Ui

Overview

The HR Profiles and Management module is the central hub for managing your company's workforce. It allows you to create company departments, set up detailed employee profiles, and define job roles along with their associated attendance, leave, and payroll details.

When Do I Use This?

• When hiring a new employee and needing to record their contact information, bank details, and job assignment.
• When structuring your company by creating new departments and organizing staff within them.
• When updating an employee's job role, including their salary, allowances, and deductions.
• When reviewing an employee's attendance, leave balances, or recent pay statements.

How To Use

Creating a Department

1. Go to Human Resources → Departments from the main menu.
2. Click + New to create a new department.
3. Enter the department's details (e.g., "Accounting", "Emergency Ward").
4. Click Save. Note: Once saved, you can view all employees assigned to this department here.

Adding a New Employee

1. Go to Human Resources → Employees.
2. Click + New.
3. Fill in the employee's basic information and assign them to a Department.
4. Navigate to the Contact and Bank tabs at the bottom to add their personal contact info and direct deposit details.
5. Click Save.

Managing Job Roles & Payroll Details

Job records connect the employee to their daily work, pay, and benefits.

1. Go to Human Resources → Jobs (or access the Job tab directly from an Employee's profile).
2. Click + New or select an existing job to update it.
3. Use the provided tabs to add Allowances (e.g., travel, housing) or Deductions (e.g., taxes, insurance).
4. You can also view the employee's Leave Balances, Expenses, and logged Attendance from this screen.
5. Click Save when your updates are complete.

Field Descriptions

Employee Form

Job Form