L1 Questions
How to add Height & Weight of staff?
The health details of Staff like Height and Weight can be added to the portal by following the path below. HR ---> Staff Details ---> Update Staff Details ---> Click on Health Details under Staff Details ---> Click on "Download Staff Health Details" ...
How to update Biometric and FR Codes of a Staff?
To edit/ change Biometric codes for a staff member when they are branch shuffled, follow the below path. HR ---> Staff Details ---> Update Staff Details ---> Click on Biometric Code ---> Click on a Staff name ---> Enter/edit the codes ---> Click on ...
How to change DOB/ DOJ of Staff?
To change/ modify/ update the DOJ or DOB of a staff member, follow the steps. HR ---> Staff Details ---> Update Staff Details ---> Click on DOB / DOJ under Staff Details ---> Click on the name ---> Select the DOB / DOJ ---> Click on Save to update.
How to upload the Staff Bank Account Details?
To enter the bank account details of the staff in a bulk to the portal, follow the steps outlined below. HR ---> Staff Details ---> Update Staff Details ---> Go to Staff Bank Account Details ---> Click on "Download Staff Account Details to Upload" ...
How to Update CTET Qualification details for Staff?
To change the details for CTET Qualifying exam details, follow the process below. HR ---> Staff Details ---> Update Staff Details ---> Go to CTET Qualified or Trained As under Staff Details ---> Click on the Name of the Staff ---> Click on Yes/ No ...
How to enter Family details of Staff in Bulk?
To enter the family details of staff members in the portal in a bulk, follow the below procedure. HR ---> Staff Details ---> Update Staff Details ---> Go to Family Details under Staff Details ---> Click on "Download Staff Family Details" ---> Enter ...
How to Edit the Name, Gender and Marital Status of staff?
To edit the Basic personal details for a staff, follow the path mentioned below. HR ---> Staff Details ---> Update Staff Details ---> Personal Details under Staff Details ---> Click on the Name of the Staff ---> Update the details ---> Click on Save.
How to view/ download the list of employees using school transportation?
To generate a report of the staff who are using school transportation, follow the below path. HR ---> Staff Details ---> Create Staff Details ---> Select the Branch and Get Staff ---> Click on "Staff using school transport" ---> Click on Excel button ...
How to download the no of employees under a given employment status?
To view and download the number of employees working based on their employment type and status, follow the path. HR ---> Staff Details ---> Create Staff Details ---> Select the Branch and Get Staff ---> Click on "Employment Status" ---> Click on the ...
How can you Check/ Download the list of staff based on their Employment Status?
To view/ download the staff details based on their employment status and staff type, follow the path. HR ---> Staff Details ---> Create Staff Details ---> Select the Branch and Get Staff ---> Click on "Employment Status" ---> Click on the number ...
How to see Staff Kids Report?
To check the list of staff kids studying in the organization, follow the path below. HR ---> Staff Details ---> Create Staff Details ---> Select the Branch and Get Staff ---> Click on "Staff Kids" ---> To download the data, Click on the Excel symbol.
How to check staff work load
Follow the steps below to view the staff schedule for an entire branch. HR ---> Staff Details ---> Create Staff Details ---> Select the Branch and Get Staff ---> Click on "Work Load" ---> Select the Academic Year, Days ---> Click on Get.
How to Assign Staff to School Transport?
To assign transportation to Staff, follow the path outlined below. HR ---> Staff Details ---> Create Staff Details ---> Click on Assign Staff to School Transport ---> Select Branch, Bus Route, Academic Year and Click on Get ---> Click on [Add Staff] ...
How to Activate a Staff?
When a former staff member is rejoining the organization, you can activate them by following the below process. HR ---> Staff Details ---> Create Staff Details ---> Select [Branch] and click on [Get Staff] ---> Click on InActive Staff ---> Click on ...
How to Inactivate a Staff?
When employees leave the organization, you can inactivate them by following the steps outlined below. HR ---> Staff Details ---> Create Staff Details ---> Select [Branch] and Click on [Get Staff] ---> Click on "Inactive" [Red] Button against the ...
How to remove access to mutliple branches for a Staff?
To remove multiple branches assigned to a staff, follow the below procedure. HR ---> Staff Details ---> Create Staff Details ---> Select [Branch] and click on [Get Staff] ---> Click on the "Multi User" under the Staff Name ---> Click on Delete Button ...
How to give access to multiple branches for a staff?
To give access to multiple branches for a staff member, follow the below procedure. HR ---> Staff Details ---> Create Staff Details ---> Select [Branch] and click on [Get Staff] ---> Click on the "Single User" under the Staff Name ---> Click on [Add] ...
How to change Employment Status for a Staff?
To modify the employment status for a staff member, follow the below steps. HR ---> Staff Details ---> Update Staff Details ---> Select Branch/ Department/ Status and Click on "Get" ---> Select "Staff Employment Status" Under Staff Details ---> Click ...
How to change Access Level for a Staff?
To change Access level for an employee, follow the below instructions. HR ---> Staff Details ---> Create Staff Details ---> Select [Branch] and Click on [Get Staff] ---> Click on "Edit Basic Details" against the Staff ---> Select the "Access Level" ...
How to change Department for a Staff?
To modify the department for a Staff, follow the below path. HR ---> Staff Details ---> Create Staff Details ---> Select [Branch] and click on [Get Staff] ---> Click on "Edit Basic Details" against the Staff ---> Select the "Staff Department" from ...
How to change Staff Designation of an Employee?
