Note: This document explains the HRM (Human resource management) feature in Essentials module. For other feature in Essential module refer here.
After you have installed & configured Essentials module you will see the HRM menu along with Essentials menu in the left sidebar.
HRM modules consist of:
- Leave types & Leaves.
- & related settings
- Only admin can manage leave type (add or edit)
- Leave Type: Enter the name of the type of leave.
- Max leave counts: Maximum number of leaves allowed for the leave type.
- Leave count interval: This can be “Current month” or “Current financial year” or “None”. It is the interval for the maximum leave counts.
For example: If employees can take 12 Sick Leave in 1 year then:
Leave Type = “Sick Leave”
Max leave counts = 12
Leave count interval = “Current financial year”
- Add leave: Leave Type(dropdown list), Start Date, End Date, Leave type, Reason (text area)
- Default status of a leave added is pending
- Admin can change the status: status(pending, canceled, approved) by clicking on leave status column button.
- Inbuilt app Notification will be sent to admin when a new leave it added.
- Inbuilt app Notification will be sent to the applied user when the status is changed by admin.
- Only admin can delete a leave.
- Reference no. Will be generated automatically for every leave to uniquely identify them. You can change the reference no prefix from HRM -> Settings (Leave Reference No. prefix)
- Leave Instructions: You can enter special instruction for users before applying for leaves from settings “Leave Instructions” field.
Leaves Summary for a user
- For admin: Admin can view leave summary of all other users. On leaves page filter by an employee name and it will show the summery in the bottom of page.
- For Users: Always visible to a user his/her summary.
🎥 Video on leaves management
Attendance by admin & other users
- Users can add there own attendance, admin can add attendance of every user.
- Attendance fields for admin: Employee, Date, Ip address(auto get the users ip address), note, clock_in_time, clock_out_time.
- Attendance by non-admin users: User can add there own attendance by clicking on “Clock In” button present in top navigation bar and clock-in adding a note. And click on “Clock Out” button before leaving the workplace for checkout and adding a clock-out note.
- Total work hours will be displayed when admin select a particular user and it is always visible to a non-admin user.
- If admin wants to add attendance for users & don’t want user to add there attendance then it can be disabled by unchecking “Allow users to enter their own attendance”
Please watch the below view demostration for details of attendance & shift management.
- Only admin can add payroll & other users can view only there own payroll.
- Reference no. will be generated for Payroll. You can change the Payroll Reference No. prefix from settings.
- For adding payroll click on Add button in payroll menu.
- Select Employee and the month/year of payroll.
- If any existing payroll for the period then it will be shown for editing or new payroll can be added.
- Total work duration: Duration of work will be auto-calculated based on attendance
- Duration Unit: Unit of work like month/hour/week or other.
- Amount per unit duration: Price per duration.
- Total: Total work duration x Amount per unit duration
- Allowances: add as many allowances you have for the employee. Allowances will be added in final payroll.
- Deductions: add deductions for the employee. Deductions will be subtracted in final payroll.
- Gross amount = Total + Sum of Allowances – Sum of Deductions
- Inbuilt app Notification will be sent to the user when payroll is added.
- Only admin can add holiday.
- Other users can view holidays applicable for there location.
Fields: Name, Start Date, End Date, Business Location, Note
Permission & Settings for management for HRM
By default only admin can approve leave added by other users. But you can assign the Approve leave permission to any other role & assign it to a user. User having approve leave will be able to approve leaves added by other users.
Allow users to enter their own attendance:
You will find this option in HRM -> Settings -> HRM tab. If enabled other user will be able to enter there own attendance and vice-versa.