Company Menu Overview

Complete guide to all menu items and their relationships in the Chosen Path Innovations Platform

Menu Categories

General Menu

Dashboard & Core Functions

The General menu contains the main dashboard and core platform functions that are available to all users.

Dashboard

Main platform dashboard with overview widgets

  • HRM Dashboard - HR metrics and employee overview
  • QMS Dashboard - Quality management metrics
  • LMS Dashboard - Learning management overview
  • Project Dashboard - Project management metrics
  • KPI Dashboard - Performance tracking and analytics
User Management

Manage platform users and access control

  • User - User account management
  • Role - Role and permission management

Menu Relationships

Dashboard Integration

The main Dashboard serves as a central hub that integrates widgets from all active modules (HRM, QMS, LMS, Projects) providing a unified view of company operations.

HR Menu

Human Resource Management

The HR menu contains all human resource management functions organized into logical groups.

Core HR Functions
Employee/Sub-Contractor

Employee management and records

  • Employee profiles and information
  • Sub-contractor management
  • Employee status tracking
Payroll

Payroll management system

  • Set Compensation - Salary and compensation setup
  • Pay Statement - Payslip generation and management
Attendance & Time Management
Attendance

Time tracking and attendance management

  • Clock in/out tracking
  • Attendance reports
  • Overtime management
Leave Management

Leave requests and management

  • Leave type configuration
  • Leave policy management
  • Leave balance tracking
Performance & Development
Performance Tracking

Employee performance management

  • Performance reviews
  • KPI tracking
  • Goal setting and monitoring
HR Admin

Administrative HR functions

  • Award - Employee recognition
  • Transfer - Department transfers
  • Resignation - Exit management
  • Trip - Business travel
  • Mileage Tracking - Travel expenses
  • Promotion - Career advancement
Compliance & Documentation
ROE Management

Record of Employment management

  • ROE generation
  • Digital signatures
  • Compliance tracking
Document Management

HR document management

  • Document - Document library
  • Company Policy - Policy management
  • Signed Documents Library - Digital signatures

HR Menu Relationships

Key Relationships
  • Employee → Payroll: Employee records feed into payroll calculations
  • Attendance → Payroll: Time tracking affects salary calculations
  • Leave → Attendance: Leave requests impact attendance records
  • Performance → HR Admin: Performance data influences promotions and transfers
  • ROE → Employee: Employment records generate ROE documents

Finance Menu

Financial Management

The Finance menu contains all financial operations including accounting, invoicing, and project management.

Accounting & Invoicing
Accounting

Complete accounting system

  • Chart of accounts
  • Journal entries
  • Financial reporting
  • Tax management
Invoice

Invoice management system

  • Invoice creation
  • Payment tracking
  • Customer billing
Project Management
Projects

Project management system

  • Project - Project creation and management
  • Project Report - Project analytics and reporting
Payment Processing

Payment gateway integration

  • Stripe integration
  • PayPal integration
  • Payment tracking

Finance Menu Relationships

Key Relationships
  • HRM Payroll → Accounting: Payroll data feeds into accounting system
  • Projects → Invoice: Project work generates invoices
  • Invoice → Payment Processing: Invoices processed through payment gateways
  • Accounting → Reports: Financial data generates comprehensive reports

Education Menu

Learning Management System (LMS)

The Education menu contains all learning and development functions for employee training and development.

Course Management
Course

Course creation and management

  • Course content creation
  • Course categories
  • Course enrollment
  • Progress tracking
Certification

Certificate management

  • Certificate generation
  • Digital certificates
  • Certificate tracking

Education Menu Relationships

Key Relationships
  • HRM Employee → LMS: Employee records link to course enrollment
  • Course → Certification: Course completion generates certificates
  • LMS → Performance: Training completion affects performance tracking
  • LMS → HR Admin: Training records influence promotions and development

Quality & Safety Menu

Quality Management System (QMS)

The Quality & Safety menu contains all quality management and safety compliance functions.

Safety & Compliance
Hazard Assessment

Workplace hazard identification and assessment

  • Hazard identification
  • Risk assessment
  • Control measures
Hazard Control

Hazard control and mitigation

  • Control implementation
  • Effectiveness monitoring
  • Review and updates
Quality Management
SOP Management

Standard Operating Procedures

  • SOP creation and management
  • Version control
  • Approval workflows
Audit Management

Quality audits and inspections

  • Audit scheduling
  • Inspection checklists
  • Compliance reporting

Quality Menu Relationships

Key Relationships
  • HRM Employee → QMS: Employee records link to safety training and compliance
  • LMS → QMS: Safety training courses integrate with QMS
  • QMS → HR Admin: Safety compliance affects employee records
  • QMS → Performance: Safety performance impacts overall employee performance

Sales Menu

Sales & Customer Management

The Sales menu contains all customer relationship and sales management functions.

Lead & Customer Management
Lead Management

Lead tracking and management

  • Lead capture
  • Lead qualification
  • Sales pipeline
  • Opportunity tracking
Customer Management

Customer relationship management

  • Customer profiles
  • Contact management
  • Sales history
  • Customer communication

Sales Menu Relationships

Key Relationships
  • Sales → Finance: Sales data feeds into accounting and invoicing
  • Sales → Projects: Sales opportunities convert to projects
  • Sales → HRM: Sales performance affects employee evaluations
  • Sales → LMS: Sales training integrates with learning management

Operations Menu

Business Operations

The Operations menu contains all business operation functions including product management and point of sale.

Product & Service Management
Product & Service

Product and service catalog management

  • Product catalog
  • Service offerings
  • Pricing management
  • Inventory tracking
Point of Sale (POS)

Point of sale system

  • Sales transactions
  • Payment processing
  • Receipt generation
  • Inventory updates

Operations Menu Relationships

Key Relationships
  • Product & Service → POS: Product catalog feeds into POS system
  • POS → Finance: Sales transactions feed into accounting
  • Operations → HRM: Operational performance affects employee management
  • Operations → QMS: Operational processes integrate with quality management

Cross-Module Relationships

How Modules Work Together

All modules in the Chosen Path Innovations platform are designed to work together seamlessly, sharing data and creating a unified business management system.

Data Flow Between Modules
HRM → All Modules

Employee data is the foundation

  • Employee records feed into payroll
  • Performance data influences promotions
  • Training records affect development
  • Safety compliance impacts records
Finance → Operations

Financial data drives operations

  • Sales data feeds accounting
  • Project costs track profitability
  • Payroll integrates with accounting
  • Invoicing connects to payments
Integrated Workflows
Example Workflows
  1. Employee Onboarding: HRM → LMS (training) → QMS (safety) → Performance tracking
  2. Project Lifecycle: Sales (lead) → Projects (execution) → Finance (billing) → HRM (team management)
  3. Quality Compliance: QMS (standards) → LMS (training) → HRM (certification) → Performance (compliance tracking)
  4. Sales Process: Lead Management → Customer Management → Projects → Finance → HRM (team performance)

Additional Resources

Module Documentation
Quick Actions
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