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HRM Management

The HRM (Human Resource Management) module gives your organisation complete control over every aspect of managing your workforce, from hiring and attendance to payroll, leave, and employee records. Whether you’re handling day-to-day HR tasks or managing sensitive processes like resignations and terminations, everything is centralised in one secure and easy-to-navigate system.

17.1 Manage Employees​

  • Click “Create” to create a new employee, which will open the Create Employee form. This form is divided into six tabs that must be completed in order: Personal, Employment, Contact, Banking, Hours & Rates, and Documents. Click Next to proceed to the next tab and Previous to go back.
  • On the Personal tab, the Employee ID is auto-generated by the system. You need to enter the Date of Birth and select the Gender (Male, Female, or Other).
  • On the Employment tab, you need to enter the User (only company users are applicable), Shift, Employment Type (default is Full Time — options include Full Time, Part Time, Temporary, and Contract), and Date of Joining. Select the Branch first, then Department (which depends on the selected Branch), and then Designation (which depends on the selected Department).
  • On the Contact tab, you need to enter the full residential address, including Address Line 1, City, State, Country, and Postal Code. You must also provide Emergency Contact Name, Emergency Contact Relationship, and Emergency Contact Number (include country code, e.g., +11233567890). Address Line 2 is optional.
  • On the Banking tab, you need to enter the Bank Name, Account Holder Name, Account Number, Bank Identifier Code, and Bank Branch. Tax Payer ID is optional.
  • On the Hours & Rates tab, you need to enter the Basic Salary, Hours Per Day, Days Per Week, and Rate Per Hour.
  • On the Documents tab, click Add Document to upload employee documents. For each document, select the Document Type and upload the corresponding file using the Choose File button. Click Remove to delete a document entry. You may add multiple documents before submitting. Click Create to save the employee record or Cancel to discard.
  • The Manage Employees page displays all registered employees, showing Employee ID, Employee Name, Branch, Department, Designation, Employment Type, and Date of Joining.
  • Use the Search bar or filters (Branch, Department, Employment Type, Gender) to locate specific employees. Click Apply to filter and Clear to reset. Toggle between List and Grid view using the icons at the top right. Use the action icons to View, Edit, or Delete any employee record.

17.2 Payslip​

17.2.1 Set Salary​

  • The Set Salary page displays the current basic salary configured for each employee, showing Employee ID, Employee Name, Branch, Department, Designation, and Basic Salary.
  • Use the Search bar or filter by Employee to locate a specific record. Click Apply to filter and Clear to reset.
  • Click the View icon to open and review the full salary details for any employee. Salary information is set during employee creation on the Hours & Rates tab and can be updated by editing the employee record.
  • The Employee Salary Details page displays a complete breakdown of an employee’s salary structure. The top section shows the employee’s avatar, name, and employee ID, along with four info cards for Basic Salary, Branch, Department, and Designation. Click the edit icon next to the Basic Salary to update it. The page is divided into four panels: Allowances, Deductions, Loans, and Overtimes.
  • Allowances: Lists all allowances assigned to the employee, showing Allowance Type, Type, and Amount. Click “Create” to open the Add Allowance form, select the Allowance Type and Type from the dropdowns, enter the Amount, and click Create. Each allowance can be edited or deleted using the action icons.
  • Deductions: Lists all deductions applied to the employee, showing Deduction Type, Type, and Amount. Click “Create” to open the Add Deduction form, select the Deduction Type and Type from the dropdowns, enter the Amount, and click Create. Each deduction can be edited or deleted using the action icons.
  • Loans: Lists all active loans for the employee, showing Type, Amount, Start Date, and End Date. Click “Create” to open the Add Loan form, enter the Title, Loan Type, Type, Amount, Start Date, End Date, and Reason, then click Create. Each loan can be viewed, edited, or deleted using the action icons.
  • Overtimes: Lists all overtime records for the employee, showing Title, Days, Hours, Rate, and Status. Click “Create” to open the Add Overtime form, enter the Title, Total Days, Hours, Rate, Start Date, End Date, Status (default: Active), and Notes, then click Create. Each overtime entry can be viewed, edited, or deleted using the action icons.

