HRM Module - Complete Guide

Comprehensive documentation covering all HRM module features, menus, and workflows

HRM Menu Items

Module Overview

What is HRM Module?

The Human Resource Management (HRM) module is a comprehensive solution for managing all aspects of human resources in your organization. It covers the complete employee lifecycle from recruitment to retirement, including payroll, attendance, leave management, performance tracking, and compliance.

Access Path

Company Dashboard → HRM → Module Features

Platform URL

Production URL: https://chosenpathinnovations.com/

Key Capabilities

Employee Management

Complete employee records, profiles, and lifecycle management

Payroll Processing

Automated payroll calculation with CRA compliance

Attendance Tracking

Real-time attendance monitoring and clock in/out

Leave Management

Province-compliant leave policies and tracking

Performance Management

KPI tracking, reviews, coaching, and PIPs

Compliance & Forms

ROE, C-394, C-040 forms and regulatory compliance

Employee Management

Overview

Employee Management is the core feature of the HRM module, allowing you to create, manage, and track all employee information throughout their lifecycle in the organization.

Access Path

HRM → Employee/Sub-Contractor

Creating an Employee

  1. Navigate: HRM → Employee → Create
  2. Personal Information:
    • First Name and Last Name (required)
    • Date of Birth (required)
    • Gender (required: Male, Female, Non-binary)
    • Email (required, must be unique)
    • Phone (required)
    • Username (required, must be unique)
    • Password (required for new user account)
  3. Address Information:
    • Country (default: CA)
    • Province/State
    • City
    • Zipcode/Postal Code
    • Address
    • Location Type (Remote, On-site, Hybrid)
  4. Employment Information:
    • Employee ID (auto-generated)
    • Branch (required)
    • Department (required)
    • Designation (required)
    • Role (required)
    • Company Date of Joining (required)
    • Employee Type (Full-time, Part-time, Temporary, Contract, Casual, Independent Contractor)
    • Status (Active, Inactive, Terminated)
  5. Compensation Information:
    • Payslip Type (required)
    • Annual Salary
    • Fixed Salary
    • Hours per Day
    • Days per Week
    • Weekly Hours Limit
  6. Banking Information:
    • Account Holder Name
    • Account Number
    • Bank Name
    • Bank Identifier Code
    • Branch Location
  7. Tax Information:
    • Tax Payer ID (SIN for Canada)
  8. Probation Information:
    • Is on Probation (yes/no)
    • Probation End Date (auto-calculated based on province if not specified)
  9. Foreign Worker Information (if applicable):
    • Is Foreign Worker
    • Work Permit Number
    • Work Permit Provider
    • Work Permit Type
    • Work Permit Expiry Date
  10. Documents: Upload employee documents
  11. Save: Click "Create" to save the employee

Employee Features

  • Employee Profile: Comprehensive employee profile with all information
  • Document Management: Upload and manage employee documents
  • Probation Tracking: Automatic probation tracking with reminders
  • Performance Tracking: KPI summaries, coaching sessions, warnings, PIPs
  • Attendance Tracking: View attendance history and clock in/out
  • Leave Management: View leave history and balances
  • Payroll Information: View salary and compensation details
  • Training Courses: View assigned courses and training progress
  • Work Permit Alerts: Automatic alerts for expiring work permits
  • Employee Import: Bulk import employees from CSV/Excel

Viewing Employee Details

To view an employee's complete profile:

  1. Navigate to HRM → Employee
  2. Click on the employee's name or view button
  3. The employee profile page shows:
    • Personal and contact information
    • Employment details
    • Compensation information
    • Attendance summary
    • Leave summary
    • KPI summary
    • Coaching sessions
    • Warnings
    • Performance Improvement Plans
    • Assigned training courses
    • Documents

Payroll Management

Overview

Payroll Management allows you to set employee compensation, generate payslips, and manage all payroll-related transactions including allowances, commissions, loans, and deductions.

