Employees: hire, pay and manage in ERP Instfy

Hire, pay and manage employees in one place, from the job opening to the payroll run.

This guide shows you, step by step, how to run the whole hiring process, employee onboarding and people management inside ERP Instfy. You will learn to publish job openings, move candidates through the hiring process, register the employee, track attendance and employee scheduling, approve leave and run payroll, with the HR software that centralizes employee retention.

1. Publish a job opening

Every hire starts with a well-written opening, so you attract the right profile and keep applications organized from the start.

Menu path: Recruitment

1. Open Recruitment from the side menu.
2. Click + Create in the top right corner.
3. Fill in the job Title and write the Description of the role.
4. List the Requirements and set the number of open positions.
5. Click Save. The job appears in the list, ready to receive candidates.

2. Manage and hire candidates

The hiring process shows which stage each person is in, so you prioritize who moves forward and forget no one.

Menu path: Recruitment > Candidates

1. Open Recruitment > Candidates. You will see columns by stage: New, Screening, Interview and Approved.
2. Click the candidate card to see the resume, details and the job applied for.
3. Drag the card from one column to another as the candidate advances.
4. When you decide to hire, open the card and click Hire.
5. Confirm the suggested data and click Save. The candidate is ready to become an employee.

3. Register the employee

Registration creates the person's official record, with role and salary, the base for attendance and payroll.

Menu path: HR > Employees

1. Open HR > Employees.
2. Click + Create in the top right corner.
3. Fill in the Personal details: name, email, phone and document.
4. Set the Job title, the Department and the Hire date.
5. Enter the Salary and the contract type.
6. Click Save. The employee now appears in the company's active list.

4. Track attendance

Attendance tracking records clock-ins, clock-outs and absences, data that feeds leave and payroll.

Menu path: HR > Attendance

1. Open HR > Attendance.
2. Choose the employee and the date you want.
3. Click + Create and enter Clock-in and Clock-out.
4. Set the day's Status: present, absent or half day.
5. Click Save. The day appears on the employee's timesheet.

5. Manage leave and time off

Here you receive and approve leave and time-off requests, keeping the team covered and the history in order.

Menu path: HR > Leave

1. Open HR > Leave. You will see the requests pending review.
2. Click the request to see type, period and reason.
3. To create one yourself, click + Create and fill in Employee, Type and Dates.
4. Click Approve or Reject based on availability.
5. Click Save. The status changes and the employee is notified.

6. Run the payroll

Payroll consolidates salaries, attendance and leave into one payment per period, with the calculation ready to review.

Menu path: HR > Payroll

1. Open HR > Payroll.
2. Click + Create and choose the Reference month.
3. Select the employees to include in the run.
4. Review the Salary, the deductions and the earnings calculated.
5. Click Save and then Process to close the payroll for the period.