Employees & departments

Adding an employee

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

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

Pay & tax fields

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

Line managers

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

Bulk import (CSV)

1. Click Import → Download template. The template lists your exact department names, schedule names, and eligible line managers — copy-paste those values instead of typing them.
2. Fill one row per person. Only name, phone, department, and position are required; a blank password defaults to the phone number (have them change it after first login).
3. Upload the file. Valid rows are created; bad rows are skipped with a clear reason so you can fix and re-upload just those.

Departments

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