[1OFFICE] HRM and CRM Module Upgrade Announcement

1Office sincerely thanks our valued customers for their continued trust and use of our services.
To improve product quality and provide a better customer experience, we are constantly researching and developing new features. In this upgrade, 1Office is updating several new features for the HRM and CRM modules.

Estimated upgrade time: 16:00, June 05, 2021

Upgrade Content

HRM

Personnel Profile

1. Add “Direct Manager” field: In the Personnel Profile settings, there is an option for this field to select a specific person or select by position/title. This avoids the need to edit the personnel profile if the employee in that position changes.

Related logic:

• In the approval settings for objects, you can select the approver as the employee’s “Direct Manager”. Allows setting the approver for a subsequent step to be the manager of the approver from the preceding step.
• Select KPI evaluator
• Select competency evaluator

2. Internal discipline: Allow customizing the monetary amount for internal disciplinary actions.

Settings

• Insurance rate settings: Previously, the system had hard-coded insurance contribution rates. However, these rates can change according to state regulations. Therefore, in this upgrade, 1Office allows companies to set insurance contribution rates in accordance with government regulations.
• Allowance settings: Add an Active/Inactive status field. Allowances with an “Inactive” status will not be displayed on screens for updating employee salaries and allowances.
• In forms (requests, sales orders, purchase orders, purchase requests, payment vouchers, etc.), add keywords to export “Approver” and “Approver’s Comments” for the current approval step.
• Recruitment Proposal Form: Allow setting up a Recruitment Proposal form to export the form file, similar to other objects.
• Decision Form: Add keywords to retrieve employee, department, and position information for various types of decisions.
• Purchase Request Form: Allow setting up a Purchase Request form to export the form file, similar to other objects.
• Personnel Profile Settings: Allow managers to configure additional settings in the object for updating onboarding and offboarding information.
• System Settings: Save GPS timekeeping history to the Action History screen.
• Permission Settings: Allow users with company management permissions to convert candidate profiles to employee profiles, instead of only users with “manage all” permissions.

Open API

Support retrieving the following data via API:

• List of labor contract types
• List of titles and job positions
• List of work locations
• List of salary grades and scales

Assets

When an asset is repaired or serviced under warranty, the cost of the service will be added to the asset’s remaining value.

Requests

• Display an additional column for the request creation time.
• Overtime Request: Allow creating a new overtime request for multiple people at once.

Timekeeping

• On the Timesheet, display leave days according to approved requests. For example: An employee requests leave for the last half of the month; after approval, it will be reflected directly on the timesheet.
• Shift Schedule: Add columns to retrieve compensatory leave and annual leave information for each employee on the shift schedule.

CRM

Sales

• Create new order / contract: Allow adding extra costs to sales orders and contracts. There are 2 types of fees: Shipping Fee / Other Fee.
• Create new order to auto-generate inventory issue voucher: When an order auto-generates an issue voucher, the user can select the serial/IMEI number at the final approval step of the order (for products managed by serial/IMEI).

Cash Flow

Approve receipt / payment voucher: Allow the manager to re-select the accounting date at the final approval step of the voucher.

Inventory

• Inventory Issue Voucher: On the “Create New Inventory Issue Voucher” screen, add an “Issue Type” field, divided into 3 types:
• Sales Issue Voucher: Issued from Sales Orders or Contracts, as currently available in 1Office.
• Material Issue Voucher: Allows issuing materials related to a project. When this issue type is selected, the creation form will display 2 additional fields: Project and Request.
• Return to Supplier: Used for returning goods from inventory to a supplier. When this issue type is selected, the creation form will display 2 additional fields: Supplier and Purchase Order (retrieves all purchase orders from that supplier).

Project Material Report

On the project detail screen, the Material Report and Related tabs will be merged into a single Report tab. This tab will be divided into 2 sub-tabs: Materials, and Finance (including related items such as receipts, payment slips, orders, etc.).

Note:

The feature update process is performed periodically and will not affect customer data. The system will resume normal operations after the update period. We kindly request that you take note of the update time to avoid any disruption to your business operations.

For any necessary assistance, please contact our hotline: 0886 101010.

We sincerely thank you and appreciate your understanding!