17.2.2 Manage Payrolls​

  • Click “Create” to create a new payroll, which will open the Create Payroll form. In this form, you need to enter the Title (e.g., “January 2026 Payroll”), Payroll Frequency (options include Weekly, Bi-Weekly, and Monthly), Pay Period Start, Pay Period End, Pay Date, and Bank Account (select the account from which salaries will be disbursed).
  • You may also add optional Notes for any internal remarks about this payroll run.
  • The Manage Payrolls page displays all payroll records, showing Title, Payroll Frequency, Pay Period Start, Pay Period End, Pay Date, Status, Total Net Pay, Employee Count, and Payment Status.
  • Use the Search bar or filters (Payroll Frequency, Status) to locate specific payroll records. Click Apply to filter and Clear to reset.
  • Payroll statuses include: Draft (created but not yet processed) and Completed (payroll has been successfully calculated). Payment Status is shown as Unpaid until salaries are disbursed.
  • For all payroll records, the Run Payroll action (play icon) is available to process and calculate employee salaries for that period. All records can also be Viewed, Edited, and Deleted using the action icons.

When you click on a payroll record from the Payrolls list, the Payroll Details page opens, giving you a complete breakdown of that payroll run including individual employee salary data and available actions.

Header Summary​

The top of the page displays the payroll name, covered date range, Pay Date, and Frequency (e.g., Monthly), along with a status badge (e.g., Completed) in the top right corner. Below that, four metric cards summarize the payroll at a glance:

  • Employees: The total number of employees included in this payroll run.
  • Gross Pay: The combined gross salary amount across all employees before deductions.
  • Deductions: The total amount deducted from all employees’ salaries, shown in red for visibility.
  • Net Pay: The final total amount payable to all employees after all deductions have been applied.
Employee Salary Details​

Below the summary, the Employee Salary Details table provides a row-by-row breakdown of each employee’s compensation for the payroll period. The table includes the following columns:

  • Employee: The employee’s full name and email address.

  • Basic Salary: The employee’s fixed base salary for the period.

  • Allowances: Any additional allowances included in the pay.

  • Manual OT: Manually entered overtime amount, if applicable.

  • Attendance OT: Overtime calculated automatically based on attendance records.

  • Deductions: The total amount deducted from the employee’s gross pay.

  • Loans: Any active loan repayment amounts deducted for the period.

  • Gross Pay: The employee’s total earnings before deductions, displayed in green.

  • Net Pay: The final take-home amount after all deductions and loans, displayed in blue.

  • Status: A color-coded badge indicating whether the employee’s salary has been Paid (green) or Unpaid (red/pink).

  • Actions: A set of icons available for each employee row:

  • Pay Salary: Click to mark the employee’s salary as paid and process the payment.

  • Download: Download the salary slip for that employee.

  • View: Opens a detailed view of the employee’s salary breakdown.

  • Delete: Removes the employee’s record from this payroll run.

17.3 Attendance​

17.3.1 Shifts​

  • Click “Create” to create a new shift, which will open the Create Shift form. In this form, you need to enter the Shift Name, Start Time, End Time, Break Start Time, and Break End Time.
  • You may also check if Night Shift spans overnight hours. This helps the system correctly calculate total working hours for night-based schedules.
  • The Manage Shifts page displays all defined work shifts, showing Shift Name, Start Time, End Time, Night Shift status (Yes/No), and Created By.
  • Use the Search bar to find a specific shift. All shifts can be Viewed, Edited, or Deleted using the action icons.

