Whenever any employer wants to use resourceinn for first time. The first step he/she needs to take is to create company. Company creation is basically to add some details like company name, sort name, time zone, currency, end and start of financial year etc. After company creation employers can create employee and his employment.
To know more about how to create company. Follow these following steps.
- In navbar click organization tab.
- Above step will open new tabs in drop down. Click companies tab.
- Above step will open companies listing page.
- Click create button to create company.
- Above step will open a popup to create company.
- Enter company name.
- Enter company short name. Short name will be used as prefix in employee code.
- Select time zone. Time zone is basically a standard time of a region.
- Select currecy from drop down. System will use selected currecy for all payment related activities.
- Click actions button to select company logo.
- Click calendar to select company start year.
- After company start year selection system will automatically previous as company end year.
- Company start and end years are basically start and end of financial year.
- Enter company address.
- Enter a litle description abpout company.
- Finally click save button to create company.
- Click on save button to create company. After company craetion it will look like.
- Click edit button to edit copmany.
- Click on edit button will open a popup to edit company. Edit process is same like create process. Repeat step 5-16 from above section of document to edit company.
- Click view button to view company.
- Click on view button will open a popup to view company. Employees can't change anything.
- Click cancel button to close popup.
- Employers can also import organization instead of creating it manually.
- Organization sample will be provided by resourceinn.
- Edit all secitons of sample to import organization
- Click organization button present at top to import organization.
- Above step will open a popup to import organization.
- Click attach button to add file.
- Click upload button to upload file.