Video Trainings

Step by Step Registration Summary HRM Leap

The HRM Leap is your one window full solution for not only your home office compliance as a Tier 2 Licence holder but also to run your business smoothly. It offers you all the functions from Employee Records to Accounts and from HR management to Customer Relations. HRM Leap is AI-assisted so you can generate almost everything using AI.

  1. Click on register and fill in your details.
  2. The verification email goes to your email. Please also check the spam folder and mark it as not spam.
  3. It takes you to the subscribe page. Choose your plan according to needs and make payment.
  1. Go to system setup on the left bar menu and click System settings.
  2. In business settings, select your theme colour and Logo. The logo file must be a PNG file. In the Title text Add your company name. you can also enable right-to-left text.
  3. Currency is preset to the British Pound. You can change the date and time format. Keep saving the changes.
  4. All the sections with the * sign are mandatory to fill.
  5. Fill in the company name, address, phone, email and other sections including company timings.
  6. You can on or off IP restriction. If on, only the allowed IP addresses will be allowed for the login function.
  7. In email notifications, you select which event will trigger an email to be sent to the recipients. It is advised to keep them all on.
  8. IP Restriction Setting: If you choose to keep IP restriction on, here you can add the IP addresses which are permitted.
  9.  In the next sections, you can add Zoom, Slack, etc integrations. You need to create your own accounts for these sites and then add them.
  10. In the next sections, certain pre-drafted letters have been added. You can edit/amend these letters.
  11. In the Google Calendar setting, you can add details of your Google Calendar account and integrate it into your sponsor comply account.

If you want to delegate, the rest of the work to some manager. The next step will be to create a user. Please remember you are the super admin so you will have all the controls and you can decide how much control you want to give to the other users and or employees.

  1. Click on staff in the left bar menu and choose Role. You can create a number of users according to your plan.
  2. In the role, you will create different roles like General Manager, HR Manager, Accountant, IT Manager, Employee etc and give them different permissions accordingly. Try to give only concerned permissions to keep the user page experience less complex.
  3. Make sure you permit employee profiles only to people who can have access to employee records.
  4. Now click on the user under the staff option on the left menu.
  5. Put the user details, assign a role and set a password for them. The user will get an email and can log in from their account.

Now go to HRM system settings on your left bar menu and set up the settings. 

  1. Set up a branch of your business. Even if you have one branch, include its name like “ABC ltd main”.
  2. Set up departments of your business. It varies according to the nature of your business. For example, you can have admin, accounts, human resources, management etc.
  3. You can create different designations for employees like manager, administrator, paralegal, it manager, marketing manager etc.
  4. In the leave type you create different leaves you will allow to employees like annual leave, medical leave, maternity, sick leave etc.
  5. In the documents type you create different documents like a passport, BRP card, driving licence etc attached to an employee profile and allocate whether they are required or not. A required document means that the employee profile will not be completed if that document is not included. You also set an expiry date option. If selected, you will get an email before the document is about to expire.
  6. In the play slip type you select the payslip.
  7. You can set up different options in other categories.
  8. You must select a job category for the employees like admin, general, and accounts.
  9. You must create a contract type for the employee full-time and/or part-time.
  1. Now create employees. Please remember that employees are different from the management role.
  2. Click on an employee on the left bar menu and click on the plus sign.
  3. Enter the employee’s date including name, email, dob, telephone, and address. Select their branch and department. Allocate a designation to the employee. Enter their date of joining and include their bank details.
  4. Add their documents like ID, BRP, driving licence etc and set their expiry dates for notifications.
  5. Now go to payroll and set the employee salary in the left bar menu. Please remember its monthly salary.
  6. In the payslips section, every month you can create payslips which the employee can download.
  7. The employee will log in daily and you can manage their attendance, updates and leave in the timesheet section.
  8. In the attendance section, you can see the daily attendance of employees.

In the performance section, you can set up indicators and goals relating to employee performance.

In the training tab, you can set up training modules for the company employees and add a trainer.

In the recruitment section, you can add your whole new job, its interview record and the recruitment process. The most important is the job onboarding tab where you add details of the person who has been hired.

  1. In the finance section, you deal with the whole accounting of your company.
  2. Account list: you add your current account details and latest balance for further account book management.
  3. Once you start using it, the account balance will show you how much you have in balance.
  4. You can enter the payees and payer details.
  5. Every time there is a payment and/or expense, you can enter details to keep your accounts updated.
  6. You can also transfer payments between different accounts of yours, for example from client account to office account and vice versa.

In the contracts section, you can create a contract between the company and its employees and other contractors.

Tickets are the issues that you, the company can raise against the employees and vice versa. The management can respond to the tickets/queries raised by the employees and vice versa.

In the event, that the Google calendar is attached the employee or user can create a meeting and/ or event.

  1. A meeting can be set between the contacts in the meeting section.
  2. Same way a Zoom meeting can be set up If you have added details of your Zoom account for integration.

In the asset section, the company can add any assets it has and/or allocate to the employees.

In this section, you can add documents like company policy, GDPR etc and allocate them to different employees as well.

In this section, you can add all the company policy documents which will be available for the employees.

It is an exciting feature of SponsorComply. The company can use this end-to-end secured messenger service between the company and employees and/or employee-to-employee conversation.

You can edit/amend different notifications used in the system.

  1. You can generate help tickets towards SponsorComply and seek help in technical, It and legal issues.
  2. You can get unlimited legal advice on issues related to your Tier 2 sponsor issues and employment issues included in your bundle.
  1. This setup is for your daily run of HR issues.
  2. You can create announcements, employee warnings, awards etc in this section.
  3. You can deal with approval of leave, awards, goals, expense, resignation, termination etc issues in this section.

The employee uses their profile functions according to the permissions given by the admin.

  1. On the dashboard, the employee can use their calendar, mark their attendance, and see their meeting schedule and announcements by the administration.
  2.  On the top bar, they can see notifications of messages.

On the left bar menu under the profile, they can see their employee data held by the company. Moreover, they can download their Joining Letter, Experience certificate and NOC.

Under the Payroll section, an employee can see their payslips.

  1. Under the timesheet, the employee can generate their timesheet/updates.
  2.  They can manage their leaves and see their attendance.

Under the HR setup, the employee can see warnings, and announcements, manage trips, holidays, and expenses, and raise complaints and resignations.

  1. The Employee can also raise help tickets to the administration.
  2. Employees can also set up events, and meetings on the menu.
  1. Employees can chat and share documents in the messenger with other colleagues.

This document will help you to understand and use the exciting features of your HRMLeap account. Still, you can raise an assistance ticket anytime for any assistance and/or troubleshooting.

Mastering Your HR Compliance

This guide serves as an introduction to HR compliance, outlining key concepts, regulations, and best practices for businesses to navigate the complex landscape of employment law.

A HOW-TO GUIDE

  • HR Compliance
  • Legislation related to UK Employment
  • Recent Amendments
  • Rights of Employees
  • Employer & Employee Agreement
  • Difference between Contractor & Employee
  • Interlink between Employment Law & Worker Visas
Download Now