Recruitment form created to assign to campaigns. When the campaign is displayed on the Recruitment Portal, the candidate can enter the application information. From there, you will know which position the candidate is applying for.

If you use the link of the recruitment form to create a job posting without going through the Campaign, when the candidate applies the information, it will not be able to identify the candidate's position (but still collect and store the information). candidate to the Candidate Profile screen).

So if you want to put the form on the website, you can create a recruitment form, then create a Campaign -> select the corresponding recruitment form, then allow it to be displayed on the Recruitment Portal -> use the link on the Recruitment Portal to assign other website.

In recruitment campaign: add new field for meta title and meta description, and when you go to job detail on recruitment portal, this information will using (see attachment)

Currently the system does not have a function to send mass emails to all the candidates new or specific roles, but can only send bulk emails to manually selected candidates.

Currently the Recruitment module does not use Tags to classify by profession, but you can use custom field to differentiate candidates by industry.

+ Step 1: Settup -> Custom Fields - > New Custom Field.

+ Step 2: Proceed to enter the values ​​according to the image above, the result will be displayed as shown below.

You can upload additional documents to the candidate's profile through the candidate's Edit profile function.

Although uploading can only upload 1 file, but can edit many times and store many files.

The Spent hour field will display the time that the employee does the assigned task

Therefore, please select the data that is displayed in red to check which tasks the employee is performing

The system will calculate the employee's working time based on the time the employee chooses to start and end the time in the task. Maybe the employee chose to start time and end time at the same time while working on multiple tasks

• The system allows creating of multiple Purchase orders from 1 purchase request.
• You can share a purchase requisition for multiple suppliers. And the vendor will create a Quotation from the Purchase request received. You can create POs from these quotations.

Go to Purchase module -> General Settings -> upload logo ==> Purchase order logo is only visible in PDF

You can refer to the following video: Purchase invoice and Payment

You can refer to the following video: Purchase PDF

You can refer to the following video: Import Vendor

"Opening stock button": this is a function you can use when you first use this module, and now in fact you have a warehouse management, when you switch to use on the module, there will be a certain amount inventory under the physical warehouse that you want to push on this module => then we will use the "add opening stock" function.

• Step 1. When entering inventory or adding opening stock to an item, you must enter an Expiry Date

• Step 2. Click on Commodity Name to view expired

• Or Go to Item detail / Expiry Date to view expired

- When a delivery voucher is deleted: return inventory and serial number, and delete transaction history related to the delivery voucher (applicable only to delivery vouchers created manually with items).

- If the delivery note from the Purchase order and the invoice have been approved, but then you delete that delivery voucher, the system does not support creating another delivery voucher from that PO and invoice anymore. So you should check carefully before approving the delivery voucher.

Step 1. Go to Inventory -> Items -> Create an item and check " Do not update inventory numbers ( Stock quantity is not updated when an Inventory receipt or Inventory delivery is created for this item)" and check "Can be sold" 

Step 2. Go to Omni sales module -> Order list -> Create order and select service 

Or Go to Sales -> Invoices -> Create an invoice and select service and go to step 4

Step 3. Create invoice 

Step 4. You can create or not create a delivery voucher for this invoice depending on your needs.

The inventory module supports the automatic creation of an inventory delivery voucher when an invoice is generated. If you don't want to automatically generate an inventory delivery voucher, go to Inventory module -> Settings -> General -> Receiving & Delivery -> uncheck "Create an inventory delivery voucher note when the Invoice is created"

• Barcode must be a sequence of numbers, must not contain special characters or letters
• If using SKU as barcode: then SKU must also be a sequence of numbers
• In the system, export barcodes used to stick on products. Barcode the product so it will have barcode number, short description and sale price

- Step 1. Go to General Setting -> Barcode configuration
 + Use SKU code as Barcode: When you enable this feature. After adding and saving the item, the Commodity Barcode field will copy the SKU code data.
 + Display a short description below the printed barcode: display description when printing barcode, Display only the first 30 characters of the brief description
 + Display price when print barcode: show sale price of item
- Step 2: Go to Items -> click Barcode Printing -> select option " Select all" or " Select item"
 +Select all: print barcodes of all items in the Inventory module
 +Select item: select a number of items in the Inventory module to print barcodes

Answer: You can create a program with two types of Commission policy: Percentage of Product or Ladder of Invoice (Product)

+ Percentage of Product: allows to calculate commission by product group and product

+ Ladder of Invoice (Product): commission is calculated according to the value ladder of each product

Answer: If you do not manage the item's inventory, there is no need to use the Inventory module.

