BaseUp HR Operator Guide

A

Set up once

Do these four before the first payroll. Everything afterwards assumes they are in place, and most first-run problems trace back to one of them being skipped.

01Payroll settings and default accounts

Who: Administrator
When: Before the first run
Needs: Chart of accounts posted

Payroll ▸ Configuration ▸ Settings

Set the Salaries & Wages Account and Cash in Bank Account. These become the default on every new payroll register.
Set the employee-credit, employer-debit and employer-credit accounts for the government contributions. SSS MPF has its own set — fill it separately from regular SSS.PH
Use Apply to All Government Configurations and Apply to All Existing Adjustments to push the account defaults to every existing contribution configuration and payroll adjustment at once, rather than editing each.
Decide the run controls: Confirm payslips without recomputing (leave on), Allow canceling confirmed payslips and Allow editing payslip lines (leave both off unless your process needs them).
Set Taxable Overtime and the HDMF Maximum Limit to match your policy.PH
Confirm the salary journal exists for each company — a Miscellaneous journal named Salary or coded SAL. If it is missing, the register stops with a Create Journal prompt rather than failing.

You'll know it worked

Open a new payroll register. The salary journal and cash-in-bank account should already be filled in without you typing them.

02Generate the year's payroll periods

Who: Payroll Manager
When: Once a year, before January
Needs: Fiscal year created

Payroll ▸ Payroll Periods ▸ Generate Payroll Periods

Every attendance, overtime request, leave date and loan instalment files itself into a payroll period. Generate them for the whole year in one pass — nothing else works properly until they exist.

Press Generate Payroll Periods on the Payroll Periods list.
Pick the Companies the periods apply to. One run can cover several.
Choose the Payroll Schedule — weekly or semi-monthly. Generate a separate set for each schedule you actually pay on.
Set Date Start. The Period Count defaults to 24 for semi-monthly and 52 for weekly — a full year either way.
For semi-monthly cut-offs that do not fall on calendar halves, tick Select Two Dates Every Month and set the First Cutoff Date Start and Second Cutoff Date Start.
Press Update. Review the created periods: semi-monthly periods are stamped 1st or 2nd half, weekly ones with their quarter — the contribution schedule uses these to place deductions in the right run.

Watch for

Each date inside a period can independently allow or disallow late and undertime charges. That is the mechanism for a company-declared suspension of work — set it on the period date with a memo, not by editing attendances one by one.

03Check the statutory tables

Who: Payroll Manager
When: At setup, then per circular
Needs: Nothing

Payroll ▸ Configuration ▸ Premiums and Tax Tables ▸ SSS · PHIC · HDMF · Withholding Tax Table · Annual Tax Table

Under each of SSS, PHIC and HDMF, open Circular/Guidelines and confirm one circular is Activated with the correct effectivity date. SSS ships with the Circular 2024-006 schedule and the withholding tax table with 24 bracket rows already loaded.PH
Check the Annual Tax Table. It holds the BIR annual brackets (six rows shipped) and is what the final-pay tax adjustment uses — see Task 18.
Open Premiums and Tax Tables ▸ Configuration and set, per payroll schedule, when each contribution is deducted — 1st half, 2nd half, both, or nominated quarters of a weekly cycle.
Set whether each premium computes on Basic Wage or Basic Pay. Contracts carry the same choice per premium, so one employee can differ.

You'll know it worked

Compute a test payslip for a mid-range salary and compare SSS, PhilHealth, Pag-IBIG and withholding tax against the agency's own table by hand. Do this once per table version, not once per payroll.

04Build a work schedule

Who: HR Manager
When: Per shift pattern
Needs: Nothing

Attendances ▸ Work Schedules ▸ New

Give the schedule a Name and a Short Name (for example 8AM - 5PM) — the short name is required and is what the work-schedule report prints.
Tick Split Shift (AM/PM) for a morning-and-afternoon pattern. The lines are rebuilt as two per day — morning and afternoon — rather than two attendances.
Set Work From and Work To and press Apply to fill every line with those hours, then adjust individual days.
Set the Grace Period (HH:MM) — the tolerance before a late punch becomes a deduction.
Tick Has ND on each line that genuinely crosses the night window. ND is only computed for flagged lines.PH
Tick the day-off flag on rest-day lines. They still carry hours — what the employee would work if called in — but count as rest days.
Press Approve. A schedule can only be edited in Draft; use Set to Draft to change it later. The timezone defaults to Asia/Manila and is not shown on the form.

