Hi, how can we help you today?

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. Check the box to agree to the Terms of Service and Privacy Policy.

3. Click "Create Account" to complete your registration.

A confirmation window will appear once the verification email has been sent.

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

2. Choose the leave type you want to file from the list on the left (e.g., Sick Leave, Vacation Leave). Your available balance and validity are shown on each card.

3. Select your leave date(s) on the calendar, attach a file if needed, enter your reason, and click "Submit".

4. A "Leave Application" dialog will appear showing your approvers. Optionally select additional employees to notify, then click "Confirm & Submit".

5. A success message will confirm your leave has been submitted. Click OK to close.

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 “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. 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 sidebar, click "HR" to expand the menu, then select "Leaves Allocation".

2. On the Leave Allocation page, search for an employee by name or filter by "Department” and "Year”. Each employee card shows their “Total Leaves”, “Used”, and “Remaining leave balance”. Click on an employee's card to expand their leave details.

3. Scroll down to view the employee's leave breakdown by type including “Sick Leave”, Vacation Leave, and more. Each type shows the usage history and who approved it. Click "+ Add Leave Type" to add a new leave allocation for the employee.

4. An “Add Leave Allocation” window will appear. Select the “Leave Type”, enter the number of “Allocated Days”, and set the “Start Date” and “End Date”. Click "Allocate" to save.

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

2. On the Leave Allocation page, check the boxes next to the employees you want to include in the bulk allocation. You can also use "Select all" to select all employees at once. Once done, click "Bulk Allocate" at the top right.

3. A Bulk Leave Allocation window will appear showing how many employees are selected. Fill in the following details:

Leave Type — select the type of leave to allocate

Allocated Days — enter the number of days to allocate

Start Date & End Date — set the validity period for this allocation

Add Employees — search and add more employees if needed

Click "Apply Changes" to complete the bulk allocation.

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

2. Click on a specific "Request ID" from the "Overtime History" list to see more information about a past submission.

3. Review your "Overtime Request Details" in the pop-up window, including the "Request ID", "Company Name", "Date Range", "Overtime Items", "Total Hours", and "CC’d" recipients. "Click Close" to return to your history list. To cancel a pending request, select "Delete Request" next to the Close button.

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

2. In the "Overtime History" list, locate the pending request you wish to remove and click the red "Delete" button on the far right.

3. A confirmation window will appear, stating that this action cannot be undone. Review the prompt carefully and click the red "Delete" button to finalize the removal.

4. Once confirmed, you will be redirected to your history list, where the status of that request will now reflect as Cancelled.

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

2. On the Certificate of Attendance page, click the "+ New Request" button.

3. Fill out the COA Request form by selecting the relevant date on the calendar, choosing your COA type, entering the required hours, and providing a reason. Click "Submit".

4. Review your approvers and select any additional employees you want to notify. Click "Confirm & Submit", and then click "OK" on the success pop-up to finalize your request.

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

2. On the "Certificate of Attendance" page, locate the pending request you want to remove and click the "Delete" button next to it.

3. A confirmation window will appear. Click the red "Delete" button to confirm your action. The request's status will then update to "Cancelled" in your COA History list.

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

2. On the "Certificate of Attendance" page, click on a specific "Request ID" (e.g., COA-2026-05-02149) in the "COA History" list to view its details.

3. A modal will appear displaying the COA Request Details, including the requested dates, reason, and status. Once you're done reviewing, click the "Close" button.

1. Sign in with your “Google account” to quickly access the platform without a separate password.

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

3. Click “Log In” to access the dashboard.

You'll land on your Dashboard after a successful login.

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. 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. 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 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 “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. 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 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. 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 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.

4. The dashboard will update to show your clock-out time and the "Clock-In" button will reappear, ready for your next session.

(Image 4 — callout 4)

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. 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. A "Create New Shift" window will appear. Fill in the following details:

   • 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

   Click "Schedule" once all details are complete.

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:

   • 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

   Click "Save" once all changes are complete.

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. An Assign Shift window will appear. Fill in the following details:

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)

Click "Assign" once all details are complete.

1. From the Dashboard, click the "Attendance" card under the "What do you want to do today?" section.

2. On the Attendance page, you will see your current schedule details including your "Clock-in Time", "Break Time", and "Clock-out Time". You may also filter records by date or sort by "Newest First" using the dropdown.

3. On the right side, your attendance history is organized by cut-off period. Click on any 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. 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 "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 “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. 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. On the login page, click "Forgot Password?" located below the password field.

2. Enter your email address, then click “Reset Password”. A confirmation window will appear showing that reset instructions have been sent to your email. Check your inbox and follow the link provided.

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

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.