Manage salaries with your assistant
Open the Owner App → AI Assistant, or the assistant on EDUBase web. Type a request, record a voice note, or use Live voice. For example: “Change Ali Ahmed’s Basic Salary to 50,000”, “Approve Ali Ahmed’s salary plan”, “Generate Ali Ahmed’s salary for October 2026”, or “Record 20,000 salary payment for Ali Ahmed from Cash in Hand”.
- Name the employee. Choose the exact person if several records match.
- Answer the required questions. Generation asks whether to apply attendance deductions and joining-month proration. Payment asks for the month and the actual cash/bank and payroll expense accounts.
- Review the server’s summary: employee, month, amounts, accounts and effect. Nothing changes while the assistant prepares this summary.
- Confirm the summary. Each salary-plan update, plan approval, generation and payment is a separate action.
- Check the result in AI Assistant → My AI actions and HRM → Salary. Cancelling a proposed card changes no payroll records.
If a spoken name has a close spelling, the assistant may suggest matching employees. A suggestion never selects a person automatically. Check the full name, employee code and campus, then choose the exact record. Give the employee code if none of the choices is correct.
A plan update leaves the plan awaiting approval. Approve it before generating a salary. Existing generated salaries retain their recorded figures. A payment records payroll and accounting; it does not make a bank transfer or send a message. You can record a partial payment or the remaining full balance.
“Increase Basic Salary by 1,000” adds 1,000 to the current recorded amount. “Set Basic Salary to 1,000” replaces it with 1,000. Check the current amount, change and new amount before confirming. If you correct the request, review the new card; the previous card is set aside. A cancelled card cannot be confirmed later.
Payroll actions currently have no automatic Undo. The confirmation card explains this before you act. Review or reverse a completed operation through HRM → Salary. If figures change before confirmation, the assistant asks you to prepare a fresh summary.
Owner and staff access
The owner login linked to the institute’s active owner contact in CRM has authority over that institute’s business records and campuses. Staff retain their assigned action and campus permissions. The app-access Owner checkbox and a role label alone do not grant full business authority. Subscription activation and sign-in requirements still apply.
Salary proposals currently cover one employee at a time. For a whole payroll batch, use HRM → Salary. Live award-list printing opens the selected print sheet and still requires your tap to print or save a PDF.
Full school-owner access requires the explicit CRM owner mark linked to your active login, with central creator attribution or an attributed CRM owner-setting command. A self-entered job title does not grant ownership. If your login name changes, update its CRM EMS login link too. EDUBase platform-owner accounts already have their separate full access and do not need a school contact.
