For Admins

Employees & departments

Add or import staff, set pay & tax details, assign line managers, and organize departments.

Adding an employee

  1. Go to Employees → Add.
  2. Fill in the basics: name, phone (their login), network (GLOBE / SMART / DITO / SUN / TNT), email, position, and department.
  3. Pick a role: Employee, Manager, or Admin.
  4. Optionally assign a schedule so attendance tracking starts right away.

The employee number is auto-generated from your organization's initials (e.g. CF-0009), or you can type your own.

Pay & tax fields

  • Pay basis — Monthly (full base per month), Semi-monthly / kinsenas (half per cutoff), or Per-hour (paid by hours worked, or approved paid-hours adjustments).
  • Pay grade or custom amount — where the base salary comes from; per-hour staff get an hourly rate instead.
  • Tax treatment — Graduated (BIR table), a flat percentage (e.g. 8% for consultants), or Tax-exempt.

Line managers

The line manager approves the person's applications. Only admins and managers can be picked as a line manager — the dropdown already filters this for you.

Bulk import (CSV)

  1. Click Import → Download template. The template lists your exact department names, schedule names, and eligible line managers — copy-paste those values instead of typing them.
  2. Fill one row per person. Only name, phone, department, and position are required. Optional carrier is GLOBE / SMART / DITO / SUN / TNT (used when texting). Each imported employee is texted a generated password (and emailed it too, if you include an email).
  3. Upload the file. Valid rows are created; bad rows are skipped with a clear reason so you can fix and re-upload just those.

Departments

Manage them under Departments: add, rename, or deactivate. Every list, report, and payroll grouping uses these — an employee should always belong to one.

Company IDs

Admins generate a printable company ID under People → Company IDs. The card is portrait (2.125″ × 3.375″) and downloads as a PNG.

  1. Choose Select existing to pick someone from the directory (name, employee number, position, and department fill in), or Manual entry if they are not in the system yet — that does not create an employee record.
  2. Upload a 2×2 photo (at least 400×400 px) and a signature image.
  3. Use the default branded layout, or a custom background uploaded from the Templates button (download the slot guide so photo and text still fit).
  4. Preview, then Generate ID. Download the PNG from the list any time.
Schedules & holidays →