17.3.2 Attendances​

  • Click “Create” to record a new attendance entry, which will open the Create Attendance form. In this form, you need to enter the Employee, Date, and Clock In Time.
  • You may also add Clock Out Time (if the employee has already clocked out) and optional Notes for any relevant remarks about this attendance record.
  • The Manage Attendances page displays a complete log of employee attendance, showing Employee Name, Date, Shift, Clock In Time, Clock Out Time, Total Hours, Break Hours, Overtime, and Status.
  • Use the Search bar or filters (Employee, Status, Date From, Date To) to locate specific attendance records. Click Apply to filter and Clear to reset.
  • Attendance statuses are color-coded: Present (green — employee completed the shift), Absent (red — employee did not clock in), and Half Day (yellow — employee worked less than the required shift hours).
  • All attendance records can be Viewed, Edited, or Deleted using the action icons.

17.4 Leave Management​

17.4.1 Leave Types​

  • Click “Create” to create a new leave type, which will open the Create Leave Type form. In this form, you need to enter the Name (e.g., “Annual Leave” or “Sick Leave”), Max Days Per Year (the maximum number of days an employee can take for this leave type annually), and Color (select a color to visually identify this leave type in the system).
  • You may also toggle Is Paid ON if this leave type is a paid leave, and add an optional Description to clarify the purpose of this leave type.
  • The Manage Leave Types page displays all configured leave types, showing Name (with color indicator), Max Days Per Year, and Is Paid status (Paid/Unpaid). Use the Search bar or filter by Is Paid status to locate specific leave types. Click Apply to filter and Clear to reset. All leave types can be Viewed, Edited, or Deleted using the action icons.

17.4.2 Leave Applications​

  • Click “Create” to create a new leave application, which will open the Create Leave Application form. In this form, you need to enter the Employee, Leave Type, Start Date, End Date, and Reason.
  • You may also upload an Attachment (supporting document, such as a medical certificate) using the Browse button. Toggle Sync to Google Calendar ON if you want this leave to be reflected in the employee’s Google Calendar.
  • The Manage Leave Applications page displays all leave requests submitted by employees, showing Employee Name, Leave Type (with paid/unpaid badge), Start Date, End Date, Number of Days, Status, Applied On date, and Document.
  • Use the Search bar or filters (Employee, Status, Start Date, End Date) to locate specific applications. Click Apply to filter and Clear to reset. Application statuses include: Pending, Approved, and Rejected.
  • For Pending applications, the Manage Status action (play icon) is available to update the application status. Approved and Rejected applications can only be Viewed and Deleted.

17.4.3 Leave Balance​

  • The Leave Balance page provides a real-time overview of each employee’s leave entitlement across all leave types. Each employee is displayed as a separate card showing their name and a breakdown of every leave type with three columns: Total (maximum days allowed per year), Used (days already taken, shown in red), and Available (remaining days, shown in green).
  • This page is automatically updated whenever a leave application is approved — no manual entry is required. Use this page to quickly check how many leave days any employee has remaining before approving a new leave request.

17.5 Manage Holidays​

  • Click “Create” to create a new holiday, which will open the Create Holiday form. In this form, you need to enter the Name, Start Date, End Date, Holiday Type (e.g., Regional, International, Traditional, Festival, Independence, Memorial, Seasonal, Cultural, or Local Holiday), and Description.
  • You may also toggle Is Paid ON if the holiday is a paid day off, Is Sync Google Calendar ON to sync it to Google Calendar, and Is Sync Outlook Calendar ON to sync it to Outlook Calendar.
  • The Manage Holidays page displays all declared holidays, showing Holiday Name, Start Date, End Date, Holiday Type, and Paid status (Yes/No). Use the Search bar or filter by Holiday Type to locate specific records. Click Apply to filter and Clear to reset. All holidays can be Viewed, Edited, or Deleted using the action icons.

17.6 Manage Awards​

  • Click “Create” to create a new award, which will open the Create Award form. In this form, you need to enter the Employee, Award Type (e.g., Culture Champion, Long Service Award, Best Problem Solver), and Award Date.
  • You may also add an optional Description to provide context about why the award is being given, and upload a Certificate file using the Browse button.
  • The Manage Awards page displays all awards given to employees, showing Employee Name, Award Type, Award Date, and a Certificate icon (click to view the uploaded certificate). Use the Search bar or filters (Employee, Award Type) to locate specific records. Click Apply to filter and Clear to reset. All award records can be Viewed, Edited, or Deleted using the action icons.

