported

 

Exporting Employee 

Navigate to the Left Menu > Settings > Organization Profile > Team.

You will land in Team list

On the Top Right Menu navigate to Down arrow(Import) > Export Employees.

All the employees are Exported from the AntMyERP to CSV. file

 

View Employees

Navigate to the Left Menu > Settings > Organization Profile > Team.

You will land in Team list

Locate the Employee in the Team list and click on the View People option from the Action dropdown menu. Alternatively you can Right Click on the Employee whom you want to View People.

If you want to make any changes to this Employee, click on the Edit icon.

 

Editing Personal Profile

Navigate to the Left Menu > Settings > Organization Profile > Team.

You will land in Team list

Locate the Employee in the Team list and click on the Edit Personal profile option from the Action dropdown menu. Alternatively you can Right Click on the Employee whom you want to Edit Personal profile.

Make the necessary changes to the Employee personal profile details.

Save the updated information.

 

Editing Official Profile

Navigate to the Left Menu > Settings > Organization Profile > Team.

You will land in Team list

Locate the Employee in the Team list and click on the Edit Official profile option from the Action dropdown menu. Alternatively you can Right Click on the Employee whom you want to Edit Official profile.

Make the necessary changes to the Employee personal profile details.

Save the updated information.

 

Deleting Employees

Navigate to the Left Menu > Settings > Organization Profile > Team.

You will land in Team list

Locate the Employees in the Team  list and click on the Delete option from the Action dropdown menu. Alternatively you can Right Click on the Employees whom you want to Delete.

Confirm the deletion in the pop-up window.

Note: If an Employee is deleted, it cannot be retrieved again

 

Terminate Employees

Navigate to the Left Menu > Settings > Organization Profile > Team.

You will land in Team list

Locate the Employees in the Team  list and click on the Terminate option from the Action dropdown menu. Alternatively you can Right Click on the Employee whom you want to Terminate.

Fill in the necessary details of the termination.

Click on Save

Note : All the tasks assigned to that employee needs to be mapped with another employee. You can not terminate the employee without getting back all the assets issues to that employee

 

Issue Assets 

Navigate to the Left Menu > Settings > Organization Profile > Team.

You will land in Team list

Locate the Employees in the Team  list and click on the Issue Assets option from the Action dropdown menu. Alternatively you can Right Click on the Employees whom you want to Issue Assets.

Fill in the necessary details of the Issue Assets

Learn more about Assets Issued to Employees

 

Managing Employees : Active and Inactive

After adding the Employees in Team, they need to be activated.

Navigate to the Left Menu > Settings > Users & Roles 

You will land in User & Roles page

Search for the Employee or that Employee list will be visible in the index page.

Locate the Employee > Click on Action > Edit > Status > Active

 

Incase of Inactive Employee 

Navigate to the Left Menu > Settings > Users & Roles 

You will land in User & Roles page

Search for the Employee or that Employee list will be visible in the index page.

Locate the Employee > Click on Action > Edit > Status > InActive

Permission: Keep in mind that this action requires permission, so users need to have the right authorization to make an Employee active or inactive.

Note: Inactive Employees does not mean that they are deleted or terminated from the system

 

RMA Tickets

Understanding RMA Tickets Task Management System

In order to get a refund, replacement, or repair, you must first return the item to the business. In this step of return merchandise authorization, the business and the customer talk about the problem, and the business decides if the problem is real.

 

Settings

Navigate to Settings > Service

Under the Service Settings, Look for the RMA settings

Turn it ON 

Click on Update.

 

Permissions

Navigate to Settings > User Roles.

Select the employee you want to give RMA Permission to and scroll to the right.

Select Edit option from the Action dropdown menu.

Go to the Permissions tab.

Press Ctrl+F and enter the word RMA. Enable all the permissions related to RMA.

Click on Save.

 

Create an RMA-Ticket

Navigate to the Left Menu > Service > RMA 

A form will open

Before filling out the form, the RMA warranty of the device sold should be updated.

Click on the Plus button on the top right corner.

Select whether the device is in the Branch or the Vendor

Add the Location, RMA. By and name of the customer

Add Serial number, Problem and problem description

Fill in all the parameters. 

Click Save

Once created, an RMA number will be generated. 

 

Update Warranty

Navigate to the Left Menu > Service > RMA 

Under RMA section, Click on the Update Warranty

The serial number and warranty of the Product are set here.

Go to action to Add Warranty. All the devices can be seen here.

Click on the Plus button on the top right to add a new device 

Fill in all the mandatory fields. 

Click Save