Advance HR>Onboarding>Candidate>Click Create New>Select Add Manually>Fill Details>Click Submit
Advance HR>Onboarding>Candidate>Click Create New>Select Bulk Create>Download the Template & Import Excel File>Click Submit
Advance HR>Onboarding>Reports>Select the Report>Fill the details>Click Excel Download
Advance HR>Onboarding>Configuration>Click Process Flow>Click Create New>Fill Details>Click Submit
Advance HR>Onboarding>Configuration>Select the process flow>Click on 3 dots>Click Configure Workflow>Make the changes>Click Save
Advance HR>Onboarding>Configuration>Select Permissions under Define Permissions>Click Create New>Fill Details>Click Submit
Advance HR>Onboarding>Configuration>Select Permissions under Define Permissions>Select the Access role>Click on 3 dots>Click Configure Access Rule>Make the changes>Click Save
Advance HR>Onboarding>Configuration>Select Permissions under Define Permissions>Select the access role>Click on three dots>Click Add/Update User>Fill Details>Click Submit
Advance HR>Onboarding>Configuration>Click manage under checklist>Click Add checklist>Fill Details>Click Submit
Advance HR> Onboarding> Configuration>Checklist > Manage > Click on three dots> Edit Checklist
Navigate to:
Advance HR>Onboarding>Configuration
Locate Email Notifications Section:
Scroll to the section titled “Email Notifications”
Find the Field:
Look for the option “Keep in CC while sending offer letter”
Click the Drop-down Menu:
Click on the drop-down list under this option.
Select the Appropriate Designation(s):
From the drop-down list, choose the designation(s) you want to be CC’d (e.g., HR Manager, Team Lead).
Click Save:
After selection, click the Save button to confirm the changes.
Advance HR>Onboarding>Configuration>Click drop down under “keep in cc while sending appointment letter” under email notifications>select custom> Enter email id>Save
Advance HR>Onboarding>Configuration>Click drop down under “keep in cc while sending joinee form ” under email notifications>select the designation/email ID
Advance HR>Onboarding>Configuration>Click drop down under “keep in Bcc while sendiing offer letter ” under email notifications>Add the email id
Advance HR>Onboarding>Configuration>Mention the Email ID under” keep approver in cc for joinee form clarifications”.
To send a welcome mail notification to supervisory level personnel during onboarding, you should access the Advance HR system, navigate to the Onboarding module, and locate the Configuration section. Within this section, you will find the setting for sending welcome mail notifications to the supervisory level. Here, you are required to specify the supervisory personnel’s email address in the designated field to ensure the notification is sent appropriately.
Path: Advance HR>Onboarding>Configuration>Mention the Email ID under “Send a welcome mail notification to supervisory level”.
To set up an automatic notification that is sent a specific number of days before a candidate’s joining date regarding the onboarding kit, you need to access the Advance HR system. Navigate to the Onboarding module, then proceed to Configuration. In this section, you will find a setting where you can enter the number of days prior to the joining date that you want the notification to be sent. Once you specify the number, the system will automatically trigger the notification at the appropriate time.
Path: Advance HR > Onboarding > Configuration > Enter the number of days you want to send a notification to the employee regarding the onboarding kit.
To change the selection of which employees receive the consolidated mail when a new joinee joins, access the Advance HR system. Go to the Onboarding module and then to Configuration. In this section, you can specify the group or designation of employees to whom the consolidation mail should be sent upon a new joinee’s arrival. This allows you to customize the audience for onboarding notifications as per your requirements.
Path: Advance HR > Onboarding > Configuration > Select which employees do you want to send the consolidation mail on joining.
To change the employee designation for circulating mail on joining, access the Advance HR system, go to the Onboarding module, and then navigate to Configuration. In this section, you can select which employees or designations should receive the circulated mail when a new employee joins. This allows you to customize the recipients of joining announcement emails as per your organizational requirements.
Path: Advance HR > Onboarding > Configuration > Select which employees do you want to circulate mail on joining.
To manage the daily report of new joinees, access the Advance HR system and navigate to the Onboarding module. Proceed to the Configuration section, where you will find the option to select which employees or roles should be responsible for receiving or managing the daily report of new joinees. This allows you to customize who gets notified or has access to the daily onboarding updates.
