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4 changes: 2 additions & 2 deletions docs/integration/hrms/_category_.json
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@@ -1,6 +1,6 @@
{
"label": "HRMS",
"position": 7,
"label": "SQL HRMS",
"position": 1,
"link": {
"type": "generated-index",
"description": "Human Resource Management System (HRMS) related topics"
Expand Down
17 changes: 17 additions & 0 deletions docs/integration/hrms/autostart.md
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---
sidebar_position: 3
title: Auto Start
description: A guide to enable Auto Start (Android only)
---

:::info
This setting only available on **Android** devices that supports Auto Start
:::

**Step:** Search **'SQL HRMS'** | Allow Auto Start

![autostart](../../../static/img/integration/hrms/autostart/autostart.png)

:::info
Encouraged to enable **Autostart** for SQL HRMS to ensure E TMS and Announcement features work accordingly
:::
174 changes: 0 additions & 174 deletions docs/integration/hrms/e-claim.md

This file was deleted.

8 changes: 8 additions & 0 deletions docs/integration/hrms/e-claim/_category_.json
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@@ -0,0 +1,8 @@
{
"label": "E Claim",
"position": 7,
"link": {
"type": "generated-index",
"description": "A guide on E Claim features"
}
}
186 changes: 186 additions & 0 deletions docs/integration/hrms/e-claim/app-usage.md
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---
sidebar_position: 2
title: App Usage
description: An E Claim features in SQL HRMS app guide
---

## Dashboard

![dashboard](../../../../static/img/integration/hrms/e-claim/dashboard.png)

- **Claim Status Count Summary**:
- User's total approved, pending and rejected claims in the current year
- User can tap on each status to view claims with the respective status
- **Claim Amount Summary**: User's total amount of pending and approved claims submitted in the current year
- **Claim Balance Summary**: User’s pending and approved claims on each expenses types by month and by year

## Claim Submission
**Step 1:**

**Default Claim:** Select expense type, claim date, amount and description

**E-Invoice Claim:** Select attachment that includes a **VALID** E-Invoice QR code
- User can view the MTD limit, YTD limit and claim balance for each selected expenses type
- For E-Invoice Claim, post date, ref 1 and ref 2 will be filled in based on the E-Invoice and are not editable
- User need to allow Camera and Photos (only for iOS device) permission in order to continue the service (refer [Android Permission](../permission.md#android-2) and [iOS Permission](../permission.md#ios-2))

**Step 2:** Submit

![claim-submission](../../../../static/img/integration/hrms/e-claim/claim-submission.png)

#### Claim Submission Warning Dialog Box
The app will help to do the following checkings after user click on the ***'Submit' button***:

1. **Exceed MTD Limit:** Prompts if total submitted amount (including previous submission) exceed the monthly limit of the expenses type

![exceed-mtd-limit](../../../../static/img/integration/hrms/e-claim/exceed-mtd-limit.png)

2. **Exceed YTD Limit:** Prompts if total submitted amount (including previous submission) exceed the yearly limit of the expenses type

![exceed-ytd-limit](../../../../static/img/integration/hrms/e-claim/exceed-ytd-limit.png)

:::info
User can choose to change the claim details by submitting a new claim (***'Reapply' button***) or proceed with the current claim submission (***'Proceed' button***) if exceed monthly limit, but **NOT ALLOWED** to proceed the submission if exceed yearly limit
:::

#### Claim Submission Sucessful
The app will prompt this dialog message upon successful submission

1. Successful Dialog Box

![claim-successful-emp](../../../../static/img/integration/hrms/e-claim/claim-successful-emp.png)

2. App Notification (Manager side)clai

![claim-successful-app-noti](../../../../static/img/integration/hrms/e-claim/claim-successful-app-noti.png)

3. Email Notification (Manager side)

![claim-successful-email-noti](../../../../static/img/integration/hrms/e-claim/claim-successful-email-noti.png)

## Claim Status
User can view all his claim transactions once enter this page

![claim-status](../../../../static/img/integration/hrms/e-claim/claim-status.png)

