ORIENTATION

TO
FACTOHR
Web application and Mobile Application
Introduction of factoHR

factoHR is an HRMS and payroll engine for business, with benefits administration,
leave and attendance tracking, and native mobile apps for employees.

Web Link: https://app2.factohr.com/EduBridge/Security/Login

factoHR Google Play store link :

https://play.google.com/store/apps/details?id=com.hrplug.ess

factoHR Apple store link :

https://apps.apple.com/in/app/factohr-mobile-solutions/id1052741408
 LOGIN page

Userame

Password

1. Users are required to enter Employee Code – EDU/xxxxx as Username

and Password as their birthdate – ddmmyyyy. For example, 12072006
2. After entering the required credentials, the system will ask the users to
change the password. Thereafter, the changed/new password will be the
user’s final password.
START UP Page

1. This is the “START UP” page of factoHR portal.

2. The “WISH CELEBRATION” section for is used for wishing work anniversaries and
birthdays.
START MENU Page

1. “START MENU” takes the user to this page. The user can see variety of tabs such as, Employees,
Attendance, Leave, Payroll, Loans, Travel, PMS, Users and Utilities.
2. Users can also explore all these tabs from the left side of the panel.
3. As per the requirements, navigate each of these tabs and get the information or activity done.
 Dashboard(Global) Page

2 4
1

1. Take the cursor on Dashboard

2. Click on “Global” tab
3. Direct access to “punch-in” & “punch-out”
4. Direct access to “Leaves” scheduled
5. Users can customize their dashboard by simply adding and deleting the charts
Employees Tab

4
5

1. Take the cursor on Employees tab

2. Users will get access to 3 sub-tabs under it
3. Users can find their own information from “Employee Master” sub-tab
4. Under Employee Detail, users can view, add and generate their own reports and download it
5. “All”sub-tab is the combination of Employee Master and Employee Detail sub tabs
Employees Tab

Click here to view and

edit more details

1. Users can view their profile under “Employee Master” tab

2. Managers can view their as well as their subordinates/ reportee’s profile
3. Click on “Right “arrow to explore and edit the profile information
EMPLOYEE MASTER Page

1. Click on Joining Details, Organization Info, and Attendance Info to check professional
information
2. Click on Employee Identity, Personal Details, and Other Details to update personal information
EMPLOYEE DETAIL Page

1. Users can generate their own reports based on filling the required details
2. Click on “Generate Report” after filling the details
3. Managers too can generate reports of their subordinates/ reportee’s
4. Managers are required to click on “…” besides Particular Employee filter
5. New window will open upon clicking on “…”
 WINDOW 1 WINDOW 2

1. Click here

1. Click on “Advance Search Option” to search for subordinates/ reportee’s

2. “Window 2” will open and Managers can search by selecting the required property. For
example, Manager can select “Name” as the property filter to get the list
3. Finally click on “Search” tab to find the subordinates
4. Click on “Select” option against the name of the subordinate
5. And finally click on “Generate Report”
ATTENDANCE MENU Page

1. Users can mark their attendance and apply for regularization by clicking on the respective
tabs
ATTENDANCE MENU Page

By clicking on “Check in” & Check out” tab user can maintain their last 7 In/Out
activities records
ATTENDANCE REGULARIZATION Page

1. User is required to click on the pen icon to apply for regularization request
2. New window will pop up, asking the user to fill required details. PUNCH IN TIME AND PUNCH
OUT TIME should be updated as 09:30 AM and 18:30 PM
3. Select the reason and click on “ADD” option
1. As a next step, click on “Submit” tab
2. After submitting, the status will change as “Initiated” and will reflect in Managers approval tab
 LEAVE Page

1 2. Click here

1. Click here

1. For applying leave, click on “Leave” tab

2. Then click on “Apply Leave” tab
LEAVE APPLICATION Page

1. Click on the Leave type to avail the types of Leaves applicable

2. Select the type of Leave
 3

1. Once the leave type is selected, the available balance for that leave type is automatically displayed
2. Select ‘from date’ – the date from which the leave is to be applied
3. Select the leave value for both the sessions – half day / full day
4. Select the ‘till date’ – the date till which the leave is to be applied
5. Add remarks (if any)
6. Attach file (if any)
7. Add team members (optional) and submit
1. Once the leave is submitted, the employee will see the green tab.
2. Please note – at this stage, the user has created a leave request and not submitted to the
manager for approval
 2. Click here

