(Please open your Backstage site and follow this tutorial at the same time to keep up with the tutorial.)
How Backstage works?
As an all-in-one HR system (HRMS), Backstage helps you manage employee profile, payroll, MPF, tax filing, leave scheduling, timesheet, roster management and expense management. Backstage also supports download and upload of data, and also data analytics.
Backstage Interface Introduction
Menu: HR modules to help you set up company information, manage employee leave and payroll, roster etc...
Daily Notification Board: Showing recent employee activities and updates
Placement Turnover Chart: Showing placement(employee job position) turnover number of current year
System Setting: Where you can manage Backstage user accounts and other system settings
Quick Introduction to Backstage Vocabulary
- Organization: There are two types of organizations, Parent organization(Headquarter) and organization(Branch)
- Applicant: Employee
- Placement: Employee job position (Attached to each applicant)
- Roster: Working Schedule (eg: Monday to Friday)
- Timesheet: Employee attendance record (Report time and leave time)
- Leave Entry: Leave records, taken leave
- Leave Type: Self-defined leave types such as annual leave, sick leave or compensation leave etc
- Leave Entitlement: Self-defined leave policy (eg: 10 entitled days per year for annual leave, 120 entitled days per year for sick leave)
- Pay type: Self-defined salary type (eg: Basic salary, OT salary, Double pay, Commission etc)
What is Master Data?
Master Data is the elemental information for Backstage to perform HR duties. For example, you should input information such as Company bank account, Pension fund trustees, Pay type (Salary type) and Job order template (Salary formula) so Backstage can make your payroll duties easier with these data.
Creating Master data in Backstage
''Code'' in Backstage can't be modified once created, while ''Name'' can be modified anytime, and these master data can't be deleted once it was used by Applicant and Placement.
When Master data was used or in use, it can't be deleted. More precisely, all types of Master data can't be deleted after Staffs(Applicant and Placement) were created.
What is Transaction Data?
If Master Data is branches of a tree, then Transaction Data is more like leaves of a tree, which these leaves rely on branches, that will grow and fall recurrently, like leave entry, leave application and payroll batches etc. Unlike Master Data, Transaction Data could be deleted anytime you want because they are records only, not elemental information.
How to import and export files and records?
Except adding files and records one by one, you can also add them by importing an excel file which carries a batch of records so you don't have to add 100 applicant files by ''Add New'', ''Add New'' and ''Add New''......
Details for importing/exporting excel files would be explained in next steps...
Steps for initializing Backstage
Below tutorials will guide you to set up in the fastest way. For a detailed explanation of everything about Backstage, go to User Manual.
In Step 2 - Step 4, you will be building a company and its policy.
In Step 5, you will be putting people into the company.
In Step 6, you will be putting people history into the company.
Step 2: Setting up for Company Structure and Information
Step 3: Setting up for Salary Types and Formulas
Step 4: Setting up for Leave Policy and Roster
Step 5: Importing Employee Profile
Step 6: Importing Employee Leave Records
Step 7: Importing Payroll Records