Answer: Currently only support to create commission payments for employees at “Commission receipt” menu. 

Answer: Sales staff and admin can view sales commission payment status at the "Statistics" menu.

Answer: Set up a commission program so staff can earn money promoting products. Staff and customers can earn money after the invoice is paid (commission is calculated on partial or full payment). The commission amount is calculated according to the amount paid.

The commission is calculated based on the total invoice amount or profit.

I want to clarify a few things about the import function

- The password import file will have 2 columns: Password and PIN (depending on the type: normal / bank,... that the system takes password or PIN to store) 

- If you enter data for Password / PIN, the system will not encrypt but will display the data you entered

- If you do not enter Password / PIN, the system will automatically generate Password / PIN

There are 2 cases where the system will display the message "This page data does not exist"

- Case 1: When you share the password with a customer but do not assign any rights (Image 1)

- Case 2: For Password, you do not select "Enable log". Then the customer will not be able to see the information of the Password (Image 2). So please check the "Enable log" field.

- You can assign View (own) rights to employees. Employees can only see the Passwords they created and cannot see all. But note, if an employee creates a Category, even if the View (own) is granted permission, the employee will still see all Passwords in that Category.

- For other passwords, you can use the sharing function for employees

When creating OKRs, you need to enter the results you need to achieve (Image 1). Only then will the system display the key results (Image 2). These key results are also used for staff to checkin and report on completion progress.

The Checkin function is used so employees can report the progress of implementing OKRs within the OKR period (the cycle selected when creating OKRs).

When reporting, staff will enter the data and results achieved at that time. Then you will choose the next check-in time to continue implementing and reporting progress.

Location information is unknown

• May be activating one of the following two or both options:

    - Allow attendance by coordinates

    - Allow attendance by route

• Or have not assigned workplace or work routes to employees
• 
  

• If there are no employees who need to check in/out according to the work route or work place, please turn off these 2 options: "Allow attendance by coordinates",  "Allow attendance by route". 
• If you need to determine the location of employees when they are checking in/out, you can choose 1 of 2 or both options above.
  • If "Allow attendance by coordinates" is enabled -> Go to Timesheets & Leave/ Workplace -> Add workplace and assign that workplace to the employee. The location of the employee must be within the allowable radius
  • If "Allow attendance by route" is enabled -> Go to Timesheets & Leave/Work Routes -> Add route point and assign that route point to the employee. The location of the employee must be within the allowable radius.
• If you have enabled "Allow attendance by coordinates", and "Allow attendance by route",  when checking in/out, employees must stand within the allowable radius of the workplace or work route for the check-in/out to be successful.
  
• Using mobile devices when check-in/out according to Workplace and Work Routes.

Create holidays for the company at Settings -> Holidays. If according to a regular work schedule, the day of the shift coincides with a holiday, the Attendance table will show "HO". If there is no shift that coincides with the holiday, no characters will be displayed on the attendance table.

You can also specify the number of days of annual leave, sick leave, maternity leave, etc. for each employee at Settings-> Norms of Leave. And currently only support entering the number of leave days for each employee. You can drag and drop to add vacation days for multiple employees. 

Go to Settings -> enable "Allow attendance by coordinates" ==> Show  Work place menu 

Enable "Allow attendance by route" ==> Show  Work routes menu. 

If the 22nd of March coincides with the day with no shift, the NS display is preferred.

If 22nd of March coincides with a shift date, HO is displayed.

Deselect notification recipients at " Attendance notice recipient " and uncheck "Send an email to a customer when staff check-in/out at the customer location".

- Attendance notice recipient: the selected person will receive a notification when the staff check-in or check-out

- Send an email to a customer when staff check in/out at the customer location: The customer receives a notification when the staff check in/check-out at the route point associated with that customer.

Maybe you haven’t added new hooks to your code yet

-> Query to file Loyalty_101_hook.docx

Currently the system does not have the function of selling discount coupons to customers. But you can create data membership program (Memberships Menu) -> Then get Voucher code to give to customers.