Access Path

HRM → Payroll

Setting Compensation

Access: HRM → Payroll → Set Compensation

  1. Select Employee: Choose the employee from the list
  2. Basic Salary: Set the employee's basic salary
  3. Payslip Type: Select the payslip type (determines payment frequency and structure)
  4. Save: Save the compensation settings

Pay Statement (Payslip) Generation

Access: HRM → Payroll → Pay Statement

  1. Select Pay Period: Choose the pay period (month, date range)
  2. Select Employees: Select employees to generate payslips for
  3. Calculate Payroll:
    • System calculates basic salary
    • Adds allowances (if any)
    • Adds commissions (if any)
    • Adds other payments (if any)
    • Deducts loans (if any)
    • Deducts saturation deductions (if any)
    • Calculates CRA deductions (CPP, EI, Federal Tax, Provincial Tax)
    • Calculates company contributions (if any)
  4. Review Payslips: Review calculated payslips before finalizing
  5. Generate Payslips: Generate and save payslips
  6. Send Payslips: Send payslips to employees via email

Payroll Components

Earnings
  • Basic Salary
  • Allowances
  • Commissions
  • Other Payments
  • Overtime
Deductions
  • Loans
  • Saturation Deductions
  • CPP (Canada Pension Plan)
  • EI (Employment Insurance)
  • Federal Tax
  • Provincial Tax

CRA Compliance

The system automatically calculates Canadian tax deductions:

  • CPP (Canada Pension Plan): Calculated based on CRA rates and thresholds
  • EI (Employment Insurance): Calculated based on CRA rates and maximum insurable earnings
  • Federal Tax: Calculated based on federal tax brackets
  • Provincial Tax: Calculated based on province-specific tax brackets

Payroll Features

  • Multiple Payslip Types: Support for different payment frequencies and structures
  • Automatic Calculations: Automatic calculation of all payroll components
  • CRA Compliance: Automatic CRA deduction calculations
  • PDF Generation: Generate payslip PDFs
  • Email Distribution: Send payslips to employees via email
  • Payroll Reports: Generate payroll reports and summaries
  • Allowance Management: Manage employee allowances
  • Loan Management: Track and deduct employee loans
  • Commission Tracking: Track and add commissions to payslips

Attendance Management

Overview

Attendance Management allows you to track employee attendance, clock in/out times, and manage attendance records with support for bulk attendance entry.

Access Path

HRM → Attendance

Mark Attendance

Access: HRM → Attendance → Mark Attendance

  1. Select Date: Choose the date for attendance
  2. Select Employee: Choose the employee
  3. Clock In Time: Enter clock in time
  4. Clock Out Time: Enter clock out time
  5. Status: Select status (Present, Absent, Late, Half Day)
  6. Save: Save the attendance record

Bulk Attendance

Access: HRM → Attendance → Bulk Attendance

  1. Select Date: Choose the date for bulk attendance
  2. Select Employees: Select multiple employees
  3. Set Status: Set attendance status for all selected employees
  4. Set Times: Set clock in/out times (optional)
  5. Save: Save bulk attendance records

Employee Clock In/Out

Employees can clock in/out from their profile:

  1. Employee navigates to their profile
  2. Clicks "Clock In" or "Clock Out" button
  3. System records:
    • Clock in/out time
    • Location (if provided)
    • IP address
    • Device information
    • Late calculation (if clocking in after start time)
    • Overtime calculation (if clocking out after end time)

Attendance Features

  • Real-time Tracking: Real-time attendance status tracking
  • Late Detection: Automatic late detection based on company start time
  • Overtime Calculation: Automatic overtime calculation
  • Bulk Entry: Bulk attendance entry for multiple employees
  • Attendance Import: Import attendance from CSV/Excel
  • Attendance Reports: Generate monthly attendance reports
  • Verification: Attendance record verification system
  • Audit Trail: Complete audit trail for attendance changes

Leave Management

Overview

Leave Management provides comprehensive leave request, approval, and tracking functionality with province-compliant leave policies and return-to-work (RTW) management.

