HR & Payroll
My KPIs: Seeing Your Targets and Reporting Progress
Where employees see the KPIs they are measured on, how far along they are this period, past scores and target changes, and how to submit a progress update for a manual KPI.
Employee KPIs: Targets, Scoring and Target History
Define KPIs once, give each employee their own target, score them automatically or by hand, keep a full history when targets change, and see them inside performance reviews.
Performance Reviews: Templates, Self-Assessment and Sign-Off
How to set up review templates, open a review for an employee, use the facts panel, publish, and get a signed acknowledgment filed to the 201 record.
My Performance Reviews (For Employees)
Completing a self-assessment, reading your published review, leaving comments, and signing to acknowledge it.
Employee Cash Advances & Payroll Repayment
How to release a cash advance to an employee, set the per-cutoff installment, and let payroll collect it until the balance is zero.
Employee Submissions: Reviewing Incident Reports, Grievances & Responses
How HR receives, reviews, resolves and files the forms employees submit — incident reports, grievances, notice responses, resignations and custom forms.
Filing a Submission (For Employees): Incident Reports, Grievances & Notice Responses
How to report an incident, raise a grievance, respond to a Notice to Explain, or submit a resignation from Workplace → Submissions — and what happens after you file.
Staff Activity: Who Did What, and When
A per-person, per-day view of everything your staff did in the system — sales rung up, entries posted, bills paid, stock received, approvals given — plus time spent in the back office and clock-ins, so you can tell at a glance who worked and who did not.
Staff Commissions: Sales Referrals, Session Pay, and How They Are Paid
Set up commission types for referred sales and for sessions trainers deliver, approve the links, and pay them: employees through payroll as a taxed Performance Bonus, freelancers as professional fees with withholding tax.
My Commissions: Claiming a Sale, Sessions You Deliver, and Getting Paid
How to claim a receipt you referred, how sessions you deliver earn, what each status means, and how you are paid: on your payslip as an employee, or as a professional fee with a BIR 2307 as a freelancer.
Attendance Corrections: Letting Employees Petition a Missed or Wrong Clock-In
Employees file a correction for a day the clock missed, attach proof, and a supervisor or HR approves it. Set the filing window per payroll cutoff.
Payroll Review: Let Employees Check Their Payslip Before You Approve
Publish a draft payroll run so each employee can confirm or dispute their own preliminary payslip, resolve disputes, then approve — without voiding runs after the fact.
Overtime: How OT Is Detected, Filed and Approved
What turns a long day into pending overtime, why clocking in early is not OT on a scheduled day, the settings that control it, and what approvers see on HR → Approvals.
BIR 1601-C: Filing Your Monthly Withholding Tax on Compensation
Every figure on BIR Form 1601-C prepared from your approved payroll, item by item, with the due date, a printable worksheet, filing and payment records, and amended returns.
Freelancer Payouts: Paying Commissions as Professional Fees With Withholding Tax
Coaches and agents who are not your employees are paid their commissions outside payroll: set their withholding rate, prepare one payout per freelancer, record the payment with its journal entry, and print the quarterly BIR 2307 and the figures for the 1601-EQ.