Human Resources Add-on
The Human Resources add-on centralizes employee management, leave, attendance, payroll, and HR analytics.
This guide is written for end users (HR managers, payroll officers, and branch admins) and explains what each section does, what every form option means, and how to use daily workflows.
Who Can Access This Add-on
Access is permission-based. Your visible pages and actions depend on your role permissions (for example: create, edit, approve, lock, export, etc.).
Core permission groups:
- People: employees, departments, designations, shifts, holidays, document types/documents.
- Leave: leave setup, leave requests, approvals, balances, reports.
- Attendance: geofences, policies, records, events, overtime requests, reports, audit logs.
- Payroll: components, salary structures, salary profiles, periods, runs, reports, analytics, state transitions.
Navigation Map
In Admin > Human Resources, the add-on is grouped into:
- HR Dashboard
- Leave
- Leave Requests
- Leave Approvals
- Leave Reports
- Leave Balances
- Balance Transactions
- Leave Types
- Leave Policies
- Leave Approval Rules
- Attendance
- Records
- Overtime Requests
- Events
- Reports
- Policies
- Geofences
- Audit Logs
- Payroll
- Payroll Periods
- Payroll Runs
- Payroll Analytics
- Payroll Reports
- Tax Policies
- Social Security Policies
- State Transitions
- Payroll Components
- Salary Structures
- People
- Employees
- Departments
- Designations
- Shifts
- Document Types
- Holidays
Recommended End-user Workflow
- Configure People masters (departments, designations, shifts, document types, holidays).
- Create employees and assign departments/designations/shifts.
- Configure leave setup (types, policies, approval rules).
- Configure attendance setup (policies, geofences).
- Configure payroll setup (components, salary structures, salary profiles, tax/social policies).
- Create and open payroll periods.
- Generate payroll runs, review/lock/post, and export reports.