ONLINE ONBOARDING

Step-by-step tutorials to help you get started with OCLite faster.

Step 1: Global Configuration

1. How to Log In to OfficeCentral?

2. How to Manage Company’s Information?

3. How Do I Manage Locations in OfficeCentral?

4. How to Manage Public Holidays?

5. How to Manage State Holidays?

6. How to Manage Company Bank Account?

7. How to Add, Remove & Replace Users?

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

8. Leave Setup – Step 3: Process Leave Entitlements

9. How to Manage Leave Application for Staff (HR / Admin)

Step 3: Payroll

1. Manage Payroll Profile

2. Process and Manage Salary Slips

Step 4: 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

14. How to Create and Manage Received Debit Note

15. How to Approve / Reject / Unapprove Transactions

Step 5: Pricebook

Step 1: Manage Pricebook Categories

Step 2: Pricebook Management – Add Product / Item / Service Details

Step 6: CRM

1. CRM Configurations – Setting & Configurations

2. How to Manage Leads

3. How to Manage Accounts

4. How to Manage Contacts

5. How to Manage Quotation

6. How to Manage Order Acceptance

7. How to Manage Delivery Order

8. How to Manage Invoice

9. How to Manage Receipt

10. How to Manage Meeting

11. How to Manage Phone Calls

Step 7: POS

1. How to Create a Counter

2. How to Create a Sales Transaction

3. How to Manage Back Office

Step 8: System Enhancements (Optional)

Global Configuration

1. How Do I Change My Username, Email, or Password?

2. How to Set Reports Template?

3. How to Top-Up OC Credit?

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)

2. How to Reassign Accounts

3. Financial Transactions Overview

ACCOUNTING

1. Accounting Configurations – Reference Number

Step 9: OC Lite Beginner Certification

Complete all onboarding modules to unlock and download your Beginner Digital Certificate.

Join KUN Group
Join Support Group
✦︎ Ask Gemini Gems
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What Should I Do If I Forgot My Password?

 

1️⃣ How to Reset Your Password

  1. On the login page, click “Forgot Password?”

  2. Enter your registered email address (this is your username).

  3. Click the “Send” button.

2️⃣ What Happens Next?

  • The system will send a new password to your registered email address.

  • Check your inbox (and spam/junk folder, if necessary).

  • Use the new password to log in.

  • After logging in, you are advised to change your password to something secure and easy for you to remember.

3️⃣ Important Tips

  • Make sure you enter the correct registered email address.

  • If you don’t receive the email within a few minutes, check your spam folder.

  • Keep your password private and do not share it with others.

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