Video tutorials
HR and payroll video tutorials
31 narrated FlairSuite ERP video tutorials (56 minutes in all). Employees and their records, salaries and allowances, leave, attendance and shifts, loans, overtime, HR letters and running payroll.
Length 1:49Give employees a one-off addition with Batch Process
Open an addition such as Housing Allowance from Batch Process under Additions and Deductions, choose the month, enter an amount for an employee…
Length 1:44Give employees a loan with Batch Process
Open Batch Process under Additions and Deductions, enter a loan for an employee in the Batch Loan wizard, review it and send it for approval.
Length 1:39Record employee overtime with Batch Process
Open Overtime from Batch Process under Additions and Deductions, choose the payroll month and a date range, enter an employee's overtime hours…
Length 1:37Change an employee's salary
Open an employee from the Employee List, fill in a salary change request under Actions, review the old and new salary side by side and send it for…
Length 2:18View and update an employee's profile
Open an employee from the Employee List, get to know the profile's dashboard, personal information, salary details and sidebar, and add an education…
Length 1:46Create an employee profile
Set up a profile with the leave, request, addition and deduction rules your employees share, and see it in the profile list.
Length 1:48Add the allowance to your employee's salary
Put your allowances and deductions on an employee's salary with a salary change, check it side by side and approve it so payroll can use it.
Length 1:48Add your public holidays
Create a public holiday type and add a holiday to this year's list, so it is not counted as an absence.
Length 1:49Check approved additions, overtime and deductions
Find an approved one-off addition in Additions History, check its amount, months and status, see where to end it early, and find overtime and…
Length 1:50Set up a manager and their team
Add a manager in the HR settings and assign your new employee to them, so the manager sees and approves that employee's leave and requests.
Length 2:42Create a work shift and assign it
Add a morning shift in the HR settings and give it to your new employee, so attendance can tell when they are late or working overtime, check it on…
Length 2:00Record an employee's attendance and find it in the log
Record when an employee arrived and left by hand, approve it, and find both punches in the attendance log, where late arrivals and overtime are…
Length 1:30Change an employee's job or department
Promote or transfer an employee from Change Job Details on their page, and see the old job kept in the Job History.
Length 1:50Change an employee's leave balance
Give an employee extra leave days, such as an opening balance, from Leave Balance under Employees, review the new balance and approve it.
Length 1:51Add job titles, job categories and employment statuses
Add the job title, job category and employment status your first employee's job details pick from.
Length 1:26Set up your leave types
Create the annual leave your employee profiles offer, and choose how its days are earned and paid.
Length 1:56Create your allowances and deductions
Create the allowances and deductions your salaries are made of, as fixed amounts or as a percentage of basic salary.
Length 2:10Add a new employee
Open the employee list, start the Add Employee wizard and fill in the employee's basic, personal, job and leave details, then find it under Draft…
Length 1:30Add an employee's bank account
Record the bank account an employee's salary is paid into, from Bank Details on their page.
Length 1:48Add an employee's contact details and emergency contact
Record how to reach a new employee and who to call in an emergency, from Contact Details and Emergency Contacts on their page.
Length 1:49Give an employee a login
Create a user for an employee from their page, so they can sign in to see their own details and send requests.
Length 1:38Keep an employee's documents
Store a copy of an employee's passport, ID card or visa with its number and expiry date, from Documents on their page.
Length 1:59Set the new employee's salary
Open the draft employee, enter their basic salary, review the old and new salary side by side and approve it, so the employee is ready for payroll.
Length 1:38Plan the week for employees on flexible shifts
Give an employee without a fixed shift their shifts for this week, day by day, on the Schedule page, so attendance knows when they should be at work.
Length 2:03Run and approve the month's payroll
Generate the month's payroll for your employees, check the totals and the leave balances, and approve it.
Length 1:57Write your salary certificate template
Write a salary certificate once, with placeholders FlairSuite fills in for each employee.
Length 1:45Give your employee their salary certificate
Pick your salary certificate and an employee, and FlairSuite fills in the letter, ready to download or print.
Length 1:14Choose when your payroll month closes
Set the attendance closing day in the payroll settings, so each month's salary counts the right days of absence and lateness.
Length 2:00Request leave for an employee
Open the leave Employee List, find the employee, choose the leave type, check the balance, set the dates and send the request for approval.
Length 1:43Review the salaries and print payslips
Open an approved payroll, check each employee's salary, print their payslip and find the bank transfer file.
Length 1:30Add a department to your company
Open the HR settings, add a new department, and see it in the department list.
Getting started
Series that include these videos
Watched in order, each series takes a new company from nothing set up to the finished task.
7 videos · 13 minutesGetting started seriesHiring your first employee
Starting from an empty company, set up the lists an employee record needs, then add your first employee with their job, leave rules, salary and work…
5 videos · 9 minutesGetting started seriesRunning your first payroll
Set up the allowances and deductions your salaries are made of, put them on your employees' salaries, then run, approve and review your first…
8 videos · 14 minutesGetting started seriesIssuing your first HR letter
After this series you can give an employee a ready-to-print salary certificate from FlairSuite. The order matters because a letter needs an employee…
8 videos · 15 minutesGetting started seriesRecording your first attendance
Starting from an empty company, set up and add your first employee with a work shift, then record their check-in and check-out, approve it and find…
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