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Simplified HR

Getting started with a smarter HRMS solution
BeSimplified Support
By BeSimplified Support and 2 others
18 articles

Applying for Leave

Navigating to the Leave Page The Leave Page is where you can find forms to view and submit requests for leave time and how much leave time you have accumulated.  To navigate to the Leave Page from the Simplified HR Home Page, select Leave on the left-hand menu.  Applying for Leave To apply for leave from the Leave Page, select the orange Apply button.  In the Apply for Leave popup window, select the type of leave from the drop-down box, then select the time range in the calendar that you want to apply for leave. Select the Single Day checkbox if you wish to apply for a single day and not a range of days. In the reason space, you can submit any notes for HR about your leave request, as well as upload any attachments you need to send with your leave request. In the Notify Others section, you can elect to notify other people outside of the HR department about your leave application. To add someone to this section, start typing their name and select them from the drop down that appears under the Notify Others box.  Using the drop downs under the calendar, you can choose to apply for half days of leave for your first and last leave days. Mark as Unavailable in Calendar will be checked by default. Uncheck it if you do not wish for your calendar to be clocked out during your leave time.  Simplified will alert you if your chosen leave dates clash with anyone else on your team, in case this may change your leave decision. When you have finished making your leave application, click Submit to send it.

Last updated on Jun 26, 2025

Connected Accounts

You can connect several types of accounts to Simplified HR. Connecting accounts allows integrations to work.  Connecting a Google account  A Google account needs to be connected in order for Calendar events to be synced with Simplified HR. Domain wide authority is required.  A super administrator of the Google Workspace account must complete the following steps: 1. Go to your Google Workspace domain’s Admin Console, then to the main menu (hamburger menu) > Security> API Controls. 2. In the Domain wide delegation pane, select Manage Domain Wide Delegation and click Add New. 3. In the Client ID field, copy and enter the service account's Client ID: 117272768677386994628. 4. In the OAuth scopes (comma-delimited) field, copy and enter the following scopes Simplified HR will need to be granted access to https://www.googleapis.com/auth/calendar, https://www.googleapis.com/auth/calendar.events Click Authorize. Connecting a Microsoft Account A Microsoft account will synchronize Microsoft calendar events.  Register your app To authenticate with the Microsoft identity platform endpoint, you must first register your app at the Azure app registration portal. You can use either a Microsoft account or a work account to register an app. Our service will call Microsoft Graph under its own identity, you need to register your app for the Web platform: - Redirect URI: Type Web URL should be  ​https://accounts.simplified.ai/callback/ms/oauth/app - Supported account types: Accounts in this organizational directory only (Build The Website only - Single tenant) Configure permissions for Microsoft Graph To configure application permissions for your app in the Azure app registration portal: under an application's API permissions page, choose Add a permission, select Microsoft Graph, and then choose the Calendars. ReadWrite permissions for the app under Application permissions. The following screenshot shows the Select Permissions dialog box for Microsoft Graph application permissions. Generate a certificate To configure an application certificate for your app in the Azure app registrations portal:  Under an application's Certificates & secrets page, choose Client secrets and click on New client secret, and then fill the description and choose the expires and click on Add. Connect an SMTP account: SMTP allows Simplified HR to send emails through your email provider using a generic protocol that most providers support. Refer to your email provider's documentation to find out what the relevant SMTP info is for their service.  Google Workspace (Under Option 1: Send email with SMTP relay) Outlook.com SMTP Twilio SendGrid  Send emails through sendgrid by filling out the relevant information, including your SendGrid API key.  Finding your SendGrid API key Brevo (formerly Sendinblue) Send emails through sendgrid by filling out the relevant information, including your API key.  Brevo API key Twilio The Twilio section (not to be confused with SendGrid, a Twilio email Product) allows you to send SMS messages using your Twilio account. You will need to provide the relevant information, including your Auth token and Account SID.  Twilio Access Tokens

Last updated on Jun 26, 2025

Creating a Leave Policy

In order for users in your organization to be able to submit leave requests, you must first create leave policies. Starting from the Home Page, navigate to System, then Module Settings.  Under the Display section, make sure the Leave box is selected. Under the General section, make sure the Apply Leavebox is selected, and optionally the Leave Balance widget if you want users to see their leave balance directly from their home page summary.  Now, continuing from the **Home **page of the **Module Settings **menu, select the Leave page.  From the Leave page, select New Policy. You will be prompted to name your leave policy. Type in a name and click Create. You will see your new leave policy appear in the policy list. Click on the three dots on the right side and select “edit” to configure it.  You will be presented with the options for the leave policy.  Under the General section, the Employment Type section allows you to select which types of employment this leave policy will apply to.  The Effective From dropdown is appropriate for policy changes that may take effect later, the next year for example. Select Current Date if this is meant to reflect your current policy.  The Leave date can be changed before approval option allows the approving party to edit the leave request before approving it without action on the leave request submitter’s end.  The Allow leave without pay if accrued balance is 0 option allows for users to freely request days off without leave balance as UTO.  Under the Leave Request Calendar section, the Show leave application date from other users in the same team option allows the user submitting a leave request to ensure they are not taking leave at a time that would leave their team understaffed by seeing the requests by other team members. Deselect this if team understaffing is not an issue or you wish leave requests to be private.  Under Notifications, Notify users with the following role(s) when a request is made allows you to select the roles that are notified when a leave request is submitted.  Under the Leaves & Accrual section, you can toggle which types of leave are enabled in this policy with the switches on the left side. To add a type not listed here, select New Leave Type.  Click the pencil on the right to enter a sub-menu to edit a leave type. Once you have made your selections, select the Save and Activate button at the bottom of the form to edit this leave policy and set it as active. Click Save as Draft to save it without activating it.