Access Path

HRM → Manage Leave

Leave Types

The system supports various leave types including:

  • Vacation Leave
  • Sick Leave
  • Personal Leave
  • Bereavement Leave
  • Maternity/Paternity Leave
  • Unpaid Leave
  • And more (configurable)

Leave Policies

Access: HRM → Leave Policies

Configure province-compliant leave policies:

  • Set leave entitlements by province
  • Configure accrual rules
  • Set carry-over limits
  • Configure medical certificate requirements

Vacation Accrual

Access: HRM → Vacation Accrual

Manage vacation accrual:

  • Automatic vacation accrual based on tenure
  • Manual accrual adjustments
  • Accrual processing
  • Accrual reports

Leave Request Workflow

  1. Employee Submits Request:
    • Select leave type
    • Select start and end dates
    • Select half day (if applicable)
    • Enter reason/description
    • Upload medical certificate (if required)
  2. System Validations:
    • Check leave balance
    • Check overlapping leaves
    • Validate against leave policies
  3. Approval Process:
    • Manager/HR reviews request
    • Approve or reject
    • System updates leave balance
  4. Return to Work (RTW):
    • For medical leaves, RTW process is initiated
    • Medical clearance required
    • C-394 form generation (if applicable)
    • Modified work offer (if applicable)

Return to Work (RTW)

Access: HRM → Return to Work (RTW)

RTW features include:

  • RTW status tracking
  • Medical clearance upload
  • Functional abilities assessment
  • C-394 form generation
  • Modified work offer generation
  • Weekly follow-up tracking

C-394 Forms

Access: HRM → C-394 Forms

Generate C-394 forms for workplace injury/illness reporting.

Record of Employment (ROE)

Access: HRM → Record of Employment (ROE)

Generate and manage ROE forms for terminated employees.

Leave Features

  • Province Compliance: Province-specific leave policies
  • Automatic Accrual: Automatic vacation accrual
  • Balance Tracking: Real-time leave balance tracking
  • Overlap Detection: Automatic detection of overlapping leaves
  • Medical Certificate: Medical certificate upload and tracking
  • RTW Management: Complete RTW workflow
  • Leave Reports: Generate leave reports
  • Statutory Holiday Pay: Calculate statutory holiday pay

HR Admin

Overview

The HR Admin menu provides comprehensive administrative tools for managing all HR operations including employee lifecycle events, performance management, and compliance.

Access Path

HRM → HR Admin

HR Admin Menu Items

The HR Admin menu includes the following sub-menus:

  • Award: Recognize employee achievements
  • Transfer: Manage employee transfers
  • Resignation: Process employee resignations
  • Trip: Manage business trips
  • Mileage Tracking: Track mileage for reimbursement
  • Promotion: Manage employee promotions
  • Complaints: Handle employee complaints
  • Warning: Issue formal warnings
  • Coaching: Schedule coaching sessions
  • Performance Improvement Plans: Create and manage PIPs
  • KPI & Performance: Performance reviews and KPI management
  • Termination: Process employee terminations
  • Announcement: Create company announcements
  • Holidays: Manage company holidays

HR Admin Workflow

As an HR Administrator, your typical workflow includes:

  1. Initial Setup:
    • Configure organizational structure (Branches, Departments, Designations)
    • Set up leave types and policies
    • Configure payroll settings and payslip types
    • Set up document types and templates
  2. Daily Operations:
    • Monitor attendance and approve/reject leave requests
    • Manage employee records and updates
    • Process payroll monthly
    • Handle employee lifecycle events (promotions, transfers, terminations)
    • Issue warnings and manage performance issues
    • Schedule coaching sessions
  3. Periodic Tasks:
    • Generate payroll for each pay period
    • Conduct performance reviews
    • Generate compliance reports (ROE, tax forms)
    • Review and update policies

HR Admin Menu

Overview

The HR Admin menu provides administrative tools and settings for managing HR operations. This menu is accessible to users with HR administrative permissions.

HR Admin Menu Items

Menu Item Description Access Path Permission Required
HRM Dashboard Overview of HR metrics, employee statistics, and key activities HRM → Dashboard hrm manage
Employee Management Create, view, edit, and manage employee records HRM → Employee employee manage
Attendance Track employee attendance, clock in/out, bulk attendance HRM → Attendance attendance manage
Leave Management Manage leave requests, leave types, and leave policies HRM → Leave leave manage
Payroll Generate payslips, manage salary, allowances, deductions HRM → Payroll setsalary pay slip manage
Performance Performance reviews, KPI templates, coaching, PIPs HRM → Performance employee manage
Organizational Structure Branches, Departments, Designations management HRM → Setup → Branches/Departments/Designations branch/department/designation manage
Documents Employee documents, document types, templates HRM → Documents document manage
Company Policies Create and manage company policies HRM → Company Policy company policy manage
Settings HRM module settings and configurations HRM → Settings setting manage