B

Onboard someone

Four steps per hire, in this order. The contract is what makes the employee appear in a payroll run, so an employee record on its own is not enough.

05Add the employee

Who: HR Officer
When: Per hire
Needs: Government IDs to hand

Employees ▸ Employees ▸ New

Fill last, first, middle and extension name in their separate fields. Do not type a full name into one box — the display name on payslips, DTRs and certificates is assembled from these by the configured name format and letter case.
Enter SSS, PhilHealth, Pag-IBIG and TIN. The RDO code and the registered, local and foreign addresses sit on the BIR Form 2316 tab (Task 21).PH
Set the Manager/Head — it is required, and HR cases use it as the default reviewer.
Add family members and emergency contacts in their own tables.
Set the Hired Date. Age and years-in-service are then maintained daily by scheduled jobs.
Record ID, passport and work-permit expiry dates so the expiration job can raise notices.
Add bank details and tick Salary Through ATM if applicable. The account holder name is filled from the formatted employee name.

06Create the employment contract

Who: HR Manager
When: Per hire, then per renewal
Needs: Task 05 · wage rate table

Employees ▸ Contracts ▸ New

The contract carries the pay basis and every switch governing how this employee's payroll computes. Get these right once and the rest follows.

Set Wage Type — Daily Paid, Fix/Monthly Paid or Hourly Wage. This decides which formula computes basic pay.
Set Payroll Schedule. It decides which periods the employee appears in and which withholding-tax bracket set applies, and it sets the premium divisor for you.PH
On Salary Information, for a daily or hourly wage, choose Working Days a Week — 261, 313 or 395 days a year. It sets Factors Days (Monthly), the divisor converting a monthly wage to a daily rate (26.0833 for the 313-day basis).
For a daily or hourly wage, attach a Wage Rate to fill daily pay and COLA from the regional minimum-wage table. This keeps minimum-wage compliance auditable rather than remembered.PH
Review the computation switches on Contract Details — attendance, night differential, holiday, late, undertime, overtime, withholding tax, paid regular holiday. Turn off individually where they do not apply, so a manager on fixed pay is not docked for a late punch.
Under Premium Contributions, tick SSS, PHIC and HDMF and pick Basic Wage or Basic Pay for each.
Press Running. It refuses to run a contract with no basic wage or daily pay.

Watch for

Duplicating a contract is deliberately blocked. To renew, use Create New Contract on the existing contract — it opens a fresh one with the previous terms carried forward. For year-end bulk renewals select the contracts in the list and use Change Status from the action menu.

07Assign the schedule and rest days

Who: HR Officer
When: Per hire, then per roster change
Needs: Task 04 · Task 06

Contract ▸ Work Schedules tab · Attendances ▸ Employee Work Schedules · Day-Off Schedules

On the contract's Work Schedules tab, keep Fix/Regular Schedule ticked and pick the Working Schedule for a fixed pattern.
For a roster that changes over time, untick it and add lines, each a work schedule with a date window, and set each line running. The same records appear under Employee Work Schedules, where Draft, Running and Closed states give a seasonal roster change a paper trail.
Set the day-off ceiling — No. of Days under Day-Off on the same tab — the number of day-offs allowed inside one payroll period.
Record individual rest days under Day-Off Schedules: one line per employee and date. The contract's Day-Off Schedules button opens the same list filtered to that employee.

08Give the employee self-service access

Who: Administrator
When: Per hire
Needs: Task 05 · an email on the employee

Employees ▸ Employees ▸ (open one) ▸ Create User

Check the Payroll Signatories flags first: HR Manager and Payroll Master. They are set from the job position and they decide what the new login can do.
Press Create User beside Related User. The login is the work email, or the private email if there is none, and a New User Invite mail goes out with a link to set a password.
With neither flag ticked, the user gets Employee Own Data under BaseupPH — their own leave requests, overtime requests, loan requests and attendance; record rules hide everyone else's. With either flag ticked, they get the HR, leave, contract, recruitment, attendance and payroll manager groups instead.
For a shared check-in terminal, do not reuse an employee login. Create one under Contacts ▸ Configuration ▸ Kiosk Users — it gets Kiosk Mode Only — and name it as the Kiosk User on the work address.

You'll know it worked

Log in as that user. Leaves ▸ Leave Requests should list only their own requests, and their HR cases and pass slips are reachable from their portal account page under /my.

