HRM, CRM, and Reporting Feature Upgrade Announcement

Dear Valued Customers!

1Office would like to sincerely thank our valued customers for your trust and for using our services.

With the desire to improve product quality and provide a better experience for our customers, we are constantly researching and developing new features. In this upgrade, 1Office is updating several new features for objects in the HRM and CRM modules

Upgrade time: 12:00, August 7, 2021

Upgrade Content

HRM:

Timekeeping:

1. Added a keyword for remaining leave days on the Timesheet to be transferred to the Payslip
2. Added “Timesheet Action History” to track and manage timesheets
3. Added “Applicable Objects by Department” in the Leave Settings

Payslip:

Allow selecting multiple rows on the payslip to delete at once

After editing the payslip configuration, keep the note information or display a notification if information will be lost upon editing the configuration

Employee Profile:

1. Added more relationship options such as Aunt, Uncle, etc., to the Family and Dependents information section
2. When an employee updates their profile information, added approval rights for branch managers so each branch can manage its own information
3. On the Salary / Allowance update screen: Added more salary types: P1 Salary, P2 Salary, P3 Salary
4. On the detailed Salary / Allowance display screen: Left-align the allowance columns
5. Added a Reward & Benefit task: Effective Date || Benefit Name || Amount || Form

Schedule:

– Create new meeting rooms with 2 types: Meeting Room, Vehicle (Book a car)

• In Meeting Room, there are the following fields:

• Meeting room name
• Location
• Checkbox: Allow/Disallow meeting room approval
• Approver (If meeting room approval is checked)
• Equipment: Projector, TV, speakers, etc.

• In Vehicle (Book a car), there are the following fields:

• Vehicle name
• License plate
• Description
• View schedule by meeting room: Display meeting rooms and vehicles

– Meeting settings: Allow selecting an approver: after an employee creates a meeting schedule, if the meeting room requires an approver, the system will send a notification to that approver

Requests:

Overtime requests: Allow creating requests for multiple people with different overtime periods

CRM:

Inventory:

In product details, added information on the stock quantity in each warehouse

Sales:

1. In the Quote details screen: added a checkbox to display by product group (if checked, products in the quote details will be grouped by product group)
2. In sales orders: Added a payment information field when creating a new Order

Purchasing/Sales:

Added a linking object to connect Purchase Orders and Sales Orders

Purchasing:

1. In Purchase Orders: Added conditions: “Product Group”, “Total Amount” in the purchase order approval process
2. Purchase Requisitions: Allow approving multiple purchase orders

Customer:

1. Added setting: Allow editing of care notes within a specified time frame: 1 hour, 12 hours, 24 hours, 36 hours, or unlimited. Editing will be disabled after the selected time has passed.
2. Export Opportunity Data: add the following information

• Contact email
• Contact phone number

Payments:

Added a setting to allow creating receipt/payment vouchers when the full order value has been collected/paid. This applies to both receipts and payment vouchers.

Reports:

Added new reports to the modules

– Work

• Project tasks
• Tasks by department
• Project cash flow
• Employee task completion rate
• Supplies report

   – HR

• Total employees by year
• Employee turnover
• By gender and age
• By qualification level
• Employee information summary

   – Payroll

• Estimated monthly salary cost
• Actual salary paid statistics
• Annual salary cost
• Personal Income Tax finalization
• Monthly salary ratio

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