Last updated on Jun 26, 2025

Editing and Verifying Admin-Only My Profile Sections

In the Users Tab, admin users can edit all My Profile sections that non-admin users can, as well as extra sections in the Work Profile, Financial, and Assets sections. You can also verify user information. To find the admin-side of My Profile, starting from the users module click on any member in the Pending Verification and Members lists in the Members section of the Users Tab: This will take you to the admin-side of My Profile:  Editing Profile Sections As an admin user you can edit any My Profile sections. To edit profile sections, click the "edit" icon or "+" icons at top right hand of each box: This will give you either a pop-up box or an editable version of the box to fill in:  For more information about editing employee-editable sections, please see Editing My Profile. Filling in Admin Only Sections There are several sections of users’ Work Profile, Financial details, and Assets which you as an admin user have to fill in. Some sections users can request to be updated on their behalf. Work Profile Tab The Employment, Compensation, Benefits, and Work Contact sections of users’ Work Profile can only be filled in by admin users.  To fill in the Employment section, select Location, Employment Type, Date of joining, Team, Job Title, Reporting Manager, and Supervisor from the relevant dropdown menus: You can also fill in the Probation Period, Notice During Probation, and Notice Post Probation fields, if necessary.  The Location, Date of Joining, Team, Job Title, Reporting Manager, and Supervisor fields are compulsory to save this section.  Work benefits must be filled out by an admin in this section,  The Financial Tab All three sections of the financial profile can only be filled in by an admin user. To fill in the Compensation box, select Pay Type and Payment Period from their dropdown menus and fill in the Overtime Rate and Commission fields:  Pick the currency for Gross Pay and Cost To Company, and fill in those fields.  You must fill in the Pay Type, Gross Pay, Cost To Company, and Payment Period fields to save this section. To fill in the Financial box, fill in the Primary Account Number and Bank Name fields and select Account Type from the dropdown menu.  Fill in the National ID Card, Driver’s License, and Passport Number fields to fill in the Government box. Assets Tab: This tab can only be filled in by an admin user. You can use the Assets section of the profile section to assign assets to a user.  To do this, click the “Assign Asset” button on the right side of the assets list.  This will bring up the “Assign Asset” pop-up box:  Search by name or serial number to add an asset to the user. Assets must be first registered in the asset registry.  To do more with assets, including deleting them from a user or requesting repairs, you will have to go to the Asset Register section of the Control Center.  Verifying User Information  The Contact and Social Media sections of the General Profile and the Communication and Availability sections of the Work Profile are user editable but require admin verification.  To verify unverified items, click the green tick at the end of each item:  Alternatively, you can reject items by choosing the cross: . You can also use the message icon to message users about their information:. Once items are verified, a green tick will appear next to them: 