Path: Advance HR > Onboarding > Configuration > Select which employees do you want to manage daily report of new joinee.
To enable blacklisting in Advance HR, access the system and go to the Onboarding module. Navigate to the Configuration section, where you will find the Blacklist setting options. Here, you can select the option to enable blacklisting, which allows you to restrict certain candidates or employees from being considered for future onboarding or rehiring. This feature provides additional control over candidate management and access permissions
Path: Advance HR > Onboarding > Configuration > Select the option for Enable Blacklisting in the Blacklist setting option
To import bulk separation (exit) requests in Advance HR, access the Offboarding module and navigate to the Exit Request section. Here, select the Bulk Separation option. You will then be prompted to download a template file. Fill in the required details for each employee in the downloaded Excel template. Once completed, upload the file using the Import Excel feature and click Submit to process the bulk separation requests. This streamlines the offboarding process for multiple employees at once.
Path: Advance HR > Offboarding > Exit Request > Click Bulk Separation > Download Template > Import Excel > Click Submit
To download a separation report in Excel from Advance HR, access the Offboarding module and go to the Exit Request section. In the top right corner of the page, you will find an Excel icon. Clicking this icon will initiate the download of the separation report in Excel format, allowing you to view or share the data as needed.
Path: Advance HR > Offboarding > Exit Request > Click Excel icon in top right to start the download
To change access for notice period applicability in Advance HR, go to the Offboarding module and then to the Configuration section. Within General Settings, make sure the toggle for notice period applicability is turned on. Next, click the Manage button to open the details form. Fill in the required details as per your organizational policy or requirements. Finally, click Submit to save the changes and update the notice period applicability settings. This process ensures that notice period rules are correctly configured and access is managed as needed.
Path: Advance HR > Offboarding > Configuration > Remember to turn-on toggle for notice period applicability under general settings > Click Manage > Fill Details > Click Submit
To create a new checklist in Advance HR, navigate to the Offboarding module and then go to the Configuration section. Under the Checklist settings, click on the Manage button. This will open the checklist management options. Select “Add Checklist” to start creating a new checklist. Fill in all the required details such as checklist name, tasks, and any other relevant information. Once you have completed the form, click Submit to save and activate your new checklist.
Path: Advance HR > Offboarding > Configuration > Click Manage under Checklist > Click Add Checklist > Fill Details > Click Submit
To edit an existing checklist for offboarding in Advance HR, access the Offboarding module and go to the Configuration section. Under the Checklist settings, click on the Manage button. Locate the checklist you wish to edit and select the three dots (- – – ) menu next to it. Choose “Edit Checklist” from the options. You can now update or modify the checklist details as needed. Once you have made your changes, click Submit to save the updated checklist.
Path: Advance HR > Offboarding > Configuration > Click Manage under Checklist > Select an existing checklist & Click 3 dots under each checklist > Click Edit Checklist > Fill Details > Click Submit
To delete an existing checklist under offboarding in Advance HR, go to the Offboarding module and proceed to the Configuration section. Under the Checklist settings, click on the Manage button. Find the checklist you want to remove and click the three dots menu next to it. Select “Delete Checklist” and confirm your choice when prompted. This will permanently remove the selected checklist from your offboarding process.
Path: Advance HR > Offboarding > Configuration > Click Manage under Checklist > Select an existing checklist & Click 3 dots under each checklist > Click Delete Checklist > Confirm delete
To manage edit access for changing the resignation date, navigate to the Offboarding module in Advance HR and go to the Configuration section. In General Settings, enable the toggle for resignation date edit. This setting allows administrators to grant or restrict the ability to modify the resignation date, ensuring only authorized personnel can make such changes.
Path: Advance HR > Offboarding > Configuration > Enable the toggle for Resignation date edit under general settings
To enable the resignation re-hireable status in Advance HR, access the Offboarding module and navigate to the Configuration section. In General Settings, enable the toggle for resignation re-hireable status. This setting determines whether employees who resign can be considered eligible for rehire in the future, allowing organizations to control rehiring policies directly within the system.
