Need more workflows like Travel Reimbursement, etc. to be defined? Just send us an email to This email address is being protected from spambots. You need JavaScript enabled to view it. // with the following details, our team shall assist you
Workflow form in JPEG/PDF/XLSX format Define the user that will approve/reject this request. Would it be the reporting manager, some specific user, etc. Once Approved, who all (other than the user who initiat... 1. Go to Reimbursements --> Travel Reimbursement in the left side menu
2. Fill the Reimbursement Form with the details like, duration for the reimbursement, project, bank account details etc.
3. You can choose the purpose for the reimbursement
4. Submit the form. That's it your request for the reimbursement has been created.
... 1. Go to uKnowva Configuration from the admin account
2. Go to Apps Manager on the left hand side menu, and click on HRM Lite
3.
Following the below steps
1. Login with the Admin account to your uKnowva HRMS instance
2. Go to uKnowva Configuration --> Plugin manager
3. Search for TDS plugin
4. Add the non-taxable heads under the parameter "Non Taxable Salary Heads"
Note: Make sure the Head's spell...
Changing the default editor in uKnowva HRMS allows you to customize your ...
1. Click on "HR Manager" then click on "Payroll" and then click on "Generate Salary"
One by one editing
1. Click on "HR Manager" then click on "Payroll" ; you can edit salary details by hovering over the user'...
1. Click on "HR Manager" then click on "Payroll" and then click on "Edit Default Structure"
2. Enter the yearly CTC, the monthly CTC will be automatically calculated in the below window.
3. Define the salary components, their formulas and it will automatically generate the amount in the third column. If you do not have a formula for the s...
1. Click on profile picture and then click on "uKnowva Configuration"
2. Click on "Apps Manager" and search 'Investment' in the search bar and then click on "Investment Declaration App"
3. Make sure you select "Y...
1. Click on profile picture and then click on "uKnowva Configuration"
2. Click on "Plugin Manager" and search 'Profession' in the search bar and then click on "Profession Tax Deduction"
3. Make sure you select "Yes" on the "Published" option and also keep "All" in t...
1. Click on profile picture and "uKnowva Configuration"
2. Click on "Plugin Manager" then search 'ESIC' in the search bar and then click on "ESIC Calculator"
3. Make...
1. Click on profile picture and then click on "uKnowva Configuration"
2. Click on "Plugin Manager" then search "Provident Fund" in the search bar and then click on "Provident Fund Calculator"
3. Make sure the plugin is 'Published' by cl...
1. Click on "My Leaves" and "Leave Types" and then click on "Add Leave Type"
2. Enter Leave type, Short code of the leave, and total number of leaves to be given in a year.
3. Define whether it is a Paid Leave by clicking on "Yes" and also ensure that the leave is published by clicking on "Yes" in the...
1. Click on profile picture and click on "uKnowva Configuration"
2. click on "Plugin Manager" and search the Late mark plugin in the search bar and click on "Go" and then "Late Mark Plugin".
3. Make sure the 'Publish' option is always on "Yes" and the 'accessible To' option alway...
1. Click on "My Leaves" then "List Holidays" and then "Add Holiday"
2. Define the holiday. Enter the holiday date, then enter the occasion of the holiday.
3. If it is a yearly holiday like 15th August Independence Day, 26th January Republic Day; click on "Ye...
1. Click on profile picture and click on "Add a new user"
2. Enter basic required details of the new employee.
3. Select the role of the employee in the organization.
4. Select the reporting manager to whom all the approvals of the new employee will go.
1. Click on Profile Picture and "uKnowva Configuration"
2. Click on "User Manager" and then click on "Import Users"
3. You can download the file format that needs to be uploaded by clicking on "Download CSV import Template file". Once the file is downloaded, fill all the required details of the new users in the downloaded file and save in CSV format.
4. Before uploading the CSV file, you will see the optio...
The articles on extending uKnowva will be saved in this category
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Tutorials on all uKnowva modules
Integrate uKnowva with any third party application. You will find all content wrt calling APIs for SSO, data exchange, data push, etc in this section
