Getting Started 30 Introducing bitKode User Activity How do I monitor user activity on bitKode (Audits)? Reporting General Reporting/ How do I generate a report on bitKode? Subscriptions How do I add/renew Licenses? How do I view invoices? General FAQs How do I remove a user? How do I, as a user in bitKode setup my 2FA? How do I send a reset password email to a user? How do I enforce a password reset for a user? How do I update my own password? What is the difference between a User and an Employee? How do I, as a Global Administrator, enforce 2FA on other users? I cannot login into bitKode what should I do? bitKode Basics The Company Calendar How do I switch companies? How do I update my company’s information? Column Configuration Information Sort and Filter Information How do I login into bitKode? How do I register by account on Bitkode ? How do I update my company working schedule? How do I upload my company logo? Task Feature User Management What are Users Role Groups, and how do I create them? How do I give access to my employees to access their user portal on bitKode? How do I Link a User with an Employee? How do I give permissions to users? How do I register as a user in bitKode? How do I Invite/Add new users bitKode? Notifications Tab
HR Advanced 14 HR Advanced Setup How do I link an employee to HR? HR Advanced Employee File Repository Difference between General and Employee file uploads. How do I upload files in the General Folder? How do I upload a file for an employee? How to provide portal access to employees for general file uploads? How to provide portal access to an employee for an uploaded file? How do I revoke portal access for file uploads for all employees? How do I delete/permanently delete and restore an uploaded file? How do I view/update and download a file? HR Advanced Custom Employee Data Tabs How to create validity periods/ linked to tags. Custom Tab Permissions How do I preview a custom tab? How do I create a Custom Employee Data Tab? What are Custom Employee Data Tabs?
Leave 25 Leave Employee Setup How do I calculate pro-rata employee leave entitlements in bulk? How do I calculate pro-rata Employee Leave Entitlements using Employee Actions? How do I give access to employees to book their own leave? How do I link Employees to Leave? Urgent Family Leave – Support Article Processing Leave The Company Calendar Leave Requests History How do I view and approve leave requests? How do I book Leave on behalf of my employees? How do I book my own leave? How to upload a file to a Leave Request? How do I download a file upload for a pending or approved Leave Type request? Leave Calendar How do I cancel an Approved Leave Request? End-of-Year Leave Processing Guidelines Leave Reporting What Leave-related reports can I extract? Leave Permissions What are the different levels of access in Leave? Leave Setup How can I set team requests limits? How do I set stop-leaving periods throughout the year? Leave Balance What are the different levels of access in Leave? How do I set up basic leave settings and leave types? How can I start receiving leave booking notifications? How to enable File Uploads for Leave Types? Adding Leave Enititlements for all Employees
Timesheets 19 Timesheets Setup How do I create a Client? How do I create a Client Project? How do I create Contract Tags? How do I assign Contract Tags to Employees? How do I assign Contact Tags to Projects? How do I link Employees to Timesheets? How do I create Clocking Types? The Weekly View The Weekly View How do add a Weekly Log How Are Leave Clocking Pairs from 3rd Party Software Displayed in Timesheets? How Does Night Shift Work? Shift Types Supported in Timesheets How do I add an extra Clocking Pair to a day? How do I update a Clocking Pair? How do I delete a Clocking Pair? How do I lock Clocking Pairs? How to View Clocking Pairs in List View Timesheets Reporting What Timesheets related reports I can extract? Timesheets End-of-Month Process
Payroll 50 Payroll Permissions What are the different levels of access in Payroll? Payroll Employee Setup How do I link an employee to the payroll module? Explanation guide on the Employee Payroll details section field. How do I add an employee Salary? How do I adjust employee Salaries in bulk? How do I add an employee Fringe Benefit? How do I add an employee Fixed Payrun Adjustment? How do I add an employee Direct Credit? Payroll Setup What basic payroll setting and company information are required? Payroll settings fields description. How do I add custom payroll fields to appear on generated payslips? How do I configure what information appears on my payslips? How do I initialize a payroll year? How do I upload Director’s signature? How do I add additional Banks in bitKode? Payroll Processing How do I process Payroll? How do I add manual Payroll Adjustments? How do I adjust National Insurance? How do I finalise a pay run? How do I open a finalized payrun? How do I process Sickness and Injury Benefit Deductions? How do I bulk import Payrun Adjustments? How do I view my payroll history? How do I lock Attendance dates to transfer transactions (i.e. Attendance Hours, OT and Short Hours) to Payroll? How can I view and update the Employee Payrun Details? Payroll Reporting How do I generate the SEPA XML file? How do I store FS3s in my employees’ portals? How do I generate and send FS3s by email to my employees? How do I store Payslips in my employees’ portals? How can I generate payslips for employees without an email? How do I generate and send Payslips by email to my employees? How do I generate and save an FS5? How do I generate an FS7? SEPA Test file for BOV Clients How do I generate a Payrun Export?
