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
Written by Margaret Mwangi and Paul Kimani


Employment Types & Leave Eligibility
Employment Types, Leave Eligibility
Written by Margaret Mwangi. Updated over a week ago
Onboarding Workflow
How to create an onboarding workflow for employees
Written by Paul Kimani. Updated over a week ago
How to set a Secondary Employee

Written by Paul Kimani. Updated over a week ago
How to add company leave policy Document
uploading your company leave policy
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
Written by Margaret Mwangi. Updated over a week ago
Setting up approval workflows

Written by Margaret Mwangi. Updated over a week ago
How to set a Non-Resident Employee

Written by Paul Kimani. Updated over a week ago
How to Create your Workpay Account
Steps to create your Workpay account
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
Written by Margaret Mwangi. Updated over a week ago
How to Replace Line Managers

Written by Margaret Mwangi. Updated over a week ago
How to Activate Leave for Consultants and Contractors

Written by Margaret Mwangi. Updated over a week ago
ESOP Policy

Written by Margaret Mwangi. Updated over a week ago
How to Pause a loan

Written by Margaret Mwangi. Updated over a week ago
How to issue a Loan Top Up

Written by Margaret Mwangi. Updated over a week ago
How to Record Rent
Rent and Housing Value
Written by Margaret Mwangi. Updated over a week ago
How to Record Insurance Premium
Insurance Premium
Written by Margaret Mwangi. Updated over a week ago
How to Generate NITA Report

Written by Margaret Mwangi. Updated over a week ago
How to Set Employee on Probation

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
Written by Margaret Mwangi. Updated over a week ago
How to Generate Leave Attended Report

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
Written by Margaret Mwangi. Updated over a week ago
How to Reset Password from Web or Mobile App

Written by Margaret Mwangi. Updated over a week ago
How to Generate Payroll Variance
To check payroll variance you must have a reference payroll
Written by Margaret Mwangi. Updated over a week ago
How to Generate Withholding Report

Written by Margaret Mwangi. Updated over a week ago
How to Update Basic Salary and Daily Rates in Bulk
Updating Salaries and Daily Rates
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,
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
Written by Margaret Mwangi. Updated over a week ago
How to Rate and Employee
Employee Ratings
Written by Margaret Mwangi. Updated over a week ago
How to Enter Employee Gross Salary on WorkPay

Written by Margaret Mwangi. Updated over a week ago
How To Run Weekly Payroll
Weekly Payroll
Written by Margaret Mwangi. Updated over a week ago
How to Request for Loans with WorkPay Employee Portal
Loan request
Written by Margaret Mwangi. Updated over a week ago
How employee's can Request for Salary Advances
Advance request on the Web
Written by Margaret Mwangi. Updated over a week ago
How employee's can request for leaves

Written by Margaret Mwangi. Updated over a week ago
Expense Requests by Employee
Employee expense request on the web
Written by Margaret Mwangi. Updated over a week ago
How to Log in to WorkPay

Written by Margaret Mwangi. Updated over a week ago
Steps to Generate Payslips by Employees
Generating payslips from the web
Written by Margaret Mwangi. Updated over a week ago
How to Download WorkPay Application from Play store
WorkPay Application
Written by Margaret Mwangi. Updated over a week ago
How to record Paid leaves
View and record paid leaves
Written by Margaret Mwangi. Updated over a week ago
How To Pay Employees from Payroll

Written by Margaret Mwangi. Updated over a week ago
Uploading Company Logo

Written by Margaret Mwangi. Updated over a week ago
Uploading Worked Days
Worked days
Written by Margaret Mwangi. Updated over a week ago
How to Activate Pension and edit Pension Rate.
Pension Rates
Written by Margaret Mwangi. Updated over a week ago
View and create Savings
Savings
Written by Margaret Mwangi. Updated over a week ago
View and Create a Branch
View a branch
Written by Margaret Mwangi. Updated over a week ago
How to Cancel a Payroll

Written by Margaret Mwangi. Updated over a week ago
How to Approve Payrolls
Certifying payroll
Written by Margaret Mwangi. Updated over a week ago
View and Generate Wage Report
Wage report
Written by Margaret Mwangi. Updated over a week ago
Review employee salary, View salary history

Written by Margaret Mwangi. Updated over a week ago
Assigning Department and Job titles to Employee

Written by Margaret Mwangi. Updated over a week ago
View and Attach a Document
Documents
Written by Margaret Mwangi. Updated over a week ago
How to Activate an Employee
Activating an employee
Written by Margaret Mwangi. Updated over a week ago
How to Send Log in Credentials to Employees'
Sending credentials to employees
Written by Margaret Mwangi. Updated over a week ago
View, create and edit HR settings (Departments and Job Titles)

Written by Paul Kimani. Updated over a week ago
View and create Users and Roles

Written by Paul Kimani. Updated over a week ago
View payroll and HR Reports

Written by Paul Kimani. Updated over a week ago
Add leave balances to employees

Written by Paul Kimani. Updated over a week ago
View and attach an asset to an employee

Written by Paul Kimani. Updated over a week ago
View and Issue Salary advance

Written by Paul Kimani. Updated over a week ago
Expense claims/Petty cash
How to view Expense claims/Petty cash and attach receipts.
Written by Paul Kimani. Updated over a week ago
View and Issue leaves for your employees

Written by Paul Kimani. Updated over a week ago
How to Issue an Employee Loan

Written by Paul Kimani. Updated over a week ago
View, create, and edit allowances and deductions

Written by Paul Kimani. Updated over a week ago
View and download Payslips

Written by Paul Kimani. Updated over a week ago
View previous Payrolls

Written by Paul Kimani. Updated over a week ago
Running payroll on WorkPay

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.
Written by Paul Kimani. Updated over a week ago
How to get the P9 form
Downloading P9 form for both employers and employees
Written by Margaret Mwangi. Updated over a week ago
Transfer Employee from one branch to another

Written by Paul Kimani. Updated over a week ago