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1. Workbench Settings 2. Invite Employees 3. Team Statistics 4. Scheduling Settings 5. Approval Management 6. Interview Management # Workbench Settings Administrators can personalize the functions and sorting displayed under \[ Workbench Layout ] **Note**: Only administrators have this feature
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Add Employee
Import Template
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* The setup sequence for Roster Management should be as follows:\ **Roster Setup > Employee Roster > Transfer Management**
* The new Roster Management supports: 1. **Team-Based Scheduling:** Schedule shifts based on employee classifications into different teams. 2. **Shift-Based Scheduling:** Assign shifts to employees and team members according to their shifts. 3. **Cycle-Based Scheduling:** Create schedules based on custom cycles, such as working four days followed by two days off. 4. **Multiple Shifts in One Day:** Allow for multiple shifts in a single day, ensuring that shift timings do not overlap. 5. **Quick Scheduling by Drawing Lines:** Quickly schedule shifts each day using a line-drawing method. 6. **Scheduling Compliance:** Monitor continuous scheduling, monthly rest limits, and provide risk warnings. # Roster Setup ## 1. **Roster Rules** * Operation steps:\ ① \[Attendance] > \[Roster Management] > \[Shift settings] > \[Add new scheduling rules].\ ② Fill in the name of the Scheduling rule and the Scope of application (employees to whom the roster applies—this needs to be set up in \[[Attendance Group Management](https://docs.coreway.com/yoov-work/attendance-management/roster-management-upgraded/pages/2lxm783JG8ZxtDLB2Fl1#id-3.1-fixed-attendance-group)] first).\ ③ Specify whether the scheduling will be **daily, weekly, or monthly.** Additionally, determine if scheduling is required on public holidays and statutory holidays, apart from regular workdays. The administrator can also set a maximum number of hours for scheduling to prevent employees from working overtime.\ ④ Set restrictions for **Consecutive shift** and **monthly leave limit**. For example, an employee can work a maximum of five consecutive days and must have two days off each month.\ ⑤ Add **risk warnings for scheduling duration** to remind and avoid compliance risks.\ ⑥ **Enable multiple shifts in one day**: When enabled, multiple shifts can be scheduled in a single day; if not enabled, only one shift can be scheduled per day.\ ⑦ **Enable temporary scheduling**: When enabled, temporary shifts can be scheduled directly by drawing lines, without needing to add shift information separately. * **Schedule Modification Rules**: The administrator can choose to modify rosters for shifts that have been clocked in within the last six months and those that have not been scheduled on time. It is also possible to select that rosters from yesterday and prior cannot be modified. * Shift release rules**:** The administrator can choose to save first and then publish (manual publication) or select to save and automatically publish after saved. * After filling out the roster modification and publication rules, click \[Submit].
| Report name | Illustration |
| Working hours report | Calculate the employee’s scheduled shift duration and actual attendance duration during the set period |
| Daily attendance report | Calculate employees’ daily working hours |
| Summary of locations | Calculate employee work location summary |
| Monthly attendance report | Record monthly employee attendance summary |
| Roster | Export full rostering schedules and attendance groups |
Add new leave rules
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| Calculation | Calculation Method | Description/Example |
| Set a unit price at a fixed hourly rate | No. of working hours: The no. of working hours of employees is imported when calculating hourly wages Unit Price: The system automatically calculates the fixed unit rate based on the set fixed hourly rate Hourly wage = employee's individual working hours * hourly unit rate | Set a fixed unit price of $60/hr, and an employee attends 150 hours of attendance in the month: Hourly wages = 150 * 60 = $9000 |
| Set the unit price by position | No. of working hours: The no. of working hours of employees is imported when calculating hourly wages Unit Price per hour: The system automatically calculates the unit price based on the set position Hourly wage = employee's individual working hours * unit price per hour | Set up a welder position, the unit price is $90/hour; Electrician position, unit price $92/hour: An employee of a welder position attends 100 hours in the month, and the hourly salary = 100 * 90 = $9000 |
| Set the unit price by shift | No. of working hours: The no. of working hours of employees is imported when calculating hourly wages Unit Price per Hour: The system automatically calculates the unit price based on the set hourly rate for shifts Hourly wage = employee's individual working hours * unit price per hour | Set shift A, the unit price is $80/hour; Electrician post, unit price $82/ hour: Shift A employee attends 100 hours in the month, and the hourly wage = 100 * 80 = $8,000 |
| Set the unit price by work location | When calculating hourly wages on a daily basis, it is calculated based on the actual number of hours the employee has. When there are multiple locations, the duration of the locations is calculated separately and added: Hourly wage = the no. of hours in the employee's personal location ÷ the no. of hours converted into a day (by shift duration/by working hours/by imported data) * daily unit price | The no. of converted hours per day is 8 hours/day; Set up in Wanchai HK, with a daily wage of $2,000/day, employee A is in Wanchai, for 2 hours, hourly wage = 2÷8 * 2000 = $500; Set up location: Kowloon, daily wage of $3,000/day, employee A in Kowloon, for 6 hours, hourly wage = 6÷8 * 3,000 = $2,250; That is, the salary of employee A on the day = 500 + 2250 = $2750 |
| Set the unit price by week | No. of working hours: The no. of working hours of employees is imported when calculating hourly wages Unit Price per hour: The system automatically calculates the unit price based on the unit price of a specified working day Hourly wage = employee's individual working hours * unit price per hour | Set Monday, the unit price is $80/hour; Set Saturday, the unit price is $90/hour; Employees have a fixed working hours of 3 hours on Mondays and 3 hours on Saturdays; An employee attends 4 times on Monday and 4 times on Saturday in the month; Hourly wage = (4 * 3 * 80) + (4 * 3 * 90) = $2040 |
