Introduction
The Human Resources module provides a complete employee lifecycle management system. It is designed for HR administrators and managers to manage employee records, leave, payroll, onboarding/offboarding workflows, and performance reviews.
Key Features
- Employee Directory — searchable list of all employees with profile cards.
- Org Chart — visual hierarchy showing reporting lines and departments.
- Leave Management — leave types, employee balances, request submission, and approval workflow.
- Payroll Records — pay period records with gross, deductions, and net (HR admin view only).
- Onboarding/Offboarding — task-based workflow checklists with due dates and role-based assignees.
- Performance Reviews — review cycles (Annual/Quarterly) with competency ratings.
Navigation
Access the HR module from the HR icon in the left sidebar. Sub-sections:
- Employees — full employee list and org chart.
- Leave — requests awaiting approval, leave balances, leave types.
- Payroll — payroll run history per employee.
- Workflows — active onboarding and offboarding instances.
- Reviews — performance review cycles and individual reviews.
Permissions
| Role | Access Level |
|---|---|
| ADMIN | Full access to all employee records, salary, payroll, and all HR admin functions. |
| MANAGER | View employees in their department. Approve/reject leave requests. Cannot see salary. |
| AGENT | View their own employee profile. Submit leave requests. Cannot see others' records. |
| CUSTOMER | No HR access. |
Employment Types
- FULL_TIME — salaried employee, full hours.
- PART_TIME — salaried employee, reduced hours.
- CONTRACT — fixed-term contracted employee.
- CONTRACTOR — self-employed contractor.
- VENDOR — external vendor contact tracked in HR.
- INTERN — internship / placement.
Leave Management
Employees submit leave requests through the portal. Managers receive a notification and approve or reject from the Leave → Approvals tab. Leave balances are tracked per employee per leave type per year. Approved leave deducts from the balance automatically.
Performance Reviews
Review cycles are created by HR admins with a set of competencies (skills/behaviours). Reviewers (typically managers) rate employees against each competency on a numeric scale and add comments. Reviews move through DRAFT → SUBMITTED → ACKNOWLEDGED. Employees can see their own completed reviews.