C

Every period

The work between payrolls. Attendance has to be complete and overtime and leave approved before you compute, because computing pulls whatever exists at that moment.

09Capture attendance

Who: Employees · HR Officer
When: Daily
Needs: Task 07

Attendances ▸ Manage Attendances ▸ Attendances · Kiosk Mode · Biometric Machines · Biometric Attendance Logs

Four routes in, all landing on one attendance record that computes late, undertime, overtime and night differential against that day's schedule. Pick per site, not per person.

Kiosk Mode — a shared terminal with employee selection and badge scanning.
Geofenced check-in — turn on Geolocation in Attendances ▸ Configuration ▸ Settings, then on the work address's Geolocation tab choose Distance with a radius in metres, or Mapping Fields with the address components that must match (road, village, suburb, city, region and so on).
Biometric terminal — see the steps below.
Bulk entry — the Multiple Attendance wizard, for backfilling.

For biometric: register the terminal under Biometric Machines by IP, port and location, then press Try connection. It reports the users it can see.
Enrol employees onto the device with Create Users. Each employee holds a ZK number per machine, so one person can be enrolled on several terminals.
Punches download on the Download Attendance schedule, or on demand with Download Data. They land in Biometric Attendance Logs with punch type and time.
Select log lines and choose Import Attendance from the action menu to review which punches become attendance records, then convert them. The Auto Import Biometric Attendance job does this unattended.
For bulk entry: press Multiple Attendance on the attendance list. Set the Payroll Schedule and Payroll Period, and pick the Employees.
Set Hour From and Hour To, untick any weekdays that should not receive an attendance, add a memo if the batch needs explaining, and press Create Attendance.

Watch for

Record pass slips — official and personal time-out, with destination, duration and remarks — under Manage Attendances ▸ Pass Slip, through their own Confirm and Approve flow. Employees can also file them from the portal at /my/pass-slip. Payroll picks them up; a manual attendance edit does not leave the same trail.

10File and approve overtime

Who: Employee, then approver
When: Before computing
Needs: Pay rates configured

Overtime ▸ Overtime Request · Pay Rates Table

Draft
→
Submitted
→
Approved

File the request with its dates and hours. From those the system resolves the day of week, the scheduled out time, whether the date is a rest day and which holidays it touches — then splits the hours across the matching rate rows automatically.
Tick With Break where the overtime spans a break. It takes one hour off the computed overtime.
Press Submit, then Approve once the approver has reviewed it. Approval needs leave-manager rights.
To raise overtime from attendance already captured, select the attendances and choose Multiple OT Request from the action menu rather than filing one at a time.
Check the split on the request: hours in the night window should appear against the ND variant of the same category, not the plain one.PH

You'll know it worked

Only Approved overtime reaches a payslip. If OT is missing from a computed payslip, the request state is the first thing to check.

11File and approve leave

Who: Employee, then approvers
When: Before computing
Needs: Task 20 · an allocation

Leaves ▸ Leave Requests · Leave Allocations

Draft
→
Submitted
→
Recommending Approval
→
Approved

File against a named allocation. The remaining balance is shown as the employee files, and a request longer than the balance is refused.
Press Submit, then Recommending Approval, then Approve as each approver acts.
Check the expanded date rows. A request becomes one row per leave date, each stamped with its payroll period — so leave spanning a cut-off splits across two payslips instead of landing entirely in one. A date with no payroll period blocks approval.
To turn a request down, use Cancel. It releases the dates and restores the balance.

12Generate the DTRs

Who: HR Officer
When: End of each period
Needs: Attendance complete

Attendances ▸ Manage Attendances ▸ Daily Time Record

Press Multiple DTR on the Daily Time Record list. Set the Payroll Period and pick the Employees — both are required.
Press Create DTR. For a single employee, open a new DTR, pick period and employee and press Load DTR.
Review a sample DTR. It holds one line a day: scheduled in and out, actual in and out, late, undertime, half-day, absent, ND hours, sick and vacation flags, rest-day flag — plus a second table of the overtime approved for that period.
Print the DTR as a landscape PDF for signature.

You'll know it worked

The DTR's overtime table should match the approved OT requests for that employee and period. A mismatch here will become a payslip mismatch.

D

Run payroll

The main event, twice a month for most sites. Seven steps, and the register's own state tells you where you are.

