Settings and Configuration
The PMS Settings module allows administrators to configure system parameters, reference data, and approval workflows. This guide covers all configuration options available in the system.
Go to PMS > Settings
Select the configuration area
Make changes as needed
Save to apply
Define the categories of employment within your organization.
Managing Employment Types
Go to PMS > Settings > Employment Types
View existing employment types
Add, edit, or deactivate as needed
Employment Type Fields
Field Description Name Descriptive name (Regular, Casual, Contractual, etc.) Code Short identifier Description Detailed explanation Active Whether this type can be assigned to employees
Standard Employment Types
Type Description Benefits Regular Permanent employees Full benefits, leave accrual Casual Temporary workers Limited benefits Contractual Contract-based Per contract terms Job Order Task-based engagement No employer-employee relationship Consultant Expert services Per engagement terms
Manage the job positions and plantilla items in your organization.
Position Management
Go to PMS > Settings > Positions
View the position list
Add new positions or edit existing ones
Position Fields
Field Description Position Title Official job title Position Code Unique identifier Salary Grade Assigned SG level Organization Unit where position belongs Plantilla Item Official plantilla number Reports To Superior position Active Whether position is fillable
Position Hierarchy Example
Department Manager (SG-24)
├── Division Chief (SG-22)
│ ├── Section Chief (SG-18)
│ │ ├── Senior Staff (SG-15)
│ │ └── Staff (SG-11)
│ └── Section Chief (SG-18)
│ ├── Senior Staff (SG-15)
│ └── Staff (SG-11)
└── Administrative Officer (SG-15)
Copied! Configure the government salary grade structure.
Salary Grade Table
Go to PMS > Settings > Salary Grades
View the salary grade table
Update rates when changes occur
Salary Grade Fields
Field Description Grade Salary Grade number (1-33) Step 1-8 Monthly salary for each step Effective Date When rates take effect
Salary Grade Steps
Employees progress through steps based on length of service:
Step Requirement Step 1 Entry level Step 2 3 years in Step 1 Step 3 3 years in Step 2 Step 4 3 years in Step 3 Step 5 3 years in Step 4 Step 6 3 years in Step 5 Step 7 3 years in Step 6 Step 8 3 years in Step 7
Configure official holidays for attendance and leave calculation.
Managing Holidays
Go to PMS > Settings > Holidays
Add holidays for the year
Edit or remove as needed
Holiday Fields
Field Description Name Holiday name Date Calendar date Type Regular or Special Non-Working Nationwide Applies to all or specific regions Recurring Repeats annually (fixed date)
Holiday Types
Type Description Effect on Pay Regular Holiday Official government holidays 200% pay if worked Special Non-Working Additional designated days 130% pay if worked Special Working Working day with incentive 130% pay
Sample Holiday Configuration
Holiday Date Type New Year's Day January 1 Regular Maundy Thursday Variable Regular Good Friday Variable Regular Araw ng Kagitingan April 9 Regular Labor Day May 1 Regular Independence Day June 12 Regular National Heroes Day Last Monday of August Regular Bonifacio Day November 30 Regular Christmas Day December 25 Regular Rizal Day December 30 Regular Ninoy Aquino Day August 21 Special Non-Working All Saints' Day November 1 Special Non-Working Christmas Eve December 24 Special Non-Working Last Day of the Year December 31 Special Non-Working
Configure the types of leave available to employees.
Managing Leave Types
Go to PMS > Settings > Leave Types
View and configure leave types
Set entitlements and rules
Leave Type Fields
Field Description Name Leave type name Code Short identifier (VL, SL, etc.) Annual Entitlement Days granted per year Accrual Rate Monthly credit earning Cumulative Whether unused credits carry over Max Accumulation Maximum credits that can accumulate Requires Approval Approval workflow required Requires Documentation Supporting documents needed Active Available for employees to use
Leave Type Configuration Examples
Leave Type Entitlement Accrual Cumulative Max Vacation 15 days 1.25/month ✅ Unlimited Sick 15 days 1.25/month ✅ Unlimited Force 5 days From VL ❌ 5 days Special Privilege 3 days Annual ❌ 3 days Maternity 105 days Per event ❌ 105 days Paternity 7 days Per event ❌ 7 days
Leave Rules
Rule Description Advance Filing Days before leave that request must be filed Minimum Days Smallest leave increment allowed Medical Certificate Days after which medical certificate is required Approval Levels Number of approvers required
Configure the approval workflow for timekeeping and leave documents.
