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HR Management Guide

Complete employee lifecycle management system

HR Module Overview

Manage employees, track attendance, process payroll, and streamline HR operations

Employee Management

Adding Employees

  1. Navigate to HR → Employees
  2. Click + Add Employee
  3. Enter personal information (Name, Email, Phone, DOB)
  4. Set employment details (Department, Position, Join Date, Salary)
  5. Upload documents (ID, contracts, certifications)
  6. Assign manager and access permissions

Employee Directory

Search & Filter

By department, position, location, status

Org Chart

Visual hierarchy and reporting lines

Attendance Tracking

Clock In/Out

Multiple Methods:

  • Web Portal - Dashboard → Clock In
  • Mobile App - GPS-verified location
  • Biometric Devices - Face/fingerprint recognition
  • API Integration - Custom kiosks

Leave Management

  1. Employees submit leave requests via self-service portal
  2. Managers receive email notifications
  3. Approve or reject with comments
  4. Auto-deduct from leave balance
  5. Track leave accruals and carry-forwards

Annual Leave

15 days

Sick Leave

10 days

Personal

5 days

Used

8 days

Shift Management

  • Create and manage shift schedules
  • Assign employees to shifts
  • Handle shift swaps and overtime
  • Track shift differentials for payroll

Payroll Processing

Payroll Setup

  1. Configure pay periods (monthly, bi-weekly, weekly)
  2. Set up salary components (base, allowances, deductions)
  3. Define tax rules and statutory compliance
  4. Connect bank accounts for direct deposit

Running Payroll

Automated Process:

1. Calculate Gross Pay (Salary + Overtime + Bonuses)
2. Apply Deductions (Tax, Insurance, Loans)
3. Generate Net Pay
4. Create Payslips
5. Process Bank Transfers
6. Update Accounting Ledgers

Compliance: Automatically handles tax calculations for 150+ countries

Performance Management

Goal Setting (OKRs/KPIs)

Define objectives, key results, and track progress quarterly

Performance Reviews

360-degree feedback, annual reviews, and continuous feedback

1-on-1 Meetings

Schedule and document regular check-ins with direct reports

Recruitment & Onboarding

Applicant Tracking

  • Post jobs to multiple boards
  • Screen and rank candidates
  • Schedule interviews
  • Collect feedback from interviewers
  • Send offer letters

Onboarding Workflow

  1. Send pre-boarding documents (contracts, policies)
  2. Create IT accounts and email
  3. Assign equipment and workspace
  4. Schedule orientation and training
  5. Assign buddy/mentor
  6. 30/60/90 day check-ins

Reports & Analytics

Headcount Reports

By department, location, status

Turnover Analysis

Attrition rates and trends

Attendance Reports

Late arrivals, absences, overtime

Payroll Summary

Cost analysis by department

Next Steps