ONLINE ONBOARDING
Step-by-step tutorials to help you get started with OCLite faster.
Step 1: Global Configuration
Step 2: HRMS
1. HRMS Configurations – Manage Department
2. HRMS Configurations – Manage Designation
3. HRMS Configurations – Manage Job Classifications
4. Staff Management – How to Add New Staff?
5. Staff Management – How to Edit Staff’s Information?
6. Leave Setup – Step 1: Define Leave Types
7. Leave Setup – Step 2: Leave Entitlement Defaults
Step 3: Payroll
Step 4: Pricebook
Step 5: CRM
Step 6: Accounting
1. Accounting Configurations – Wizards
2. Accounting Configurations – Accounting Period
3. Understanding Chart of Accounts
4. How to Create and Manage Customer (Debtor)
5. How to Create and Manage Invoice
6. How to Create and Manage Receipt (Receive Payment)
7. How to Create and Manage Credit Note
8. How to Create and Manage Debit Note
9. How to Create and Manage Supplier (Creditor)
10. How to Create and Manage Receive Invoice
11. How to Create and Manage Self-Billed Invoice
12. How to Create and Manage Payment (Issue Payment / Payment Voucher)
13. How to Create and Manage Received Credit Note
Step 7: System Enhancements (Optional)
Global Configuration
1. How Do I Change My Username, Email, or Password?
2. How to Set Reports Template?
4. What Should I Do If I Forgot My Password?
HRMS
1. HRMS Configurations – Manage Approvers
2. Staff Management – Resign, Deactivate, Suspend & Unassign
PAYROLL
1. Manage Adjustments – Adjustment Purposes
2. Manage Adjustments – Add Adjustment Individually
CRM
1. Contact Book Overview (Leads, Accounts and Contacts)
3. Financial Transactions Overview
ACCOUNTING
Step 8: OC Lite Beginner Certification
Complete all onboarding modules to unlock and download your Beginner Digital Certificate.
How to Manage Public Holidays
⚠️ Important: The system does not automatically update holidays every year, because:
-
Some holidays change dates yearly.
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Not all companies follow the same public holidays.
You need to update your company’s holiday list each year.
Note: Some public holidays may already be included under the State Holidays function, depending on the state. Check the State Holidays list to avoid duplicates.
? Access Public Holiday Settings
1️⃣ Go to Global Configurations → Settings → Public Holidays > View List
You will see the list of existing public holidays and buttons for managing them:
| No | Button | Function |
|---|---|---|
| 1 | Add | Add a single public holiday |
| 2 | Create Bulk | Add multiple holidays at once (recommended for annual setup) |
| 3 | Edit | Update existing holiday information |
| 4 | Delete | Remove a holiday from the system |
Use the screenshot below to locate the buttons:
? How to Add Public Holidays in Bulk (Recommended)
Adding all holidays for the year at once saves time and prevents errors.
Steps:
1️⃣ Click Add Bulk
2️⃣ Filter the country your company operates in
3️⃣ Select your list of holidays for the year
4️⃣ Click Create Bulk
? Tip: Prepare a full list of your company’s public holidays at the start of the year to ensure accurate leave calculations.
➕ How to Add a Single Public Holiday
If you only need to add one holiday:
1️⃣ Click Add
2️⃣ Fill in the fields:
| No | Field | What to Enter |
|---|---|---|
| 1 | Country | Select the country for the holiday |
| 2 | Public Holiday Name | Name of the holiday (e.g., Labour Day) |
| 3 | Public Holiday Date | Select the date of the holiday |
| 4 | Description (Optional) | Any notes about the holiday |
3️⃣ Click Submit
✏️ How to Edit a Public Holiday
1️⃣ Click Edit next to the holiday you want to modify
2️⃣ Update the details (name, date, description)
3️⃣ Click Save
? How to Delete a Public Holiday
1️⃣ Click Delete next to the holiday
2️⃣ Confirm deletion
⚠️ Deleting a holiday will remove it from leave calculations, so ensure it’s no longer observed by the company before deleting.