The restaurant owner can make a discount from his own panel through the following ways:

1: You can create reward points for customers -> Then create a redemption program that applies to customers -> Get customer reward points to redeem on purchase

2: You can get a discount when you create an invoice

Of course it's possible. You can create loyalty programs for customers (Loyalty Program menu) -> When customers make purchases, they will earn points according to the conditions created

He can, but first you have to create the redemption program (Loyalty Program Menu-> Add -> Redemp calculation) and allow him to join. That way he can get bonus points to exchange for purchases

To include the employee's salary in the contract, we need to declare the values in Settings. The contract will take values from two types: Salary type and allowance type

- Step 1: Select HR Records -> Settings -> select the Salary type screen -> Proceed to create fixed salary values (Image 1)

- Step 2: Continue creating values in the Allowance type screen (Image 2)

From there will be the salary value for the employee's contract (Image 3)

The text of Group will default to white. We can only change the color of the Group 

- For method 1, after selecting, you must reload the page to see the color change

- For method 2, you edit the created Group information and reselect the color

Maybe the Enable Multi Factor Authentication function has not been enabled in the Settings yet

- Step 1: Go to the Settings menu -> Select the General settings screen -> Then turn on the Enable Multi Factor Authentication  function (Image 1) -> Save . Enable Multi Factor Authentication if enabled, you will be able to use all 3 factors of authentication available in the system such as: authentication through Google Authenticator, authentication through Whatsapp and authentication via SMS.

- Step 2: Continue to switch to the Google Authenticator screen -> enable the Enable Google Authenticator function and enable Enable Google Authenticator by role (Image 2)

- Step 3: Continue to switch to the Whatsapp screen -> Enable Whatsapp (Image 3)

- Step 4: The SMS screen is similar (image 4)

It is currently not possible to force all employees to use MFA. It only supports when the Admin allows the use of any type, then the employee enters the system to set up an account according to the corresponding type

Please check according to the document

- Whatsapp. Similar to Google Authenticator, Users can enable authentication via Whatsapp if you check to this checkbox.
- Please enter the full information below when you activate Whatsapp. If the information is missing, the security code will not be sent to the user when they enable authentication via whatsapp.
- Click here to view how to connect your Twilio number to your WhatsApp business profile.
- You need to create a Whatsapp message template similar to the one you configured in the "Whatsapp message template" field. Click here to see how to create it.

- SMS. Similar to Google Authenticator & Whatsapp Users can enable authentication via SMS if you check to this checkbox.

- You can configure SMS sending via Twilio, Clickatell, MSG91.
- Note: Only 1 active SMS gateway is allowed.

Maybe the Enable Multi Factor Authentication function has not been enabled in the Settings yet

- Step 1: Go to the Settings menu -> Select the General settings screen -> Then turn on the Enable Multi Factor Authentication  function (Image 1) -> Save . Enable Multi Factor Authentication if enabled, you will be able to use all 3 factors of authentication available in the system such as: authentication through Google Authenticator, authentication through Whatsapp and authentication via SMS.

- Step 2: Continue to switch to the Google Authenticator screen -> enable the Enable Google Authenticator function and enable Enable Google Authenticator by role (Image 2)

- Step 3: Continue to switch to the Whatsapp screen -> Enable Whatsapp (Image 3)

- Step 4: The SMS screen is similar 

It is currently not possible to force all employees to use MFA. It only supports when the Admin allows the use of any type, then the employee enters the system to set up an account according to that type

Currently, the tool photopea cannot be deactivated.

Currently, the image editor cannot be opened in a new window.

Only in the My Files folder (Your personal folder ) and the Public folder can you upload files / folders

+ For Client File, you can only view files that customers store in their own system. You cannot upload files to this place

+ For Shared, you can also only see files/folders that others share with you. You cannot upload files to this place

+ If you're an employee, it's probably because you don't have permissions. Please check your permissions with admin in the Setting -> general screen and the Configuration screen

There will be files that you can review and cannot review. They will depend on the complexity of the file contents. If the file size is too large, the file will not be previewed

Inside the common folder the company will have a folder containing your files and a folder containing the files that you are shared.

- To be able to share a folder/file with other employees, you need to upload the folder/file into a folder named "My Files"

+ Step 1: Select Go to the folder named "My Files" -> Select the folder / File you want to share -> Select the Share function

+ Step 2: The system will display the Manage Sharing screen -> Select the Add function

+ Step 3: Select the Staff section -> Select the staff to share the file -> authorize View or edit the file or Delete the shared file for the employees

- Employees with whom you share files will see the files in the "Shared" folder

Step 1. Create task relate to customer 

Step 2. create timesheet for this task 

Step 3. Create invoice, select customer and task 

You can use transfer to record transactions in the system and Post Bank Transactions to record actual transactions taken from the bank. First create a transfer for the bank account, then use Post Bank Transactions or get the transaction back with Setup Your Bank Account. Then go to Reconcile Bank Account to match again to see if the transactions of that bank account match with reality.