13The payroll run, end to end

Who: Payroll Manager
When: Each period
Needs: Tasks 09–12 complete

Payroll ▸ Payroll ▸ Payroll Registers ▸ New

Draft
→
Confirmed
→
Closed
·
Cancelled
·
Refunded

Create the register for a company, fiscal year, payroll schedule, payroll period and payroll date. The salary journal and cash-in-bank account default in from Task 01.
Press Generate Payslips and pick the employees. Filter Options narrows the list to managers only, ATM employees only or non-ATM employees only.
Press Recompute Sheet. Each payslip pulls its attendance, DTR, overtime, night differential, leave dates, holidays, pass slips, loans, canteen charges and recurring adjustments for the period.
Review against the register roll-up before going further: total late, undertime, overtime, night differential, premiums, withholding tax, earnings, deductions, gross taxable and net. This is the cheapest place to catch an error.
Press Confirm Sheet. With Confirm payslips without recomputing on, reviewed figures cannot silently change under you.
Press Post to Journal to post the payslips to the salary journal. The register moves to Closed.
Generate the bank file (Task 14) and send payslips (Task 15) from the closed register.

Watch for

Set to Draft is only offered while a register is Confirmed. Once it is Closed, correct it with a refund (Task 16) so the original stays reconciled.

14Export the bank disbursement file

Who: Payroll Manager · Accountant
When: After posting
Needs: Company bank account on the register

Payroll ▸ Payroll ▸ Payroll Registers ▸ (open a closed register)

Press Generate Bank Document. The register's Bank must be set to the company's bank account. The file is fixed-width: a header carrying the company account, one line per employee net pay, and a trailer with count and total.
It attaches to the register — take it from there for upload, so the file that went to the bank stays with the run it came from.
Cross-check the trailer total against the register's net pay before uploading.

15Email the payslips

Who: Payroll Manager
When: After posting
Needs: SMTP From configured

Payroll ▸ Payslips · or from the register

Choose what goes out first: Payroll ▸ Configuration ▸ Settings ▸ Email Payslip sets Payslip Only or Payslip and DTR for every send.
Confirm SMTP From on the outgoing mail server is right — it fixes the sender address on outgoing payslips and notices.
Press Send E-mail on a closed register to mail every payslip in it, or Send E-Mail on a single payslip. Mail goes to the work email, or the private email if there is none.

16Refund a register or a payslip

Who: Payroll Manager
When: After an error is found post-posting
Needs: A closed register

Payroll ▸ Payroll ▸ Payroll Registers

Press Refund on the register, or on a single payslip if only one employee is affected.
The system produces credit-note payslips. They are excluded from every total, so the originals still reconcile.
Run a corrected register for the same period. Historic payroll stays available under Payroll ▸ Payroll ▸ Payroll Archives, out of the live register list.

E

Special runs

Same register mechanics as Task 13 — what changes is a flag set at creation, which changes how the period's entitlements are computed.

1713th month pay

Who: Payroll Manager
When: Annually, by 24 December
Needs: The year's registers posted

Payroll ▸ Payroll ▸ Payroll Registers ▸ New

Create a register and tick 13th Month Pay.PH
Nominate exactly which payroll periods form the computation base in Payroll Periods to Compute. This is explicit on purpose — do not assume it defaults to the calendar year.
Generate, recompute, and review the 13th month line on a sample payslip against your own computation before confirming.
Confirm and post as in Task 13.

18Final pay for a leaver

Who: Payroll Manager
When: On separation
Needs: Contract end date set

Payroll ▸ Payslips

Tick Final Pay on the separating employee's payslip while it is in Draft. It also ticks convertible leave and 13th month pay on that payslip, so all three settle together.
Compute the payslip. A final-pay payslip gets an annual tax adjustment: taxable income for the year to date is run through the Annual Tax Table and compared with the tax already withheld, giving Actual Annual Tax Due, Tax Adjustment and a refund or payable.PH
Check outstanding loan balances and canteen charges are recovered on this payslip.
Settle any convertible leave — see Task 19.
Issue the BIR 2316 for the year to date (Task 21) and a Certificate of Employment from the Print menu on the employee or contract form.

19Convert leave to cash

Who: Payroll Manager
When: Year-end, or on separation
Needs: Convertible days on the allocation

Payroll ▸ Payroll ▸ Payroll Registers ▸ New

Tick Convertible Leave on the register when you create it.
The convertible portion of each allocation is paid out and the conversion recorded against that allocation — so the balance and the payment stay tied together.
Check the leave-conversion line on a sample payslip: allocation, convertible days, days converted and amount should all agree with the allocation record.

