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Understanding & Using sumHR (for Employee Account Users)
How do I know if I have a sumHR account?
Why don't I have a sumHR account yet? How do I get a sumHR account?
How do I activate my sumHR account?
Can't remember my password? How do I reset my password?
Where do I login from? What is my company's sumHR URL?
How do I Add or Edit the contact or personal info in my profile?
How can I Add or Edit the past work details in my profile?
How do I Add or Edit education details in my profile?
How do I Add or Attach or Upload documents/files to my profile?
How do I provide my family and dependent details in my profile?
See all 6 articles
How do I clock-in/out for the day?
I forgot to Clock-In/Out at the right time. How do I request modification to my attendance logs?
I'm going on Out-Duty/Working from home, how do I clock-in?
Why do I see an "Absent" mark in my attendance logs?
I clocked-in/out on the biometric device, but my attendance still shows Absent
How does one apply for leaves?
How do I fill the leave application form?
In addition to my reporting manager, can I include anyone else in my leave application?
How do I check my leave balance or leave credit?
Can I edit/change (Revoke) the leave application once it's already approved?
See all 6 articles
Calendar & Org Structure (Organogram)
What is the Calendar? What does the Calendar show?
How does the Calendar help me, how do I make use of it?
What is the Org Structure (Organogram)? How does it help me?
Streams (Enterprise Social Network)
What is Streams? What does Streams do?
How does Streams help me? Why should I use Streams?
What is Groups? How do I create a Group and invite people to join it?
Company Settings (for Administrators)
How do I fill details about the company?
Business Units & Departments
How do I add Departments?
Job Titles (Designations)
What is a Job Title (Designation)? What is the concept of Job Titles (Designations) in sumHR?
How do I "Create" Job Titles (Designations)?
How do I "Edit" an existing Job Title in my settings/administration?
How do we "Delete" a Job Title from our company settings?
How can I "Merge" 2 different Job Titles into 1?
How do I add information about different office locations?
Weekly Off Cycles
Concept/Meaning of Weekly Offs
How do I define Weekly Off cycles?
How do I manage (Edit/Disable/Delete) Weekly Off cycles?
How do I assign Weekly Off Cycles to employees?
Employee Database Management (for Administrators)
Managing Employee Profiles and Data
How do I add a new employee?
How can I deactivate an employee profile?
How do I re-send the activation email to an employee?
Can I delete an employee from the system?
How can I turn a employee profile into Dummy, for use in future?
See all 11 articles
Employee Types & Employee Numbers
Concept of Employee Types in sumHR
How do I create Employee Types?
Concept of Employee Numbers in sumHR
How do I set automated employee numbering system?
How do I assign Employee Types to the employee?
Reporting Hierarchy & Org Structure (Organogram)
How do I assign a Reporting Manager to any employee in my account?
Attendance Settings (for Administrators)
Concept of Attendance policies in sumHR
How do I create Attendance policies?
How do I assign Attendance Policies to employees?
How do I manage (Edit/Disable/Delete) an Attendance policy?
Concept of Attendance shifts in sumHR
How do I create Attendance shifts?
How do I assign Attendance Shifts to employees?
How do I manage (Edit/Disable/Delete) Attendance shifts?
How do I disable Attendance features? I am not using Attendance, so I just need to track Leaves.
Biometric Time & Attendance System
What is a Biometric Fingerprint Reader and RFID machine?
How do I install the Biometric Fingerprint Reader & RFID Machine?
How do I enroll/assign Employees' Fingerprints or RFID Cards?
IP Restrictions for Online Attendance
What is an IP Address? What are IP Restrictions on sumHR?
How do I define IP addresses for logging Attendance
How do I assign office IP addresses to employees for online attendance?
Leave Settings (for Administrators)
Concept of Leaves and Leave Policies
What is a Leave?
What are different the types of Leaves?
What are Paid Leaves?
What are Unpaid Leaves?
What are Leave Policies?
What are the different leave policy rules?
How do I create leave policies?
How do I manage (edit/disable/delete) a leave policy?
How do I define the work-flow of leave applications?
How do I allow employees to apply for leaves taken in the past?
Concept of national/public holidays in sumHR
How do I set the official National/Public Holidays list?
Can I define different company/public holidays for separate office locations?
How do I specify fixed or optional company/public holidays?
Compensatory Off Policy
Concept of Compensatory Off Policy in sumHR
How do I create a Compensatory Off policy?
How do I manage (enable/disable) a compensatory off policy?
Access Permissions & Custom Fields (for Administrators)
Permissions Roles & Access Rights
Concept of Permission Roles in sumHR
Can I give extra access permissions to particular employees? If yes, how?
How do I create a Permission Role?
How do I assign or de-assign (remove) a Permission Role to/from employee(s)?
How do I manage (edit/disable/delete) a Permission Role?
See all 6 articles
Concept of Custom Fields in sumHR
How do I create Custom Fields for employee profiles/data?
What are the different uses of Custom Fields? Examples of Custom Fields
Bulk Import and Export of Data (for Administrators)
Bulk Importing Data
How do I add/import multiple employee profiles in bulk, all at once?
How do I bulk import past/current/future Leaves data of employees?
Can I import leave balances carried/brought forward from previous years?
Examples for usage of the "leave balance carry forward" import feature
How do I bulk import past Attendance logs or records of all my employees?
Bulk Exporting Data
How to I export all Leaves data of our company into an spreadsheet?
Can I export all the Attendance logs/records data into a spreadsheet?
Can I download employee leave data?