Human Resources Module

The Human Resources module provides comprehensive workforce management capabilities, from employee onboarding to payroll processing and performance management.

Overview

The HRM module enables you to:

• Manage complete employee lifecycle
• Track attendance and time
• Process leave applications
• Run payroll and generate payslips
• Conduct performance reviews
• Manage training programs
• Handle recruitment and hiring

Key Features

👤 Employee Management

Maintain complete employee profiles, documents, employment history, and organizational structure. Learn more →

⏰ Attendance Tracking

Track clock in/out, manage shifts, monitor overtime, and generate attendance reports. Learn more →

🏖️ Leave Management

Configure leave types, manage applications, track balances, and handle approvals. Learn more →

💰 Payroll Processing

Define salary structures, process payroll, generate payslips, and handle tax deductions. Learn more →

📊 Performance Management

Conduct reviews, set goals, track KPIs, and manage improvement plans. Learn more →

📚 Training & Development

Create training programs, schedule sessions, track enrollments, and issue certificates. Learn more →

🎯 Recruitment

Post jobs, manage applications, track candidates, and streamline the hiring process. Learn more →

Module Integration

The HRM module integrates with:

Module	Integration
Finance	Payroll journal entries, salary expenses
Projects	Employee time tracking, project assignments
Approvals	Leave approvals, expense approvals
Expense	Employee expense claims and reimbursements

Getting Started

Initial Setup

1. Configure Company Structure

   • Set up departments and positions
   • Define organizational hierarchy
   • Configure work locations

2. Set Up Leave Policies

   • Create leave types
   • Define accrual rules
   • Set up holiday calendar

3. Configure Payroll

   • Define salary components
   • Set up tax rules
   • Configure pay schedules

4. Add Employees

   • Create employee profiles
   • Assign to departments
   • Set up salary structures

Quick Navigation

Task	Location
Add new employee	HRM → Employees → New
Process attendance	HRM → Attendance
Approve leave	HRM → Leave → Approvals
Run payroll	HRM → Payroll → Process
Create review	HRM → Performance → New Review
Schedule training	HRM → Training → Sessions
Post job	HRM → Recruitment → Jobs

Common Workflows

Employee Onboarding

Create Employee → Assign Department → Set Salary →
Configure Leave → Assign Training → Issue Equipment

Monthly Payroll Cycle

Lock Attendance → Calculate Leave → Process Payroll →
Review & Approve → Generate Payslips → Create Journal Entry

Performance Review Cycle

Create Review Period → Set Goals → Mid-cycle Check →
Final Review → Calculate Ratings → Link to Increment

Leave Request Flow

Employee Applies → Manager Reviews → HR Validates →
Approval/Rejection → Balance Updated → Calendar Updated

Dashboard Overview

The HRM Dashboard displays:

• Headcount Summary - Total employees, new hires, exits
• Attendance Today - Present, absent, on leave
• Pending Approvals - Leave requests, timesheets
• Upcoming Events - Birthdays, anniversaries, reviews
• Payroll Status - Current period status
• Training Calendar - Upcoming sessions

Best Practices

📋 Data Management

• Keep employee records updated
• Regularly audit attendance data
• Archive terminated employees properly

⏰ Time Management

• Set clear attendance policies
• Configure overtime rules
• Review time records weekly

💼 Compliance

• Maintain required documents
• Follow labor law requirements
• Keep audit trails

📊 Reporting

• Generate monthly HR reports
• Track key HR metrics
• Monitor turnover rates

Configuration

Navigate to Settings → HRM to configure:

• General Settings - Company policies, defaults
• Attendance Settings - Shifts, overtime rules
• Leave Settings - Types, accruals, holidays
• Payroll Settings - Components, tax rules
• Performance Settings - Review cycles, rating scales
• Recruitment Settings - Job templates, stages

Troubleshooting

Common Issues

Employee not showing in payroll

• Check employment status is Active
• Verify salary structure assigned
• Confirm department linked to payroll

Attendance not calculating

• Review shift assignments
• Check device sync status
• Verify date range settings

Leave balance incorrect

• Check accrual configuration
• Review leave type settings
• Audit leave transactions

Module Documentation

Explore detailed guides for each HRM feature in the sections below.