Human Resources
The HR module manages your entire workforce — from initial employee setup through leave management, attendance, expense claims, shift scheduling, payroll, and performance reviews. Everything is connected so approvals, balances, and financials update automatically.
Set up HR in the correct order: Employee → Leave → Expense Claims → Shift & Attendance → Payroll. Each section builds on the previous one.
HR Sections
Add departments, designations, branches, and employee records. The foundation of all other HR functionality.
Configure leave types, HR periods, leave policies, holiday lists, leave allocations, and process leave applications.
Define expense categories and process employee reimbursement claims with approval workflows.
Create shift types, assign shifts, mark attendance, process attendance requests, and record timesheets.
Manage onboarding, offboarding, training programs, and employee skill maps.
Set up salary components, income tax slabs, salary structures, run payroll, and generate salary slips.
Upload and manage HR-related company documents accessible to your team.
Performance reviews, one-on-one meetings, and employee performance tracking.
Leave ledger, leave balance, employee reports, payroll at a glance, and salary component reports.
HR Setup Sequence
Follow this order when setting up HR for the first time:
1. Employee Setup
└── Department → Designation → Branch → Employee
2. Leave
└── Leave Type → HR Period → Leave Policy → Holiday List
→ Leave Allocation → Leave Policy Assignment
3. Expense Claims
└── Expense Claim Type → Expense Claim
4. Shift & Attendance
└── Shift Type → Shift Assignment → Attendance → Timesheet
5. Payroll
└── Salary Component → Income Tax Slab → Salary Structure
→ Salary Structure Assignment → Payroll Entry → Salary Slip