Codersly ERP Pro Documentation

Installation

Required Plugins

• Codersly ERP — Free/base plugin
• Codersly ERP Pro — Premium extension plugin

Install Codersly ERP Free

1. Go to WordPress Dashboard → Plugins → Add New.
2. Search for Codersly ERP.
3. Click Install Now.
4. Click Activate.

Install Codersly ERP Pro

1. Go to Plugins → Add New → Upload Plugin.
2. Upload the Codersly ERP Pro ZIP file.
3. Click Install Now.
4. Click Activate Plugin.

License Activation

Codersly ERP Pro requires an active license to unlock Pro features.

1. Go to Codersly ERP → License.
2. Enter your license key.
3. Click Verify & Activate.
4. After successful activation, Pro features will be available for your licensed domain.

Initial Setup

1. Install and activate both Codersly ERP and Codersly ERP Pro.
2. Activate the Pro license.
3. Set up company information.
4. Create departments.
5. Create designations.
6. Add employees.
7. Create employee WordPress user accounts if frontend access is needed.
8. Test the Employee Dashboard page.
9. Configure attendance, leave, payroll, and request workflow.

Company Setup

Company information is used in reports, certificates, payroll documents, and business records.

1. Go to Codersly ERP → Company.
2. Add company name, address, phone, email, and other business details.
3. Save the settings.

Keeping company information updated is recommended before generating salary certificates, payslips, or reports.

HRM

The HRM module helps manage employee-related records and HR operations.

Departments

Departments help organize employees by office section or business unit.

Go to Codersly ERP → HRM → Departments and add departments.

Designations

Designations identify employee job positions.

Go to Codersly ERP → HRM → Designations and add designations.

Employees

The Employees section stores employee profile and HR information.

1. Go to Codersly ERP → HRM → Employees.
2. Click Add New.
3. Enter employee information.
4. Select department and designation.
5. Add email, phone, joining date, blood group, and emergency contact if available.
6. Save the employee.

Employee WordPress User Account

Admin can create a WordPress login account while adding an employee.

1. Go to Codersly ERP → HRM → Employees.
2. Click Add New.
3. Fill in employee information.
4. Tick Create User Account.
5. Enter a WordPress username.
6. Save the employee.

A WordPress user account will be created using the employee email address.

Employee Dashboard

Codersly ERP Pro provides a frontend self-service dashboard for employees.

Auto-created Page

After plugin activation, the Employee Dashboard page is created automatically.

/employee-dashboard/

Manual Shortcode

If you want to create the page manually, create a WordPress page and add:

[codersly_erp_employee_dashboard]

Dashboard Menus

• Attendance
• Employee Data
• Leave Apply
• Payslips
• Salary Certificate
• Change Password
• Logout

The dashboard uses AJAX loading, so employees can switch menus without reloading the full page.

Attendance

Employees can submit daily attendance from the frontend Employee Dashboard.

Entry / Exit

1. Employee logs in to the website.
2. Employee opens Employee Dashboard.
3. Employee clicks Attendance.
4. Employee clicks Entry when starting work.
5. Employee clicks Exit when leaving work.

• Only one Entry is allowed per day.
• Only one Exit is allowed per day.
• If Entry already exists, the existing Entry time will be shown.
• If Exit already exists, the existing Exit time will be shown.
• Exit button shows a confirmation popup before saving.

Attendance Export

Admin can export attendance records from the admin attendance section. Export includes employee ID, date, Entry time, Exit time, work hours, late status, and attendance status.

Leave Apply

Employees can apply for leave from the Employee Dashboard.

1. Open Employee Dashboard.
2. Click Leave Apply.
3. Select leave type.
4. Select From Date.
5. Select To Date.
6. Write the leave reason.
7. Submit the request.

The leave request will remain pending until admin approves or rejects it.

Admin location:

Codersly ERP → Employee Requests → Leave Requests

Employee Requests

Employee Requests is the admin area for managing frontend employee requests.

Codersly ERP → Employee Requests

Available Request Sections

• Requests Inbox — Combined overview
• Leave Requests
• Payslip Requests
• Salary Certificate Requests

Admin can approve, reject, or edit requests depending on the request type.

