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: 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 5: Pricebook
Step 6: CRM
Step 7: POS
Step 8: 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 9: OC Lite Beginner Certification
Complete all onboarding modules to unlock and download your Beginner Digital Certificate.
HRMS Configurations – Manage Job Classifications
The Job Classifications submodule in OfficeCentral allows your company to:
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Classify staff based on tiers or roles
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Manage different leave entitlements
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Ensure accurate application of leave rules and HR policies
⚠️ Note: If all employees have the same leave entitlements, you can skip this setup and use the default “Executive” classification.
? Where to Access HRMS
? Where to Access This Function
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Go to Configurations
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Click Job Classifications
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From here, you can:
| No. | Action | Description | Button / Location |
|---|---|---|---|
| 1 | Add | Create a new job classification | Click New Record at the top of the page |
| 2 | Edit | Modify an existing job classification | Click Edit next to the classification in the list |
| 3 | Delete | Permanently remove an unused classification | Click Delete next to the classification (only available for unused data) |
| 4 | Deactivate | Temporarily disable a designation without deleting it | Click Deactivate next to the job classification in the list |
Use the screenshot below to locate each button:
⚠️ Tip: Deleted job classifications cannot be recovered, so ensure you only delete data that is not used.
1️⃣ Add a New Job Classification
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Click New Record
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Fill in the job classification details:
| No. | Field | What to Enter |
|---|---|---|
| 1 | Job Classification Name | Name of the classification (e.g., Executive, Manager, Senior Staff) |
| 2 | Description | Optional notes describing the classification |
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Click Save Form to create the job classification
Use the screenshot below to locate all fields and the Save button.
2️⃣ Edit an Existing Job Classification
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Click Edit next to the classification you want to update
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Modify the name or description as needed
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Click Save to apply changes
Use the screenshot below to locate the Edit button.
3️⃣ Delete an Unused Job Classification
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Click Delete next to the classification you want to remove
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Confirm the deletion
⚠️ Only unused job classifications can be deleted. Deleted data cannot be recovered, so check carefully before deleting.