- To add an employee’s leave into the system, click Leave on the Dashboard menu, then click on Leave Management.
- You can add specific leaves for certain employees by searching for the employee’s name and clicking the File a Leave icon under the Actions column.
- Select the Leave type they will get. Once you have chosen, the system will show how many leave credits are available for a certain employee.
- Provide the dates when they will be out on a leave and their reason for using the Leave Credits.
- Once done, click the Add Leave button.
- Mandatory government leave types are already available in the system for your employees to use. You can also add custom leave types that are available in your company.
- On the Dashboard menu, click the Leave tab. After you click it, a drop-down menu will appear. Under it, you will see Leave Types.
- You can add more types of leave for your employees by clicking the Add New Leave Type button above the table.
- Provide the Leave Type name, how many credits it gives for your employees to use, and choose whether it is convertible to cash or not, whether the leave type applies to all employees, whether it is a paid leave, and whether it can be accrued or not.
- Click the Save button once done.
- To edit your customized leave types, simply click on the Edit icon under the Actions column, and provide your changes.
- Click the Save button once you are done.
- You can delete a certain type of leave that is no longer provided by clicking the trash icon under Actions.
- You can see your employees’ leave records on the Leave Management table of the SweldoMo system.
- Click Leave on the Dashboard menu, then click on Leave Management.
- Click the Leave Records icon under the Actions column.
- Here, you will see the types of leave they used, the dates they used them, the reason for the leave request, the date when the leaves were filed, and the approval dropdown.
- You can edit a leave by double-clicking the cell of the leave that needs editing. Provide the needed changes, then click the Save button once you are done.
- To delete a leave the employee filed for or have used, simply click the trash icon under Actions.
- Yes, editing of the employees’ leave details is allowed in the SweldoMo system. To do this, follow the steps below:
- Click Leave on the Dashboard menu, then click on Leave Management.
- Click the Leave Records icon under the Actions column.
- Double-click on the cell of the leave that needs editing. Provide the needed changes, then click the Save button once you are done.
- Yes, you can delete your employees’ leaves. To do this, follow the steps below:
- Click Leave on the Dashboard menu, then click on Leave Management.
- Click the Leave Records icon under the Actions column.
- Click the trash icon under Actions to delete their leave.
- If you want to take a break from work but do not have the time to approach your HR officers, you can simply open your FaceDTR app, and file for your needed leave.
- To do so, click on the three-dot menu at the upper right part of your screen.
- Click on the File for a Leave option.
- You will then see the previous leaves you applied for.
- To request for another leave, you can click on the Add Leave button found at the lower right part of your screen.
- Provide the dates you will be out from work.
- Choose a leave type you will apply for. The remaining leave credits you have for the certain leave will then appear. Make sure that the date range of your leave will fit into the remaining leave credits you have.
- You can provide more information regarding your reason for taking the leave on the Notes section.
- If you will be gone for only half the day, click on the Halfday checkbox.
- Click on the Submit button once you are done.
- The leave request will now be up for approval.
- Once it is approved, it will reflect on the app as well. You can continually check on its status on the app until then.
- Under Leave Requests, you can see all the leaves that your employees have filed for through the FaceDTR app, or the Employee Portal.
- Click Leave on the Dashboard menu, then click on Leave Requests.
- On the Leave Requests Table, you can see the employee’s name, the date that they have filed the leave, the leave type, the date coverage of the leave they requested and its corresponding number of days, the reason for the leave, the approval dropdown, and the delete button.
- You can change the status of your employees’ leave requests under the Approval column of the Leave Requests table.
- To delete a leave request, simply click the delete icon under actions.
- To make sure that the employees’ leave credits will be shown on your payroll, review the dates that your employees have filed their leave. If the duration of the employees’ leaves do not fall under the payroll cycle that you have generated a payroll on, the leave pay will not be reflected.
- The leave pay of the employees will be reflected on the day of the leave itself. If an approved leave covers two cycles, the leave pay for these days will be distributed to the payroll cycles that the days are under.
- If there is an excess leave pay in your employee’s payroll, you need to check their daily rate. If there is a salary growth within the payroll cycle, it will be reflected on the employee’s leave pay as well.
- Yes, the half-day leave is supported by the system. For you to apply for a half-day leave, open your FaceDTR app, and file for your needed leave.
- To do so, click on the three-dot menu at the upper right part of your screen.
- Click on the File for a Leave option.
- You will then see the previous leaves you applied for.
- To request for another leave, you can click on the Add Leave button found at the lower right part of your screen.
- Provide the dates you will be out from work.
- Choose a leave type you will apply for. The remaining leave credits you have for the certain leave will then appear. Make sure that the date range of your leave will fit into the remaining leave credits you have.
- You can provide more information regarding your reason for taking the leave on the Notes section.
- If you will be gone for only half the day, click on the Halfday checkbox.
- Click on the Submit button once you are done.
- The leave request will now be up for approval.
- Once it is approved, it will reflect on the app as well. You can continually check on its status on the app until then.
- To set the shift schedules in the SweldoMo system, you need to first determine what type of shift schedule will be assigned for every employee. You can choose among these three: Regular Shift, Broken Shift, and Compressed Shift.