Last updated on Jun 26, 2025

Filling in My Profile

The My Profile tab of Simplified HR lets you store and organize your work-related information and documents: My Profile has seven sections—Personal Profile, Skill Profile, Work Profile, Showcase, Financial Details, Documents, and Assets. This article will show you how to fill in the sections that you can fill in yourself. For an overview of My Profile and its sections, please see Sections of My Profile. For information on updating Admin-only sections of your profile, read Verifying My Profile. Editing Profile Sections To edit a section of My Profile, click on the "edit" or "+" signs at the top of the box. Sections that do not contain these icons can only be edited by admin users. This will come up with a box which you can fill in, for example: Click the Update button to save your changes or the “Cancel” button to discard them. Personal Profile Your Personal Profile section contains 10 sections (General, Contact, Health, Residence/Visa, About Me, Education, Reference, Social Media, and Emergency Contact Details, all of which can be edited by you. General: The General section lets you fill out your name, and choose your Gender, Date of Birth, and Marital Status from dropdown menus: The only sections of the General profile that are required are First Name, Last Name, and Gender. Contact: The Contact section lets you fill in your Personal Email, Mobile, Phone, Current Address and Alternate Address: These can then be verified, which will be shown by the appearance of a green tick: Health: The Health section gives you a form to fill in your Blood Type, Allergies, Medical Issues, and Disabilities: All fields are optional, except the Blood Type field, which can be marked as “unknown”. Residence/Visa: The Residence/Visa section is where you enter your residency information: Visa Type, Issuing Country, Date Issued, and Expiration Date can be chosen with dropdown menus. All of these fields must be filled in to save the details. About Me: The About Me section contains a field where you can write a bio: You can also use it to upload a profile picture by clicking on the picture to the left hand side of the section. To save the section, you must fill in the bio field. Education: To add your education, fill in the Add Education pop-up menu: You can fill in fields for School/Institution Name, Degree, Field of Study, and pick Start Dates and End Dates from a dropdown menu. You can also add a description, URL, or attachments: The URL field will appear automatically, but you must use the Description and Attachment buttons to add descriptions and attachments. To save the Education section, you must have filled out the Start Date, End Date, and URL fields. Reference: To add a reference from someone outside your organization, fill in the Add Reference pop-up box: You can fill in the Reference Name, Affiliation, Email, and Phone Number fields. Add extra email addresses or phone numbers by clicking on the "+" icon. You can also use the  button to delete fields. Use the dropdown menu to pick country codes. To save the Reference section, you must have filled in the Name, Email, and Phone Number fields. Social Media: To add Social Media, click the "+" to add a new URL: Fill in a new field for each social media account. Use the to remove social media accounts. Emergency Contact Details: Fill in the Emergency Contact Details pop-up box, to add emergency contacts: Skills Profile Your Skills Profile contains 4 sections (Skills & Expertise, Awards & Certifications, Recommendations, and Participation), all of which you can edit yourself. Skills & Expertise: The Skills & Expertise section is a pop-up box where you can add your skills and expertise: The Search for a skill field lets you search for skills from a dropdown menu. Next, you can choose your skill level and experience by choosing from the Skill Level dropdown menu and filling in the experience field (with the correct number of months/years). Awards and Certifications: The Awards and Certifications section is where you can add more information about your awards and certificates, using the Add Award/Certificate pop-up box: This box lets you fill in a Title, Issuer, and Certificate Identifier for your award or certificate. You can also choose Issue and (if applicable) Expiration Dates by checking the box and filling in the expiration date: To fill in the Issuer, you must select an event or organization from the dropdown box. You can also add either a certificate URL or file as proof of your certification by clicking the two relevant plus buttons: Associated skills can also be added (though you can do this is the Skills & Expertise section). Recommendations: Use the Recommendations pop-up box to add recommendations that others within your organization have given you: Fill in the Name of Endorser, Position/Title, and Recommendation Message fields, and select a date. Note that the recommendation message should be verbatim. You must also add one or more attachments, contact emails, contact numbers, or URLs. Participation: Fill in the Add Participation pop-up box to add participation: To fill in this box, fill in the Event/Organization, What did you do?, Cause, Location (City or State), and Comment/Note fields, and choose Issue and Expiration dates if relevant. To fill in the Event/Organization field, you must select an event or organization from the dropdown box. Work Profile The only sections of your Work Profile which you can update yourself are Communication, Availability and Additional Information. Both Communication and Availability will then need to be verified by an Admin User. To update other sections of your Work Profile, please see Verifying My Profile Sections. Communication: To fill in the communication box, you must add the communication type to the Name field and the relevant User ID to the User ID field: You can add or delete communication options by using the and icons. Availability: The Availability box allows you to change your permanent availability: To add availability, use the Select Time dropdown menus to select times to and from which you are available. If you have multiple time slots of availability, you can add more than one time slot using the button. You can delete extra time slots using the  button. Showcase The Showcase section lets you add and edit example projects. Adding New Projects: To add a project, click the Add Project button in the top right corner: This will open up a form: Fill in this section by filling in the Project Name, Description, and (if applicable) URL fields. You can also add Tags relevant to your project in the Tags dropdown menu.Media and attachments can be uploaded by dragging them over the boxes at the bottom, or by clicking the browse link. To save your project click the “Save Changes” button in the top or bottom right-hand corners. This will give you a summary of your project, from which you can click “Go Back” to return to your main showcase section. Editing Existing Projects: Click on an existing project to edit it. This will take you to an overview screen where you can choose to edit or delete your project: The edit button will take you to the same edit screen as a new project, where you can make the necessary changes to your project description. Financial The Financial Profile can only be edited by Admin Users. Please see Verifying Profile Sections for more information. Documents The Documents section allows you to add and manage your work-related documents: Adding a New File: To add a new file, click the Upload File button in the top right-hand corner: This will open the Upload File pop-up box: You can use this to upload a file, and pick what folder you want the file to be stored in, as well as choosing whether users can only view or also download the file. Note that files can be no larger than 10MB. You can download documents in Documents by clicking on the download button. Adding a New Folder: To add a new folder to Documents, click the New Folder button: This will open up the Add Folder pop-up box where you can name your new folder. Note that you cannot use special characters other than space, -, and _. You can also access the Add Folder box via the add folder button next to each folder in your document list. To look inside folders, click anywhere on the folder in the list of folders. To go back to the all folders view, click the Go Back button. Asset Register You cannot edit the Asset Register as a non-admin user

Last updated on Jun 26, 2025

My Profile

The My Profile page is where you can find a variety of settings related to your account, including your profile information, region settings, and more. To navigate to the My Profile page starting from the Home screen, select My Profile from the left navigation menu. The My Profile Page has several tabs on the left side with different categories of things to fill in. Filling in Sections A section can be filled by hovering over it with your mouse and clicking the edit pencil: Or by clicking the + icon on list style sections: Personal Profile Tab Here you can enter your basic information, including your General information, an About Me blurb, your education history, your references, social media accounts, emergency health information, Residence/Visa status, and your emergency contacts.  Skill Profile Tab Add your skill information, any relevant awards and certifications, recommendations, and event participation.  Work Profile Tab This contains your basic employment information, your work contact information, availability, work experience, communication handles, and your benefits (filled out by an administrator). Showcase Tab Use this tab to upload projects you would like to add to your showcase portfolio.  Financial Details Tab This tab has your information relating to payroll. This section cannot be updated by users. Use the Request Updatebutton in the top right corner to request an admin to update it for you.  Documents Tab This is a place to put any documents your employer requests you upload.  Assets Tab This tab shows which company assets have been assigned to you, such as a company computer.

