General Menu

Dashboard & Core Functions

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

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
Attendance & Time Management
Performance & Development
Compliance & Documentation

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
Project Management

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

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
Quality Management

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

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

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)