PLUTUSTechnologies

Documentation

People & HR

Employee records, self-service logins, departments, the org chart and leave.

In this guide, and all guides

Add employees

In the app
HR, then Workforce, then Employees
Who
  • Super Admin
  • Payroll Manager
  • Accountant
  1. Choose New Employee.
  2. Under Identity & Employment, enter the employee number, full name, state or region of residence, employment type and date of joining. Add their job title, manager and branch.
  3. Under Pay Components, enter the basic, housing and transport pay and any other earnings for one pay period, as shown on the record and payslips. Add the annual rent they pay, for rent relief.
  4. Under Statutory & Compliance, enter their tax ID. In Nigeria, add their pension fund administrator, RSA PIN and NHF number. Elsewhere, record their Family shares (in halves) and Expatriate status if your country's rules use them.
  5. Choose Create Employee. To add many people at once, use Bulk Import and paste a CSV with the same columns.

The form labels the pay fields “Annual”, but Plutus uses them as the amounts for each pay period. For someone paid monthly, enter their monthly basic, housing and transport.

The New Employee form(opens full size in a new tab)
Sample dataEvery field feeds TIN checks, PAYE, pension and NHF.
The Employees directory(opens full size in a new tab)
Sample dataDepartment, state, type, TIN status and pay per period for each employee.

Employee records and logins

In the app
HR, then Workforce, then Employees
Who
  • Super Admin
  • Payroll Manager
  • Accountant
  1. Choose View on an employee to open their record. Its tabs are Overview, History, Checklist, Probation and Documents.
  2. Choose Create Login to give them self-service access. They can sign in with their email or the login code on their record.
  3. Use Edit Details for changes and Offboard when they leave.
  • Mask Salary on the Employees list hides an employee's pay from their manager.
  • Bank Account stores the account their net pay goes to.
  • With a login, employees see their payslips, leave balance and requests, expenses, loans, benefits, attendance and documents.
An employee record(opens full size in a new tab)
Sample dataEmployment details and compensation per period on the Overview tab.

Departments and the org chart

In the app
HR, then Workforce, then Departments
  • Departments lists each department and its head. A Department Manager sees only the departments they head.
  • Org Chart draws reporting lines from each employee's manager.
  • Branches and Job Grades sit beside them under Workforce.
The Org Chart(opens full size in a new tab)
Sample dataReporting lines built from each employee's manager.

Approve leave

In the app
HR, then Requests & Time, then Leave
  1. Employees request annual, sick, maternity, paternity or unpaid leave from self-service.
  2. Requests appear here as Pending. Choose Approve or Reject.
  3. Choose History to see every decision on a request.
The Leave & Attendance page(opens full size in a new tab)
Sample dataPending requests with Approve and Reject; approved ones keep their history.