Last updated on Jun 26, 2025

Requesting Updates to Work Profile and Financial Details and Verifying Profile Sections

As a non-admin user, you are not able to edit all sections of the My Profile tab, nor are you able to verify profile sections. This article explains how you can request updates and verify profile sections. For more information on My Profile, please visit the Sections of My Profile or Filling in My Profile articles.  Requesting Updates to Work Profile and Financial Details  To request an update to admin-edited sections of your Work Profile and Financial Details, click the Request Update button in the top right-hand corner of the relevant section: This will open the Request Update pop-up box: To fill in this pop-up box, fill in the “What is the new value?” and Reason fields, and choose the relevant value from the “I want to update or change my” dropdown box.  Click the Submit Request button to submit your request, which will then be approved or declined by an admin user.  Verifying Profile Sections Both the Personal Profile and the Work Profile contain self-edited fields that can be later verified by admin users.  Personal Profile: In the Personal Profile, both the Contact Section and the Social Media section contain verifiable fields: Verification of these sections is easy. Fill in these sections as usual, and then an admin user will verify them.  Non-user editable sections:  Some sections of your profile can only be edited using the Request Update button and having an admin edit it for you.

Last updated on Jun 26, 2025

Simplified HR App Installation Guide

Windows Supported OS Version: 64-bit version of Microsoft Windows 10 or later. NEW INSTALLATIONS - Download the latest version of the app from besimplified.com/hr. - Double click on the downloaded .exe file to begin the installation process. - Follow the on-screen instructions to complete the installation. - Restart your system to ensure all changes take effect. UPGRADING - Quit the app by clicking on the "Quit" option in the settings menu. - Uninstall the current SimplifiedHR app using one of the following methods: - Click on the search area in your taskbar. - Type "Control Panel" then select it. - Choose Programs > Programs and Features. - Find SimplifiedHR, right-click on it, and select Uninstall or Uninstall/Change (depending on what appears). - Follow the steps for New Installations mentioned above. APP STORE You can also download the app from Microsoft store. Mac OS (Intel or Silicon chip) Supported OS Version: 64-bit version of macOS 10.15 (Catalina) or later. NEW INSTALLATIONS - Download the latest version of the app from  besimplified.com/hr based on your Mac Chipset. - Once the download is complete, double-click the .dmg file to open the disk image within the macOS Finder. - Drag the Simplified HR application to your Applications folder. - From the Applications folder, double-click on the SimplifiedHR icon to start the application. - When you open SimplifiedHR for the first time, you may receive a notice stating that it is an application downloaded from the internet, requiring you to confirm that you want to open it. Click Open to continue and launch SimplifiedHR. - Grant the screen recording permission: - Go to System Settings > Privacy & Security > Screen Recording. - Allow SimplifiedHR. - Grant the input monitoring permission: - Go to System Settings > Privacy & Security > Input Monitoring. - Allow SimplifiedHR. UPGRADING - Quit the app by clicking on the "Quit" option in the settings menu. - Follow the steps for New Installations mentioned above. Linux Supported OS Version: 64-bit version of Ubuntu 20.04 or later. NEW INSTALLATIONS - Download the latest version of the app from besimplified.com/hr. - Run the following command in the terminal to install:  - sudo apt-get install /path/to/deb/file/latest.deb UPGRADING - Quit the app by clicking on the "Quit" option in the settings menu. - Run the following command in the terminal: - sudo apt purge simplifiedhr - Follow the steps for New Installations mentioned above. We hope this article helps you understand how to install the Simplified HR Desktop App on various Operating Systems. If you are still facing any issues, please get in touch with us via the support form.

Last updated on Jun 26, 2025

The Calendar Page

The Calendar Page is where you can put events, reminders, tasks, and mark your availability on your Calendar.  To get to the calendar from the Home Page,** select Calendar. Integration Options By default, your calendar is a Simplified HR calendar, and does not need to be connected to an external calendar to function. It is recommended, however, to connect your calendar to a Google or Microsoft Calendar if you already use one. Do this by clicking the gear icon at the top right corner of your calendar and selecting an option from the drop-down menu. Using the Calendar On the top right of the Calendar, you can change your view mode between  Month, Week, and Day. Clicking on a day in the Week view focuses on that day by clicking on the date.  Navigate forward and backward in your calendar using the arrows on the left-hand side above the calendar.  You can add events, tasks and reminders to your calendar. These will show up on your agenda, which is located to the left of the Calendar:  You can add Events, Reminders, Tasks, and change your availability by clicking on any particular day or time slot in the calendar anywhere other than the date. This will bring up the following pop-up window:  Adding an Event: The default option offered by the pop up box is Event: To create an Event, you must at minimum fill out the title field.  Select the save button at the bottom of the box. If you’ve saved your Event successfully, a Successfully created notification will appear in the top right corner of the Calendar. You can add a start time/day and end time/day to your Event, using the date and time drop down menus provided. You can set an Event to cover the entire day, if it repeats, and whether it notifies involved users by selecting the corresponding checkboxes.  Selecting the repeat checkbox gives you a dropdown menu that allows you to pick the frequency that the Event is repeated. Selecting Custom from this drop-down allows further configuration of the repeating schedule.  To set up notifications for your Event, check the Notify box and select from the dropdown menu: You can add people to your Event by choosing from the dropdown menu in the Add People field. You can add a location for your Event by filling in the Location field. Below these fields, you have the option of adding comments, attachments, and URLs. Adding a Reminder: To add a reminder to your Calendar, select the Reminder option in the pop-up box:  As with an Event, you can choose to give a start and end time to your Reminder or check the All Day or Repeat boxes. The only part of the pop-up box that has to be filled in is the title section. Adding a Task:  To create a Task, choose the Task option in the pop-up box:  This will give you the option of setting start and end times for you task (or making it all day), though the only required field is the title.  As with Events, you can add relevant comments, attachments, and URLs to your Tasks.  Setting Your Availability: The pop-up box also gives you the option of setting your availability to unavailable:  All fields of the form must be filled out to successfully save your availability. You must choose a start and end time for your unavailability, or select All Day.