17.7 Manage Promotions​

  • Click “Create” to create a new promotion record, which will open the Create Promotion form. In this form, you need to enter the Employee, Current Branch (select the branch first), Current Department (depends on selected branch), Current Designation (depends on selected department), and Effective Date (the date the promotion takes effect).
  • You may also add an optional Reason to explain the basis for the promotion, and upload a supporting Document using the Browse button.
  • The Manage Promotions page displays all promotion records, showing Employee Name, Previous Branch, Current Branch, Current Designation, Effective Date, Status, and Approved By. Use the Search bar or filter by Employee to locate specific records. Click Apply to filter and Clear to reset.
  • Promotion statuses include: Pending and Approved. For Pending promotions, click the Status action (play icon) to open the Update Promotion Status form, where you can change the status from the dropdown and click Update Status to confirm. All promotion records can be Viewed, Edited, and Deleted using the action icons.

17.8 Manage Resignations​

  • Click “Create” to create a new resignation record, which will open the Create Resignation form. In this form, you need to enter the Employee, Last Working Date, and Reason.
  • You may also add an optional Description to provide additional context, and upload a supporting Document using the Browse button.
  • The Manage Resignations page displays all resignation records, showing Employee Name, Last Working Date, Reason, Status, Document, and Approved By. Use the Search bar or filter by Employee to locate specific records. Click Apply to filter and Clear to reset.
  • Resignation statuses include: Pending, Accepted, and Rejected. For Pending resignations, click the Update Status action (play icon) to open the Update Resignation Status form, where you can change the status from the dropdown and click Update Status to confirm. All resignation records can be Viewed, Edited, and Deleted using the action icons.

17.9 Manage Terminations​

  • Click “Create” to create a new termination record, which will open the Create Termination form. In this form, you need to enter the Employee, Termination Type, Notice Date, Termination Date, and Reason.
  • You may also add an optional Description to provide additional context, and upload a supporting Document using the Browse button.
  • The Manage Terminations page displays all termination records, showing Employee Name, Termination Type, Notice Date, Termination Date, Document, Status, and Approved By. Use the Search bar or filter by Employee to locate specific records. Click Apply to filter and Clear to reset.
  • Termination statuses include: Pending, Approved, and Rejected. For Pending terminations, click the Update Status action (play icon) to change the status. All termination records can be Viewed, Edited, and Deleted using the action icons.

17.10 Manage Warnings​

  • Click “Create” to create a new warning record, which will open the Create Warning form. In this form, you need to enter the Employee, Warning By, Warning Type, Subject, Severity, and Warning Date.
  • You may also add an optional Description to provide additional context, and upload a supporting Document using the Browse button.
  • The Manage Warnings page displays all warning records, showing Employee Name, Warning By Name, Warning Type, Subject, Severity, Warning Date, Warning Status, and Document. Use the Search bar or filter by Employee to locate specific records. Click Apply to filter and Clear to reset.
  • Warning statuses include: Pending and Approved. For Approved warnings, click the Response action (eye icon) to open the Response form, where you can update the Warning Status and enter a written Response, then click Save to confirm. All warning records can be Viewed, Edited, and Deleted using the action icons.

17.11 Manage Complaints​

  • Click “Create” to create a new complaint record, which will open the Create Complaint form. In this form, you need to enter the Employee, Against Employee, Complaint Type, Subject, Description, and Complaint Date.
  • You may also upload a supporting Document using the Browse button.
  • The Manage Complaints page displays all complaint records, showing Employee Name, Against Employee, Complaint Type, Subject, Complaint Date, Status, and Document. Use the Search bar or filter by Employee, Complaint Type, and Status to locate specific records. Click Apply to filter and Clear to reset.
  • Complaint statuses include: Assigned, In Progress, In Review, and Resolved. Click the Manage Status action (play icon) to open the Update Complaint Status form, where you can select a new status from the dropdown and click Update Status to confirm. All complaint records can be Viewed, Edited, and Deleted using the action icons.

