Skip to content

Horilla HR System - User Manual#

Employee Settings#

Work Type#

Accessing Work Type Settings#

  1. Navigate to Settings → Employee → Work Type
  2. The system displays the Work Type page with existing work types listed (Part-time, Full-time)

Creating a New Work Type#

  1. Click the red "Create" button in the top-right corner

  2. Enter the work type name in the provided field Employee Settings

  3. Click "Save" to create the new work type

Managing Work Types#

  • Edit a Work Type:
  • Locate the work type in the list
  • Click the pencil (edit) icon in the Actions column
  • Update the information as needed
  • Click "Save" to confirm changes
  • Delete a Work Type:
  • Locate the work type in the list
  • Click the trash (delete) icon in the Actions column
  • Confirm deletion when prompted

Important Notes#

  • Default work types (Part-time, Full-time) may be required by the system
  • The system displays the work types in a table format with two columns: Work Type and Actions which include editing the worktype

Rotating Work Type#

Accessing Rotating Work Type Settings#

  1. Navigate to Settings → Employee → Rotating Work Type
  2. The system displays the Rotating Work Type page with any existing rotating work types

Creating a New Rotating Work Type#

  1. Click the red "Create" button in the top-right corner

  2. A "Create Rotating Work Type" popup window will appear Employee Settings

  3. Fill in the required fields:

  4. Name: Enter a name for the rotating work type
  5. Work Type 1: Select a work type from the dropdown (e.g., Part-time)
  6. Work Type 2: Select another work type from the dropdown (e.g., Full-time)
  7. Click "Add more work types" (green text link) if you need to add additional work types to the rotation
  8. Click the red "Save" button at the bottom of the popup

Managing Rotating Work Types#

  • View Rotating Work Types:
  • The system displays rotating work types in a table with columns for Title, Work Type 1, Work Type 2, and Actions
  • Edit a Rotating Work Type:
  • Locate the rotating work type in the list
  • Click the pencil (edit) icon in the Actions column
  • Update the information as needed
  • Click "Save" to confirm changes
  • Delete a Rotating Work Type:
  • Locate the rotating work type in the list
  • Click the trash (delete) icon in the Actions column
  • Confirm deletion when prompted

Important Notes#

  • Rotating work types allow employees to alternate between different work types
  • This feature is useful for flexible work arrangements or shift rotations
  • The system requires at least two work types for rotation

Employee Shift#

Accessing Employee Shift Settings#

  1. Navigate to Settings → Employee → Employee Shift
  2. The system displays the Shift page with existing shifts listed

Understanding the Shift Table#

The shift table displays the following columns: - Shift: Name of the shift (e.g., Day, Day shift, Night, Night shift) - Weekly Full Time: Hours required per week (e.g., 40:00) - Full Time: Total hours (e.g., 200:00) - Grace Time: Allowable time buffer for clock-in/out (e.g., Nil or 01:00:00 - Hours) - Actions: Edit and delete options

Creating a New Shift#

  1. Click the red "Create" button in the top-right corner
  2. Enter the following information:
  3. Shift Name (e.g., Evening, Weekend)
  4. Weekly Full Time hours
  5. Full Time hours

  6. Grace Time Employee Settings

  7. Click "Save" to create the new shift

Managing Shifts#

  • Edit a Shift:
  • Locate the shift in the list
  • Click the pencil (edit) icon in the Actions column
  • Update shift details as needed
  • Click "Save" to confirm changes
  • Delete a Shift:
  • Locate the shift in the list
  • Click the trash (delete) icon in the Actions column
  • Confirm deletion when prompted

Important Notes#

  • Grace Time can be set to "Nil" or a specific time period (e.g., "01:00:00 - Hours")
  • Night shifts typically have Grace Time enabled (toggle switch is on)
  • Day shifts typically have Grace Time disabled (toggle switch is off)
  • The system uses these shift definitions for attendance tracking and payroll calculations

Rotating Shift#

Accessing Rotating Shift Settings#

  1. Navigate to Settings → Employee → Rotating Shift

Creating a New Rotating Shift#

  1. Click the "Create" button
  2. Define the following:
  3. Rotation Name

  4. Shifts included in the rotation Employee Settings

  5. Click "Save" to create the rotating shift pattern

Managing Rotating Shifts#

  • Edit a Rotating Shift:
  • Select the rotating shift from the list
  • Click the edit icon
  • Modify the rotation details as needed
  • Click "Save"
  • Delete a Rotating Shift:
  • Select the rotating shift from the list
  • Click the delete icon
  • Confirm deletion when prompted

Employee Shift Schedule#

Accessing Shift Schedule Settings#

  1. Navigate to Settings → Employee → Employee Shift Schedule

Creating a New Shift Schedule#

  1. Click the "Create" button
  2. Define the schedule parameters:
  3. Schedule Day
  4. Date Range (Start and End dates)
  5. Company

  6. Shift Assignments Employee Settings

  7. Click "Save" to create the schedule

Managing Shift Schedules#

  • Edit a Schedule:
  • Select the schedule from the list
  • Click the edit icon
  • Update schedule details as needed
  • Click "Save"
  • Delete a Schedule:
  • Select the schedule from the list
  • Click the delete icon
  • Confirm deletion when prompted

Employee Type#

Accessing Employee Type Settings#

  1. Navigate to Settings → Employee → Employee Type

Creating a New Employee Type#

  1. Click the "Create" button
  2. Enter the employee type details:
  3. Employee type (e.g., Permanent, Temporary, Intern)

  4. Select company Employee Settings

  5. Click "Save" to create the employee type

Managing Employee Types#

  • Edit an Employee Type:
  • Select the employee type from the list
  • Click the edit icon
  • Update type details as needed
  • Click "Save"
  • Delete an Employee Type:
  • Select the employee type from the list
  • Click the delete icon
  • Confirm deletion when prompted

Disciplinary Action Type#

Accessing Disciplinary Action Type Settings#

  1. Navigate to Settings → Employee → Disciplinary Action Type

Creating a New Disciplinary Action Type#

  1. Click the "Create" button
  2. Enter the action type details:
  3. Action type Title
  4. Action Title (e.g., Verbal Warning, Written Warning)

  5. To disable login of suspended employees, check the Enable login block Employee Settings

  6. Click "Save" to create the disciplinary action type

Managing Disciplinary Action Types#

  • Edit an Action Type:
  • Select the action type from the list
  • Click the edit icon
  • Update details as needed
  • Click "Save"
  • Delete an Action Type:
  • Select the action type from the list
  • Click the delete icon
  • Confirm deletion when prompted

Employee Tags#

Accessing Employee Tags Settings#

  1. Navigate to Settings → Employee → Employee Tags

Creating a New Tag#

  1. Click the "Create" button
  2. Enter tag details:
  3. Tag Title (e.g., Remote Worker, Project X, High Performer)
  4. Color (optional) Employee Settings
  5. Click "Save" to create the tag

Managing Employee Tags#

  • Edit a Tag:
  • Select the tag from the list
  • Click the edit icon
  • Update tag details as needed
  • Click "Save"
  • Delete a Tag:
  • Select the tag from the list
  • Click the delete icon
  • Confirm deletion when prompted

Important Notes#

  • Tags are useful for filtering employees in reports and searches
  • Tags can be used for temporary grouping without changing organizational structure