Expert Course
HR Practitioner Course - TechlifyHR
Learn essential HR functions in TechlifyHR, including organizational charts, asset management, employee records, leave policies, holidays, and disciplinary reporting.
- 12 Videos
- 51 min 2 sec
Course Modules
Video 1: Digital Organizational Charts2m 18s
Technify HR simplifies organizational management with its Org Chart feature. Easily replicate your real-world structure, define reporting relationships, and empower managers to oversee leave requests, appraisals, and more. Use drag-and-drop functionality or manual assignments to build and adjust your hierarchy seamlessly
Video 2: Asset Register - Adding, Editing, Assigning, Reassigning &
Returning Assets3m 06s
Returning Assets3m 06s
TechlifyHR’s Asset Register tracks company assets assigned to employees, records returns and reassignments, and maintains a full history for easy management
Video 3: Employee Bank Account Management - Adding & Importing Bank
Accounts and Split Salaries 4m 37s
Accounts and Split Salaries 4m 37s
TechlifyHR makes managing employee bank accounts seamless. Add accounts via the employee profile, enable income splitting across multiple accounts, and generate bank letters for payroll processing. You can also bulk import bank details using a simple spreadsheet upload
Video Exercises
Create Account, Split Salary Across Bank Accounts, Bank Account
Video 4: Custom Job Titles 2m 04s
Easily update job titles in TechlifyHR. If a title isn’t listed, add a custom one under Job Titles. Assign it to the employee, update their location, and save. The system also tracks job title history for future reference
Video Exercises
Manage Timesheets
- Create a new employee Record for your best friend (create a new employee with time-rated salary)
- Add a monthly timesheet entry for your best friend.
- 160 hours standard
- 30 hours overtime
Create a Payroll
- Create a payroll, that selects your department
- Add yourself as the only employee on the payroll
- Save the payroll
Review Paysheet Once the Payroll is Created
- Find the Paysheet, review it
- Oh my, we forgot that you worked 4 hours overtime on the 23rd
- Add this overtime and recalculate the payroll
Approve, Un-approve, Adjust or Reject a Payroll
- Let’s assume you’re the boss today, go ahead and approve the newly created payroll
View Reports Once Payroll is Approved
- Review your Paysheet, Payslip, NIS form, and PAYE form to ensure everything is fine
Print Monthly Reports & Email Pay-slips
- Email yourself your Payslip
- Print your reports and show them off to your team members
Video 5: Employee Change History - Historical Data & Audit logs 5m 53s
TechlifyHR automatically records all changes to employee records, including job titles, branches, salaries, and more. With detailed change history, audit logs, and historical data tracking, it ensures a complete and transparent record without losing past information. Instead of deleting records, updates are stored for future reference, making it easy to track and audit employee details over time
Video 6: Employee Leave Management - Leave Acquisition, History & Summary6m 10s
TechlifyHR streamlines leave management with automated tracking, manual adjustments, and seamless payroll integration. Employees’ leave policies define accruals, usage, and history, ensuring transparency and efficiency
Video 7: Leave Policies: Creating & Assigning to Employees6m 03s
TechlifyHR’s leave policies automate leave processing by defining accrual rates, carryover limits, and policy assignments for employees. Employers can create multiple policies based on tenure and roles, ensuring employees receive the appropriate leave entitlements. The system automatically assigns, tracks, and accrues leave, integrating seamlessly with payroll
Video 8: Leave Module Overview - Leave Calendar, Leave Types & Leave Requests5m 22s
TechlifyHR’s leave management module provides a digital leave calendar, mobile app leave requests, automated approvals, and custom leave types. HR can easily filter and track leave history for efficient management
Video 9: Holidays - Adding Holidays, Holiday Rates on Salaries & Mobile app notifications2m 33s
TechlifyHR’s holiday feature allows HR managers to specify company holidays, which employees can view in the mobile app, along with notifications for upcoming holidays. It also supports holiday rates, ensuring accurate payroll calculations for employees working on holidays, with automatic adjustments for both time-based and fixed-rate employees
Video 10: Leave Reports - Exploring, Filtering & Exporting Reports4m 00s
TechlifyHR’s leave management module offers automated reports based on employee leave data. Accessible via the reports tab, these reports provide insights into leave trends by type, department, branch, age range, and salary class. Users can filter data for specific criteria and export reports as PDFs or print them directly. Additional reports and details are covered in part two of this series
Video 11: Reporting and Investigating Infractions5m 29s
TechlifyHR’s Discipline & Development module tracks employee infractions and incidents, assigns stakeholders, and automates notifications. Confirmed infractions add demerit points, with customizable categories and severity levels
Video 12: Disciplinary Reports3m 27s
TechlifyHR’s Discipline & Development module offers detailed company discipline reports, tracking infractions and incidents by type, department, job title, and more. Reports can be filtered by time period, grouped by month or quarter, and exported as PDFs for review
Techlify |