Last updated on Jun 26, 2025

Using The Control Center

The Control Center is where you can manage users, leave, offboarding, assets, and reports, as well as apps and integrations: To get to the Control Center, click on “Control Center” on the side navigation menu: Note that this also opens a dropdown menu that you can use to go directly to different sections of the Control Center. Parts of The Control Center At the top of the Control Center is a summary widget that tells you the Active Members, members On Leave, New Recruits, Total Requests, and percentage Average Activity your company has: Below this are colored tiles, with links to specific pages of the Control Center. This may include the sections Users, Leave Queue, Moderation, Reports, Team Performance, Asset Register, and Offboarding. The number of unread notifications in each section will appear in the top right corner of the relevant box. Below this are your Apps & Integrations, a menu which links you with any apps and integrations you have connected to Simplified HR. The Users Section: This section allows you to add, edit, and delete members and teams, as well as to view and edit profile information for users and teams. You can also use this tab to assign roles and groups. For more information, go to The Users Tab. The Asset Register: The Asset Register is the section of the Control Center in which you can search for, assign, edit, and delete assets: For more information on the Asset Register, please refer to our articles Adding Assets and Changing Asset Status and Requesting Repairs. Reports: See relevant info at a glance in the reports section: The Leave Queue See pending leave requests and take action in this section:

Last updated on Jul 01, 2025

Marketplace

The Marketplace in Simplified HR is your central hub for discovering, installing, and managing both paid and free applications. These apps enhance your organization's capabilities by providing tools for productivity tracking, seat reservation, attendance management, email signature creation, and workflow automation. This guide is designed for administrators, owners, and users with similar roles who need to manage organizational apps, as well as general users who want to access installed applications. who want to access installed applications. Prerequisites - You must have an active Simplified HR account - To install or uninstall apps, you need Owner, Admin, or equivalent permissions - Your organization must have the appropriate subscription plan to access paid applications Understanding app types Paid apps Paid apps are marked with a Pro tag and require a Pro subscription plan. These premium applications include: - Easybook: A comprehensive booking system with an interactive interface for seat reservations across your organization - Biometric: An attendance tracking application that monitors employee attendance through punch in/out using card readers or biometric devices - Mailerlite: An email marketing tool and website builder that automates employee communications - Work Journal: A productivity application for documenting daily work activities, maintaining records, and tracking progress over time Free apps Free apps are marked with a Free tag and are available on any subscription plan: - Signature: An application that creates unique, branded email signatures for your company Accessing the Marketplace 1. Locate Marketplace in the left navigation main menu 2. Click Marketplace to open the Marketplace page. 3. Note: Only users with Owner, Admin, or similar roles can install and configure apps for the organization. Exploring the Marketplace interface Main sections The Marketplace contains two primary areas: - Home: Browse all available applications. - My Library: View and manage your installed applications. Search and filtering tools You can efficiently find apps using these features: - Search bar: Enter keywords to locate specific applications. - Filter by: Choose from All Apps, Free, Paid, or Free Trial options - Sort by: Organize results by Name, Newest, or Popularity Default settings: Filter and Sort will be set as All apps and Name respectively. Installing applications Installation process 1. Navigate to the Marketplace>Home section. 2. Locate the application you want to install. 3. Click the Install button next to the desired app. 4. A success notification will confirm the installation. Important installation notes - Installing an app makes it available to all users in your organization - Apps can only be installed from Marketplace > Home - Successfully installed apps display an "Installed" tag. - Installed apps appear in multiple locations: - Marketplace > Home and Marketplace > My Library. - My Apps in the navigation menu. - Control Center page. Uninstalling applications 1. Navigate to Marketplace > My Library. 2. Locate the app you want to remove. 3. Click the Delete button next to the application. 4. Confirm the action in the confirmation modal by clicking Uninstall. 5. A success message will confirm the uninstallation. Important: Uninstalling an app removes it for all users in your organization, not just the person performing the action. Launching applications Access requirements: Access is provided as per Roles and Permission. Launch locations You can open installed applications from several areas: For administrators and owners: - Marketplace > Home or Marketplace > My Library (click Open). - My Apps in the navigation menu. - Control Center page. For general users: My Apps in the navigation menu. Troubleshooting Common issues and solutions - Cannot install apps: Verify you have the correct role permissions and that your organization has the appropriate subscription plan - App not appearing after installation: Refresh the page or clear your browser cache - Unable to launch an app: Ensure the app is properly installed and check your role-based access permissions - Uninstallation not working: Confirm you're accessing the feature from Marketplace > My Library and have the necessary permissions Next steps - Learn how to configure individual apps after installation by reviewing app-specific documentation - Explore advanced features within each installed application - Review your organization's user roles and permissions to understand access levels - Contact your system administrator if you need additional apps or encounter installation issue