Setting Up Approval Paths
Go to PMS > Settings > Approval Paths
Select the organization
Configure approvers for each document type
Approval Path Configuration
Field Description Organization Unit this path applies to Document Type Leave, DTR correction, Pass Slip, etc. Approver Level 1 First approver (usually immediate supervisor) Approver Level 2 Second approver (if required) Approver Level 3 Final approver (if required) HR Validator HR officer for final processing
Approval Path Example
For Leave Requests in Administrative Division:
Level Role Responsibility Level 1 Immediate Supervisor Initial recommendation Level 2 Division Chief Division-level approval Level 3 Department Head Final approval (for extended leaves) HR HR Officer Validation and processing
Configuring Approvers
Go to PMS > Settings > Approval Paths
Click on the organization
For each document type:
Add approvers by level
Set conditions (e.g., leaves > 5 days need Level 3)
Define routing rules
Save the configuration
Approval Conditions
Condition Description Leave Duration Different paths for short vs long leaves Leave Type Special leaves may need HR approval Employee Level Managers may have different approvers Delegation Alternate approver when primary is unavailable
Configure biometric attendance devices.
Adding a Biometric Device
Go to PMS > Settings > Biometric Devices
Click Add Device
Enter device information:
Field Description Device Name Descriptive name IP Address Network address Port Communication port (default: 4370) Organization Associated unit Location Physical placement Active Device is operational
Device Management
Action Description Test Connection Verify device is reachable Sync Now Manually trigger data sync View Logs Check sync history Clear Attendance Remove data from device (careful!)
Sync Configuration
Setting Description Auto Sync Enable automatic synchronization Sync Interval How often to sync (e.g., every 30 minutes) Sync Window Time range for syncing (e.g., 6AM - 10PM) Retry Attempts Times to retry failed sync
Troubleshooting Device Connections
Issue Possible Cause Solution Connection refused Wrong IP/port Verify device network settings Timeout Network issue Check firewall and routing Auth failed Wrong credentials Update device password No data Device empty Verify employee enrollment
Configure organization-specific settings.
Organization Settings
Go to PMS > Organizations
Select the organization
Configure settings
Setting Description Timekeeping Policy Work schedule policy for the organization (see Timekeeping > Timekeeping Policies ) Time Zone Local time zone Holiday Calendar Which holidays apply Leave Policy Organization-specific leave rules
Note: Individual employees can override the organization's timekeeping policy. See Timekeeping > Setting Individual Employee Policy for details.
General Configuration
Setting Description Default Leave Accrual Monthly credit earning rate Tardiness Grace Minutes before marked late Undertime Threshold Minutes before marked undertime DTR Cutoff Day of month for payroll cutoff
Notification Settings
Setting Description Email Notifications Send email for approvals Reminder Frequency How often to remind pending approvals Escalation Period Days before escalating to next level
Initial Setup
Configure salary grades first
Set up positions with correct SG
Define employment types
Configure leave types and rules
Set up approval paths
Add holidays for the year
Register biometric devices
Ongoing Maintenance
Update salary grades when new rates are released
Add new year's holidays before year-end
Review and update approval paths as organization changes
Monitor biometric device health regularly
Audit leave type configurations annually
Access Control
Limit settings access to administrators
Document all configuration changes
Review settings periodically
Test changes in non-production first
Issue: Leave Credits Not Accruing
Possible Causes:
Leave type not configured for accrual
Employee employment type excluded
Accrual job not running
Solutions:
Verify leave type accrual settings
Check employee's employment type eligibility
Contact IT to verify scheduled tasks
Issue: Approval Path Not Working
Possible Causes:
Approver not assigned
Employee not in correct organization
Condition not met
Solutions:
Review approval path configuration
Verify employee's organization assignment
Check approval conditions and thresholds
Issue: Biometric Data Not Syncing
Possible Causes:
Device offline or unreachable
Network connectivity issue
Sync job failure
Solutions:
Test device connection
Verify network settings
Check sync logs for errors
Manually trigger sync