HR Management holds the people file and everything that hangs off it. Build the small code files first — Departments, Designations, Shifts, Locations, Leave Types — then add the employees.
Adding an employee
- Open HR Management → Employees and press ＋ Add Employee.
- Fill in Employee Code and Full Name — both required — then Designation, Department, Email and Phone.
- Fill the personal block: Joining Date, Employee Number, Gender, Date of Birth, Marital Status, Marriage Date, Personal Phone, Address.
- Fill the organisation block: Location, Shift, Reports To, Is a Manager.
- Fill the employment block: Annual CTC, Monthly Salary, Probation Start and End, Notice Start and End, End Date, Status.
- To give them a portal login, set Create Portal Login to "Yes — let them sign in". Their email becomes their username; leave Temporary Password blank to have one generated.
Note
Portal logins are managed from this screen — there is no separate staff screen. The Profile action on each row opens the full employee record.
Attendance
| Screen | What it does |
|---|---|
| Mark Attendance | The daily marking screen. |
| Attendance Records | The stored records, editable. |
| Attendance Summary | The month at a glance, per employee. |
| Attendance Corrections | Corrections raised against a marked day. |
| Shift Roster | Which shift each employee is on. |
Leave
Leave Types defines the categories and Leave Requests holds the applications. Employees raise their own from the portal; HR sees and decides them here.
The rest of the module
HR also carries Assets and Asset Types, Appreciations and Awards, Resignations, Letter Heads, Warnings, Complaints, Generated Letters, Holidays, News & Announcements, Company Policies, Surveys and Survey Questions, and Field Groups / Custom Fields for anything the standard form does not capture.