Path: Advance HR > Offboarding > Configuration > Enable the toggle for Resignation re-hireable status under general settings
To enable resignation request approver remarks, access the Advance HR system and go to the Offboarding module. Navigate to the Configuration section and locate the General Settings. Enable the toggle for resignation request approver remarks. This setting allows approvers to add comments or remarks during the approval process, providing additional context or instructions as needed.
Path: Advance HR > Offboarding > Configuration > Enable the toggle for Resignation Request approver remarks under general settings
To enable permission for Reporting Managers (RMs) to initiate the separation process for their reportees, access the Advance HR system and go to the Offboarding module. Proceed to the Configuration section and locate the General Settings. Here, enable the toggle for “RM can separate their reportee.” This setting authorizes RMs to submit separation requests for employees who report directly to them, streamlining the offboarding process within the organization.
Path: Advance HR > Offboarding > Configuration > Enable the toggle for RM can separate their reportee under general settings.
To enable the option for including the resignation date in the notice period calculation, access the Advance HR system and go to the Offboarding module. Navigate to the Configuration section and locate the General Settings. Here, enable the toggle for “include resignation date in notice period.” This setting ensures that the system uses the resignation date as part of the notice period calculation, aligning with your organizational policies and requirements.
Path: Advance HR > Offboarding > Configuration > Enable the toggle for include resignation date in notice period under general settings.
To enable the option for setting a future resignation (relieving) date during offboarding, access the Advance HR system and go to the Offboarding module. Navigate to the Configuration section and locate the General Settings. Here, enable the toggle for “Allow future relieving date during offboarding.” This allows employees or HR to specify a future date for an employee’s official exit, providing flexibility in managing separation timelines.
Path: Advance HR > Offboarding > Configuration > Enable the toggle for Allow future relieving date during offboarding under general settings
To restrict users from initiating the Full and Final (FnF) settlement process until all required checklist items are completed, access the Advance HR system and go to the Offboarding module. Navigate to the Configuration section and locate the General Settings. Enable the toggle for “Restrict ‘Initiate for FNF’ if any checklist items are pending.” This ensures that the FnF process can only be started after all necessary offboarding checklist tasks have been finalized, helping maintain compliance and completeness in the offboarding workflow.
Path: Advance HR > Offboarding > Configuration > Enable the toggle for Restrict “Initiate for FNF” if any checklist items are pending under general settings.
To enable automatic deduction of penalties related to unreturned assets or incomplete checklist items during the Full and Final (FnF) settlement, access the Advance HR system and go to the Offboarding module. Navigate to the Configuration section and locate the General Settings. Here, enable the toggle for “auto deduct asset/checklist penalty in FnF.” This setting ensures that any penalties for missing assets or pending checklist tasks are automatically deducted from the employee’s final settlement, streamlining compliance and asset recovery.
Path: Advance HR > Offboarding > Configuration > Enable the toggle for auto deduct asset/checklist penalty in FnF under general settings
To change the default notice period, access the Advance HR system and go to the Offboarding module. Navigate to the Configuration section and locate the General Settings. Here, under “Default Notice Period,” add the number of days you want to set as the standard notice period for your organization. This will apply to offboarding processes unless otherwise specified for individual employees or roles.
Path: Advance HR > Offboarding > Configuration > Add the number of days for default notice period under “Default Notice Period” under general settings.
To change the Full and Final (FnF) period, access the Advance HR system and navigate to the Offboarding module. Go to the Configuration section and locate the General Settings. Here, you can add or update the number of days for the Full and Final period, which determines the standard timeframe during which final settlement processes and payments are managed for departing employees.
Path: Advance HR > Offboarding > Configuration > Add the number of days for Full and Final Period under General Settings
To set up the automatic triggering of exit forms before an employee’s last working date, access the Advance HR system and go to the Offboarding module. Navigate to the Configuration section and enable the toggle for “auto trigger exit form last working date.” After enabling, you can specify the number of days before the last working date that you want the exit form to be automatically triggered. This ensures that all necessary exit processes and documentation are initiated in a timely manner, helping streamline the offboarding workflow and maintain compliance.
Path: Advance HR > Offboarding > Configuration > Enable the toggle for auto trigger exit form last working date and add the number of days
To automatically trigger the offboarding checklist before an employee’s last working date, access the Advance HR system and go to the Offboarding module. Navigate to the Configuration section and enable the toggle for “auto trigger offboarding checklist before last working date.” After enabling, specify the number of days before the last working date that you want the offboarding checklist to be automatically initiated. This ensures that all necessary offboarding tasks are started in advance, streamlining the process and helping to maintain compliance.