HR Admin Workflow

As an HR Administrator, your typical workflow includes:

  1. Initial Setup:
    • Configure organizational structure (Branches, Departments, Designations)
    • Set up leave types and policies
    • Configure payroll settings and payslip types
    • Set up document types and templates
  2. Daily Operations:
    • Monitor attendance and approve/reject leave requests
    • Manage employee records and updates
    • Process payroll monthly
    • Handle employee lifecycle events (promotions, transfers, terminations)
  3. Periodic Tasks:
    • Generate payroll for each pay period
    • Conduct performance reviews
    • Generate compliance reports (ROE, tax forms)
    • Review and update policies

Award Management

Overview

Award Management allows you to recognize and reward employee achievements and contributions to the organization.

Access Path

HRM → HR Admin → Award

Creating an Award

  1. Navigate: HRM → HR Admin → Award → Create
  2. Award Information:
    • Employee (required)
    • Award Type (required)
    • Date (required)
    • Description (required)
  3. Save: Click "Create" to save the award

Award Features

  • Award Types: Configure different award types
  • Award History: Track all awards given to employees
  • Award Reports: Generate award reports
  • Employee Recognition: Display awards on employee profiles

Transfer Management

Overview

Transfer Management allows you to manage employee transfers between departments, branches, or locations.

Access Path

HRM → HR Admin → Transfer

Creating a Transfer

  1. Navigate: HRM → HR Admin → Transfer → Create
  2. Transfer Information:
    • Employee (required)
    • From Branch/Department
    • To Branch/Department (required)
    • Transfer Date (required)
    • Description
  3. Save: Click "Create" to save the transfer

Transfer Features

  • Department Transfer: Transfer employees between departments
  • Branch Transfer: Transfer employees between branches
  • Transfer History: Track all employee transfers
  • Automatic Updates: Employee records automatically updated
  • Transfer Reports: Generate transfer reports

Resignation Management

Overview

Resignation Management allows you to process employee resignations, track notice periods, and manage exit procedures.

Access Path

HRM → HR Admin → Resignation

Processing a Resignation

  1. Navigate: HRM → HR Admin → Resignation → Create
  2. Resignation Information:
    • Employee (required)
    • Resignation Type (required)
    • Notice Date (required)
    • Last Working Date (required)
    • Description
  3. Save: Click "Create" to process the resignation

Resignation Features

  • Resignation Types: Configure different resignation types
  • Notice Period Tracking: Track notice periods
  • Exit Procedures: Manage exit procedures
  • ROE Generation: Generate ROE for resigning employees
  • Resignation Reports: Generate resignation reports

Trip Management

Overview

Trip Management allows you to manage business trips, track travel expenses, and approve trip requests.

Access Path

HRM → HR Admin → Trip

Creating a Trip

  1. Navigate: HRM → HR Admin → Trip → Create
  2. Trip Information:
    • Employee (required)
    • Purpose of Visit (required)
    • Place of Visit (required)
    • Start Date (required)
    • End Date (required)
    • Description
  3. Save: Click "Create" to save the trip

Trip Features

  • Trip Approval: Approve or reject trip requests
  • Expense Tracking: Track travel expenses
  • Trip History: View all trip records
  • Trip Reports: Generate trip reports

Mileage Tracking

Overview

Mileage Tracking allows you to track employee mileage for reimbursement purposes. Employees can submit their own mileage entries.

Access Path

HRM → HR Admin → Mileage Tracking

Creating a Mileage Entry

  1. Navigate: HRM → HR Admin → Mileage Tracking → Create
  2. Mileage Information:
    • Employee (required)
    • Date (required)
    • Vehicle Type
    • Start Location
    • End Location
    • Distance (miles/km)
    • Purpose
  3. Save: Click "Create" to save the mileage entry

Employee Mileage Submission

Access: HRM → My Mileage

Employees can submit their own mileage entries:

  1. Navigate to HRM → My Mileage
  2. Click "Create" to add a new mileage entry
  3. Fill in mileage details
  4. Submit for approval

Mileage Features

  • Approval Workflow: Approve or reject mileage entries
  • Payment Tracking: Mark mileage entries as paid
  • Mileage Statistics: View mileage statistics and reports
  • Payroll Export: Export mileage for payroll processing
  • Employee Self-Service: Employees can submit their own mileage

Promotion Management

Overview

Promotion Management allows you to manage employee promotions, track promotion history, and update employee records.