1. Note the status as ‘Initiated’

2. To submit the leave approval, click the “hand icon” reflecting on the date in the Calendar
 2. Click here

3. Click here

1. Click on the tab highlighted

2. Select “submit” option, adding remarks and marking team members in “cc” is optional
3. Finally, click on the “Submit” button given at the bottom of the pop-up window
1. Please note the green tab on the right corner that states “submitted to manager successfully” .
2. This is the indication that the leave is submitted to the manager for approval.
1. Note – the “hand icon” has now disappeared from the calendar which means the leave is
submitted to manager
2. To check the details of the leave, employee can scroll down on the “Apply Leave” page
 Click here

1. Bring the cursor on the “Leave” tab (do not click)

2. Click on the “Leave Balance Report” to access/ generate the report
 1. Click here
2. Click here

3. Click here
4. Click here

1. Select the date for fetching the report

2. Select the type of leave for the report
3. The report format can be chosen (pdf/word etc.)
4. Managers can fetch and generate the leave balance report of their subordinates by simply clicking on “…”
besides particular employee option
APPROVAL Page

1. Click here

4. Click here to view

details and approve

1. Under “APPROVALS” tab, there are multiple sub tabs such as LEAVE, ATTENDANCE, TRAVEL & CLAIM,
PMS, EMPLOYEE PROFILE and many more….
2. Managers has access to view details of all the requests raised by the subordinate/ reportee and accordingly
approve/ reject them.
3. In this page, all leave request applied by the reportee will be visible to Manager.
4. For approval, manager needs to click on “ “ icon.
 1. Click here

3. Click here

2. Click here

1. Under “ATTENDANCE APPROVAL” tab, Manager can view details of each regularization request by clicking on
“View Details”.
2. Upon clicking on “View Details”, new page will pop up on the screen reflecting the reason and remark of the
applicant.
3. Manager will check the details and approve/ reject the request.
PAYROLL Page

1. Under “Payroll” tab, user can view and download their salary payslip, apply for IT declarations and
create consolidated reports
2. Next click on “IT Declarations” tab
 xxxxx

Click here

Click on the “action” tab to access the details

Click on the tabs to check the details
1. User can generate/ download their salary payslip from this page.
2. Fill the required details and click on “Generate” tab
CONSOLIDATED REGISTER Page

1. This page include reports like consolidated salary, reimbursement, off-cycle & FNF register
report
2. This page is very helpful for the senior manager and BU Head roles in tracking and fetching
the financial and many other activities of their respective BUs
factoHR on mobile
phone
 LOGIN Page

1. Download the App from Playstore for mobile

2. Users have to click on “LOGIN USING COMPANY
CODE” bar

Click here
LOGIN Page

1. If the user not created

the profile on web
1. Enter “EduBridge” as portal then they have to
Company Code and follow the same process
click on “NEXT” tab. for login that was done
Enter “EduBridge” for login for web portal
and click on “SIGN
Enter Employee
IN”.
Code – EDU/xxxxx

2. If the user has already

created the profile on
web portal then they
have to enter the final
password instead of the
birthdate.
HOME Page

This is the home page of Facto HR

portal on mobile app. As per the
requirements, users can navigate
each of these tabs and get the
information or activity done
Start Up Page

Click on “Start Up”

tab

By using this tab user can

wish work anniversaries
and birthdays to
collogues .
Payslip Page

Click on “Payslip” tab

By using this tab user gets

access to view and
download the Payslip.
Leave Page

By using “Leave Balance”

tab, user can keep a track of
their leave balance

Click on
“Leave” tab

By using this “+” user can

apply for leave application
Approval Page

Click on “Approval” tab

Manager can view details of

each leave and
regularization request raised
by their team members &
can approve it.
Punch In/Out Page

User can keep a track

of their punches

Click on “Punch” tab

User can mark their

attendance on daily basis
by clicking on “Punch-In”
& “Punch-Out” tab
Attendance Page

“Attendance” tab useful

for Regularization

By using this dropdown option,

user will able to select the
reason like, Forgot to punch,
outstation travelling, etc.

After filling all the necessary

information, click on
“Submit”
Plug Me! Page

Plug Me! tab contains all the

documents related to process and
policy. It acts as a document center
Calendar Page

By using “Calendar” tab employee

can keep a track of his/her absent
days, holidays, unapproved or
approved leave, etc.
FactoBot Page

factoHR comes with “chatbot”

assistance to answer employee
queries regarding the attendance,
payslip and leave balance.
Monitors app’s functions to
promote easy understanding.
In Out Report Page

By using this tab employee can

generate daily or monthly In-out
Report. After filling all the
required information can click on
“Get Report” tab.
Daily Detail Attendance Report Page

By using “Daily Detail Attendance

Report” tab user can generate daily
detail attendance report. After
filling all the required information,
click on “Get Report” tab.
THANK YOU