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1. Click your profile icon at the top right corner of the dashboard, then select "Settings & Privacy."

2. In “My Profile”, scroll down to the "Notifications" section and click the "Enable" button next to “Web Push Notifications”.

3. A browser prompt will appear asking if you want to allow trellis.ph to show notifications. Click "Allow" to enable push notifications on your device.

1. From the sidebar, click "Attendance", then select "Leave Management."

2. Click the employee you want to allocate leave to.

3. Scroll down to the employee you want to update, then click "Add Leave Type."

4. Fill in the required information, then click "Allocate".

• Leave Type – The category of leave being allocated (e.g., Vacation Leave, Sick Leave).

• Allocated Days – The total number of leave days assigned to the employee.

• Start Date – The date when the leave allocation becomes effective.

• End Date – The date when the leave allocation expires.

1. Click on the "+ Add Employees" button inside the "Admin Dashboard".

2. Type in the employee's email address. Click on the "+ Add another" button to add multiple email addresses at the same.

3. Click on the "Send Invites" button to complete the activity.

1. From the sidebar, click "Home."

2. On the Dashboard, click "Requests."

3. On the Requests page, click "Leaves."

4. Select the leave type you want to apply for.

5. Fill in the following information, then click "Submit."

• Selected Date(s) – The date or date range for your leave.

• Half Day – Enable this option if you are applying for a half-day leave.

• File Attachment (Optional) – Upload any supporting document, if needed.

• Reason – Enter the reason for your leave application.

6. Select the employees you want to notify, then click "Confirm & Submit."

1. From the sidebar, click "HR" to expand the menu, then select "Shift Management."

2. On the “Shift Management” page, click the "Create" button at the top right.

3. The “Create New Shift” window will appear. Fill in the required details, then click “Schedule”.

   • Shift Description — enter the shift name and schedule details

   • Company Alias (optional) — add an internal name visible only within your company

   • Shift Color — select a color to identify this shift on the calendar

   • Work Days — select which days this shift applies to

   • Schedule Type & Flex Allowance — choose Flexi Full-Time if applicable and set the allowance in minutes

   • Start Time & End Time — set the shift hours

   • Lunch Settings — set the lunch break duration and type (Paid or Unpaid)

   • Grace Periods — set Early In and Late Out grace period minutes

   • Break Settings — set the break type, start time, and end time

1. On the login page, click "Register" under the log in button.

2. Fill in your “First Name”, “Last Name”, “Email”, “Confirm Email”, “Gender”, “Password”, and “Confirm Password'“.

3. Check the box to agree to the “Terms of Service” and “Privacy Policy” then click “CREATE ACCOUNT”. A confirmation window will appear after the verification email is sent.

1. Sign in with your “Google account” to quickly access the platform.

2. Or enter your “Email” and “Password” if using a standard account.

3. Click “Log In” to access your trellis account.

1. Open the “Google Play Store” on your Android device and search for "trellis PH" in the search bar. Tap on trellis by Trellis.ph from the results.

2. On the app page, tap "Install" to begin downloading the app.

3. Once the installation is complete, tap "Open" to launch the app.

1. From the sidebar, click "Home."

2. On the Dashboard, click "Requests."

3. On the Requests page, click "Certificate of Attendance."

4. Click "New Request."

5. Select the date you want to file a COA request.

6. Fill in the following information, then click "Submit."

   • COA Type – The type of certificate you are requesting.

   • Reason – The reason for requesting the certificate.

7. Select the employees you want to notify, then click "Confirm & Submit."

1. Click your profile icon at the top right corner of the dashboard, then select "Settings & Privacy."

2. On the “My Profile” page, click the "Edit" button to start updating your profile.

3. Update your profile picture by clicking the pencil icon on your avatar. You may also update your “Full Name” in the fields provided.

4. Fill in or update your “Personal Information” including contact number, gender, date of birth, date joined, and personal email.

5. Scroll down to update your address details including country, region/province, city/municipality, postal code, and address line 1. Click "Save" once all changes are complete.

1. Open the App Store on your mobile device and search for "trellis PH" in the search bar.

2. Tap the download icon to install the "trellis PH — HR & Employee Self-Service” app on your device.

3. Once the download is complete, tap "Open" to launch the app.

1. From the Dashboard, click the "Clock Out" button in the top right corner.

2. A dialog will appear showing your current location on the map and your clock-in time. Click "Clock-Out" to confirm.

3. A success message will confirm that you have successfully clocked out. Click "Okay" to close.

1. From the sidebar, click "Attendance", then select "Leave Management."

2. Select the checkboxes beside the employees you want to include in the bulk allocation.

3. Click "Bulk Allocate."

4. Fill in the following information, then click "Apply Changes."

• Leave Type – The type of leave to allocate.

• Allocated Days – The number of leave days to allocate.

• Start Date – The date when the leave allocation becomes effective.

• End Date – The date when the leave allocation expires.