17.12 Manage Employee Transfers​

  • Click “Create” to create a new employee transfer record. The Manage Employee Transfers page displays all transfer records, showing Employee Name, Transfer Path, Status, Effective Date, Approved By, and Document. Use the Search bar or filter by Employee and Status to locate specific records. Click Apply to filter and Clear to reset.
  • Transfer statuses include: Pending, In Progress, and Approved. For Pending or In Progress transfers, click the Action (play icon) to open the Update Transfer Status form, where you can view the Employee name, select a new Status from the dropdown, and click Update Status to confirm. All transfer records can be Viewed, Edited, and Deleted using the action icons.

17.13 Manage Documents​

  • Click “Create” to create a new document record, which will open the Create Document form. In this form, you need to enter the Title, Document Category, Description, and upload the Document file using the Browse button.
  • The Manage Documents page displays all document records, showing Title, Document Category, Effective Date, Uploaded By, Approved By, Status, and Document. Use the Search bar or filter by Document Category to locate specific records. Click Apply to filter and Clear to reset.
  • Document statuses include: Pending, Approved, and Rejected. For Pending documents, click the Action (play icon) to open the Update Document Status form, where you can select a new status from the dropdown and click Update Status to confirm. Approved documents can be downloaded using the download icon. All document records can be Viewed, Edited, and Deleted using the action icons.

17.14 Manage Acknowledgments​

  • Click “Create” to create a new acknowledgment record, which will open the Create Acknowledgment form. In this form, you need to enter the Employee, select the Document to be acknowledged, and enter an Acknowledgment Note.
  • The Manage Acknowledgments page displays all acknowledgment records, showing Employee, Document, Status, Acknowledged At, and Assigned By. Use the Search bar or filter by Employee, Document, and Status to locate specific records. Click Apply to filter and Clear to reset.
  • Acknowledgment statuses include: Pending and Acknowledged. For Pending acknowledgments, click the Action (play icon) to open the Update Status form, where you can view the Employee name, select a new Status from the dropdown, and click Update Status to confirm. Acknowledged records can be downloaded using the download icon. All acknowledgment records can be Viewed, Edited, and Deleted using the action icons.

17.15 Manage Announcements​

  • Click “Create” to create a new announcement record, which will open the Create Announcement form. In this form, you need to enter the Title, Announcement Category, Department, Priority, Start Date, and End Date. You may also add an optional Description to provide additional context.
  • The Manage Announcements page displays all announcement records, showing Title, Announcement Category, Start Date, End Date, Priority, Status, and Approved By. Use the Search bar or filter by Priority and Status to locate specific records. Click Apply to filter and Clear to reset. End dates highlighted in red indicate that the announcement has passed or is nearing expiry.
  • Announcement statuses include: Active, Inactive, and Draft. Click the Update Status action (play icon) to open the Update Announcement Status form, where you can select a new status from the dropdown and click Update Status to confirm. All announcement records can be Viewed, Edited, and Deleted using the action icons.

17.16 Manage Events​

  • Click “Create” to create a new event record, which will open the Create Event form. In this form, you need to enter the Title, Event Type, Departments, Start Date, End Date, Start Time, End Time, Location, and Color.
  • You may also add an optional Description and toggle the Sync to Google Calendar option to sync the event with your Google Calendar.
  • The Manage Events page displays all event records, showing Title, Event Type, Start Date, End Date, Start Time, End Time, Status, and Approved By. Use the Search bar or filter by Status and Event Type to locate specific records. Click Apply to filter and Clear to reset.
  • Event statuses include: Pending and Approved. For Pending events, click the Update Status action (play icon) to open the Update Event Status form, where you can select a new status from the dropdown and click Update to confirm. All event records can be Viewed, Edited, and Deleted using the action icons.
  • Click the Calendar icon at the top right to switch to the Events Calendar view, which displays events in a monthly, weekly, or daily calendar layout. Use the navigation arrows to move between months and click Today to return to the current date. All events are also listed on the right panel with their event type, date, time, and description.