To change the designation of a staff member, follow the pth below. HR ---> Staff Details ---> Create Staff Details ---> Select [Branch] and click on [Get Staff] ---> Click on "Edit Basic Details" against the Staff ---> Select the "Staff Designation" ...
How to change Staff Type for an Employee?
To change the staff type from one to another, follow the steps below. HR ---> Staff Details ---> Create Staff Details ---> Select [Branch] and click on [Get Staff] ---> Click on "Edit Basic Details" against the Staff ---> Select the Staff Type ...
How to Transfer a Staff
To transfer a Staff member from one branch to another branch, follow the below path. HR ---> Staff Details ---> Create Staff Details ---> Click on [Staff Branch Transfer] ---> Select Branch, Department ---> Search for Staff ---> Select the Branch to ...
How to Create staff Tasks
Follow the below path to Create the staff tasks HR ---> Staff Tasks ---> Staff Task Manager ---> Click on [Create Tasks] against a Designation ---> Click on [+Create Custom Task Category] ---> Enter Task Category ---> Select Task Frequency ---> Give ...
How to Add staff Roles and Responsibilities
You can add the roles and reponsibilities against the designation HR ---> Staff Details ---> Create Staff Details ---> Click on [Manage Designations] ---> Click on [Manage Roles/ Responsibilities] beside a Designation ---> Click on edit symbol beside ...
How to add new staff Roles
To add new roles for a staff member or for a designation, follow the path. HR ---> Staff Details ---> Create Staff Details ---> Click on [Manage Designations] ---> Click on [Manage Roles/ Responsibilities] beside a Designation ---> Click on [+] under ...
How to Add Staff Designations in HR?
To create new Designations of the Staff, follow the path outlined below. HR ---> Staff Details ---> Create Staff Details ---> Click on [Manage Designations] ---> Click on Add Designations ---> Staff type/ Employment Category/ Designation/ Level ---> ...
How to change a department from Non-Teaching to Transport
To change a department from Transport to Non-Teaching and vice-versa, follow the path. HR ---> Staff Details ---> Create Staff Details ---> Click on [Manage Department] ---> Click on Edit button under Action column against the Department ---> Click ...
How to change a department from Teaching to Non-Teaching and Vice Versa?
To change the type of staff department, follow the path outlined in the path below. HR ---> Staff Details ---> Create Staff Details ---> Click on [Manage Department] ---> Click on Edit button under Action column against the Department ---> Click on ...
How to add Staff Departments in the HR Module?
To enter new staff departments which are not in the portal, follow the path given. HR ---> Staff Details ---> Create Staff Details ---> Click on [Manage Department] ---> Click on [Add Department] ---> Enter Department Name ---> Select Yes/ No for "Is ...
How to upload Staff in Bulk?
Follow the below path to upload the staff details HR ---> Staff Details ---> Create Staff Details ---> Select Branch ---> Get Staff ---> Click on [Upload Staff] Button ---> Select Staff type ---> Select Department/ Employment Category/ Designation ...
How to Add transport InCharge
To enter Teacher who is the InCharge of a Bus or Transportation, follow the path outlined below. HR ---> Staff Details ---> Create Staff Details ---> Select Branch ---> Get Staff ---> Click on [Add Transport Staff] Button ---> Enter the mobile number ...
How to Add Cleaner under transportation?
To add bus cleaning staff under transportation, follow the path. HR ---> Staff Details ---> Create Staff Details ---> Select Branch ---> Get Staff ---> Click on [Add Transport Staff] Button ---> Enter the mobile number ---> Search ---> Click on ...
How to Transport Driver details
To enter New Bus Driver in the transportation follow the steps outlined below. HR ---> Staff Details ---> Create Staff Details ---> Select Branch ---> Get Staff ---> Click on [Add Transport Staff] Button ---> Enter the mobile number ---> Search ---> ...
How to add new staff details or new teacher in mcb?
To add new staff or new teacher in mcb, follow the steps given below: Step 1: Select the HR Module and then select the Create Staff Details under the Staff Details menu. (HR-->Staff Details-->Create Staff Details) Step 2: Select the Branch and click ...
How to make the Payroll Attendance to be considered from Biometric only?
To calculate/ generate monthly payroll based on only biometric attendance, follow the path. Settings ---> HR Plus ---> Payroll Attendance Settings ---> Click on the Edit button under Action Column ---> Click on the check box under Payroll Attendance ...
How to Add Interview Stages in Staff Recruitment Process?
To create the stages which are to be conducted during a staff recruitment, follow the steps below. Settings ---> HR Plus ---> Staff Recruitment Steps ---> Interview Stages Click on [ Add] button ---> Type the Interview Stage Name ---> Click on the ...
How to Add Staff Documents which are to be collected during Recruitment?
To add the documents which needs to be collected during the staff recruitment process, follow the path below. Settings ---> HR Plus ---> Staff Documents ---> Click on [+] Button ---> Select the Branches to which it is applicable ---> Select Staff ...
How to set the Professional Tax Amount for Female?
To set the amount of PT to be collected for Females, follow the path. Settings ---> HR Plus ---> Create Professional Tax Settings ---> Select the State ---> Click on [+ Add] Button ---> Enter Salary From and Salary To Amounts ---> Enter the Tax ...
How to set the Professional Tax Amount for Male employees?
To set the amount of PT to be collected for Males, follow the path. Settings ---> HR Plus ---> Create Professional Tax Settings ---> Select the State ---> Click on [+ Add] Button ---> Enter Salary From and Salary To Amounts ---> Enter the Tax amount ...
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