When mapping the Payment of Invoice. If the Payment account is A/R and Deposit to is Cash and cash equivalent, then A/R decreases and Cash and cash equivalent increases

Go to Accounting module -> Settings -> General -> select month at "First month of the financial year"

At the end of the financial year or the beginning of the new financial year, after completing the reconciliation and settlement, activate Close the books and select the closing date at Close the books.

At the start of the 2nd fiscal year, create a normal transaction. when the 2nd fiscal year is over, correct the Closing date.

Retrieved from google in real time.

If you want to update again, you can edit it manually in the transactions menu.

You can do it in 2 ways:

- Method 1:

+ If the system does not integrate with the HR Record module, you can create Allowance payments at the Earnings list screen (HR payroll -> Setting -> Earning list menu ) ->click  Save button (Image 1)

+Then you go to the Employees management in Payroll module to enter the Allowance values for each employee and save or update (Image 2)

- Method 2:

+ If the system has integrated with the HR Record module, you can create Allowance payments at the Allowance type screen (HR Record -> Setting -> Allowance type  ) -> save (Image 3)

+ Then, go to the Earnings list screen (HR payroll -> Setting -> Earning list) -> click Data synchronization  button to synchronize data from the Allowance type screen to the Earnings list screen (Image 4)

+ Then, you go to the Employees screen in Payroll and click Data synchronization button to synchronize the Allowances created in the contracts of the respective employees (Image 5 ). You can enter the value and select Update to save the changed operations

There is a way to add earnings based on a percentage of Base Salary. But we may have to do it manually the first time. Next time you can copy

- Step 1: Go to Setting -> Earnings List -> Create column Earning Percentage (image 1) 

- Step 2: Go to the Employees menu screen -> Manually edit the employee's gender percentage value (image 2)

- Step 3: Go to Settings screen -> Select Payroll columns screen -> Create column Earning base on Percentage with a method as formula (image 3)

- Step 4: You create a payslip template and select the newly added columns - to add to the template -> Then you enter the calculation formula for the Earning base on the Percentage column based on the Earning Percentage column (male or female) entered the % value (in the Employees menu screen).

Income tax is calculated according to the formula you entered in the taxable salary column. Optional from Basic salary or Gross Salary.

Currently, when closing payslips, the system does not send emails or notices to employees. If you use the HR Record module, your employee can log in with his accounts and see the closing payslip. Or we can print pay slips and send them to employees.

HR Payroll has a feature to assign permissions to specific employees or employees with specific roles, You can use this feature to assign permissions to appropriate employees.

1. Use the BoM menu to add raw materials

2. check their availability in stock

Step 1, Create a Manufacturing order. Select the warehouse to export components and import the finished product from the Miscellaneous tab

Step 2. Click Mark as todo. If there is a component that is not in stock, it will display a message like this --> Proceed to import inventory 

Step3.  Click the "Check availability" button. When all are shown in green, it means that the quantity is enough for production, and the components have been marked except for stock, but at this time the inventory delivery voucher has not been created because the user can still revert. After the MO is in the Done status, the inventory delivery voucher for the components will be automatically generated and the inventory receiving voucher for the final product is also generated and automatically imported into the warehouse selected in step 1.

Routing is allowing to declare the "Operation" required to manufacture a product. Each operation will be a work order.

You can see cost of product in Manufacturing order detail/ Costing.

Cost of product = Total Material Cost + Total Labour Cost.

in there: 

- Total Material Cost  = ∑ ( Quantity * Purchase price of each item) 

- Total Labour Cost = Total employee working cost + Total work center cost

- Total employee working cost = ∑ (Cost/Hour * Working time each  work center) 

- Total work center cost = ∑ (cost per hour on each work center * Working time each work center) 

After the Manufacturing order has the status of done, the Total Labor Cost will be calculated.

Cost/Hour is configured at Setting -> General setting

Cost per hour on each work center is configured at Work Center

After successful production (by clicking Mark as Done button in the Manufacturing order) -> the inventory receiving voucher is automatically created and approved -> at this time you can update the serial number for the product through the Import Serial numbers function.

