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Simplified HR

Getting started with a smarter HRMS solution
BeSimplified Support
By BeSimplified Support
13 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