Last updated on Aug 28, 2025

MailerLite

MailerLite is an email marketing platform and website builder designed for businesses of all shapes and sizes. MailerLite can be seamlessly integrated into simplified HR applications to enhance communication workflows, automate employee messaging, and streamline HR processes. This integration combines MailerLite's powerful email marketing and automation capabilities with HR management systems to create more efficient people operations. MailerLite Version In 2022, a brand new version of MailerLite was released that features both an updated interface and an infrastructure designed to support advanced features. All accounts created after March 2022 will be using the new version. Accounts created before this date will use our previous version, which we have renamed MailerLite Classic.   For more information refer the document Mailerlite Account Version Prerequisites Before you can begin using the Mailerlite functionality, ensure you have the following requirements in place: Admin role access in the Simplified HR platform Active Simplified HR account with marketplace access privileges Understanding of your organization's Mailerlite nature requirements and compliance policies Proper permissions to install and configure new modules for your team Important: Only users with admin roles can configure Mailerlite for the team and manage settings across the organization. This restriction ensures proper governance and control over Mailerlite processes. For comprehensive details about roles, permissions, and access controls, refer to the Roles and Permissions documentation. For roles and permissions refer the document Roles and Permission How To Get Mailterlite module The Mailterlite module must be installed from the Simplified HR marketplace before you can access any Mailterlite functionality. This marketplace-based approach ensures you always have access to the latest features and security updates. Refer the document Marketplace After completing the installation, you can immediately begin creating professional email marketing for your organization. Once installed, the Mailerlite will appear in both the My Library section of the Marketplace and the My Apps section of the app. The admin users can also access the Mailerlite from the Control Centre page. Admin can get the app info from the Mailerlite > App Info section Mailerlite Configuration: Admin users can configure the Mailerlite module based on their organization’s requirements. How to Access Configuration Settings 1. Navigate to My Apps > Mailerlite or My Library > Mailerlite or Control Centre > Mailerlite. 2. Click on the Configuration tab. To set up the configuration you need to provide the account version as  1. Latest  2. Classic MailerLite Latest vs Legacy V2 Version: MailerLite operates two distinct platforms: the Latest Version (New MailerLite) launched in March 2022, and the Legacy V2 Version (MailerLite Classic) which serves accounts created before March 2022. Understanding these versions is crucial for users navigating MailerLite's ecosystem. For more information refer the document Mailerlite Account Version After you select the account version, you need to provide a valid API key The user can use the syncing process to sync the API key by using Sync now button  The user can use the syncing process to sync the API key automatically by using Sync automatically checkbox User can add the mailerlite group by clicking the Add Group button The user can add the group by using valid group ID  To update the Mailerlite automatically when a new user is created, you need to check the highlighted checkbox To update the Mailerlite automatically when a user is removed/deactivated, you need to check the highlighted checkbox Click on Save button to save any changes you made in the configuration In order to properly sync your email information, map your Mailerlite Merge Tags with the associated email tokens You can add additional tags by clicking Add Merge Tag button Click on Save button to save any changes you made in mapping