Access Path

HRM → HR Admin → Promotion

Creating a Promotion

  1. Navigate: HRM → HR Admin → Promotion → Create
  2. Promotion Information:
    • Employee (required)
    • Promotion Date (required)
    • From Designation
    • To Designation (required)
    • Promotion Title
    • Description
  3. Save: Click "Create" to save the promotion

Promotion Features

  • Designation Updates: Automatically update employee designation
  • Promotion History: Track all employee promotions
  • Salary Updates: Update salary during promotion (if applicable)
  • Promotion Reports: Generate promotion reports

Complaints Management

Overview

Complaints Management allows you to handle employee complaints with a complete investigation workflow, resolution tracking, and reporting.

Access Path

HRM → HR Admin → Complaints

Creating a Complaint

  1. Navigate: HRM → HR Admin → Complaints → Create
  2. Complaint Information:
    • Complainant (required)
    • Complaint Against (required)
    • Title (required)
    • Complaint Date (required)
    • Description (required)
  3. Save: Click "Create" to save the complaint

Complaint Workflow

  1. Complaint Creation: Complaint is created and logged
  2. Investigation: Start investigation process
  3. Investigation Notes: Add investigation notes and findings
  4. Resolution: Resolve or dismiss the complaint
  5. Corrective Action: Generate Corrective Action Request (CAR) if needed
  6. Closure: Close the complaint after resolution

Complaint Features

  • Investigation Workflow: Complete investigation process
  • Investigation Notes: Add detailed investigation notes
  • CAR Integration: Generate Corrective Action Requests
  • Complaint Statistics: View complaint statistics and trends
  • Complaint Reports: Generate complaint reports

Warning System

Overview

The Warning system allows HR administrators and managers to issue formal warnings to employees for policy violations, performance issues, or misconduct. The system tracks warning history and can automatically recommend Performance Improvement Plans (PIPs) for final warnings.

Access Path

HRM → HR Admin → Warning

Warning Types

  • Verbal Warning: Informal verbal warning (documented)
  • Written Warning 1: First formal written warning
  • Written Warning 2: Second formal written warning
  • Final Warning: Final written warning before termination

Issuing a Warning

  1. Navigate: HRM → HR Admin → Warning → Create
  2. Warning Information:
    • Warning to (employee) - required
    • Warning by (issuer) - auto-filled for employees, selectable for HR
    • Subject (required)
    • Warning date (required, must be today or future)
    • Description (required)
    • Warning type (required: verbal, written_1, written_2, final)
  3. Supporting Documents: Upload supporting documents if needed
  4. Save: Click "Create" to issue the warning

Warning Workflow

Verbal
Written 1
Written 2
Final

Warning Features

  • Warning History: Complete warning history for each employee
  • Email Notifications: Automatic email notification to employee
  • PIP Recommendation: System automatically recommends PIP creation for final warnings
  • My Warnings: Employees can view their own warnings (HRM → My Warnings)
  • Supporting Documents: Attach supporting documents to warnings
  • Warning Tracking: Track warning progression and escalation

Viewing Warnings

  • All Warnings: HRM → HR Admin → Warning (view all warnings)
  • Employee Warnings: View warnings on employee profile page
  • My Warnings: Employees can view their warnings at HRM → My Warnings

Coaching Sessions

Overview

Coaching Sessions allow managers and HR to schedule and track coaching sessions with employees. Coaching sessions can be linked to training pathways to automatically assign courses to employees.

Access Path

HRM → HR Admin → Coaching

Creating a Coaching Session

  1. Navigate: HRM → HR Admin → Coaching → Create
  2. Coaching Information:
    • Employee (coach) - required
    • Coaching to (trainee/coachee) - required
    • Coaching date - required
    • Topic - required
    • Summary - required
  3. Training Pathway (Optional):
    • Select a training pathway to assign
    • All courses in the pathway will be assigned to the coachee
    • Training progress is tracked in the coaching session
  4. Save: Click "Create" to save the coaching session

Coaching Session Features

  • Coach and Coachee Tracking: Track both coach and trainee roles
  • Training Integration: Link coaching sessions to training pathways
  • Progress Tracking: Monitor course completion progress
  • PIP Integration: Can be created from PIP context
  • Coaching Reports: Generate coaching session reports
  • Employee View: Employees can see coaching sessions on their profile