Path: Advance HR > Offboarding > Configuration > Enable the toggle for auto trigger offboarding checklist before last working date and add the number of days
To automatically send reminders to approvers for pending checklist items before an employee’s last working date, access the Advance HR system and go to the Offboarding module. Navigate to the Configuration section and enable the toggle for “Send reminder to approve pending checklist before last working date.” After enabling, specify the number of days before the last working date you want the reminders to be sent. This helps ensure that all offboarding checklist tasks are reviewed and approved in a timely manner, streamlining the offboarding process and maintaining compliance.
Path: Advance HR > Offboarding > Configuration > Enable the toggle “Send reminder to approve pending checklist before last working date” and add the number of days
To enable email notifications that alert relevant users when the Full and Final (FNF) settlement process is initiated, access the Advance HR system and go to the Offboarding module. Navigate to the Configuration section and locate the Email Notifications options. Here, enable the toggle for “Alert for initiating FNF.” This setting ensures that designated recipients receive email alerts whenever the FNF process is started, helping to keep stakeholders informed and streamlining offboarding workflows.
Path: Advance HR > Offboarding > Configuration > Enable the toggle “Alert for initiating FNF” under Email Notifications
To enable access for changing the last working date (LWD) during the resignation status in Advance HR, go to the Offboarding module and then to the Configuration section. Under Email Notifications, enable the toggle for “LWD changed at resignation status.” After enabling this toggle, you can assign access to different designations or roles, allowing authorized personnel to modify the last working date as needed during the offboarding process. This ensures flexibility and proper management of exit timelines.
Path: Advance HR > Offboarding > Configuration > Enable the toggle “LWD changed at resignation status” under Email Notifications and provide the access to different designation
To enable exit email notifications when an exit interview is submitted, access the Advance HR system and go to the Offboarding module. Navigate to the Configuration section and, under Email Notifications, enable the toggle for “Enable notification on exit interview submission.” After enabling, assign access to the relevant designations or roles so that the appropriate personnel receive email notifications whenever an exit interview is submitted. This ensures that designated staff are promptly informed, supporting timely follow-up and better communication during the offboarding process.
Path: Advance HR > Offboarding > Configuration > Enable the toggle “Enable notification on exit interview submission” under Email Notifications and provide the access to different designation
To enable reminders for status updates after an employee’s last working day, access the Advance HR system and go to the Offboarding module. Navigate to the Configuration section, then under Email Notifications, enable the toggle labeled “Reminder for status update after last working day.” After enabling, assign access to the relevant designations or roles who should receive these reminders. This ensures that responsible personnel are promptly notified to update the employee’s status after their last working day, supporting accurate and timely offboarding management.
Path: Advance HR > Offboarding > Configuration > Enable the toggle “Reminder for status update after last working day” under Email Notifications and provide the access to different designation
To send a reminder to initiate the Full and Final (FNF) settlement before an employee’s last working day, access the Advance HR system and go to the Offboarding module. Navigate to the Configuration section and, under Email Notifications, enable the toggle for “Send reminder to initiate FNF before last working date.” After enabling, specify the number of days before the last working date you want the reminder to be sent. Additionally, enter the employee’s email ID or select the appropriate recipients who should receive these reminders. This ensures timely action on FNF settlements and keeps relevant personnel informed.
Path: Advance HR > Offboarding > Configuration > Enable the toggle “Send reminder to initiate FNF before last working date” under Email Notifications and add the number of days and the employee email id
To ensure that reminders for Full and Final (FNF) settlement completion are sent before an employee’s last working date, access the Advance HR system and go to the Offboarding module. Navigate to the Configuration section and enable the toggle for “Send reminder for FNF completion before last working date.” After enabling, specify the number of days before the last working date you want the reminder to be sent. Additionally, enter the employee’s email ID or designate the appropriate recipients who should receive these reminders. This helps keep all relevant parties informed and ensures timely completion of FNF processes.