Last updated on Aug 28, 2025

Biometric Module Guide

The Biometric module helps you track and manage employee attendance through automated punch-in and punch-out data collection. This comprehensive guide covers installation, configuration, and reporting features. Note: The Biometric module is a premium feature that requires a Pro subscription. Prerequisites - Pro subscription to Simplified HR - Access to admin privileges for configuration - Biometric device provider credentials (API details) - Device IDs and location information Installing the Biometric module Step 1: Install from Marketplace 1. Navigate to Marketplace in your Simplified HR application 2. Search for and select the Biometric plugin 3. Click Install to add the module to your account For detailed installation instructions, refer to the Marketplace Installation Guide. Step 2: Access the module Once installed, you can access the Biometric module from multiple locations: - My Library > Biometric - My Apps > Biometric - Control Centre > Biometric (admin users only) Configuring the Biometric module Admin users can customise the Biometric module to match your organization's specific requirements. Accessing configuration settings 1. Navigate to one of the following: - My Apps > Biometric - My Library > Biometric - Control Centre > Biometric 2. Click the Configuration tab Provider setup Select your biometric provider - Choose your provider from the dropdown menu - Currently, Matrix's COSEC VYOM is integrated - Contact support for integration with other providers Device connection details Enter the following information provided by your biometric service provider: - API URL: The endpoint for your biometric service - Username: Authentication username - Password: Authentication password Important: Verify all details are correct to ensure a successful connection with your biometric devices. Device mapping Add and configure biometric devices based on their physical locations: 1. Enter the device's physical location name 2. Assign the corresponding device ID 3. Repeat for each device in your organisation Access card information Configure how the system retrieves employee access card data: 1. Select the field containing access card information 2. Optionally, create a custom field if needed. To add a custom field, navigate to: System > Module Setting > My Profile > Custom Field. Setting up Tracked Time Grace Period The Tracked Time Grace Period allows you to set an acceptable variance between desktop application tracking and biometric system data. How it works When the difference between tracked time and biometric data exceeds your configured threshold, a yellow indicator appears in reports, signalling potential discrepancies. Configuring the grace period 1. Check Track differences between logged time and PunchIt duration 2. Enter the allowable difference percentage in the field 3. Click Save to apply your settings Using Biometric reports The Biometric Report provides comprehensive attendance data, including punch-in/out activities, locations, durations, and discrepancy identification. Accessing reports Prerequisites: You must have appropriate report permissions assigned. 1. Go to Control Center > Reports 1. Select My Apps > Biometric Daily reports Overview section The overview section of the Punchit report shows the number of members who have punched in and punched out for the selected day. It provides a quick snapshot of attendance activity for that specific date. Summary section Shows detailed punch data for each member: - Member Name - Punch Location - First Punch Time - Last Punch Time - Total Duration (calculated between first and last punch) Viewing detailed punch events Click the down arrow next to any member's record to expand and view: - All punch events with timestamps - Associated access points - Colour-coded status indicators Status indicators Each punch record includes a colored dot showing data accuracy: - Green Dot: No discrepancies detected; proper punch-in/out process followed - Yellow Dot: Discrepancy between biometric duration and activity tracker time - Red Dot: Punch-in/out discrepancy detected; improper process followed Weekly reports Overview section Shows overall activity match percentage, highlighting the ratio of matched vs. non-matched activities for the selected week. Summary section Displays weekly data for each member: - Member name - Location counts - Total tracked time - Total duration Viewing detailed weekly data Click the down arrow to expand and see day-wise information: - Biometric location - First punch time - Last punch time - Tracked time - Duration Report management options Filtering and navigation 1. View Type: Switch between daily and weekly reports using the dropdown 2. Location Filter: View data for specific locations only 3. Date Selection: Use the date picker or navigation buttons to change dates 4. Member Search: Find specific members by name or email ID Exporting data Click Export To CSV to download attendance data as a CSV file for further analysis or record-keeping. Clearing searches Use the Clear button next to the search field to reset member name or email searches. Biometric Activity Today The Biometric Activity card, available in the My Activity section at the user’s end, displays all biometric events for the current day. It shows punch-in and punch-out statuses along with their timestamps and biometric locations. Users can refresh this data by clicking on the Refresh button, which pulls the latest events that may not yet be synced. The refresh action can be performed at a 10-minute interval between two pulls. Troubleshooting Common issues and solutions Connection problems - Verify API URL, username, and password are correct - Ensure your biometric provider's system is accessible - Contact support if using a provider other than Matrix's COSEC VYOM Missing punch data - Check device mapping configuration - Verify access card information settings - Ensure devices are properly connected and functioning Discrepancy indicators - Review Tracked Time Grace Period settings - Compare desktop app tracking with biometric system data - Investigate the yellow and red dot indicators for specific members Next steps - Set up automated attendance reports for managers - Configure notifications for attendance discrepancies - Review [User Permissions Guide] for report access management - Explore [Desktop Application Integration] for comprehensive time tracking

Last updated on Aug 28, 2025

Work Journal Module Guide - Part 2

Submitting work journals EOD (End of Day) journals When permitted to submit EOD entries, an EOD card appears in your Work Journal section. Manual entry 1. Add a descriptive title for your entry 2. Enter detailed notes about your work activities 3. Ensure both title and notes contain meaningful content before submitting Desktop time tracking integration If you use the Desktop Application for time tracking, the system automatically populates: - Project names in the Title field - Total tracked time in the Time field - Multiple projects as separate title entries with respective tracked times Add manual time entries To log additional work not tracked through the desktop app: 1. Click Add Time 2. Enter Start Time and End Time manually Retrieve recent tracked time Click the Refresh button to pull the most recent tracked time from your Activity log. File attachments Attach relevant files to your Work Journal entries. Supported formats include: - Images: .png, .jpg, .jpeg - Documents: .pdf, .txt, .doc, .xlsx, .xls, .ppt, .pptx - Data: .csv Submission options After completing your entry, choose from three submission options: Submit EOD: Immediately submit the journal entry Schedule Send: Schedule the entry for automatic submission later Save as Draft: Save without submitting (no notifications sent) Scheduling submissions When scheduling an entry: 1. Select a date and time within the configured submission window 2. The system displays "EOD Scheduled" status 3. Hover over the status to view the scheduled submission time EOW and EOM journals End of Week and End of Month journals follow the same process as EOD entries, with submission deadlines based on your configured windows. Create new journal entries by clicking: - New EOD for daily entries - New EOW for weekly entries - New EOM for monthly entries The visibility of these buttons depends on your configuration settings in Job Title Settings or User Settings. Managing submitted journals Modify submitted entries You can modify submitted journals within the configured Modification Window. After this period expires, entries become read-only. Notifications The system sends notifications via both the Notification Centre and email: - User notifications: Confirmation of successful submissions - Recipient notifications: Alerts when entries are submitted - Draft entries: No notifications are sent for saved drafts Creating additional entries Use the New EOD, New EOW, or New EOM buttons at the bottom of the Work Journal page to create additional entries as needed. Overview and tracking Journal overview The Overview section provides a comprehensive view of your Work Journal activity with colour-coded status indicators: - Green icon: Journal submitted successfully - Yellow icon: Journal pending submission - Red icon: Journal submission missed Navigation and filtering Switch between journal types Use the radio buttons at the top to toggle between EOD, EOW, and EOM views. Radio buttons only appear when data exists for that journal type. Search and filter options Search field: Filter entries by typing keywords from Title or Notes fields Advanced filters: Refine results using: - Recipients - Project - Journal Date After applying filters, use the Clear button to reset. Active filters are indicated by a red dot on the filter icon. Work Journal reporting Access comprehensive reporting features to monitor team productivity and submission compliance. Report access Work Journal Report is available only to users with appropriate permissions through Roles and Permissions. Users without the required permissions will not see the report section. Report overview The reporting dashboard provides metrics for: - Daily submissions: Number of submitted, pending, and missed EODs - Weekly submissions: EOW submission statistics - Monthly submissions: EOM submission statistics - Leave tracking: Days taken as leave within the EOD section Report features Team member details Each record includes: - Member name - Team assignment - Manager name - Supervisor name - Shift schedule - Current status Filtering and controls 1. Report type: Select EOD, EOW, or EOM views 2. Teams dropdown: Filter by specific teams 3. Status dropdown: Filter by Submitted, Pending, or Missed status 4. Date picker: View reports for specific datesNavigation buttons: Move between dates 5. Settings icon: Export report data 6. Refresh button: Reset filters and reload data Detailed views and exports Individual journal details Click any green Submitted icon to open a modal with complete Work Journal details for that user. Export individual reports Download specific member work journal reports using the Download icon within the detail modal. Note: Only submitted work journals are visible in the detailed view modal. Troubleshooting Common issues Work Journal module not visible: Verify Pro subscription status and proper module installation Permission errors: Check user permissions through Roles and Permissions settings Missing submission buttons: Verify EOD, EOW, or EOM requirements are enabled in Job Title Settings or User Settings Notification issues: Review notification settings in Journal Settings configuration Time tracking not populating: Ensure Desktop Application time tracking is active and properly configured Next steps - Review the Roles and Permissions User Guide for access management - Consult the Marketplace Installation Guide for module troubleshooting - Explore System > Organization > Profile for job title management - Configure notification preferences based on organizational workflows