• Add Employees – Search for and add more employees to the allocation, if needed.

1. From the sidebar, click "Home."

2. On the Dashboard, click "Requests."

3. On the Requests page, click "Certificate of Attendance."

4. Select the COA request you want to view.

5. The COA Request Details window will appear, displaying the request details, requested date, status, reason, and any attached files.

1. From the sidebar, click "HR" to expand the menu, then select "Shift Management."

2. On the Shift Management page, use the date navigation arrows to browse shifts by week or month. You can also toggle between Weekly and Monthly view, and switch between 12H and 24H time format.

3. The calendar view displays all assigned shifts for your team. Click on any shift block to view the employees assigned to that schedule.

4. Click "Swap Requests" at the top right to view and manage any employee-initiated shift swap requests.

1. From the sidebar, click "Home."

2. On the Dashboard, click "Requests."

3. On the Requests page, click "Overtime."

4. Locate the overtime request you want to delete, then click "Delete."

5. Click "Delete" again to confirm the deletion.

1. From the sidebar, click "HR" to expand the menu, then select "Shift Management"

2. On the Shift Management page, click the "Assign" button at the top right of the page.

3. The “Assign Shift” window will appear. Fill in the required details, then click “Assign”.

• Shift Type — select the shift schedule from the dropdown

• Add Employees — select the employee/s you want to assign to this shift

• Start Date — set the date the shift assignment begins

• Assignment Duration — the shift will automatically apply to the work days set within the shift type. Default is set to Ongoing (No End Date)

1. From the dashboard, go to "Attendance".

2. You may also filter records by date or sort by "Newest First" using the dropdown.

3. You will see your current schedule details including your "Clock-in Time", "Break Time", and "Clock-out Time".

4. On the right, your attendance history is grouped by cut-off period. Click a period to expand it and view your daily attendance records, including time in, time out, shift type, and attendance status.

1. From the sidebar, click "HR" to expand the menu, then select "Attendance."

2. You will be directed to the "Attendance Management" page. At the top you will see a summary of your team's attendance status including "Total Employees", "Present", "Absent", "Late", and "On Leave".

3. Use the "Department", "Employment Type", and "Shift Schedule" filters to narrow down the attendance list.

4. Use the "Search bar" to look up a specific employee by name, ID, or email.

5. The table below shows all employee attendance records. Use the pagination at the bottom to navigate through pages.

6. Use "Sort by" to reorder the list based on your preference.

7. Toggle between list view and grid view using the view icons beside the sort button.

8. Use the date navigation arrows to browse attendance by date, or click "Export Excel" to download the records.

1. On the login page, click "Forgot Password?" located below the password field.

2. Enter your email address, then click “Reset Password”. A confirmation message will appear. Check your email and follow the password reset link.

3. Once redirected, enter your “New Password”, confirm it in the “Confirm Password” field, then click "Confirm" to complete the reset.

1. From the sidebar, click "HR" to expand the menu, then select "Shift Management."

2. On the "Shift Management” page, click on the shift block you want to edit from the calendar.

3. A popup will appear showing the shift details including the date, time, and list of "Assigned Employees”. Click "Edit Shift" to proceed.

4. The “Edit Shift” window will appear. Update the fields as needed, then click “Save”.

   • Shift Description — update the shift name and schedule details

   • Company Alias (optional) — update the internal name visible only within your company

   • Shift Color — change the color to identify this shift on the calendar

   • Work Days — update which days this shift applies to

   • Schedule Type & Flex Allowance — adjust if Flexi Full-Time applies

   • Start Time & End Time — update the shift hours

   • Lunch Settings — adjust the lunch break duration and type

   • Grace Periods — update Early In and Late Out grace period minutes

   • Break Settings — update the break type, start time, and end time

1. From the sidebar, click "Home."

2. On the Dashboard, click "Requests."

3. On the Requests page, click "Overtime."

4. Select the overtime request you want to view.

5. The "Overtime Request Details" window will appear, displaying the request information, rendered hours, status, and any attached files.

1. Click your profile icon, go to “Settings & Privacy”, then open Company Profile. Click “Edit” to update your company name, industry, and country.

2. Add a profile photo and fill in your “Company Name”, “Industry”, and “Tagline” in the fields provided.

3. Under “Company Information”, enter your company details, operating hours, and Tax ID/TIN, then click "Save" to apply changes.

1. From the "Dashboard", click the "Clock-In" button in the top right corner.

2. A dialog will appear showing your current location on the map and the time. Click "Clock-In" to confirm.

3. You are now clocked in. The dashboard will update to show your clock-in time, and the "Clock Out" and "No Break "buttons will appear in the top right corner. The "Break" button will only appear when you're close to your scheduled break time, depending on your assigned shift.

1. From the “Admin Dashboard”, click the "Customize" button at the top right of the page to enter edit mode.

2. In edit mode, you can drag and rearrange widgets, remove them using the X button on each widget.

3. Click “+ Add Widget” to add new dashboard items, then “Save Layout” to apply changes. Use “Auto-Layout” to arrange automatically or “Reset” to restore default.