Product type is predefined in the system and by default, there are only 3 types: Consumable, Service, and Storable product. So, there is no place to create a new Product type.

If you register as an affiliate in affiliate/usercontrol, after successful registration, you cannot log in to affiliate/usercontrol. The administrator must approve your registration request before you can log in.

- The list of leads to run the campaign will be taken from 2 sources: Segment and Form. 

+ Segment: Create a segment and configure filter configuration. The lead list of the segment is filtered from the list of leads available in the lead menu through the filter. 

+ Form: Create a form in the menu Component -> Form. The lead list of the Form will be obtained from the users who enter the Form. 

- When creating a campaign in the Workflow design step, Node Flow start will be the list of leads to run the campaign. You can choose from segment or form.

Currently, the system has not yet set up the requirement to send emails automatically on fixed days and repeat monthly. The system can only handle the sending emails only on fixed days in a fixed month. You will have to design workflow builder according to the following conditions (The date I mentioned is set according to: (dd/mm/yyyy): 

- If you want to send Email automatically on the 1st, 3rd, 5th of a fixed month (eg 01/03/2023, 03/03/2023, 05/03/2023) then you an set the email sending time like Image 1. From the example of image 1, the system will automatically send emails on 03/01/2023, 03/03/2023, 05/03/2023 for Leads added to the form before the email is about to be sent. But setting a specific date like this won't work if there are many days in the month that need to be emailed to Lead and the leads added to the form after March 5, 2023 will not receive an email

- If you send email to lead after a fixed period: For example, you will send an email once every 2 days, you can set the email delivery time like image 2. For image 2, the system will run in the following order: if the campaign is created on February 27, 2023, When the cron job starts running, the system will record the campaign running on February 27, 2023, Emails will be sent on 01/03/2023, 03/03/2023, 05/03/2023 respectively. After 03/05/2023 emails will not automatically be sent to Lead

- Step 1: Select Setup -> select Customers -> Select Group -> Create group data (image 1)

- Step 2: Go to Customer -> Categorize customers according to the created group (image 2)

- Step 3: Create Campaign -> Select Customers and select Customer Groups

Currently the system has updated the conditions to be able to filter all Customers / filter by Group / Filter by Active / Filter by Inactive

- If you want to select all customers, you can leave the Group field blank and select Send to "All"

- If you want to select all customers in Group 1, you can select "Group 1" and Send to "All"

- The list of leads to run the campaign will be taken from 2 sources: Segment and Form.

+ Segment: Create segment and configure filter configuration. The lead list of the segment is filtered from the list of leads available in the lead menu through the filter.

+ Form: Create a form in the menu Component -> Form. The lead list of the Form will be obtained from the users who enter the Form.

- When creating a campaign in the Workflow design step, Node Flow start will be the list of leads to run the campaign. You can choose from segments or forms.

Currently, the system does not support manual change of points for leads. If you want to change the lead score then I have a way, it's a bit complicated because it has to go through many steps: you can create a common tag for the leads that need to change the score, then create a Segment to filter the list of leads, then run the campaign and change the score. But this only changes a specific number of points for the lead list.

- First, when creating a program for the agent, it is necessary to select the product group, the product and the discount rate according to the price range. This information is taken from the Menu Items of the Inventory module.

- Second, when the sales agent create a Purchase order and send to admin, the admin also needs to create an invoice and an inventory delivery voucher for the sales agent's PO, now we need to check the inventory of each item. This information is taken from the Inventory module.

- In the agent portal: the Products list menu will display the products of the participating program.

The Order Number is generated in the Setting menu of the sales agent portal. Each sale agent can set different prefixes.

The Sale agent has their customer file and is independent of the company. Sale agent will buy from the company and enjoy the discount corresponding to the participating programs. This discount will be directly in the Purchase order.

The sales agent manages their inventory and profits from sales. The sales agent sets the selling prices of the items themselves. The sales agent generates invoices and delivers them to the customer.

You can create, edit, delete, enable, or disable an agent in the Management menu of the Sales Agent module. 

You can choose the agents that can view the program or the agents that apply to the program in the Programs menu of the Sales Agent module.

Maybe that sale agent is not active yet, please activate that sale agent.

According to the business process of the Sales agent module, you should create an invoice by clicking Create invoice button from the sales agent's order details.

- Currently, the system does not support importing QR codes into the catalog. We can only create from menu screen Management -> Items management -> Add link function

- The link entered will be displayed as a QR code in the Catalog

At the Template management screen -> When you create new data -> You can switch to the Cover images tab to upload images. 

