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1. Accountant and Finance Guide Role-Based Journeys

   General ledger administration, voucher processing, withholding tax certificates, automated bank reconciliation, and period closing.

2. HR and Payroll Manager Guide Role-Based Journeys

   Comprehensive personnel administration, 16-grade Hay compensation structure, biometric attendance sync, and Ethiopian PAYE payroll execution.

3. Employee Self-Service Guide Role-Based Journeys

   Navigating the personal portal, logging daily timesheets, requesting leaves, viewing digital payslips, and claiming expenses.

4. System Administrator Guide Role-Based Journeys

   Platform configuration, Multi-DB management, RBAC access control, scheduled background actions, and system health monitoring.

5. Planning overview Planning

   What SmartERP Planning is for, who uses it, what the nine Planning modules add, and how they fit with the rest of SmartERP.

6. Concepts Planning

   The vocabulary and rules of Planning - resources, roles, shifts, allocated time, publishing, conflicts, recurrence, workload - with worked examples.

7. Quick start Planning

   From an empty Planning to a published week in about fifteen minutes - one role, one template, three shifts, published to the employee.

8. Set up roles Planning

   Create the roles your shifts need, give them a colour and an hourly cost, and say who holds each role.

9. Add materials to plan Planning

   Plan vehicles, rooms and equipment on the same schedule as people, by creating them as materials with working hours and roles.

10. Create a shift template Planning

    Save a common shift - start hour, length, role, break and note - so you can create it in one click.

11. Create a shift Planning

    Create one shift for a person, a material or nobody (an open shift), set its time, role, break and allocated time, and save it as a draft.

12. Work on the schedule Planning

    Read the schedule, move, copy and delete shifts by dragging, select several at once, undo, use the keyboard and the To plan panel.

13. Plan with a template Planning

    Create the same shift for several people on several days in one step, with a preview of what will be created and what will be skipped.

14. Repeat a shift Planning

    Make a shift repeat every few days, weeks, months or years, and change or stop the series later.

15. Copy, duplicate and split shifts Planning

    Copy last week's shifts into a new week, duplicate one shift onto other days or people, and split a shift in two.

16. Assign open shifts with Auto Plan Planning

    Let Planning give the open shifts of a period to qualified, free people, choosing the lightest-loaded person first, and read why a shift could not be filled.

17. Publish the schedule Planning

    Publish one shift, a selection or a whole period; email employees their personal schedule link; republish changed shifts; and unpublish.

18. Print the weekly rota Planning

    Print a one-page landscape rota of a week, with the schedule's current filters, to pin on a wall or send as a PDF.

19. Book time with a forecast Planning

    Reserve a share of a person's time over days or weeks for capacity and project figures, without creating shifts.

20. Resolve shift warnings Planning

    What each warning on a shift means - overlap, wrong role, changed since publication, waiting for approval, switch requested and the bridge warnings - and how to clear it.