Yes. Now you have your administrative login details, we would be taking a quick dive into what and how these credentials can be used to help you begin the automation of your key HR processes and managing your team effectively.
So, ready to go… Today, we would be looking at the following topics;
- CSManager©HRMS look and feel
- Setting up your organisational preferences
- Setting up your list of values masters
- Setting up job levels within your organisation
- Creating your first employee
To begin, open your browser and type in the address csmanager.com.ng. The page displayed is the landing page from which this entire tutorial would be done. You would be presented with three fields required to login.
- Your Company ID (This is unique to your organisation)
- Your Username (This is unique to you alone)
- Your password (This should be kept secret at all times)
Fill in the details as received with your administrative credentials sent to you. This credential would be used only for the initial setup phase. Once your employee credentials are configured, you would no longer need to use the administrative credentials anymore.
Once logged in, you are presented with a screen as the one displayed here. The points have been marked to make for easy identification.
- Company Logo: Displayed here would be your organisations logo once setup
- User Name: Here you find the name of the current active logged in user as well as their passport for clarity. Clicking on the user’s name reveals a drop down menu which contains important links such as the Help manual and password settings
- Main Menu: Here you have a list of all menus that you have assigned privilege to. Note: not all users can see all menus. Hence you can have employees login an see only menus related to their daily tasks. Clicking on these menu’s displays sub menus which allows you carry out various tasks.
- Frequent Links: Displayed here are a list of action pages you visit most frequently to perform your day’s job
- Frequent Reports: A list of most viewed reports sticks here for easy access
- Module Shortcuts: These are shortcuts to quick actions that most employee perform regularly
- Notifications: Here you find a list of all notifications for actions performed. All notifications here are also sent to your mailbox as an email.
Now that we have a quick grasp, let’s take a deep dive. 
- To begin, click on the Preference Menu to expand
- Scroll downwards and select the Organisational Preferences link
You are now presented with your organisational setup page. Here you would have to setup the name of the organisation and other key preferences.
Setting up each job cadre and level is a key part of beginning your organisational hierarchy and level to which each individual would fall under. In our Day 2 of this course, we would return to this 
screen to setup Leave Groups and HMO Groups for each cadre of employee within our organisation.
screen to setup Leave Groups and HMO Groups for each cadre of employee within our organisation. - To begin, get a list of all cadre that is required to be setup in your organisation and begin entering them, from the highest of cadre band to the least.
- Click on Human Resource and from the drop down, select Job Role Level Setting
- Start by defining each job cadre and the expected wage bill.
- Where there are multiple bands or steps as the case may be, have them clearly defined individually. The expected wage bill would help in reporting and analytics in future.
The list of values masters are values that you can select across various modules in the CSManager©HRMS solution. A good example is… A list of departments, employment types or titles etc… that you can pick from to quickly complete a form.
- To begin, click on the Preference Menu to expand
- Scroll downwards and select the Add Masters Values link
- A list of all masters would be displayed and the number of values already listed in each
- Key for this setup are;
- Setup your Departments – Add/Edit Department Masters
- Setup your Designations – Add/Edit Employee Designation Masters (Select parent department which each designation falls under)
- Setup your Leave Types – Add/Edit Leave Type Masters
- Add or edit existing values to match your current list of operational values
Now you are ready to create your first employee – Yourself.
Before you proceed however, it is worthy to note that this may not necessarily be the process to create all your employees. For starters, there are two basic methods of employee creation.
- Manual employee details entry (allows for entering individual employees)
- Importing employee details from an Excel CSV file (used to enter multiple employees all at once)
To begin entering your details, do the following;
- Click on the Human Resource menu to expand
- From the drop-down, select Create/Edit Employee
- You are presented with a screen with fields relevant to creating the employee.
Note: All fields with a red bar to the left side are compulsory fields and must be filled to proceed
To import ALL your details, do the following;
- Click on the Preference menu to expand
- Scroll down and click on Employee Detail Batch Upload
- On this screen, click on the View sample upload file
- This downloads a sample file with the specific order of arrangement to aid your import.
- NOTE: You may require some basic technical skills to ensure this file is saved in CSV and the date fields are formatted right.
- Once done with populating the excel sheet, click on the Choose File or Browse button to pick your file
- Click on the Upload button to have the details uploaded.
- The uploaded details are formatted and presented to you for your final approval before import. Select all records you wish to import and click on the Import button to complete.
See, that wasn’t so difficult. You are already on your way to becoming a professional HR process automation expert. To know more and run ahead of the class, feel free at any point to click on your user name to the Top Right corner of your screen and select the Online Help
For additional resources, inquiries and questions, do feel free to send us a mail at hello@amoseries.com.ng, leave a question or comment on this page and a support engineer would respond to it or chat us via our WhatsApp handle on +234 704 519 3221
- Additional Resource : Online Help link, Youtube Channel Video link