- User can apply filter and sorting order to view different claim transaction listing:
- Filtering options:
- Expenses type
- Date range
- Claim status
- Sorting options:
- Date
- Expenses type
- Claim Status
- Type of claim status:

| **Icon** | **Claim Status** | **Remark** |
| :------- | :--------------- | :--------- |
| ![pending-approval-icon](../../../../static/img/integration/hrms/e-claim/pending-approval-icon.png) | Pending Approval | Status after normal employee applied a claim submission |
| ![approved-icon](../../../../static/img/integration/hrms/e-claim/approved-icon.png) | Approved | Approved by manager from app and not synced to payroll system |
| ![approved-sync-icon](../../../../static/img/integration/hrms/e-claim/approved-sync-icon.png) | Approved (Sync) | Synced and approved on payroll system |
| ![rejected-icon](../../../../static/img/integration/hrms/e-claim/rejected-icon.png) | Rejected | Rejected from app / payroll system |
| ![cancelled-icon](../../../../static/img/integration/hrms/e-claim/cancelled-icon.png) | Cancelled | Cancelled by user from app |

## Claim Transaction Detail

![claim-detail](../../../../static/img/integration/hrms/e-claim/claim-detail.png)

- User are allowed to edit the claim transaction details or cancel the claim on **Pending Approval** claims.
- ***'View Change Log' button***: View change log of the claim

## Team Claim (Manager only)
Manager can view all claim transactions of his team once enter this page

![team-claim](../../../../static/img/integration/hrms/e-claim/team-claim.png)

- Manager can apply filter and sorting order to view different claim transaction listing:
- Filtering options:
- Expenses type
- Date range
- Claim Status
- Branch
- Department
- Sorting options:
- Date
- Expenses type
- Claim Status

### Claim Approval

![claim-approval](../../../../static/img/integration/hrms/e-claim/claim-approval.png)

- Managers can apply different actions on his team’s claim transaction based on the claim status
| **Claim Status** | **Allowed Actions** |
| :--------------- | :------------------ |
| Pending Approval | Approve, Reject |
| Approved | Undo Approved, Reject |
| Approved (Sync) | - |
| Rejected | Approve, Undo Rejected |
| Cancelled | - |

- ***'View Change Log' button***: View change log of the claim

#### Claim Approval Warning Dialog Box
The following checkings will be carried out when manager approving a claim:

1. **MTD Claim Over Limit:**
- The app will prompt this dialog box if total approval amount (including previous claim transaction) already exceed the monthly limit of the expenses type
- Manager can choose to cancel the claim approval (***'Back' button***) or proceed with the current claim approval (***'Proceed' button***)

![mtd-over-limit](../../../../static/img/integration/hrms/e-claim/mtd-over-limit.png)

2. **YTD Claim Over Limit:**
- The app will prompt this dialog box if total approval amount (including previous claim transactions) already exceed the yearly limit of the expenses type
- Manager is **NOT ALLOWED** to approve claim transaction that already exceed the year limit

![ytd-over-limit](../../../../static/img/integration/hrms/e-claim/ytd-over-limit.png)

#### Claim Comment Dialog Box
Manager can enter a comment for the claim approval / claim status update (optional) before proceed the updates

![claim-comment-dialog](../../../../static/img/integration/hrms/e-claim/claim-comment-dialog.png)

#### Claim Status Update Successful
The app will prompt a dialog message upon successful update on the claim status

![claim-status-update-successful](../../../../static/img/integration/hrms/e-claim/claim-status-update-successful.png)

### Notification
#### Claim Approval
User will receive the following notification once manager approves his claim:

1. App Notification

![claim-approval-app-noti](../../../../static/img/integration/hrms/e-claim/claim-approval-app-noti.png)

2. Email Notification

![claim-approval-email-noti](../../../../static/img/integration/hrms/e-claim/claim-approval-email-noti.png)

### Claim Approval Failed
User will receive the following notification if manager failed to approve his claim (exceed year limit):

1. App Notification

![claim-approval-failed-app-noti](../../../../static/img/integration/hrms/e-claim/claim-approval-failed-app-noti.png)

2. Email Notification

![claim-approval-failed-email-noti](../../../../static/img/integration/hrms/e-claim/claim-approval-failed-email-noti.png)

### Claim Approval Rejected
User will receive the following notification once manager rejects his leave:

1. App Notification

![claim-approval-rejected-app-noti](../../../../static/img/integration/hrms/e-claim/claim-approval-rejected-app-noti.png)

2. Email Notification

![claim-approval-rejected-email-noti](../../../../static/img/integration/hrms/e-claim/claim-approval-rejected-email-noti.png)

## Activity Center
User can view his and his team’s (manager only) claim transaction updates from the Activity Center (Dashboard | Activity Center (Bell icon on top left))

![activity-center](../../../../static/img/integration/hrms/e-claim/activity-center.png)
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