| Set the unit price according to the statutory holiday | No. of working hours: The no. of working hours of employees is imported when calculating hourly wages Unit Rate: The system automatically calculates the unit price of holidays based on the set hourly rate for holidays Hourly wage = employee's individual working hours * unit price per hour | Set the unit price of $100/hour on statutory holidays. An employee who attends 8 hours on a statutory holiday in the current month: Hourly wages =8*100=$8000 |
| Calculation: | Description of the calculation method | Example |
|---|---|---|
| Calculated at a fixed unit price | Completed quantity: When calculating piecework wages, the completed amount of imported products is imported; Product unit price: The system automatically calculates the unit price of the corresponding product according to the setting; Piece-rate wage = employee's individual completion * fixed unit price of the product | Set the unit price of the product to 10 yuan/piece, and an employee completes 100 pieces that month. Piecework wage = 100 * 10 = $1000 |
| Calculated by completion ladder | Completed quantity: When calculating piecework wages, the completed amount of imported products is imported; Product unit price: The system automatically calculates the unit price in a stepwise manner according to the set completion range | Set up 0 < Completion < 1000 pieces, according to $10/piece; 1000 ≤ Completion < 2000, at $20/piece, a certain employee completed 1010 products that month. Salary = (1000x10) +(10x20) = $10,200 |
| Type of performance | Calculation | illustrate | Example |
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| How performance pay is calculated | Calculated by rating | Performance Amount = Performance Amount × Coefficient. When calculating, the employee performance base amount is imported, and the system automatically calculates the employee performance income according to the set coefficient. | The score result is greater than 0 points and less than 10, The coefficient × 1.0, that is, enter 0 < score < 10. When calculating wages, an employee's coefficient of 1.0 is defined as a performance score of 0 to 10 |
| Calculated by grade | When calculating wages, upload the assessment grade results for calculation, and the system automatically calculates the employee's performance income according to the coefficients set under the corresponding. | Set the performance attendance level to A with a coefficient of 1.0. Performance pay = performance base $3000× coefficient 1.0 | |
| How the commission is calculated | A fixed percentage of the sales amount | Commission amount = sales amount × fixed commission ratio. The sales amount is imported during the accounting, and the system automatically calculates it according to the set commission ratio. | The commission ratio is 60%. When the sales amount is 10000, Commission amount = 10,000 ×60%. |
| Calculated on a step-by-step basis based on the amount of sales | Commission amount = sales amount × commission ratio. When the sales amount is imported during accounting, the system automatically calculates the commission ratio in a stepwise manner according to the set interval. | If the sales amount is greater than 0 and less than 1000, the commission ratio is 60%. That is, set zero 0 < sales amount < 1000. When calculating, the commission amount = 1000×60% of the sales amount. Less than 1% of the proportion is calculated as 1%. | |
| Calculated on a tiered basis based on sales volume | Commission amount = product unit price × sales volume. During the accounting, the sales volume is imported, and the system calculates the commission amount in a stepwise manner according to the different sales volume ranges set and corresponding to different proportions. | Sales between 0-1000, based on the order price of $10 Calculate; $15 between 1001-2000. Ready Set 0< sales volume < 1000, $10, etc., sales volume 1010 pieces, commission amount = 1010x15. | |
| Tiered fixed amount by sales | When the performance reaches a certain level, you will receive a fixed amount of bonus. | ||
| How the bonus is calculated | In a fixed proportion | Bonus amount = performance excess amount × fixed percentage. When calculating bonuses, the amount of individual employee performance is imported. The system calculates based on a fixed bonus percentage set. | The actual performance amount of employees is 3000, and the performance target is achieved 1000, 60% of the prize rate. bonus =(3000-1000)x 60%。 |
| Calculated on a tiered basis based on the excess amount | Bonus amount = performance excess amount × corresponding proportion. When the nucleic acid bonus, the amount of the employee's personal performance is imported. The system calculates bonuses in a stepwise manner according to different performance fund excess amount ranges, corresponding to different proportions. | When the excess amount is greater than 0 and less than 3000, the bonus ratio is 60%. That is, set 0< excess amount < 3000, the proportion is 60%, when the personal performance amount is 2999, the bonus = 2999 x 60%. |
Setting up Template 1. Insert Template Name 2. Check which wage items need to show
The Payslip can be either send in APP or by Email to Staff
Admin can check specific staff to send or by clicking send to all
If wants to add company logo on Payslip, can go to User Centre to add
# Generate Tax Forms * After generating the payroll and completing the verification, you can click \[Generate Tax Forms] to create an electronic file for submission to the tax authorities. * Upon clicking, the system will redirect to a new page where you should select the company for configuration.
Split Summary
Split Summary
Cost Rollup/Summary
Cost Rollup/Summary
Import Resume
Import Resume
Review info and submit to storage
Method 2: Input Manually
Send out Interview Invitation Letter
Input Interview details
After interview, HR can make offer/Eliminate the Candidate. Input Attachments for further ref
Make Offer
Input Candidates Entry Details
Record Reasons for Eliminate Candidate