Go to the Approvals module and click on Requests.

To create a new request, click on the + Create Request button on the right side of the screen.

Select the category and subcategory of the new request, give it a title and click on fill in the details as mentioned.

Select the category “Human Resource” and subcategory “New Employee”.

Give the request a Title.

Fill in all the details of the new employee, their emergency contact details and their bank details.

To attach documents, click on the select files under additional information. You can also add comments for the New Employee.

The new request will be created and will be assigned to the Approval/Action head as determined by your approvals settings.

Once the request is approved, the new employee will be added to KinderPass. Don’t forget to invite them to use KP

Select the category “Human Resource” and subcategory “Salary Adjustment”.

You will be redirected to the employee profiles. Select the employee and click on the Salary accordion under the Employee Profile tab.

The current salary details and bank details will be displayed.

Click on edit and make the desired changes to the salary and bank details. Once done, click on submit.

The new request will be created and will be assigned to the Approval/Action head as determined by your approvals settings.

Select the category “Employee module” and click on “Batch Timesheet”

Select the employee whose Timesheet details need to be approved.

To approve or edit any timesheet changes, the employee should be scheduled first.

You will see three rows for each employee:
a) Scheduled: This is the time that the employee is scheduled to complete.
b) Checked: This is the time that the employee has actually completed.
c) Final: This is the time that’s approved and finalized for the final timesheet and can be used to calculate your payroll.

Under the actions column, you can either edit the timesheet, reject the timesheet or approve it as per the scenario.

If you click on the edit timesheet, you will be able to make changes as per requirement.

If you click on approve or reject, you can give a reason for your rejection/approval.

Once done, click on Submit

The new changes will now be reflected in the Final time and can be used to calculate your payroll.

Select the category “Human Resource” and subcategory “Employee Termination”.

You will be redirected to the employee profiles. Select the employee and click on the Action Forms tab.

On the right side of the screen, choose Employee Termination in the dropdown under the Choose Action Type field.

Select the last working day of the Employee.

Choose the appropriate reason for termination from the dropdown list under the Reason field.

You can check the Record for Employment Given if it’s required at your centre.

You can enter the comment as required and click on Ok

The new request will be created and will be assigned to the Approval/Action head as determined by your approvals settings.

If the request is approved, the employee will move to the deleted status and will be automatically deactivated from KinderPass

Select the category “Human Resource” and subcategory “Leave”.

You will be redirected to the employee profiles. Select the employee and click on the Action Forms tab.

On the right side of the screen, choose "Leave" in the dropdown under the Choose Action Type field.

Select the from and to dates for the vacation request of the Employee.

Choose the appropriate type of vacation from the dropdown list under Type field.

You can enter the Vacation percentage, comment as required and click on Ok.

Vacation percentage is how much an employee makes per day to contribute to their vacation pool.

The new request will be created and will be assigned to the Approval/Action head as determined by your approvals settings.

Select the category “Billing” and subcategory “Discount”.

A popup window will show you all the existing Plans at your location. Select the desired Plan.

You will now see all the Plan details along with the Charges in this Plan.

Click on Save Plan and Continue.

You will see all the children added to this Plan.

To add a new discount to any individual child or multiple children, click on the Add (+) button next to the child's name and add the Discount Charge by clicking on Add New. Please note that you have to first create a discount type of Charge before you can add it to a child.

Select the discount Charge and enter the amount and description and then click on Add under the Actions Tab.

Click on Add at the bottom of the App and the discount request will now be created.

The new request will be created and will be assigned to the Approval/Action head as determined by your approvals settings.

Select the category “Billing” and subcategory “Subsidy”.

A popup window will show you all the existing Plans at your location. Select the desired Plan.

You will now see all the Plan details along with the Charges in this Plan.

Click on Save Plan and Continue.

You will see all the children added to this Plan.

To add a subsidy to any individual child or multiple children, click on the Add (+) button next to the child's name and add the Subsidy Charge by clicking on Add New. Please note that you have to first create a Subsidy type of Charge before you can add it to a child.

Select the Subsidy Charge and enter the amount and description and then click on Add under the Actions Tab.

Click on Add at the bottom of the App and the Subsidy request will now be created.

The new request will be created and will be assigned to the Approval/Action head as determined by your approvals settings.

Select the category “Billing” and subcategory “Collection Adjustment”.

A new window will show you all the existing collections made at your location. Select the desired collection that needs to be adjusted.

Click on the 3 vertical dots (...) of the collection and click on “Edit”

You will now see the child details which will allow you to edit the collection amount.

After making the necessary adjustments, click on the “Continue” button.

Fill in the necessary payment method and click on the “Submit” button.

The new request will be created and will be assigned to the Approval/Action head as determined by your approvals settings.

Select the category “Billing” and subcategory “Refund to Parents”. Next, select the Location and the name of the Child.

You will now be redirected to the Statement page of that Child.

Click on the “Issue a Refund” button on the top right of the screen.

The Pop-up window will show you the maximum available amount to refund based on the child’s surplus balance.

Enter the amount to refund to the parent, the payment details and the reason for the Refund.

Click on “Issue Refund”.

The new request will be created and will be assigned to the Approval/Action head as determined by your approvals settings.

Select the category “Billing” and subcategory “Invoice Adjustment”.

Select the child whose Invoice needs to be adjusted.

You will be directed to this child’s statement page.

Please note that adjustments can only be made against an Invoice that's not yet closed. The status of the Invoice is visible in the child statement summary under the status column. A closed invoice is any Invoice that has already been paid for.

Click on the 3 vertical dots (...) of the Invoice which needs to be adjusted and click on “Adjust”

You will now see the Invoice details. You will be able to adjust an amount at a maximum amount of the Invoice only.

Enter the reason for the adjustment.

After making the necessary adjustments, click on the “Submit” button.

The new request will be created and will be assigned to the Approval/Action head as determined by your approvals settings.

Select the category “Billing” and subcategory “Add Credit”.

Select the child to Add Credit to an Invoice.

You will be directed to this child’s statement page.

Please note that credits can only be added against an Invoice that's closed. The status of the Invoice is visible in the child statement summary under the status column. A closed invoice is any Invoice that has already been paid for.

Click on the 3 vertical dots (...) and click on “Add Credit”

You will now see the Invoice details. You will be able to add credit at a maximum amount of the Invoice only.

Enter the reason for adding credit.

After making the necessary additions, click on the “Submit” button.

The new request will be created and will be assigned to the Approval/Action head as determined by your approvals settings.

Select the category “Accounting” and subcategory “Expenses”.

Click on the 'add expense' button on the top right

Fill in the information for the expenses such as Location, Category, Supplier, Amount and other required information.

If you have the Invoice details, go ahead and enter them in the Invoice field or else click on the Submit button.

This will create a new expense which will then go for approvals (depending on the Approval flow set up by your company).

Once Invoice is received go in and update the invoice by using the (...) three dots on the right hand side of the expense and click on the 'Update' button.

A pop-up will ask if you wish to edit the invoice. Click on Yes.

Add in Invoice and/or Payment information and then click on Submit. The Invoice and/or Payment can be added at any time during the expense approval flow.

The new request will be created and will be assigned to the Approval/Action head as determined by your approvals settings.

Select the “Accounting” category, click on the “Order” subcategory.

Click on the 'Add Order' button on the top right

Fill in the information for the order such as Location, Supplier, Tax Amount and other required information.

One the Supplier is selected, the list of items available under this Supplier will be listed along with the price and description.

Enter the quantity of the items required and click on “Submit”.

This will create a new order request which will then go for approvals (depending on the Approval flow set up by your company).