BitoHRIS Documentation

Complete guide to managing your Human Resource Information System efficiently

Dashboard

The BitoHRIS Dashboard provides admins with a quick, organized snapshot of everything happening within the organization. It displays real-time information on employees, assets, loans, attendance, requests, and upcoming events—all in a single centralized view.

Dashboard

Key Metrics Cards

Employees

Active Count

Assets Request

Pending

Loan Requests

Under Review

Pre-Joining

New Hires

Operations & Approvals

Assigned Assets

Total number of assets successfully assigned to employees this month.

Approved Loans

Number of employee loan requests approved within the current month.

Infra Requests

Total infrastructure-related requests including IT support and facilities.

Applied Leaves

Number of leaves applied by employees this month.

HR Alerts & Notifications

Probation Completion

Displays employees nearing the end of their probation period.

Upcoming Birthdays

Lists employees with birthdays coming up in the current month.

Upcoming Anniversaries

Shows employees completing work anniversaries this month.

Frequently Asked Questions

What is the purpose of the BitoHRIS Dashboard?

The dashboard provides a real-time overview of all key HR activities—employees, requests, approvals, leaves, infra issues, and upcoming events.

How often is the dashboard data refreshed?

Dashboard data is refreshed in real time. Whenever an action is taken—loan approval, leave request, asset assignment—the numbers update instantly.

Can I click on a card to view more details?

Yes. Most cards act as quick navigation shortcuts. Clicking them opens the detailed page for that category.

Employees

The Employees section allows the Admin to view, manage, and add employee records within BitoHRIS. This module maintains all core employee information.

Dashboard

Employee List

Field Description
ID Unique employee identifier
Name Full name of the employee
Email ID Registered email address
Department Department assignment
Designation Job title/role
Status Active/Inactive status

Add Employee Form Fields

  • Employee ID
  • Name
  • Email
  • Department
  • Designation
  • Reporting To
  • Grade
  • Employee Type
  • Employee Status
  • Joining Date
  • Holiday Type

Pre-Joinee

The Pre-Joinee section allows Admins to manage candidates who are in the onboarding process before officially joining the organization.

Dashboard

Add New Pre-Joinee

1
Click "+ Add New" Button

Located at the top-right corner.

2
Enter Basic Details

Enter only the Name and Email ID.

3
Account Created

The joinee receives login credentials via email.

Our Team

The Our Team section allows admins to quickly search for and view employee profiles across the organization.

Our Team
Search Employee

Use the search bar to look up any employee by name. Matching results appear instantly.

Employee Profile Management

View personal details, department, designation, contact information, and reporting hierarchy.

Reimbursement

The Reimbursement section allows Admins to view, manage, and filter all employee reimbursement requests.

BitoHRIS Reimbursement

Filter Reimbursements

Expense From

Select the start date for filtering

Expense To

Select the end date for filtering

Reimbursement Request Details

Column Description
Request ID Unique identifier
Requested By Employee who submitted
Expense Type Category of expense
Amount Claimed amount
Status Pending/Approved/Rejected

Loans

The Loans section allows admins to view and manage all employee loan applications within the organization.

BitoHRIS Loans
Quick Switch: Switch between Open List and Closed List to view active or completed loan applications.
Field Description
Loan ID Unique loan identifier
Employee Name Name of the applicant
Loan Amount Requested amount
HR Status Approved/Rejected/Pending
Accounts Status Processing status

Appraisal

The Appraisal Management section allows admins to review and manage employee appraisal records for each appraisal cycle.

Appraisal
  • View all employee appraisal entries for the selected cycle
  • Track appraisal progress, including scoring and status updates
  • Access individual appraisal details for review and verification
  • Navigate between pages using Previous and Next buttons

Infra Dashboard

The Infra Dashboard provides a quick overview and management access for all infrastructure-related requests raised by employees.

Infra Dashboard
Total Infra Request

All Requests

New Infra Request

Pending Action

Add Infra User

Add new Infra users who can manage infrastructure-related tasks.

View Infra User

Opens the list of existing Infra users with details.

Department

The Department section allows admins to create, manage, and organize different departments within the organization.

Department
Column Description
Name Official department name
Status Active or Inactive
Created By Admin who added it
Action Edit, Deactivate, Delete

Add New Department

1
Click "Add New"

Located on the top right.

2
Enter Details

Enter Department Name and set status to Active.

3
Save

Click Save to add the department.

Leave Management

The Leave Management module provides admins with a complete overview of all leave-related metrics, leave types, and employee leave activity.

Leave Management
Total Holidays

Yearly Count

Total Weekends

Annual

Applied Leaves

Requests

Leave Types & Allowances

Leave Type Description
PL Probationary Leave
CPL Confirmed Privilege Leave
LOP Loss of Pay
SL Sick Leave
ML Maternity Leave
PAT Paternity Leave

Separated

The Separated Employee module allows admins to view and manage the list of employees who are no longer part of the organization.

Separated
Search & Filter: Search by Name or Email ID. Up to 100 entries displayed.
Column Description
Employee ID Unique ID
Name Full name
Department Department they belonged to
Separated Date Official exit date

Mail to Employees

Send emails directly to employees from the HRIS system. Click the "+" icon to open the Compose Email form.

Mail to Employees
Select Recipients

Choose to send to all employees or a test user.

Enter Subject

Add a clear and relevant subject line.

Write Email Content

Use Rich Text Editor or HTML Template mode.

Add Attachments

Upload one or multiple files.

Generate Letter

Create and manage official employee letters directly from the HRIS system.

Generate Letter
Offer Letter

New Hire

Release Letter

Exit

Appraisal Letter

Performance

Filter Generated Letters

  • Filter by Letter Type
  • Filter by Month
  • Clear Filters
  • Refresh to view latest entries

Company Policy

Create, upload, and manage all organizational policies in one place.

Dashboard
Column Description
Policy Name Title of the policy
Document Attached file
Date Created When policy was added
Actions View, Edit, Delete

How to Create a New Policy

1
Click "Create New Policy"

Located in the top right corner.

2
Enter Policy Name

Provide a clear and descriptive title.

3
Upload Document

Supported: PDF, DOC, DOCX (Max 10 MB)

4
Click Create Policy

The policy will appear in the list.

File Requirements: Supported formats are PDF, DOC, DOCX with a maximum file size of 10MB.

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