Attendance 34 Attendance Permissions What are the different levels of access in bitKode Attendance? How do I give employees access to punch in/out using a smartphone or a computer? Attendance Processing How do I process an Attendance Period? How do I Approve/Reject OT /short hours and Attendance transactions? Calculated Clockings Summary How does approved leave appear in the Calculated clockings and Calculated clockings summary pages? I updated the employee’s working schedule. What should I do to effect the changes in the Approvals sections? How to Unapprove Approved Attendance, Overtime and Short Hours? How to Add a Clocking Using the Quick Action Menu How to View or Disable Clockings Using the Quick Actions Menu How to Override a Date Schedule Using the Quick Actions Menu Missing Clockings – Add Clockings Attendance Reporting What related reports can I generate for Attendance? Attendance Employee Setup How do I link an employee to attendance? Attendance Setup How do I create Clocking Types? What are projects, and how can they be set? Device Setup and Management How is Daylight Savings updated on my Punch Clocks? How do I enroll employees by adding their fingerprints, face data, and/or RFID cards to the punch clock? How can I check the last time my device was checked in? How can I link or unlink employees to a Punch Clock? How do I refresh all employees’ data in a Punch Clock? How do I link an employee to a Punch Clock or all Punch Clocks? How do I unlink an employee from a Punch Clock? How to Restore an Employee Link to a Device How do I refresh an employee data in a Punch Clock? How do I prevent employees from punching multiple times on the SilkBio101-TC? Attendance Data Management How do I delete/restore employees’ clockings? How do I view the employees’ clockings? How do I punch in/out using a smartphone or a computer? How do I delete/restore a manual punch that was done on behalf of an employee? How can I add a manual punch on behalf of my employees? How do I download an Attendance Log (attlog) via USB from the device, and how do I upload it to bitKode?
Core/HR Employee Management 14 Department and Teams How do I create a department? How do I set up the department’s supervisor? Employees How do I duplicate an employee? How do I view employee audits? How do I add and update the employee’s language skills? How do I add/update employees’ emergency contacts? How do I search for an employee? How do I update the employee’s Department History? How do I create job positions? How do I add an Employee? Employee Import How do I import employees into bitKode? What does the Import feature in bitKode do? Reporting How do I generate a report? What related reports can I extract?
Cargo WMS 26 Cargo - Getting Started 3. Understanding the data entities in Cargo WMS 2. What is bitKode Cargo WMS, and what can you do with it? 1. Getting comfortable with bitKode Cargo - Setup Create or edit an Additional Service Create or edit a Cargo Type Create or edit a Nominal Create or edit a Stock Item Create or edit a VAT Group Create or edit a Surcharge Create or edit a Temperature Create or edit a Document Line State Create or edit a Document Line Metric Create or edit Warehouses Cargo - Clients and Contracts Create or edit a Client Cargo - Operations Allocations Additional Service Events Quantities (Stock in Warehouse) Add items to an Issue Create or edit an Issue Change the status of a Receipt Add or edit Receipt Items (Lines) Create or edit a Receipt Cargo - Billing Create or edit a Client Billing Agreement Create or manage a Billing Agreement Revision Understanding the Cargo Billing Engine
bitKode ATS 21 Where to Get Help Common Issues and Solutions Permissions and User Roles (Advanced) Import/Export Data Reports and Analytics How to Create and Use Assessments How Questions Impact System Score Adding Questions to Job Postings and Applications How to Create, Edit, and Archive Job Postings in bitKode ATS Managing User Access and Permissions in bitKode ATS
Payroll FAQS 3 How to process the Voluntary Occupational Pension Scheme (VOPS) on bitkode? Payroll Process Checklist End-of-Year Process for Payroll and Leave
Attendance New Interface 9 Attendance New Interface Attendance Processing Missing Clockings – Add Clockings Updating the Break in Bulk How do I process an Attendance Period? Attendance Workflow When Using Payroll How do I handle invalid clockings? How do I override a schedule? Updating hours before approvals in Attendance How do I approve hours from Attendance?