Note: You must check the Show cover image function before the system displays the photos uploaded to the catalog

Result:

Because Section '"Team" will be used by the whole company. Employees when uploading files, other employees will also see and have full functional operations

If the file upload is refused, go to Setup -> Settings -> Support -> General -> Enter the file extensions you want to upload

Lock File function is used to lock the file so that no one can edit or upload a new version of the file, only the person who locks the file can manipulate it. Everyone can lock the file, but only the person who locked the file can unlock the file. The system will display a line of information for users to know who is Lock File

1. KPI is used to evaluate employee performance.

There will be different conditions for calculating KPI for each different work process.

For example, the process of receiving public support for passport making will take longer than the process of receiving birth certificate registration.

•  For the process of receiving support for passport making, it will take several days to complete, so the KPI you set cannot require employees to complete it within a few hours.

•  Similarly, the process of receiving birth certificate registration cannot be done by employees within 2 days.

•  Each work process usually has to go hand in hand with KPI for employees to work more effectively.

•  In Workflow, select KPI and SLA -> When creating Category, select Workflow -> When creating Ticket, select Category -> From here, Ticket will rely on Workflow to calculate employee KPI.

2. When will the data be used: When the ticket is created, KPI will start to be calculated for the employee in charge of that ticket.

•  In KPI, you have to bind the employee to process the ticket for how long, how many tickets must be completed to meet the target, and the customer’s satisfaction level with the ticket handling staff.

•  After the Ticket is Closed, the customer will evaluate the ticket handling staff, and the system will also calculate whether the staff violates the KPI or meets the KPI (based on the response time and customer satisfaction level).

For example, you create a KPI with the conditions:

•  First Response Time: 20 Minutes

•  Average Resolution Time: 2 hours

•  Customer Satisfaction Score: 70%

•  When the customer creates a ticket and selects Category -> from there, the KPI for the staff will be determined.

•  The staff must respond to the ticket within 20 minutes from the time the ticket is created, resolve it completely within 2 hours, and the customer must rate 4 to 5 stars for the staff to meet this KPI.

•  The system will count which KPIs the staff violates in the View KPI information screen so you can know the staff’s performance.

Regarding the meaning of the percentage levels: We are still developing this function and have not completed it yet. Currently, the % Level function can only be declared for storage and does not affect the system's execution flow.

However, I will explain its purpose to help you understand. I'll use an example to make it easier to visualize:

For example, you set up an SLA to resolve a ticket within 10 hours. Then, set the % levels as follows:

•  If it reaches 60%, the priority will be increased to High.

•  If it reaches 80%, an email will be sent to the employee.

The customer creates a ticket at 8 AM on 09/12/2024. Based on the SLA, you must resolve the ticket by 6 PM on 09/12/2024. Now, it is 2 PM.

Formula for the system to calculate %:

[elapsed time (hours) / SLA time (hours)]  100 = [6 (hours) /10 (hours) ] 100 = 60%

elapsed time (hours) = actual time (giờ) - creation time (giờ)  → 2 PM - 8 AM = 6 hours

Like this:

•  At 2 PM, if the ticket has not been moved to the Closed status, the system will increase the priority of the ticket to High.

•  At 4 PM, if the ticket has not been moved to the Closed status, the system will send an email to the selected staff.

Sorry for the inconvenience. The current ticket statuses are set to default and cannot be changed. Any changes made in the settings will apply to the Support screen, not to Customer Service.

Currently there is only 1 tax rate, employees at any tax rate will be applied the corresponding tax rate

Because of the columns you add, those columns won't be displayed on the PDF (because the user can add a lot of columns, assuming we display them all on the PDF it won't make sense , and don't know how to group them)

- For this question of yours, we would like to suggest the following solution, please add a new column in Setting/payroll columns: named "Total deduction 1" with the type of formula. Then when you create "Payslip template", choose to add the column you just created before, then enter the formula in "Payslip template" corresponding to the column "Total deduction 1" to calculate the value of that column (because on this supports the IF operator as in Excel, so you can copy the formula you have in excel.)

- We recommend the above solution because currently with current deduction only provides 1 level based on salary, allowance, or 1 fixed value, but does not support applying multiple levels as above.