After choosing a shift type, simply provide the system with the work schedule of your employees. You can follow the steps below:
- Regular Shift
- Click the Shifts button on the navigation bar, and click on Regular Shift.
- You can add shift schedules by clicking the Add New Shift button below the table.
- Under the Shift column, you can label your company’s different shift schedules, depending on what hours your business is open.
- You can put in the hours you and your employees have to work on under the Working Hours columns. For example, if you follow the standard working hours, you can put in 8:00 am as your starting time and 5:00 pm as the end of the shift.
- You can also provide the time for your employees’ break under the Break Hours columns. Note that you can only set a specific time under this column if your employees need to log in and log out during their break hours. If there is no specific time in your company for employees to take their breaks, you can just provide the number of minutes they can have a break under the Break Minutes. You can only edit the Break Minutes fields if you have not provided details under the Break Hours columns
- After providing the time details of your employees’ shift, the system will compute the total number of working minutes of every shift, taking in consideration the break hours, if you have provided any. The total break minutes will also be computed. Both will be shown in the Break Minutes and Working Minutes columns.
- You can edit your shifts by simply double clicking the cell of the data you want to edit.
- Broken Shift
- Click the Shifts button on the navigation bar, and click on Broken Shift.
- You can add shift schedules by providing the needed details in the provided fields of the Add Broken Shift tab.
- Add a Shift name for every schedule to avoid confusion.
- Provide the first time in and time out for this schedule in their respective fields. To add more time in and time out schedules for this specific schedule, click the Add button on the right side of the Time In and Time Out fields. Add as many as needed. If you want to delete a shift for this certain schedule, simply click the Delete button beside the fields.
- The total working minutes of a certain shift schedule will be shown under the Working Minutes column.
- To edit certain shift schedules, click the Edit button under the Edit column.
- Simply click on the field where editing is needed and click the Save Shift button after you are done.
- If you want to delete a shift schedule, simply click the trash button under the Edit column.
- Compressed Shifts
- Click the Shifts button on the navigation bar, and click on Compressed Shift.
- First, you need to determine your company’s work schedule every week. If your company works five days a week, that will result into 40 working hours, and in minutes, that will be 2,400 minutes. If your company follows the six-day work week, that will result into 48 hours or 2,880 minutes.
- To add a compressed shift schedule, provide the needed details under the Add Compressed Shift table.
- Provide a shift name, and choose which days your employee or employees won’t need to work by ticking the checkboxes under the Rest Day column.
- Keep in mind the necessary working hours for the week when scheduling your compressed shifts. Allocate the working hours when you see them fit by providing the start and end of every shift under these columns. The total number of minutes for every shift will be shown under this column to guide you. Note that the time you will provide for the shift is what will be followed by the employees under this schedule. Log in later than the provided start of the shift will be regarded as tardiness, and log out earlier than the end of the shift will be regarded as Under Time.
- If your compressed shift schedule does not fall under the 40-hour or 48-hour weekly shift, you can turn off the Restrict to 40 or 48 total switch found beside the Shift Name field.
- To save the schedule you made, simply click the Save Shift button.
- On the Compressed Shift Hours Table, you can see your saved shift schedules. Under the Edit Column, you can see different buttons. The first one is the Edit button. Click this if you need to make changes to your shift schedule. Simply click on the field under the Work Hours column if you want to edit a log in or log out time. You can also change the rest day/s of your employees by ticking and unticking these checkboxes. Once you are done, simply click Save Shift.
- The next button is the delete button. If you have schedules you no longer need, simply click this button.
- Last will be the Preview button. It will let you see the shift schedule along with its log in and log out times, and its rest days.
- Editing Employee Shift Schedules Individually
- To change an employee’s shift schedule, select the employee’s profile under the Employee List.
- You can either click on the Edit icon under the Actions column of the Employee List table, or simply double-click on the employee’s name to enter their profile.
- Under the Primary Information of the General tab, you will see the current shift schedule that the employee is under.
- Click on the shift schedule, and a dropdown menu will appear containing the available shift schedules in your company.
- Simply choose the new shift schedule that your employee will be under, and your changes will be saved.
- Regular Shifts
- Click the Shifts button on the navigation bar, and click on Regular Shift.
- Choose the shift schedule to be deleted.
- Click on the trash icon under the Actions column to delete the shift schedule.
- Broken Shifts
- Click the Shifts button on the navigation bar, and click on Broken Shift.
- Choose the shift schedule to be deleted on the Broken Shift Hours table.
- Click on the trash icon under the Edit column to delete the shift schedule.
- Compressed Shifts
- Click the Shifts button on the navigation bar, and click on Compressed Shift.
- Choose the shift schedule to be deleted on the Compressed Shift Hours table.
- Click on the trash icon under the Edit column to delete the shift schedule.
- Yes, you can change the shift schedules of your employees if necessary. However, it is advised that the changes on the shift schedules be made on or before the proceeding payroll cycle to avoid DTR recalculation.
The current settings in the SweldoMo system does not support these kinds of shift schedules. However, you can request for customizations on your SweldoMo account. You can contact the SweldoMo Team for your customization requests, and the additional rates that will be needed for these.