17.17 System Setup​

The System Setup section allows administrators to configure foundational data used throughout the system. It is accessible from the left-side navigation panel and includes the following sections: Branches, Departments, Designations, Document Types, Award Types, Termination Types, Warning Types, Complaint Types, Holiday Types, Document Categories, Announcement Categories, Event Types, Allowance Types, Deduction Types, Loan Types, Working Days, and IP Restricts. Each section lists existing entries and provides Edit and Delete action icons for managing records.

  • Branches — Displays a list of all branches with their Branch Name. Click “Create” to open the Create Branch form, where you enter the Branch Name and click Create.
  • Departments — Displays all departments with their Department Name and associated Branch. Click “Create” to open the Create Department form, where you enter the Department Name and select a Branch, then click Create.
  • Designations — Displays all designations with their Designation Name, Branch, and Department. Click “Create” to open the Create Designation form, where you enter the Designation Name, select a Branch, and then select a Department. Note that a Branch must be selected first before the Department dropdown becomes available.
  • Document Types — Displays all document types with their Document Name, Description, and whether the document Is Required. Click “Create” to open the Document Type form, where you enter the Document Name, an optional Description, and toggle the Is Required switch as needed, then click Create.
  • Award Types — Displays all award types with their Name and Description. Click “Create” to open the Create Award Type form, where you enter the Name and an optional Description, then click Create.
  • Termination Types — Displays all termination types with their Termination Type name. Click “Create” to add a new termination type. All entries can be Edited and Deleted using the action icons.
  • Warning Types — Displays all warning types with their Warning Type Name. Click “Create” to open the Create Warning Type form, where you enter the Warning Type Name and click Create. All entries can be Edited and Deleted using the action icons.
  • Complaint Types — Displays all complaint types with their Complaint Type name. Click “Create” to open the Create Complaint Type form, where you enter the Complaint Type and click Create. All entries can be Edited and Deleted using the action icons.
  • Holiday Types — Displays all holiday types with their Holiday Type name. Click “Create” to open the Create Holiday Type form, where you enter the Holiday Type and click Create. All entries can be Edited and Deleted using the action icons.
  • Document Categories — Displays all document categories with their Document Type name and Status (Enabled or Disabled). Click “Create” to open the Create Document Category form, where you enter the Document Type name and toggle the Enable/Disable switch to set its status, then click Create. All entries can be Edited and Deleted using the action icons.
  • Announcement Categories — Displays all announcement categories with their Announcement Category name. Click “Create” to open the Create Announcement Category form, where you enter the Announcement Category and click Create. All entries can be Edited and Deleted using the action icons.
  • Event Types — Displays all event types with their Event Type name. Click “Create” to open the Create Event Type form, where you enter the Event Type and click Create. All entries can be Edited and Deleted using the action icons.
  • Allowance Types — Displays all allowance types with their Name and Description. Click “Create” to open the Create Allowance Type form, where you enter the Name and an optional Description, then click Create. All entries can be Edited and Deleted using the action icons.
  • Deduction Types — Displays all deduction types with their Name and Description. Click “Create” to open the Create Deduction Type form, where you enter the Name and an optional Description, then click Create. All entries can be Edited and Deleted using the action icons.
  • Loan Types — Displays all loan types with their Name and Description. Click “Create” to open the Create Loan Type form, where you enter the Name and an optional Description, then click Create. All entries can be Edited and Deleted using the action icons.
  • Working Days — Allows administrators to define the working days for the organization. Check or uncheck the boxes next to each day of the week (Monday through Sunday) to mark them as working days. Click Save to apply the changes.
  • IP Restricts — Displays a list of allowed IP addresses with their IP value. Use the IP Restrict toggle at the top right to turn IP restriction On or Off for the entire system. Click “Create” to open the Create IP Restrict form, where you enter the IP address and click Create. All IP entries can be Edited and Deleted using the action icons.