Emplify Manual

 
1 .  

How can I assign KRAs and KPIs to an employee

Assign KRAs/KPIs to your subordinate ...

As a manager it is your responsibility to assign KRAs/KPIs< ... Add KRA/KPIs ...

Please open the employee file of your subordinate (by selecting 'Employee Files' in the app l ...

2 .  

How do I/Employee check my/His leave balance?

On browser ...

Different types of leaves can be tracked in Emplify. As an employee you need quick access to your ... Leave card ...

If leave card has been enabled by your company then your leave balance is presented to you in a c ...

3 .  

How do I apply for a leave?

Applying for Leave. ...

As an employee, you may apply for leave in case of personal emergency or in case of vacation. For ... In the browser ...

For this, you need to select leave module from app launcher window. After clicking on leave modul ...

4 .  

how can I/employee file a new expense?

File an Expense. ...

As an employee, you may make certain expenses on behalf of the company and need to file an expens ... On browser ...

You need to select the expense module in the App launcher to open the list of expenses filed by y ...

5 .  

How do I check the status of a previously filed expense claim?

History Of Expenses ...

As an employee, you may check the status of previously filed expenses to know whether your expens ... On browser ...

For this, you need to select the Expense module from app launcher window. After clicking on expen ...

6 .  

Adding KRAs/KPIs to the master list

In the Browser ...

As an HR, you can add KRAs/KRIs to the master list. For this, you need to select the ... Performance module Setup Performance Window ...

For Adding KRAs to the master list, you need to click on plus button(+). After clicking on plus b ...

7 .  

Performance Management Profiles

On Browser ...

As HR, It is your responsibility to add different types of performance management profiles i ... Performance module Setup Performance Window ...

In that Setup Performance window, you need ...

8 .  

Adding KRA/KPI assessment values

In Browser ...

As an employee, you have to provide your KRA/KPI self-assessment values. for this, you need ... Self Assessment task Click on Monthly Self Assessment. ...

After clicking on monthly assessment, you will navigate to Performance Values window. There you n ...

9 .  

How do I add/edit my profile data?

Add/Edit employee profile data ...

As an employee, you can able to add or edit your profile data whenever you want. For this Emplify ... On browser ...

Please click on My File module(select from ...

10 .  

Can I mass update the employees data?

Mass Update Employee data. ...

As an HR, you may have to update employee data when an employee changes his/her address, payment ... On Browser ...

For mass updating employee data, you need to select imports module from app launcher window. Afte ...

11 .  

Mass upload an Excel file containing the list of new employees

Select the import routine ...

As an HR, you need to keep adding new employees to the existing employee data whenever a new empl ... Import Browser Employee date:create only ...

You can click on Employees Data: Create ...

12 .  

Mark my attendance using the mobile app. How do I check-in? How do I check-out?

On Mobile app ...

As an employee, you have to mark attendance on a daily basis. you can mark your attendance b ... Capture Location Click on Check-In Button Conform Check-In Check-In Time ...

Similarly, the Check-out process also works the same way as Check-In process. When you click on t ...

13 .  

How can I add a new employee to the list of employee files?

On Browser ...

As an HR you may have to add an employee to the existing list whenever a new employee is recruite ... Employee Files module Add New Employee ...

In that Employee File window, you can find all the employees data like Emp ID, Emp Name, Phone Nu ...

14 .  

How do I manually deduct/credit leave to employee?

On Browser ...

As an HR, you may have to credit leaves for an employee. For this Emplify provides easy access fo ... Employee list Leaves section ...

In the employee file, you will observe a leave section. In that leave section, you can credit lea ...

15 .  

How do I activate leaves for Employees?

On Browser ...

As an HR, you may have to activate leaves to an employee. You can activate leaves to specific emp ... Employee Files Search For an Employee ...

After clicking on employee name, you will have to navigate to E/File window of that employee. The ...

16 .  

Handle special holidays in Emplify

As an HR, you may have to handle different office branches which are located in different&nb ... Emplify setup module Click on Holidays ...

After clicking on the Holidays tab, you will able observe  Add New Holiday Calendar Select location from Drop down box ...

17 .  

Can I cancel a leave? What if the leave is already approved?

On Browser ...

As an employee, you may have to cancel the applied leave due to your personal reasons. But here t ... My leave card ...

You can observe your applied leave status on lave card as applied/approved. If you want to cancel ...

18 .  

Enter the shift timings applicable for a location

On Browser ...

As an HR, it is your responsibility to define shifts and shift timings. Shift timings are va ... Search For Locations Module Locations Hierarchy Window. ...

From that Location Hierarchy window, you need to choose a location for which you want to def ...

19 .  

How do I change the shift of an employee?

On Browser ...

As an HR, one of your responsibilities is to add/change the shift of an employee or employee ... Location module location Hierarchy window ...

In Location Hierarchy window, you will observe all your organization presences locations. From th ...

20 .  

How can I change my profile picture?

If as an employee you have permission to make changes in your profile,then,just login to your Emp ... ... ...

21 .  

I need to update the EPF & ESIC numbers. How can i do this?

This process is permission based. If you are authorised by your organization then you simply have ... ... ...