Payslips

Employees can request payslips from the frontend dashboard.

1. Employee opens Employee Dashboard.
2. Clicks Payslips.
3. Submits a payslip request.
4. The request remains pending until admin approval.
5. After approval, the employee can download the payslip PDF.

Admin location:

Codersly ERP → Employee Requests → Payslip Requests

Salary Certificate

Employees can request salary certificates from the frontend dashboard.

1. Employee opens Employee Dashboard.
2. Clicks Salary Certificate.
3. Submits a salary certificate request.
4. The request remains pending until admin approval.
5. After approval, the employee can download the salary certificate PDF.

Admin location:

Codersly ERP → Employee Requests → Salary Certificate Requests

Certificate May Include

• Employee name
• Designation
• Department
• Joining date
• Salary information
• Deductions
• Take-home salary
• Certificate note

Payroll

Codersly ERP Pro includes payroll-related workflow support for employee salary management.

• Salary setup
• Allowances
• Deductions
• Overtime
• Bonuses
• Loans or advances
• Monthly salary sheet
• Pay runs
• Payslip workflow
• Payroll reports

Admin should configure employee salary data before approving payslip or salary certificate requests.

CRM

The CRM module helps manage customers, leads, deals, and sales follow-up activities.

• Leads
• Customers
• Deals
• Pipeline management
• Follow-up records
• CRM reports

Accounting

Accounting features help manage income, expenses, invoices, payments, vendors, and business reports.

• Income records
• Expense records
• Invoices
• Quotes
• Payments
• Due list
• Bills
• Vendor payments
• Tax or VAT records
• Cash flow reports

Documents

The Documents feature helps manage employee or business documents.

• Employee documents
• Company documents
• Policy documents
• Expiry-based documents
• HR files

WooCommerce Integration

Codersly ERP Pro can work with WooCommerce if WooCommerce is installed and active.

• WooCommerce orders
• Customers
• Products
• Inventory-related data
• Sales reports
• Accounting mapping
• Sync logs

Reports

Reports help admin review business and employee data.

• Employee reports
• Attendance reports
• Leave reports
• Payroll reports
• CRM reports
• Accounting reports
• WooCommerce reports

Shortcodes

Main Employee Dashboard Shortcode

[codersly_erp_employee_dashboard]

This shortcode displays the full Employee Dashboard with sidebar menu and AJAX content loading.

Documentation Shortcode

[codersly_erp_pro_docs]

This shortcode displays this documentation page with sidebar-based panel navigation.

Troubleshooting

Pro features are not showing

• Make sure Codersly ERP free plugin is active.
• Make sure Codersly ERP Pro is active.
• Make sure the Pro license is active.
• Clear cache and reload the page.

Employee Dashboard is not opening

• Check if the Employee Dashboard page exists.
• Make sure the page contains [codersly_erp_employee_dashboard].
• Make sure the employee is logged in.

Employee data is not showing

• Check the employee email in HRM employee profile.
• Check the WordPress user email.
• Both emails must be the same.

PDF download button is not showing

• The request must be approved by admin first.
• Go to Codersly ERP → Employee Requests.
• Approve the related request.

FAQ

Does Codersly ERP Pro work without Codersly ERP free?

No. Codersly ERP Pro requires the Codersly ERP free/base plugin.

Does the plugin create the Employee Dashboard page automatically?

Yes. Codersly ERP Pro creates or repairs the Employee Dashboard page automatically after activation or update.

Can employees submit attendance from frontend?

Yes. Employees can submit Entry and Exit from the Attendance menu.

Can employees submit Entry more than once per day?

No. One Entry and one Exit are allowed per day.

Where does admin manage employee requests?

Admin can manage requests from Codersly ERP → Employee Requests.

Why is employee data not showing?

The most common reason is email mismatch. The WordPress user email must match the employee email saved inside Codersly ERP.

Support

If you need help with installation, license activation, employee setup, attendance, leave requests, payslip requests, salary certificate requests, dashboard configuration, or other Pro features, please contact Codersly Support.

Contact Codersly Support

Thanks,
Codersly Support