Path: Advance HR > Offboarding > Configuration > Enable the toggle “Send reminder for FNF completion before last working date” and add number of days and employee email ID
To circulate an email notification when an employee separation occurs, access the Advance HR system and go to the Offboarding module. Navigate to the Configuration section and enable the toggle labeled “Circulate mail of separation.” After enabling, select the designation(s) or enter custom employee email IDs to whom the separation mail should be sent. This feature ensures that relevant personnel are promptly informed about employee separations, supporting smooth communication and accurate record-keeping.
Path: Advance HR > Offboarding > Configuration > Enable the toggle “Circulate mail of separation” and choose the designation to be sent/custom employee email id
To enable access for receiving the daily report of exit employees, access the Advance HR system and go to the Offboarding module. Navigate to the Configuration section and, under Email Notifications, enable the toggle for “Daily report of employees.” After enabling, select the appropriate designation(s) or enter custom employee email IDs to whom the daily exit report should be sent. This ensures that relevant personnel are kept informed of employee exits on a daily basis, supporting timely communication and effective offboarding management.
Path: Advance HR > Offboarding > Configuration > Enable the toggle “Daily report of employees” under email notifications and choose the designation to be sent/custom employee email id
To download the helpdesk ticket list in Excel from Advance HR, access the Help Desk module and navigate to the Ticket section. In the top right corner of the page, locate and click the Excel icon. This action will initiate the download of the helpdesk ticket list as an Excel file, allowing you to view or manage the data offline.
Path: Advance HR > Help Desk > Ticket > Click the excel icon in the top right to start the download
To create a new category under configuration in the help desk, access the Advance HR system and go to the Help Desk module. Navigate to the Configuration section and click on the Manage button under Category. Then, select Create New to start adding a new category. Fill in the required details for the new category and click Submit to save your entry. This process allows you to organize and manage help desk requests by topic, improving efficiency and tracking help desk requests data.
Path: Advance HR > Help Desk > Configuration > Click Manage under category > Click Create New > Fill Details > Click Submit
To edit an existing category under configuration in the help desk, access the Advance HR system and go to the Help Desk module. Navigate to the Configuration section and click on the Manage button under Category. Locate the category you wish to edit and click the three dots under the Action column. Select Edit category from the menu, update the necessary details, and click Submit to save your changes. This process allows you to modify category information as needed, ensuring accurate and relevant categorization for help desk tickets.
Path: Advance HR > Help Desk > Configuration > Click Manage under category > Click 3 dots under action > Click Edit category > Fill Details > Click Submit
To mark an existing category as inactive in the helpdesk, access the Advance HR system and go to the Helpdesk module. Navigate to the Configuration section and click on the Manage button under Category. Locate the category you wish to deactivate, click the three dots under the Action column, and select “Mark as in-active.” This will update the category status, making it inactive and unavailable for new help desk requests.
Path: Advance HR > Helpdesk > Configuration > Click Manage under category > Click 3 dots under action > Click Mark as in-active
To create a new sub-category under configuration in the help desk, access the Advance HR system and go to the Help Desk module. Navigate to the Configuration section and click on the Manage button under Sub-Category. Select Create New to begin adding a new sub-category. Fill in the required details for the sub-category and click Submit to save your entry. This process allows for hierarchical organization of help desk requests, improving clarity and management.
Path: Advance HR > Help Desk > Configuration > Click Manage under sub-category > Click Create New > Fill Details > Click Submit
To edit an existing sub-category under configuration in the help desk, access the Advance HR system and go to the Help Desk module. Navigate to the Configuration section and click on the Manage button under Sub-Category. Locate the sub-category you wish to edit and click the three dots under the Action column. Select Edit sub-category from the menu, update the desired details, and click Submit to save your changes. This process allows you to keep sub-category information accurate and relevant for help desk ticket management.
Path: Advance HR > Help Desk > Configuration > Click Manage under sub-category > Click 3 dots under action > Click Edit sub-category > Fill Details > Click Submit.
To mark an existing sub-category as inactive in the helpdesk, access the Advance HR system and go to the Helpdesk module. Navigate to the Configuration section and click on the Manage button under Sub-Category. Locate the sub-category you wish to deactivate and click the three dots under the Action column. Select “Mark as in-active” from the menu to change its status, making it unavailable for new help desk requests.
