Company Admin Guide

Company Settings & Preferences

Keep your company’s info and branding up to date in Taskae. 🔹 How to Update Company Info: 1. Go to Company Settings in the sidebar. 2. Edit: - Company Name - Contact Details - Logo & Branding - Default Timezone & Currency 3. Click Save Changes. These details appear on invoices, reports, and employee profiles.

Managing Branches, Departments & Designations

Organize your company structure in Taskae step-by-step: start with Branches, then create Departments and Designations under each Branch. 🔹 Step 1: Add a Branch 1. Go to HRM > System Setup > Branch. 2. Click Add Branch (+ icon, far right). 3. Enter the branch name (e.g., Headquarters, New York Office, Remote Team). 4. Save. Each branch can have its own departments and staff. 🔹 Step 2: Add a Department 1. Go to HRM > Departments. 2. Click Add Department (+ icon, far right). 3. Select the Branch you created. 4. Enter the department name (e.g., Marketing, Finance, Customer Support). 5. Save. 🔹 Step 3: Add a Designation 1. Go to HRM > Designations. 2. Click Add Designation (+ icon, far right). 3. Enter the job title (e.g., Manager, Executive, Assistant). 4. Assign it to the correct Branch and Department. 5. Save. ✅ Tip: Setting up Branches first helps you manage multiple locations, remote teams, or departments under the same company workspace.

Adding & Managing Employees

Before adding employees in Taskae, make sure your HRM System Setup is properly configured. This ensures your HR records, payroll, and leave workflows run smoothly. 🔹 Step 0: Complete HRM System Setup (Required Before Adding Employees) 1. Go to HRM > System Setup. 2. Make sure you’ve configured the following: - Payslip Types (e.g., Basic, Allowance, Bonus, Tax, Pension) - Leave Types (e.g., Annual, Sick, Casual) - Document Types (e.g., Passport, Certificate, Signature) These will be needed when filling in employee profiles, documents, and payroll info. 🔹 Step 1: Add a New Employee 1. Go to **HRM > **Employee 2. Click Add Employee. 3. Fill in: - Name & Email - Branch, Department & Designation - Join Date - Contact Info 4. Assign: - Role and Access Level - Payslip Type - Leave Entitlements 5. Click Save. 🔹 Step 2: Manage Employees - Click any employee’s name to: - View profile - Edit details - Update documents (e.g., ID, certifications) - Assign system roles and workspace access - You can also: - Deactivate employees (if temporarily inactive) - Delete employees (permanently remove) ✅ Tip: Having all the HRM settings ready helps prevent errors and ensures employees are properly linked to payroll and HR workflows.

Announcements & Notices

Keep everyone informed with important updates. 🔹 Post a New Annoucement: 1. Go to HRM > Announcement. 2. Click Add Announcement (+ icon, far right). 3. Add a title, description, start and end date and audience. 4. Publish to notify all relevant employees. Use announcements for policy changes, company news, or holiday notices.