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Human Resource Management (HRM)

Human Resource Management (HRM)

Articles to help you get started on adding and managing employees on our Human Resource Module.

68 articles
Margaret Mwangi avatarPaul Kimani avatar
Written by Margaret Mwangi and Paul Kimani

Employment Types & Leave Eligibility

Employment Types, Leave Eligibility
Margaret Mwangi avatar
Written by Margaret Mwangi. Updated over a week ago

Onboarding Workflow

How to create an onboarding workflow for employees
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Written by Paul Kimani. Updated over a week ago

How to set a Secondary Employee

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Written by Paul Kimani. Updated over a week ago

How to add company leave policy Document

uploading your company leave policy
Margaret Mwangi avatar
Written by Margaret Mwangi. Updated over a week ago

How to allow Auto-running of Payroll

How to set auto run of weekly,bi-weekly and monthly payroll
Margaret Mwangi avatar
Written by Margaret Mwangi. Updated over a week ago

Setting up approval workflows

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Written by Margaret Mwangi. Updated over a week ago

How to set a Non-Resident Employee

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Written by Paul Kimani. Updated over a week ago

How to Create your Workpay Account

Steps to create your Workpay account
Margaret Mwangi avatar
Written by Margaret Mwangi. Updated over a week ago

How to set Leave Approvers Notification

Sends reminder to approvers for leaves that are approaching but not yet approved
Margaret Mwangi avatar
Written by Margaret Mwangi. Updated over a week ago

How to Replace Line Managers

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Written by Margaret Mwangi. Updated over a week ago

How to Activate Leave for Consultants and Contractors

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Written by Margaret Mwangi. Updated over a week ago

ESOP Policy

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Written by Margaret Mwangi. Updated over a week ago

How to Pause a loan

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Written by Margaret Mwangi. Updated over a week ago

How to issue a Loan Top Up

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Written by Margaret Mwangi. Updated over a week ago

How to Record Rent

Rent and Housing Value
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Written by Margaret Mwangi. Updated over a week ago

How to Record Insurance Premium

Insurance Premium
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Written by Margaret Mwangi. Updated over a week ago

How to Generate NITA Report

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Written by Margaret Mwangi. Updated over a week ago

How to Set Employee on Probation

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Written by Margaret Mwangi. Updated over a week ago

How to Export Employee Data from WorkPay System

Export of employee data helps you to have an overview of the employee details that you uploaded
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Written by Margaret Mwangi. Updated over a week ago

How to Generate Leave Attended Report

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Written by Margaret Mwangi. Updated over a week ago

How to Generate Net Pay Report

Net pay report shows the pay that an employee will receive after all the deduction have been made and also the payment details
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Written by Margaret Mwangi. Updated over a week ago

How to Reset Password from Web or Mobile App

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Written by Margaret Mwangi. Updated over a week ago

How to Generate Payroll Variance

To check payroll variance you must have a reference payroll
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Written by Margaret Mwangi. Updated over a week ago

How to Generate Withholding Report

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Written by Margaret Mwangi. Updated over a week ago

How to Update Basic Salary and Daily Rates in Bulk

Updating Salaries and Daily Rates
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Written by Margaret Mwangi. Updated over a week ago

How to Update Employee Details in Bulk

Details to be updated include National Id, Phone numbers, Email addresses. Statutory deductions, Date of birth, Date of employment,
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Written by Margaret Mwangi. Updated over a week ago

How to Create Employee Trainings in WorkPay

How to create a training and add employee to training
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Written by Margaret Mwangi. Updated over a week ago

How to Rate and Employee

Employee Ratings
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Written by Margaret Mwangi. Updated over a week ago

How to Enter Employee Gross Salary on WorkPay

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Written by Margaret Mwangi. Updated over a week ago

How To Run Weekly Payroll

Weekly Payroll
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Written by Margaret Mwangi. Updated over a week ago

How to Request for Loans with WorkPay Employee Portal

Loan request
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Written by Margaret Mwangi. Updated over a week ago

How employee's can Request for Salary Advances

Advance request on the Web
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Written by Margaret Mwangi. Updated over a week ago

How employee's can request for leaves

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Written by Margaret Mwangi. Updated over a week ago

Expense Requests by Employee

Employee expense request on the web
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Written by Margaret Mwangi. Updated over a week ago

How to Log in to WorkPay

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Written by Margaret Mwangi. Updated over a week ago

Steps to Generate Payslips by Employees

Generating payslips from the web
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Written by Margaret Mwangi. Updated over a week ago

How to Download WorkPay Application from Play store

WorkPay Application
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Written by Margaret Mwangi. Updated over a week ago

How to record Paid leaves

View and record paid leaves
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Written by Margaret Mwangi. Updated over a week ago

How To Pay Employees from Payroll

Margaret Mwangi avatar
Written by Margaret Mwangi. Updated over a week ago

Uploading Company Logo

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Written by Margaret Mwangi. Updated over a week ago

Uploading Worked Days

Worked days
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Written by Margaret Mwangi. Updated over a week ago

How to Activate Pension and edit Pension Rate.

Pension Rates
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Written by Margaret Mwangi. Updated over a week ago

View and create Savings

Savings
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Written by Margaret Mwangi. Updated over a week ago

View and Create a Branch

View a branch
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Written by Margaret Mwangi. Updated over a week ago

How to Cancel a Payroll

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Written by Margaret Mwangi. Updated over a week ago

How to Approve Payrolls

Certifying payroll
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Written by Margaret Mwangi. Updated over a week ago

View and Generate Wage Report

Wage report
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Written by Margaret Mwangi. Updated over a week ago

Review employee salary, View salary history

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Written by Margaret Mwangi. Updated over a week ago

Assigning Department and Job titles to Employee

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Written by Margaret Mwangi. Updated over a week ago

View and Attach a Document

Documents
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Written by Margaret Mwangi. Updated over a week ago

How to Activate an Employee

Activating an employee
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Written by Margaret Mwangi. Updated over a week ago

How to Send Log in Credentials to Employees'

Sending credentials to employees
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Written by Margaret Mwangi. Updated over a week ago

View, create and edit HR settings (Departments and Job Titles)

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Written by Paul Kimani. Updated over a week ago

View and create Users and Roles

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Written by Paul Kimani. Updated over a week ago

View payroll and HR Reports

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Written by Paul Kimani. Updated over a week ago

Add leave balances to employees

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Written by Paul Kimani. Updated over a week ago

View and attach an asset to an employee

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Written by Paul Kimani. Updated over a week ago

View and Issue Salary advance

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Written by Paul Kimani. Updated over a week ago

Expense claims/Petty cash

How to view Expense claims/Petty cash and attach receipts.
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Written by Paul Kimani. Updated over a week ago

View and Issue leaves for your employees

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Written by Paul Kimani. Updated over a week ago

How to Issue an Employee Loan

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Written by Paul Kimani. Updated over a week ago

View, create, and edit allowances and deductions

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Written by Paul Kimani. Updated over a week ago

View and download Payslips

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Written by Paul Kimani. Updated over a week ago

View previous Payrolls

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Written by Paul Kimani. Updated over a week ago

Running payroll on WorkPay

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Written by Paul Kimani. Updated over a week ago

How to add employees to the workpay system

Step by step on how to add a single employee to the Workpay System both single employee, bulk upload and using the Onboarding link.
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Written by Paul Kimani. Updated over a week ago

How to get the P9 form

Downloading P9 form for both employers and employees
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Written by Margaret Mwangi. Updated over a week ago

Transfer Employee from one branch to another

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Written by Paul Kimani. Updated over a week ago