Last updated on Aug 28, 2025

Work Journal Module Guide - Part 1

The Signature Maker is a specialized solution designed and integrated into the Simplified HR platform to enable comprehensive digital or electronic signatures for all your HR documents and workflows. This powerful tool transforms how your organization handles document approvals by providing a seamless, paperless alternative to traditional signature processes. Benefits of digital signatures By implementing digital signatures through the Signature Maker, you can: - Accelerate document processing: Reduce approval times from days to minutes - Enhance security: Digital signatures provide better authentication than handwritten signatures - Improve compliance: Maintain detailed audit trails for all signed documents - Reduce costs: Eliminate printing, scanning, and physical document storage needs - Enable remote workflows: Allow team members to sign documents from anywhere The solution integrates seamlessly with your existing HR workflows, supporting everything from employment contracts and policy acknowledgments to performance reviews and benefits enrollment forms. Prerequisites Before you can begin using the Signature Maker functionality, ensure you have the following requirements in place: - Admin role access in the Simplified HR platform - Active Simplified HR account with marketplace access privileges - Understanding of your organization's signature requirements and compliance policies - Proper permissions to install and configure new modules for your team Important: Only users with admin roles can configure signatures for the team and manage signature settings across the organization. This restriction ensures proper governance and control over signature processes. For comprehensive details about roles, permissions, and access controls, refer to the Roles and Permissions documentation. System requirements for signature generation Team-based access control The admin who is generating signatures, or whoever is performing this action, should be assigned to the team members. This ensures that when someone generates signatures for a specific team, the system verifies whether all members are properly assigned to that team or not. Access levels: - Team-wise access: Users can view or use signatures only for their assigned team(s) - All-team access: If someone has access to all teams, they can view or use signatures for all teams Key points: - Assignment verification: Before signature generation, check if the person generating has proper team assignments - Access control: Signatures should be accessible based on team membership - Scope management: Different access levels (single team vs. all teams) should determine signature visibility and usage permissions This describes a role-based access control system where signature generation and usage are restricted based on team assignments and administrative privileges. Custom field functionality There is an option to choose custom fields. Besides some predefined fields, if someone selects from the custom dropdown, they will be able to set their own custom value according to their preference. Key features: - Predefined options: The system includes standard/predefined field options that users can select from - Custom dropdown flexibility: Users have access to dropdown menus with preset choices - Custom value input: When users interact with the custom dropdown, they can enter their own custom values instead of being limited to only the predefined options - User autonomy: Users can set values according to their specific needs/preferences Template management categories Two categories for signature/template management Created by Admin: Admin or whoever is generating signatures for the team members Created by Me: Users can use the admin's template and customize or modify it according to their own needs, then use that customized version Key distinctions: - Admin-Created: Signatures/templates are generated and managed centrally by administrators for team members to use - User-Customized: Users have the flexibility to take admin-provided templates as a starting point, make their own modifications or customizations, and then utilize their personalized version Deletion behavior for template management If "Created by Me" is deleted, the user-specific template will be deleted, but the "Created by Admin" and main template will remain intact. Key functionality: - User-specific deletion: When a user deletes their customized template (Created by Me), only their personalized version is removed from the system - Admin template protection: The original admin-created template and main template remain untouched and continue to be available - Selective removal: The deletion operation is scoped to only affect the user's custom modifications, not the organizational base templates How to get the Signature module The Signature Maker module must be installed from the Simplified HR marketplace before you can access any signature functionality. This marketplace-based approach ensures you always have access to the latest features and security updates. Refer to the Marketplace documentation for installation instructions. After completing the installation, you can immediately begin creating professional email signatures for your organization. When you first open the Signature Maker module, the system will prompt you to create your first signature directly from the home page. Initial signature creation 1. Access the Signature Maker from your main dashboard navigation 2. Review the welcome screen which provides an overview of signature creation capabilities 3. Click "Create My Signature" to launch the signature builder and begin the setup process

Last updated on Aug 29, 2025