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.

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

Employment Details

Banking Information

Attendance & Time Tracking

Attendance Methods

• Dashboard clock-in/out: employees click Clock In / Clock Out on their dashboard.
• Mobile app: clock in and out from the phone — see Mobile app › Attendance.
• Manual / bulk: HR records attendance for one employee or many at once (Bulk Attendance).
• Import: upload a CSV (a sample file is provided).
• ZKTeco devices: sync punches from a biometric device.

Location-based attendance

Make sure people clock in at their branch:

1. Set each branch's location in HRM › Branch (latitude and longitude).
2. In Settings › Company Settings, turn on Enforce Location on Clock In/Out and set the Allowed Radius (meters) — 200 m by default.

Clock-in and clock-out then record the device location and are refused when the employee is farther from their branch than the radius ("You are not at the branch (X m, allowed N m)"). The browser or phone asks for location permission the first time.

Month vacations

HRM › Month Vacation marks days off for departments or employees (for example a company holiday period). Those days aren't counted as missing in attendance or timesheets, and clock-in isn't possible on them.

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

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)

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

Hour-Based Deductions

The system can automatically calculate deductions based on attendance:

• Hourly: Deduct per hour less worked
• Daily: Deduct per day absent

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:

• Overtime: Hours worked beyond scheduled time are calculated automatically
• Deductions: Hours less than expected are deducted automatically
• The system compares actual logged hours vs expected hours per month

Tax Calculation

The system supports progressive tax brackets:

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

Payslip Status

Managing Payslips

• View: See detailed breakdown of earnings and deductions
• Edit: Modify components before marking as paid
• Pay: Mark individual or bulk payslips as paid
• Send: Email payslip to employee
• Download: Generate PDF payslip

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

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