How to do things in Sahora.

Getting started

Signing up, signing in and finding your way around.

• What Sahora does and who does whatThe roles in Sahora and what each one can see and change.
• Signing up for SahoraThe Get started form, your position, the plan choices and our team's review.
• Signing in for the first timeYour invitation link, your password, two-step verification and the privacy notice.
• Finding your way aroundThe dashboard, the menu, search, notifications and switching companies.
• The guided setupEach setup step, what it asks for and when it counts as done.
• Installing Sahora on your phoneAdd Sahora to your home screen on Android or iPhone.

Company setup

Pay schedules, rules, numbers and your existing data.

• BIR details and your work placeYour TIN, RDO, filing channel and the place that decides your minimum wage and holidays.
• Pay groups and pay schedulesCut-offs, pay dates and the days a year used for daily rates.
• Payroll settingsTax method, contribution timing, lates, undertime and your other payroll rules.
• Employer numbers and the payroll bank accountYour SSS, PhilHealth and Pag-IBIG employer numbers and the account payroll is paid from.
• Branches, departments and cost centersHow to set up the units you group employees and costs by.
• Allowances, benefits and bonusesPay items, de minimis benefits and the yearly ceiling for 13th month and other benefits.
• Shifts, breaks and timekeepingWork schedules, break rules and how lates and undertime are counted.
• Clock-in controlsSelfies, location, approved phones and clock-ins without signal.
• Leave types and who approvesYour leave types, approval rules and stand-ins for supervisors.
• Claim typesBusiness reimbursements and taxable claims.
• Accounting and the payroll journalYour accounts for the payroll journal and the accounting software files.
• Special casesContributions not deducted, minimum wage exemptions and the maternity differential exemption.
• Importing your dataBring in employees, timesheets, previous payroll and opening balances, then check, fix and import.
• Users and rolesInvite people, limit what they see, switch a login off and invite your accounting firm.
• API keys and webhooksPaid plansConnect your own systems to Sahora.

Employees

201 files, numbers, pay changes, loans and departures.

• Adding an employee and the 201 fileWhat goes in an employee's record and how to keep it complete.
• Government and bank numbersTyping numbers twice, numbers not available yet, duplicates and who sees full numbers.
• Salary changes and scheduled increasesRecording a new rate, raising many employees at once, and changes that wait for the owner.
• Employees paid below the minimum wageFinding them, raising them, or keeping the reason on file.
• Inviting employees to the portalGiving employees a login and asking them to fill in their own details.
• Employee documentsKeeping files in the 201 file and choosing what employees see.
• Loans and deductionsSSS and Pag-IBIG loans, company loans and other deductions.
• When an employee leavesSeparation, the offboarding checklist, final pay, the quitclaim and the certificate of employment.
• AnnouncementsPost a notice for everyone, a branch or a department in the employee portal.
• Bulk changesAssign shifts, move employees between units and export the list.

Time and attendance

Clock-ins, corrections, attendance, leave and requests.

• The time log and biometric filesSee each day's punches and import files from your time clock.
• Reviewing clock-insFlagged clock-ins, new phones and asking an employee to explain.
• Missing punches and correctionsHow missed clock-ins are followed up and corrected.
• Attendance for a pay periodThe attendance grid and using the time log's totals.
• Leave, overtime and official businessApproving requests and the year-end leave carry-over and cash conversion.
• ClaimsApproving claims and recording them as paid.

Running payroll

From pay periods to payout, adjustments and 13th month.

• Creating pay periodsSet up the periods each pay group is paid for.
• Computing a payrollCompute the payroll and read the run page, the register and the flags.
• Before you submitPre-payroll checks, leaving someone out and amounts set each payout.
• Holding a salaryHolding pay until final pay, and releasing it.
• Adjustment runs and back payCorrecting an approved payroll and paying back-dated increases.
• 13th month payCompute 13th month pay and add it to a payroll.
• Payout and the journal entryThe disbursement list, bank files and the payroll journal.
• AutoPilotPaid plansLet Sahora prepare each payroll for you to review.
• Moving to Sahora mid-yearBring in this year's payroll so tax and 13th month continue correctly.

Approvals

Submitting, approving, releasing and unlocking a payroll.

• Submitting and approving a payrollHow a payroll moves from computed to approved, and who may approve it.
• Your first payroll and the owner-level ruleWhy some first payrolls wait for the owner or a finance head.
• Releasing a payrollFinance's step before payout files are made.
• Unlocking a payrollWhen an approved payroll can be reopened, and what is recorded.

Payslips

Sending payslips and answering questions about them.

• Payslips for your companyDownload every payslip, payslip passwords and emailing payslips.
• Payslip questionsAnswer employees' questions about their payslips.

Reports

Payroll, people and attendance reports.

• The Reports pageFind, pin and schedule reports, and who sees amounts.
• Payroll reportsRegister, monthly summary, comparison, labor cost, payroll audit and more.
• People and attendance reportsAttendance, time records, leave, loans, headcount and record completeness.

Government remittances and BIR forms

Contributions, 1601-C, 2316, 1604-C and year-end.

• The filing calendarDue dates for each agency and marking them remitted.
• SSS, PhilHealth and Pag-IBIG contributionsThe contributions file, the Pag-IBIG form and checking an agency statement.
• BIR Form 1601-CThe monthly withholding tax return Sahora prepares for you.
• BIR Form 2316Employees' certificates, signatures and downloading them all.
• BIR Form 1604-C and the alphalistThe annual return and the alphalist file.
• Year-endAnnualizing tax in December, refunds and January settlement.

Employee portal

For employees and supervisors, in English and Filipino.

Mga gabay para sa empleyado sa Filipino: buksan ang gabay at piliin ang "Basahin sa Filipino".

• Signing in to the portalYour invitation, your password and switching to Filipino.
• Clocking in and outClock in with your phone, take a selfie if asked, and what to do without signal.
• Fixing a missed or wrong punchAsk for a time correction and attach proof.
• Filing leave, overtime and official businessFile a request and follow it until it is decided.
• Filing a claimAsk to be paid back for a business expense.
• Your payslipsRead your payslip, open the PDF and ask a question about it.
• Your BIR Form 2316View and sign your yearly tax certificate.
• Your loansSee your balances and sign a loan authorization.
• Your profile and requestsYour details, asking HR to change them, and asking for a certificate of employment.
• For supervisors: My teamApprove your team's requests and clock-ins, and name a stand-in.

Account and billing

Plans, billing, privacy and keeping your account safe.

• Plans and what the Free Plan includesWhat each plan includes and how to move to another one.
• Billing statements and payingReading your statement, paying it and the 2307.
• Monthly or annual billing, and cancellingChoosing how you are billed, renewal and cancelling.
• Privacy and dataDownloading all your data, personal data requests and leaving Sahora.
• Keeping your account safeYour devices, two-step verification and the activity log.