1. From the sidebar, click "HR" to expand the menu, then select "Employees."

2. On the "Employee Management” page, click on the employee card you want to view.

3. On the "Employee Profile" page, click the "Leave & Attendance" tab to view the employee's attendance summary including "Absences", "Tardiness", "Overtime, Undertime", and "Total Logged Hours". On the right side, you can also see their "Leave Balances" and "Leaves Taken". Scroll down to view the employee's "Daily Time Logs" and full "Leaves Taken" history.

1. From the sidebar, click "HR" to expand the menu, then select "Clock In/Out Settings."

2. On the "Clock In/Out Settings" page, search for an employee by name using the search bar. The table will display the employee along with their available settings — "Auto Attendance", "Exempt Geotagging", "Facial Recognition", and "Facility Account".

3. Toggle the switches to enable or disable each setting for the employee as needed.

1. From the sidebar, click "Admin Dashboard", then go to "My Requests" and select the "Overtime" tile.

2. Fill in the "Target Date", "Start/End Times", and "Reason", then click the "Submit" button to send your request.

3. Once the "Success" pop-up appears, click "OK" to complete the activity and return to the home screen.

1. From the “Admin Dashboard”, click the "Create Announcement" button at the top of the page.

2. A Create Announcement window will appear. Fill in the Title, select the Type (e.g. Alert), and write your Message in the field provided.

3. Click "Post Announcement" to publish it to your team.

A success pop-up appears. Click “OK” to finish.

1. When your break time is near, click the "Break" button in the top right corner of the Dashboard.

2. A success message will confirm that your lunch break has started. Click "Okay" to close.

3. The dashboard will update to show you are on break. Click "End Break" when you are ready to return.

4. A success message will appear confirming you are back. Click "Okay" to close.

5. You are now clocked back in and the dashboard returns to your active session with the "Clock Out" button available.

1. Click your profile icon at the top right corner of the dashboard, then select "Settings & Privacy."

2. On the ““My Profile page, click the "Edit" button to start editing your profile.

3. Scroll down and click "+ Show all data" to reveal the additional sections.

4. Fill in your "Government Details" including Tax Identification Number, PhilHealth, Social Security System, and Pag-IBIG.

5. Fill in your "Emergency Contact" details including Full Name, Relation, and Emergency Contact Number. Click "Save" once all changes are complete.

1. From the "Admin Dashboard", click the "Customize" button at the top right of the page to enter edit mode.

2. Click the "+ Add Widget" button that appears in the toolbar.

3. An "Add Widget to Dashboard" window will appear. Select the widget you want to add — widgets already on your dashboard will be marked as "Added."

4. Your selected widget will appear on the dashboard. Click "Save Layout" to apply your changes.

1. Click the eye icon next to the Payroll Reports header.

2. Enter your “Security PIN or password” in the “Verify Identity” window.

3. Click “Unlock” to display all hidden monetary values.

1. Click “Forgot or need to set a Security PIN?” in the identity verification window.

2. Click “Set PIN” under “Security Settings”.

3. Enter and confirm a 4-digit (or longer) PIN, then click “Save PIN”.

4. Click “OK” when the success message appears.

1. Select the payroll period card you want to save.

2. Review the Payroll Report panel on the right, then unlock to view monetary values (see steps here).

3. Click Download at the bottom of the panel to save the file.

1. From the sidebar, click "Home."

2. On the Dashboard, click "Requests."

3. On the Requests page, click "Certificate of Attendance."

4. Locate the COA request you want to delete, then click "Delete."

5. Click "Delete" again to confirm the deletion.

1. From the Trellis dashboard, go to “Payroll”.

2. Select the payroll period card you want to review.

2. View the salary breakdown in the “Payroll Report” panel on the right.

1. Go to Security Settings and click the Change PIN button.

2. Enter and confirm a new 4-digit (or longer) PIN, then click “Save PIN”.

3. Once the success message appears, click “OK” to return to your settings.

1. Click your profile icon at the top right, then select Settings & Privacy.

   

2. From the sidebar, click "Team" to expand the menu.

   

3. Scroll down to the “Pending Invitations” section

4. Under the “Action” column, press the “Cancel” button.

   

1. Click your profile icon at the top right, then select “Settings & Privacy”.

2. From the sidebar, click "Company Profile."

3. Select “Approval Settings” tab.

4. Click the dropdown button “+Add approver…” to display the employee list.

   

5. Select the names from the employee list that will be assigned as default approver.

   

6. Finalize the list of employees that will be default approvers.

7. Click “Save Changes.”

   

1. From the sidebar, click "Payroll" to open the Company Payroll page.

2. On the Payroll Details tab, click "Edit Configuration" and update the payroll configuration as needed.

   

3. For additional customization options, click "Advanced Settings".

   

4. click "Save Changes" once all updates are complete.