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SOFFLIX HR Documentation
FAQ
System Authentication
Creating a New Login
Resetting an Employee’s Login Credentials
Disabling Login Access for an Employee
Asset Management
Creating an Asset Type
Adding a New Asset
Editing an Already Saved Asset
Deleting an Existing Asset
Assigning an Employee an Asset
Marking an Asset as Returned
Attendance & Leave
Setting Up a Leave Type
Setting Up Working Days and Holidays
Assigning Leave Types to Users
Setting Up Leave Approvals
Applying Leaves
Time & Attendance Module
Creating an Attendance Entry
Viewing Attendance Entries
Defining Attendance Form Fields
Viewing or Adding Attendance for a Specific Employee
Viewing Your Timesheet Entries
Adding a Timesheet Entry
Defining Timesheet Form Fields
Viewing or Adding Timesheet Entries for an Employee
Expense and Reimbursement
Creating an Expense Category
Viewing Expense Claims Requested by Employees
Creating an Expense for an Employee (as an Admin)
Approving or Rejecting an Expense Request
Creating an Approval Rule for an Expense
Submitting an Expense claim request for an Employee (as an Employee)
Document Management
Creating a New Folder (Documents)
Creating Folders and Documents Inside a Folder
Creating a New Document
Creating a New Folder Inside an Existing Folder
Creating a Folder (E - Documents)
Creating a New eDocument
Roster Management
Viewing Roster Types
Creating Roster Types
Creating Work Log Types
Creating Work Log Forms
Creating a Roster
Viewing Created Rosters
Viewing Roster Logs
Adding Roster Logs
Editing a Roster Log
Deleting a Roster Log
Approving or Rejecting Roster Log Requests
Payroll Management
Creating a New Pay Duration
Setting Up Payroll Policies
Assigning Payroll Policies to Employees
Running Payroll
Setting Up Payroll Approval
Importing Data from Other Modules
Performance Management
Setting Up a Performance Evaluation
Viewing and Managing Submissions
Creating a Goal Plan
Assigning a Goal Plan to Employees
Setting Up a 360° Review
Requesting a Review
Task Management and Workflows
Introduction to Workflows
Creating a Task
Managing Task States
Filtering Tasks
Managing Tasks
Viewing Assigned Workflows
Internal Apps
Creating a New App Category
Creating a New Internal App
Submitting a Response as an Employee
Reports
Creating a New Report
Custom Dashboards
Adding Widgets to the Dashboard
Moving and Resizing Widgets
Adding Announcements to the Dashboard
Appreciations
Creating Badges
Creating an Appreciation Post
Loans & Insurance
Granting a Loan
Granting Insurance
Recruitment
Creating and Publishing a New Vacancy
Creating and Viewing Interview Templates for Candidates
Creating and Viewing Assessment Templates for Candidates
Creating and Storing Questions in the Question Pool
Training
Creating a Training Category
Creating a Training Module
Assigning a Training Module
How Employees Access and Complete Training
Helpdesk
Creating a New Ticket
Resolving a Helpdesk Ticket
Bulk Data Upload
Uploading Bulk Data
Mapping CSV Fields
Defining Field Formats
Reviewing and Finalizing Data
SOFFLIX HR Documentation
FAQ
System Authentication
Creating a New Login
Resetting an Employee’s Login Credentials
Disabling Login Access for an Employee
Asset Management
Creating an Asset Type
Adding a New Asset
Editing an Already Saved Asset
Deleting an Existing Asset
Assigning an Employee an Asset
Marking an Asset as Returned
Attendance & Leave
Setting Up a Leave Type
Setting Up Working Days and Holidays
Assigning Leave Types to Users
Setting Up Leave Approvals
Applying Leaves
Time & Attendance Module
Creating an Attendance Entry
Viewing Attendance Entries
Defining Attendance Form Fields
Viewing or Adding Attendance for a Specific Employee
Viewing Your Timesheet Entries
Adding a Timesheet Entry
Defining Timesheet Form Fields
Viewing or Adding Timesheet Entries for an Employee
Expense and Reimbursement
Creating an Expense Category
Viewing Expense Claims Requested by Employees
Creating an Expense for an Employee (as an Admin)
Approving or Rejecting an Expense Request
Creating an Approval Rule for an Expense
Submitting an Expense claim request for an Employee (as an Employee)
Document Management
Creating a New Folder (Documents)
Creating Folders and Documents Inside a Folder
Creating a New Document
Creating a New Folder Inside an Existing Folder
Creating a Folder (E - Documents)
Creating a New eDocument
Roster Management
Viewing Roster Types
Creating Roster Types
Creating Work Log Types
Creating Work Log Forms
Creating a Roster
Viewing Created Rosters
Viewing Roster Logs
Adding Roster Logs
Editing a Roster Log
Deleting a Roster Log
Approving or Rejecting Roster Log Requests