Path: Advance HR > Helpdesk > Configuration > Click Manage under sub-category > Click 3 dots under action > Click Mark as in-active
To create a new FAQ under the helpdesk, access the Advance HR system and go to the HelpDesk module. Navigate to the Configuration section and click on the Manage button under FAQ. Select Create New to start adding a new FAQ. Fill in the required details (such as the question and answer) and click Submit to save your entry. This process allows you to build a comprehensive FAQ library to support employees and streamline helpdesk operations.
Path: Advance HR > Help Desk > Configuration > Click Manage under FAQ > Click Create New > Fill Details > Click Submit
To edit an existing FAQ under the helpdesk, access the Advance HR system and go to the HelpDesk module. Navigate to the Configuration section and click on the Manage button under FAQ. Locate the FAQ you wish to edit and click the three dots (…) in the right-hand column for that FAQ. Select Edit FAQ from the menu, update the question or answer details as needed, and click Submit to save your changes. This process allows you to keep your FAQ content accurate and up to date for employee self-service.
Path: Advance HR > HelpDesk > Configuration > Click Manage under FAQ > Click on 3 dots under each FAQ in the Right > Click Edit FAQ > Fill Details > Click Submit
To create a new label under configuration in the help desk, access the Advance HR system and go to the Help Desk module. Navigate to the Configuration section and click on the Manage button under Label. Select Create New to start adding a new label. Fill in the required details for the label and click Submit to save your entry. This process allows you to organize and track help desk requests with custom labels, improving categorization and management.
Path: Advance HR > Help Desk > Configuration > Click Manage under label > Click Create New > Fill Details > Click Submit
To edit an existing label under configuration in the helpdesk, access the Advance HR system and go to the Help Desk module. Navigate to the Configuration section and click on the Manage button under Label. Locate the label you wish to edit and click the three dots under the Action column. Select “Edit label” from the menu, update the label details as needed, and click Submit to save your changes. This process allows you to keep your helpdesk labels accurate and relevant for efficient ticket management.
Path: Advance HR > Help Desk > Configuration > Click Manage under label > Click 3 dots under action > Click Edit label > Fill Details > Click Submit
To mark an existing label as inactive in the helpdesk, access the Advance HR system and go to the Helpdesk module. Navigate to the Configuration section and click on the Manage button under Label. Locate the label you wish to deactivate and click the three dots under the Action column. Select “Mark as in-active” from the menu to change its status, making it unavailable for new help desk requests.
Path: Advance HR > Helpdesk > Configuration > Click Manage under label > Click 3 dots under action > Click Mark as in-active
To manually add an asset to the asset list in Advance HR, follow this process:
Access the Advance HR system and go to the Asset module. Navigate to the Asset List section. Click on the Action button, then select Add Manually. Fill in the required asset details in the provided form and click Submit to save your entry. This process allows you to add individual assets to your organization’s inventory directly and efficiently.
Path: Advance HR > Asset > Asset List > Click Action > Click Add Manually > Fill Details > Click Submit
To bulk create an asset list in Advance HR, follow these steps:
Access the Advance HR system and go to the Asset module. Navigate to the Asset List section. Click on the Action button, then select Bulk Creation. Import your prepared Excel file containing the asset details, and click Submit to process the bulk upload. This process allows you to add multiple assets to your organization’s inventory quickly and efficiently.
Path: Advance HR > Asset > Asset List > Click Action > Click Bulk Creation > Import Excel File > Click Submit
To bulk assign an asset list in Advance HR, follow these steps:
- Access the Asset List:
Go to Advance HR > Asset > Asset List. - Initiate Bulk Assignment:
Click the Action button, then select Bulk Assignment. - Import the Excel File:
Import the prepared Excel file that contains the asset and employee assignment details. - Submit the Assignment:
Click Submit to process and confirm the bulk assignments.
This process allows you to assign multiple assets to employees efficiently in a single operation.
Path: Advance HR > Asset > Asset List > Click Action > Click Bulk Assignment > Import Excel File > Click Submit
To bulk update the asset list in Advance HR, follow these steps:
- Go to the Asset List:
Access Advance HR and navigate to the Asset module, then to the Asset List section. - Initiate Bulk Update:
Click the Action button and select Bulk Update from the menu. - Import Excel File:
Import the prepared Excel file containing the updated asset details. - Submit the Update:
Click Submit to process the bulk update, which will apply your changes to multiple assets at once.