Maybe when you enter data but forgot to enter the code for the data line in the Code field. If there is no code field value, the system will not accept the values ​​of that row

Perhaps because you have not selected to update again at the management screens for example Deduction and Insurance, the system still retains the old value. Please select the update function in the relevant screens so that the system can save and retrieve the most accurate value. Then create a new payslip

- Employees not shown in the Chart are most likely employees created in the Setup-> Staffs screen and not created in the HR Record screen. Therefore, it is possible that the employee's information is missing some important fields for the system to display the employee on the Chart (Job position). So you can edit the employee's information and update the "Job position" field more information.

- Another case is the manager of your employees who is currently in the Inactivity state. Employees who are in Inactivity state will not be displayed on the chart

To include the employee's salary in the contract, we need to declare the values in Settings. The contract will take values from two types: Salary type and allowance type

- Step 1: Select HR Records -> Settings -> select the Salary type screen -> Proceed to create fixed salary values (Image 1)

- Step 2: Continue creating values in the Allowance type screen (Image 2)

From there will be the salary value for the employee's contract (Image 3)

Currently, when closing payslips, the system does not send emails or notices to employees. If you use HR Record module, your employees will see closing payslips information in HR record -> View information -> Payslip. Or we can print pay slips and send them to employees

- When creating a Contract, the Signature Date field will automatically display the signing date (Image 1). So when you look at the contract, you will see the signing date is recorded but there is no signature (Image 2). If when creating, you delete the date in the Signature Date field, it will not be displayed to avoid misunderstandings.

- To be able to display the Signature and name of the signer, you choose the Sign function (Image 3) -> Draw a signature (Image 4) -> Image of signature, Signer and signing time will be updated (Image 5)

- For the problem you are having, we can currently imagine that there may not be a suitable training program for the respective job position of the employee for whom you are creating the respective Onboarding

- Training Program will be taken according to employee's job position

=> Solution, please check if there is a training program corresponding to the employee's job position, if not, create a training program for the employee's corresponding job position, then recreate onboarding => select employee => select "training type" => "training program"

- If you use the "equals" statement to filter the Tag, you must enter 100% accuracy. (no misspelling, capitalization is usually the same)

- If you use the "Like" command to filter the Tag, you can enter the same as the Tag (it doesn't need to be 100% accurate but can't be misspelled).

So you can try "Like" to filter Leads more easily. But if you have used "equals" and entered all the Tags correctly and the system still can't filter, I think the system is failing. Please check again, and feedback so we can update the new version for you

Maybe the email sent is not showing in the main list but is being sent to advertising or other folders -> Please check again

+ Case 1: For Personal type, the next Checkin date will not be displayed until the next Checkin date

+ Case 2: Checked the Complete OKR function or approved (for Personal, Departmen, Company)

+ Case 3: Not authorized

+ Case 4: When OKR has been rejected

OKR will be changed to Finished status when approved (Approved) and when OKR is still not 100% but Complete OKR function is checked (Image 1)

The next check-in date will be based on Cycle.

For example: Cycle you set is 1 month. When you create OKR, the cycle will start counting down the days, so you can only choose the next checkin date within 1 month, can't exceed 30 days. So please double check the cycle time

Currently, Category is only created to distinguish and display

For example:

- Used to distinguish priority

- Used to distinguish groups

etc ...

That is set by you and does not affect the business flow of OKR

*Note: Only authorized staff can edit. Admin has full rights. At the same time, only OKRs with Unfinished status can be edited, finished OKRs cannot be edited anymore.

• Employees authorized to edit company OKRs can only edit OKRs belonging to Company and cannot edit OKRs created by themselves (department and personal) or departmental OKRs or other individual OKRs.

• Employees who are authorized to edit department OKRs can only edit departmental OKRs and cannot edit their own created OKRs (company and personal) or company OKRs or other personal OKRs.

• Employees authorized to edit OKRs can only edit personal OKRs and cannot edit the OKRs created by themselves (under company and department) or company OKRs or other departmental OKRs.

è Currently, the system does not aggregate the number of people who shared the file, but only shows who the file is being shared with

 Steps: Select file -> Choose Share -> The system will display a screen with a list of people selected to share the file

These files will save in the system, do not use Google Sheet

Currently, the system only supports sharing files / folders of Spreadsheet for Employees or Customers

- Do you use multiple tasks without due date? How many tasks do you currently have for all employees?

- Are you currently having problems with the filter function or any other function

- If possible, you can support us with an account to log into the system, this will make it easier for us to identify the problem. I am very grateful to you for this