Payroll Management
Creating a New Pay Duration
Setting Up Payroll Policies
Assigning Payroll Policies to Employees
Running Payroll
Setting Up Payroll Approval
Importing Data from Other Modules
Performance Management
Setting Up a Performance Evaluation
Viewing and Managing Submissions
Creating a Goal Plan
Assigning a Goal Plan to Employees
Setting Up a 360° Review
Requesting a Review
Task Management and Workflows
Introduction to Workflows
Creating a Task
Managing Task States
Filtering Tasks
Managing Tasks
Viewing Assigned Workflows
Internal Apps
Creating a New App Category
Creating a New Internal App
Submitting a Response as an Employee
Reports
Creating a New Report
Custom Dashboards
Adding Widgets to the Dashboard
Moving and Resizing Widgets
Adding Announcements to the Dashboard
Appreciations
Creating Badges
Creating an Appreciation Post
Loans & Insurance
Granting a Loan
Granting Insurance
Recruitment
Creating and Publishing a New Vacancy
Creating and Viewing Interview Templates for Candidates
Creating and Viewing Assessment Templates for Candidates
Creating and Storing Questions in the Question Pool
Training
Creating a Training Category
Creating a Training Module
Assigning a Training Module
How Employees Access and Complete Training
Helpdesk
Creating a New Ticket
Resolving a Helpdesk Ticket
Bulk Data Upload
Uploading Bulk Data
Mapping CSV Fields
Defining Field Formats
Reviewing and Finalizing Data
More
SOFFLIX HR Documentation
FAQ
System Authentication
Creating a New Login
Resetting an Employee’s Login Credentials
Disabling Login Access for an Employee
Asset Management
Creating an Asset Type
Adding a New Asset
Editing an Already Saved Asset
Deleting an Existing Asset
Assigning an Employee an Asset
Marking an Asset as Returned
Attendance & Leave
Setting Up a Leave Type
Setting Up Working Days and Holidays
Assigning Leave Types to Users
Setting Up Leave Approvals
Applying Leaves
Time & Attendance Module
Creating an Attendance Entry
Viewing Attendance Entries
Defining Attendance Form Fields
Viewing or Adding Attendance for a Specific Employee
Viewing Your Timesheet Entries
Adding a Timesheet Entry
Defining Timesheet Form Fields
Viewing or Adding Timesheet Entries for an Employee
Expense and Reimbursement
Creating an Expense Category
Viewing Expense Claims Requested by Employees
Creating an Expense for an Employee (as an Admin)
Approving or Rejecting an Expense Request
Creating an Approval Rule for an Expense
Submitting an Expense claim request for an Employee (as an Employee)
Document Management
Creating a New Folder (Documents)
Creating Folders and Documents Inside a Folder
Creating a New Document
Creating a New Folder Inside an Existing Folder
Creating a Folder (E - Documents)
Creating a New eDocument
Roster Management
Viewing Roster Types
Creating Roster Types
Creating Work Log Types
Creating Work Log Forms
Creating a Roster
Viewing Created Rosters
Viewing Roster Logs
Adding Roster Logs
Editing a Roster Log
Deleting a Roster Log
Approving or Rejecting Roster Log Requests
Payroll Management
Creating a New Pay Duration
Setting Up Payroll Policies
Assigning Payroll Policies to Employees
Running Payroll
Setting Up Payroll Approval
Importing Data from Other Modules
Performance Management
Setting Up a Performance Evaluation
Viewing and Managing Submissions
Creating a Goal Plan
Assigning a Goal Plan to Employees
Setting Up a 360° Review
Requesting a Review
Task Management and Workflows
Introduction to Workflows
Creating a Task
Managing Task States
Filtering Tasks
Managing Tasks
Viewing Assigned Workflows
Internal Apps
Creating a New App Category
Creating a New Internal App
Submitting a Response as an Employee
Reports
Creating a New Report
Custom Dashboards
Adding Widgets to the Dashboard
Moving and Resizing Widgets
Adding Announcements to the Dashboard
Appreciations
Creating Badges
Creating an Appreciation Post
Loans & Insurance
Granting a Loan
Granting Insurance
Recruitment
Creating and Publishing a New Vacancy
Creating and Viewing Interview Templates for Candidates
Creating and Viewing Assessment Templates for Candidates
Creating and Storing Questions in the Question Pool
Training
Creating a Training Category
Creating a Training Module
Assigning a Training Module
How Employees Access and Complete Training
Helpdesk
Creating a New Ticket
Resolving a Helpdesk Ticket
Bulk Data Upload
Uploading Bulk Data
Mapping CSV Fields
Defining Field Formats
Reviewing and Finalizing Data
Creating Folders and Documents Inside a Folder
Navigate to: Admin Panel > Documents.
Click on the folder you have created or need to use.
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