HR & payroll
Manage your team from hiring to payslip.
Organisation#
Where HR → Departments
Permissions departments.view designations.view
Departments group employees (name, code, description). Designations are job titles. Both support import and export.
Employees#
Where HR → Employees
Permissions employees.view employees.create employees.edit employees.delete
The employee form starts with Basic Information and covers department, designation, shift, joining date and employment details. Employment type: Full Time, Part Time, Contract or Intern. Status: Active, On Leave or Terminated (change in bulk with Mark Active, Mark On Leave, Mark Terminated). Employees can be flagged On probation. Filter by department, designation, status, type and joining date.
Shifts#
Where HR → Shifts
Permissions shifts.view
A shift has a name (for example Morning Shift), Start Time, End Time, Break and a Grace period. Leave the branch as All branches to make it usable everywhere, or pin it to one. The list shows how many employees use each shift.
Attendance#
Where HR → Attendance
Permissions attendance.view
Daily check-in records per employee. Statuses: Present, Absent, Late, Half Day, On Leave. Press Mark All to mark every employee for a day, or New Record for one person with Check In, Check Out and notes. The page shows who is present, absent and late today and the hours worked.
Overtime#
Where HR → Overtime
Permissions overtime.view
Submit overtime for an employee with the date, Hours, an Hourly Rate (prefilled from basic salary) and a Rate Multiplier. The amount is hours × rate × multiplier. Approvers use Approve and Reject. Only approved overtime is added to payroll.
Leave#
Where HR → Leave types
Permissions leaves.view
Leave types are categories (Annual, Sick, Unpaid) with Days Allowed / Year, a Paid leave flag and an optional carry-forward of unused days. Leave requests record employee, type, start and end dates, days and reason, and move through Pending, Approved, Rejected or Cancelled.
Holidays#
Where HR → Holidays
Permissions holidays.view
Company holidays are excluded automatically from attendance and leave day counts. Mark a holiday Recurs every year to repeat the same month and day. Import columns: name, date, recurring. Working days and the weekend are set in Settings → Business hours & holidays.
Salaries and payroll#
Where HR → Employee salary
Permissions payroll.view
Set each employee's Basic Salary on the salary page (click the pencil to edit). The page shows total monthly payroll and the average salary.
Where HR → Payroll
- Press Generate for All to create a payroll record for each employee for a period, or New Record for one person.
- Review Basic Salary, Overtime (auto-summed from approved overtime in the period), Bonuses and Deductions. The net pay updates as you type.
- Move records through Draft, Processed and Paid with Mark Processed and Mark Paid.
The page shows draft and processed counts, paid this month and net pay this month. HR defaults are under Settings → HRM.