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Employee, Attendance and Payroll Management in Daftra

A complete guide to setting up employee management in Daftra, from roles, work shifts and custom employee fields to attendance, contracts and payroll runs.

Duration
4 hours
Video content
Instructors
Daftra Academy
Daftra Education Team

About this course

This course walks through Daftra's HR applications step by step: enabling the apps you need from the Human Resources section, adding employees and users, setting up the organisational structure and roles, and extending employee files with custom fields and related forms.

It then covers attendance:

  • Basic, advanced and custom work shifts, and assigning two shifts to one employee.
  • Attendance rules and restrictions, holiday lists and leave.
  • Recording attendance through the mobile app, a fingerprint machine or an imported file.
  • Requests and single or multi-level approval workflows.

It finishes with payroll: salary components and their formulas, including ones generated with AI, salary templates, contracts and loans, creating a payroll run and routing its journal entries, and preparing the payroll file for upload to the Mudad platform.

What you will learn

  • Add employees and users and manage their roles and permissions.
  • Set up the organisational structure and extend employee files with custom fields and forms.
  • Create basic and custom work shifts and assign them to employees.
  • Configure attendance rules, attendance restrictions and holiday lists.
  • Record attendance from the mobile app, a fingerprint machine or imported logs.
  • Manage requests, leave and their approval workflows.
  • Create salary components, salary templates, employee contracts and loans.
  • Issue a payroll run, route its journal entries and prepare the payroll file for Mudad.

Who this is for

  • HR and personnel staff at companies that use Daftra.
  • Accountants responsible for preparing payroll and its entries.
  • Business owners who want to manage staff attendance and pay from one system.

Before you start

  • An active Daftra account with access to "Settings".
  • Basic familiarity with navigating Daftra's menus.

Course content

28 lessons • 3 hours 41 minutes

  1. 1Course lessons
    • Employee management in Daftra: an overview of its features6 minutes
    • Daftra's attendance app1 minute
    • Recording attendance with the Daftra ESS mobile app5 minutes
    • Attendance rules in Daftra7 minutes
    • Importing attendance logs for employees and users12 minutes
    • Attendance restrictions and how to apply them to employees5 minutes
    • Adding custom data fields for employees and users3 minutes
    • Creating related forms for employees3 minutes
    • Adding work shifts for employees4 minutes
    • Adding or editing employee roles3 minutes
    • A complete guide to HR management in Daftra35 minutes
    • Setting up the organisational structure9 minutes
    • Assigning two shifts to the same employee2 minutes
    • Creating custom shifts for employees3 minutes
    • Holiday lists in Daftra5 minutes
    • Creating and handling requests in HR management7 minutes
    • Connecting a fingerprint machine and importing its attendance records6 minutes
    • Leave types that need no prior permission2 minutes
    • Creating salary components for employee contracts9 minutes
    • Creating salary templates4 minutes
    • Adding employee contracts5 minutes
    • Payroll contract settings5 minutes
    • Adding and managing employee loans5 minutes
    • Creating a payroll run8 minutes
    • Routing payroll journal entries8 minutes
    • Preparing and uploading payroll to Mudad from Daftra28 minutes
    • Adding salary components and using AI to create formulas19 minutes
    • Single or multi-level approvals for general and leave requests12 minutes

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FAQ

What language are the videos in, and is there an English version?

The videos are in Arabic. Every lesson has an English transcript and English captions.

Do I need to enable any apps before starting?

Yes. The Employees, Organisational Structure, Requests and Payroll apps are enabled from "Settings" then "Manage Apps" in the Human Resources section, followed by "Save". The lessons show this where it is needed.

Which ways of recording attendance does the course cover?

It covers the Daftra ESS mobile app with restrictions such as IP address, location and an employee photo, connecting a fingerprint machine and importing its records, importing attendance logs from a file, and recording attendance from the "Attendance Logs" page.

Are journal entries for payroll created automatically?

Yes. When a payroll run is created, the system posts an entry from the salaries and wages account to the payable wages account, and another on payment. You can route these entries to a separate account for each employee, as the routing lesson shows.

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