F

Year-end and filing

The annual cycle: reset entitlements, issue the statutory certificates, and take on the new contribution tables.

20Reallocate leave for the new year

Who: HR Manager
When: Annually
Needs: Fiscal year created

Leaves ▸ Leave Allocations ▸ Multiple Leave Allocation

Press Multiple Leave Allocation on the allocation list and allocate several leave types to many employees for the fiscal year in one pass. This is the annual reset in a single screen.
Set the validity window on each allocation. The Leave Allocation: Check Validity job expires allocations past their window.
Mark the convertible portion of each allocation now, so Task 19 has something to pay out later. The convertible fields only show once Convertible Leave (SIL) is switched on in the Leaves settings.
If you carry unused days forward, switch on accumulated leave under Leave Allocation in the Leaves settings before allocating — not after.

Watch for

Leave requests draw against a named allocation. If allocations for the new year do not exist yet, employees cannot file — so run this before January, not during it.

21Prepare and print BIR Form 2316

Who: Administrator prepares · anyone prints
When: Annually, by 31 January
Needs: PDF library on the server — ask IT

Employees ▸ Employees ▸ (open one) ▸ BIR Form 2316 tab

On the employee's BIR Form 2316 tab, set the BIR Year and the period from and to.PH
Fill the employee block — RDO code, registered, local and foreign addresses with their zip codes, and the statutory minimum wage rates where they apply.
The employer block prints from the company record: name, Tax ID, address, and BIR Employer Type (main or secondary) on the company form. Check those once per company.
Fill previous-employer TIN, name, address, taxable compensation and tax withheld for anyone hired mid-year.
Set the Minimum Wage Earner and overseas-Filipino-worker flags where they apply.
Most figures — gross compensation, tax withheld, the non-taxable breakdown and tax due — are computed from the employee's payslips for the period. Review rather than retype them.
To print, use the Print menu on the employee form or list, and choose BIR Form 2316. Select several employees in the list to produce the forms in a single run.

Access note

The BIR Form 2316 tab is available to users with Settings / Administrator access. Other profiles, including HR Manager, can print a completed form but do not fill the tab. There is no menu item for the form — the Print menu is the only route.

22Load a new statutory circular

Who: Payroll Manager
When: When an agency publishes
Needs: The circular's own table

Payroll ▸ Configuration ▸ Premiums and Tax Tables ▸ SSS · PHIC · HDMF ▸ Circular/Guidelines

You do not wait for a software release. Each agency's table hangs off a circular record with an effectivity date and a Draft, Activated or Expired state.PH

Open Circular/Guidelines for the agency that published — SSS, PHIC or HDMF — and note the circular currently Activated.
Create a new circular, set the effectivity date to the circular's own date, and enter its brackets. Do not edit the outgoing circular.
Press Activate when the new rates take effect. The previously activated circular becomes Expired — only one is active per agency.
Re-check Premiums and Tax Tables ▸ Configuration — a rate change sometimes arrives with a change to the computation basis.
Compute one test payslip and check the new figures by hand before the next live run.

Watch for

Payslips always compute with whichever circular is activated at the moment you compute, whatever their period dates. Finish and post every run that belongs under the old rates before you activate the new circular, and do not recompute an older period afterwards — it would pick up the new rates.

G

HR cases

Inquiries, complaints, onboarding tasks and disciplinary matters, each tracked as a case with an owner, a due date and a written trail. Employees raise and answer cases from their portal at /my/hr-cases; HR works them from the backend.

23Log and resolve an HR case

Who: HR Officer
When: As cases come in
Needs: Case types (shipped)

Employees ▸ Case Management ▸ All Cases · Configuration ▸ Case Types

Draft
→
Submitted
→
Assigned
→
Under Investigation
→
Resolved
→
Closed

Check the case types once. Thirteen ship, from Employee Inquiry to Disciplinary Action; each carries a default priority, an SLA in days and whether it needs an investigation.
Create the case with employee, subject, case type and a description. The type sets the priority and a due date from its SLA; the employee's manager fills Manager/Head.
Press Submit — it refuses a case with no description. Fill Assigned To and press Assign.
If the type needs an investigation, press Start Investigation and record interviews, document reviews and decisions on Investigation Notes.
On Resolution, pick a Resolution Type and write the resolution notes, then press Resolve. A case resolved as Resolved needs either Waived ticked or the suspension type, start and end dates filled.
Press Close Case. An HR Manager can Reopen a closed case; it goes back to Assigned with its resolution cleared.