This process allows you to efficiently update several asset records simultaneously, similar to bulk update features found in other leading HR and asset management platforms.
Path: Advance HR > Asset > Asset List > Click Action > Click Bulk Update > Import Excel File > Click Submit
Access the Advance HR system and go to the Asset module. Navigate to the Asset List section. Hover your cursor over the asset you wish to edit and click on the pen (edit) icon that appears. This will open the asset details for editing. Update the asset name or any other relevant information, then click Submit to save your changes.
Path: Advance HR > Asset > Asset List > Hover cursor over the asset to be edited > Click on the pen icon > Fill Details > Click Submit
To mark an asset as available in Advance HR, access the Asset module and go to the Asset List. Locate the asset you want to update and click on the three dots at the right end of its row. From the menu that appears, select “Mark As Available.” If prompted, fill in any required details (such as reason or notes), and then click Submit to confirm the change. This process updates the asset’s status to “available” in your inventory.
Path: Advance HR > Asset > Asset List > Click on the 3 dots in the right of each asset > Click Mark As Available > Fill Details > Click Submit
Access the Advance HR system and go to the Asset module. Navigate to the Asset List section. Locate the asset for which you want to extend the warranty and click on the three dots (…) at the right end of its row. From the menu, select “Extend Warranty.” Fill in the required details, such as the new warranty end date or any other relevant information. Click Submit to save your changes and update the asset’s warranty status.
Path: Advance HR > Asset > Asset List > Click on the 3 dots in the right of each asset > Click Extend Warranty > Fill Details > Click Submit
Access the Advance HR system and go to the Asset module. Navigate to the Asset List section. Locate the asset you want to mark as lost and click on the three dots at the right end of its row. From the menu, select “Mark as lost.” Fill in any required details, such as the date the asset was lost or any relevant notes. Click Submit to confirm and update the asset’s status.
Path: Advance HR > Asset > Asset List > Click on the 3 dots in the right of each asset > Click Mark as lost > Fill Details > Click Submit
To mark an asset as archived in Advance HR, access the Asset module and go to the Asset List section. Locate the asset you wish to archive and click on the three dots at the right end of its row. From the menu, select “Mark as archived.” Fill in any required details (such as reason or notes), and then click Submit to confirm the change. This process updates the asset’s status to archived, removing it from active inventory while keeping it on record.
Path: Advance HR > Asset > Asset List > Click on the 3 dots in the right of each asset > Click Mark as archived > Fill Details > Click Submit
To mark an asset as damaged-to-be-repaired, access the Advance HR system and go to the Asset module. Navigate to the Asset List section. Locate the asset you want to update and click on the three dots at the right end of its row. From the menu, select “Damaged-to-be-repaired.” Fill in any required details, such as the nature of the damage or notes for the repair team. Click Submit to confirm and update the asset’s status.
Path: Advance HR > Asset > Asset List > Click on the 3 dots in the right of each asset > Click Damaged-to-be-repaired > Fill Details > Click Submit
To mark an asset as damaged-not-fixable in Advance HR, access the Asset module and go to the Asset List section. Locate the asset you want to update and click on the three dots (…) at the right end of its row. From the menu, select Mark as Damaged-Not-Fixable. Fill in any required details, such as the reason or notes about the damage. Click Submit to confirm and update the asset’s status.
Path: Advance HR > Asset > Asset List > Click on the 3 dots in the right of each asset > Click Mark as Damaged-Not-Fixable > Fill Details > Click Submit
To create a new report under the Asset module in Advance HR, access the system and go to the Asset module. Navigate to the Reports section. Click Create New to start building your report. Fill in the required details, such as the report name, parameters, filters, or any other relevant information. Once completed, click Submit to save and generate your new asset report.
Path: Advance HR > Asset > Reports > Click Create New > Fill Details > Click Submit
Access the Advance HR system and go to the Asset module. Navigate to the Reports section. Locate the report you wish to download and click the download icon (usually represented by a downward arrow or a cloud with an arrow) positioned on the right side of each report row. This action will initiate the download of the report, typically in a format such as Excel or CSV.
