Human Resources Module (HRM)

The HRM module provides comprehensive human resource management including employee records, attendance tracking, payroll processing, leave management, recruitment, and performance evaluation.

Table of Contents

Employee Management

Organization Structure

Before adding employees, set up:

1. Branches

  1. Navigate to HRM > Branch
  2. Click + Create Branch
  3. Enter branch name and location

2. Departments

  1. Navigate to HRM > Department
  2. Click + Create Department
  3. Enter Department Name, Branch

3. Designations

  1. Navigate to HRM > Designation
  2. Click + Create Designation
  3. Enter Designation Name, Department

Adding an Employee

  1. Navigate to HRM > Employee
  2. Click + Create Employee
  3. Complete the employee profile

Personal Information

FieldDescription
NameFull legal name
EmailWork email address
PhoneContact number
Date of BirthDOB for records
GenderMale/Female/Other
AddressResidential address

Employment Details

FieldDescription
Employee IDAuto-generated (#EMP00xxx)
BranchWork location
DepartmentAssigned department
DesignationJob title
Date of JoiningEmployment start date

Banking Information

FieldDescription
Bank NameEmployee's bank
Account NumberBank account number
Account HolderName on account

Attendance & Time Tracking

Attendance Methods

Marking Attendance (Admin)

  1. Go to HRM > Attendance
  2. Select date and employee
  3. Mark status: Present, Absent, Half Day, Late
  4. Enter clock-in and clock-out times
  5. Save

Leave Management

Leave Types

TypeExample Settings
Annual Leave20 days/year
Sick Leave10 days/year
Casual Leave5 days/year
Maternity90 days
Paternity5 days
Unpaid LeaveUnlimited

Applying for Leave (Employee)

  1. Go to HRM > Leave
  2. Click + Apply Leave
  3. Enter: Leave Type, Start Date, End Date, Reason
  4. Submit

Approving Leave (Manager/HR)

  1. Go to HRM > Leave
  2. View pending requests
  3. Review leave details and balance
  4. Approve or Reject with comments

Payroll & Salary

Setting Up Salary

  1. Go to HRM > Set Salary
  2. Select employee
  3. Click Set Salary
  4. Configure all salary components

Salary Components (Earnings)

ComponentCalculation TypeDescription
Basic SalaryFixedBase monthly salary with proration for partial months
AllowancesFixed / PercentageHousing (HRA), Transport, Food, Phone allowances
CommissionFixed / PercentageSales and performance-based commissions
OvertimeHours × RateExtra hours worked × overtime rate × hourly cost
Other PaymentsFixed / PercentageBonuses, incentives, special payments

Adding Allowances

  1. In Set Salary, click + Add Allowance
  2. Select Allowance Option (e.g., Housing, Transport)
  3. Enter Title and Amount
  4. Choose Type: Fixed (exact amount) or Percentage (of basic salary)

Salary Deductions

ComponentCalculation TypeDescription
LoansFixed / PercentageEmployee loan repayments deducted monthly
Saturation DeductionsFixed / Percentage / Hourly / DailyLate arrivals, absent hours, undertime
TaxProgressive BracketsIncome tax with configurable brackets
Social InsurancePercentageSocial insurance contributions

Hour-Based Deductions

The system can automatically calculate deductions based on attendance:

Hour Cost = (Basic Salary / Month Days) / Daily Working Hours

Example: 10,000 salary / 30 days / 8 hours = 41.67 per hour

Attendance Integration

Payslips integrate with attendance data for automatic calculations:

Tax Calculation

The system supports progressive tax brackets:

FeatureDescription
Progressive BracketsMultiple tax rates based on income levels
Tax ExemptionConfigure tax-free threshold
Social InsuranceDeducted before tax calculation

Generating Payslips

  1. Go to HRM > Payslip
  2. Click Generate Payslip
  3. Select Month/Year
  4. The system automatically:
    • Calculates overtime from attendance
    • Calculates deductions for undertime
    • Applies all salary components
  5. Review calculated amounts
  6. Click Generate

Net Salary Formula

Net Salary = (Basic Salary × Days Worked / Total Days)
           + Allowances (fixed + percentage of basic)
           + Commissions (fixed + percentage of basic)
           + Other Payments
           + Overtime (hours × rate × hourly cost)
           - Loans
           - Saturation Deductions
           - Tax
           + Hour Balance Adjustments

Payslip Features

FeatureDescription
PDF ExportGenerate detailed payslip PDF for each employee
Email PayslipsSend payslips directly to employee emails
Bulk PaymentMark multiple payslips as paid at once
Excel ExportExport payslip data for reporting
NotificationsSlack, Telegram, and Webhook notifications
Project LinkingLink payslips to projects for cost tracking

Payslip Status

StatusDescription
UnpaidPayslip generated but not yet paid
PaidSalary has been disbursed

Managing Payslips

Recruitment

Creating a Job Posting

  1. Go to HRM > Job
  2. Click + Create Job
  3. Enter: Job Title, Category, Position Count, Description, Requirements

Application Pipeline

Applied → Screening → Interview → Offer → Hired
              ↓           ↓
           Rejected    Rejected

Managing Applications

  1. Go to HRM > Job Application
  2. View all applications
  3. Review resume/documents
  4. Schedule interview
  5. Move to next stage
  6. Send offer letter

Performance Management

Creating an Appraisal

  1. Go to HRM > Appraisal
  2. Click + Create Appraisal
  3. Select Employee, Appraisal Period
  4. Rate each indicator
  5. Add overall comments
  6. Submit

Goal Tracking

  1. Go to HRM > Goal Tracking
  2. Click + Add Goal
  3. Enter: Goal Type, Subject, Target, Start/End Date
  4. Track progress over time

Quick Reference

TaskPath
Add EmployeeHRM > Employee > + Create
Mark AttendanceHRM > Attendance
Approve LeaveHRM > Leave > Pending
Generate PayslipHRM > Payslip > Generate
Post JobHRM > Job > + Create
Create AppraisalHRM > Appraisal > + Create