You'll know it worked

The Cases button on the employee form counts the case, and the case's Timeline tab shows every date it moved. A case past its due date and not yet resolved is flagged overdue.

24Run a disciplinary case

Who: HR Officer · employee · HR Manager
When: On an offence
Needs: Employee has a login · Manager/Head set

Employees ▸ Case Management ▸ All Cases · employee: /my/hr-cases

Assigned
→
Notice Given
→
Awaiting Employee Explanation
→
Manager Review
→
Final Acknowledgment
→
Resolved

Take an assigned case and press Give Disciplinary Notice. The employee gets an activity to acknowledge it.
The employee opens the case from My HR Cases on their portal, types their full name as a signature and acknowledges the notice, then writes and submits an explanation. Submission needs a Manager/Head on the case.
The manager is given a review activity. An HR Manager sets Manager Decision — waive, or proceed with disciplinary action — writes the decision notes and presses Make Decision. Waiving ticks Waived on the case.
The employee acknowledges the final decision with a second typed signature.
HR resolves and closes the case as in Task 23. If the decision was to proceed, fill the suspension type, dates and With Pay before resolving.
Use Print on the case for the signed paper record.

Watch for

While a resolved suspension covers today, the employee form shows a Suspension Status block and attendance for dates inside the suspension is refused. That status is worked out when the case changes, not by a daily job, so check it on a suspension that starts in the future.

·

When a number looks wrong

Almost every payroll query resolves to one of these. Work down the cause column before opening a support ticket — in most cases the data is right and a switch is off.

Symptom	Most likely cause	Where to fix it
Employee missing from the register	Contract is not Running, or its payroll schedule does not match the register's	Contract — state and Payroll Schedule
Overtime shows as zero	The OT request never reached Approved, or the contract's OT switch is off	Overtime request state · contract switches
Night differential missing	The schedule line is not flagged Has ND	Work schedule — Has ND per line
Late deduction not applied	Inside the grace period, disallowed on that period date, or the contract's late switch is off	Schedule grace period · payroll period date · contract
Late deduction too large	A late deduction table band is mapping those minutes to a larger charge	Attendances ▸ Configuration ▸ Late Deduction Table
Basic pay is wrong	Wage type and factor days disagree with how the wage was entered	Contract — Wage Type, Factors Days (Monthly)
Worked days look too high	The working-days basis includes rest days and holidays (395) when it should not	Contract — Working Days a Week
Holiday not paid	The holiday is not scoped to this company, or the paid-regular-holiday switch is off	Holiday record companies · contract Paid Reg. Holiday
Contribution deducted twice, or not at all	The deduction schedule for that payroll schedule is wrong, or the contract's payroll schedule set the wrong premium divisor	Premiums and Tax Tables ▸ Configuration · contract Payroll Schedule
Contribution amount off	An older circular is still the activated one, or the basis is wage vs. pay	The agency's Circular/Guidelines — state and effectivity
Old period recomputes with new rates	A newer circular was activated before the period was recomputed	Recompute old periods only under the circular they ran on — Task 22
Withholding tax off	Bracket set follows the payroll schedule; a mismatch uses the wrong brackets	Contract — Payroll Schedule
Leave landed entirely in one payslip	Expected — check the per-date rows; each carries its own payroll period	Leave request — date rows
Employee cannot file leave	No allocation exists for the fiscal year, or it has expired	Leave Allocations — validity window
Biometric punches not appearing	Employee has no ZK number for that machine, or the punches are downloaded but not imported	Create Users · Import Attendance
Check-in refused at the site	Outside the distance radius, or the mapped address components do not match	Work address — Geolocation tab
Attendance refused for one employee	A resolved HR case has the employee suspended on that date	The case's suspension dates — Task 24
BIR 2316 tab not visible	The tab needs Settings / Administrator access	User's access rights
Figures changed after review	The register was recomputed after confirming	Turn on Confirm payslips without recomputing

In-app guided tours cover employee creation, payroll configuration, period generation, payslip computation, the payroll register, DTR, leave allocation, overtime configuration, multiple attendance and the chart of accounts — a faster first pass than reading a procedure cold.