Path: Advance HR > Asset > Reports > Click the download icon in the right of each asset
Access the Advance HR system and go to the Asset module. Navigate to the Reports section. Locate the report you wish to download and click the download icon (usually represented by a downward arrow or a cloud with an arrow) positioned on the right side of each report row. This action will initiate the download of the report, typically in a format such as Excel or CSV.
Path: Advance HR > Asset > Reports > Click the download icon in the right of each asset
To create a new Assets PR, go to the Asset module in Advance HR. Navigate to the Configuration section and click on PR Detail under General Settings. For each asset, click the three dots under Action and select View PR Details. Fill in the required details and click Submit to proceed.
Path: Advance HR>Asset>Configuration>Click PR Detail Under General Settings>Click on 3 dots under action in each asset>Click View PR Details>Fill Details>Click Submit
To update PO (Purchase Order) details in an asset PR under the Asset module, access Advance HR and go to the Asset section. Navigate to Configuration and click on PR Detail under General Settings. For each asset, click the three dots under Action and select Update PO Details. Fill in the required details and click Submit to save your changes.
Path: Advance HR>Asset>Configuration>Click PR Detail Under General Settings>Click on 3 dots under action in each asset>Click Update PO Details>Fill Details>Click Submit
To update an asset PR as “mark as received,” go to the Asset module in Advance HR. Navigate to Configuration and click on PR Detail under General Settings. For each asset, click the three dots under Action and select Mark As Received. Fill in the required details and click Update to save the status change.
Path: Advance HR>Asset>Configuration>Click PR Detail Under General Settings>Click on 3 dots under action in each asset>Click Mark As Received>Fill Details>Click Update
To add a category type for assets, go to the Asset module in Advance HR. Navigate to Configuration and click Manage under asset category and type. Click Add Category, fill in the required details, and submit your changes.
Path: Advance HR>Asset>Configuration>Click Manage under asset category and type>Click Add Category>Fill Details>Submit
To create an asset type, go to the Asset module in Advance HR. Navigate to Configuration and click Manage under asset category and type. Select an asset category from the left panel, then click Add Asset type. Fill in the required details and submit your entry.
Path: Advance HR>Asset>Configuration>Click Manage under asset category and type>Select an asset category in the left>Click Add Asset type>Fill>Details Submit
To delete an existing asset type (such as a category for items like laptops, monitors, or other equipment) under an asset category, go to the Asset module in Advance HR. Navigate to Configuration and click Manage under asset category and type. Select an existing asset type under an asset category. Click on the three dots under Action and select Delete to remove that asset type.
Path: Advance HR>Asset>Configuration>Click Manage under asset category and type>Select an existing asset type under an asset category>Click on 3 dots under action>Click Delete
To manually or auto generate an asset code, go to the Asset module in Advance HR. Navigate to Configuration and click Manage asset code under asset code in general settings. Select either Manually or Auto generate. Fill in the required details and click Save to confirm your selection.
Path: Advance HR>Asset>Configuration>Click Manage asset code under asset code in general settings>Select Manually/Auto generate>Fill Details>Click Save
To edit the asset warranty reminder sent to an employee, go to the Asset module in Advance HR. Navigate to Configuration. Click on the toggle under asset warranty reminder to employee. Add the number of days before the warranty expiry that the reminder should be sent, and enter the notification email ID for the employee who should receive the reminder.
Path: Advance HR>Asset>Configuration>Click on the toggle under asset warranty reminder to employee & add the number of days and notification email id
To edit the asset acknowledgement reminder sent to an employee, go to the Asset module in Advance HR. Navigate to Configuration. Click on the toggle under asset Acknowledgement reminder to employee. Add the number of days before the reminder should be sent to the employee.
Path: Advance HR>Asset>Configuration>Click on the toggle under asset Acknowledgement reminder to employee & add the number of days
To edit the asset warranty reminder for employees, go to the Asset module in Advance HR. Navigate to Configuration. Click on the toggle under asset warranty reminder. Add the number of days before the warranty expiry that the reminder should be sent, and enter the notification email ID for the employee who should receive the reminder.
Path: Advance HR>Asset>Configuration>Click on the toggle under asset warranty reminder & add the number of days and notification email id
