HR & Payroll Manual

Comprehensive Employee Management, Leave Tracking, and Payroll Processing.

Employee Management

Staff Directory

Use the "Employees" tab to manage staff profiles. You can filter by Department or Status. Click on an employee to view their comprehensive details page.

Employee Details Page

Access /hr/employees/[id] for comprehensive employee management:

  • Profile Tab: Personal info, employment details
  • Addresses Tab: Permanent, current, mailing addresses
  • Bank Details Tab: Bank accounts for salary disbursement
  • Documents Tab: ID cards, certificates with verification status
  • Credentials Tab: Professional licenses with expiry tracking
  • Dependents Tab: Family members and emergency contacts
  • Salary Tab: Current salary structure view

Attendance & Leave

Daily Attendance

Monitor daily presence in the "Attendance" tab. View present, absent, and late counts. Attendance is tracked automatically via biometric integration or manual entry.

Leave Management

Manage time-off requests under the "Leave" tab:

  • Leave Types: Create and manage leave categories (Annual, Sick, Maternity, etc.)
  • Leave Requests: Review pending requests with one-click approval or rejection
  • Leave Balances: Track remaining leave for each employee by type

Payroll Processing

Payroll Workflow

  1. Create Period: Define the payroll period (e.g., January 2026)
  2. Create Run: Initiate a payroll run for the period
  3. Process: Calculate salaries based on attendance and deductions
  4. Approve: Review and approve for payment

Salary Grades

Define salary grades (Executive, Professional, Operational, etc.) with min/max salary ranges. Assign grades to employees to standardize compensation.

💡 Payroll Calculations

The system automatically calculates: Paid days based on attendance, Basic salary (typically 40% of gross), Deductions (PF 12%, SSNIT 5.5%), and Net pay. Tax calculations can be customized per country.

Training & Recruitment

Training Programs

Track mandatory certifications and CME credits in the "Training" module. Create training programs, schedule sessions, and track participant completion.

Recruitment

Manage job requisitions and track candidates through the hiring pipeline. Set priority levels and track openings by department.

Permissions Required

HR functions require specific permissions:

  • hr.view - View HR data
  • hr.employee.create - Add new employees
  • hr.payroll.process - Process payroll runs
  • hr.leave.approve - Approve leave requests