Coaching Workflow

  1. Schedule Coaching: Create coaching session with date and topic
  2. Assign Training (Optional): Link training pathway for skill development
  3. Conduct Session: Coaching session takes place
  4. Track Progress: Monitor training progress if pathway assigned
  5. Follow-up: Schedule additional sessions if needed

Performance Improvement Plan (PIP)

Overview

Performance Improvement Plans (PIPs) are structured plans designed to help underperforming employees improve their performance. PIPs include specific goals, review dates, and can be linked to training pathways for skill development.

Access Path

HRM → HR Admin → Performance Improvement Plans

Creating a PIP

  1. Navigate: HRM → HR Admin → Performance Improvement Plans → Create
  2. PIP Information:
    • Employee - required
    • Plan start date - required
    • Plan end date - required (must be after start date)
    • Goals - required (specific improvement goals)
    • Review dates - optional (scheduled review dates within plan period)
  3. Training Pathway (Required):
    • Select a training pathway
    • All courses in the pathway are automatically assigned to the employee
    • Training progress is tracked as part of the PIP
  4. Save: Click "Create" to save the PIP

PIP Workflow

PIP Created
Training Assigned
Reviews
Result

PIP Process

  1. PIP Creation:
    • HR/Manager creates PIP for underperforming employee
    • Defines specific improvement goals
    • Sets plan start and end dates
    • Schedules review dates
  2. Training Assignment:
    • Select training pathway
    • System automatically assigns all courses in pathway to employee
    • Employee receives notifications about assigned courses
  3. Review Process:
    • Conduct reviews at scheduled review dates
    • Assess progress toward goals
    • Evaluate training completion
    • Document feedback and next steps
  4. PIP Completion:
    • At end date, evaluate overall performance
    • Set result: Passed, Failed, or In Progress
    • If passed: Employee successfully improved
    • If failed: May lead to termination or additional action

PIP Features

  • Goal Setting: Define specific, measurable improvement goals
  • Training Integration: Automatically assign training pathways
  • Review Scheduling: Schedule multiple review dates
  • Progress Tracking: Track training completion and goal progress
  • Result Management: Record final PIP result (passed/failed/in progress)
  • PIP Reports: Generate PIP reports and analytics
  • Auto-Generation: System can auto-generate PIPs based on performance metrics
  • Warning Integration: Final warnings can trigger PIP recommendations

Viewing PIPs

  • All PIPs: HRM → HR Admin → Performance Improvement Plans
  • Employee PIPs: View PIPs on employee profile page
  • PIP Details: View complete PIP information including training progress

KPI & Performance Management

Overview

The KPI & Performance Management system provides comprehensive performance tracking through KPI templates, performance reviews, and performance dashboards.

Access Path

HRM → HR Admin → KPI & Performance

KPI Dashboard

Access: HRM → HR Admin → KPI & Performance → KPI Dashboard

The KPI Dashboard provides:

  • Overall performance metrics
  • Employee performance rankings
  • KPI completion rates
  • Performance trends
  • Department-wise performance

Performance Reviews

Access: HRM → HR Admin → KPI & Performance → Performance Reviews

Performance Reviews allow you to:

  • Create performance reviews for employees
  • Assign KPI templates
  • Conduct reviews with ratings and feedback
  • Track review history
  • Generate review reports

KPI Templates

Access: HRM → HR Admin → KPI & Performance → KPI Templates

KPI Templates allow you to:

  • Create reusable KPI templates
  • Define KPIs with targets and weights
  • Assign templates to employees
  • Track KPI performance

Termination Management

Overview

Termination Management allows you to process employee terminations, generate termination letters, and manage exit procedures.

Access Path

HRM → HR Admin → Termination

Processing a Termination

  1. Navigate: HRM → HR Admin → Termination → Create
  2. Termination Information:
    • Employee (required)
    • Termination Type (required)
    • Notice Date (required)
    • Termination Date (required)
    • Description
  3. Termination Letter:
    • Generate termination letter
    • Customize termination letter template
    • Send termination letter to employee
  4. ROE Generation:
    • Generate ROE for terminated employee
    • Submit ROE to Service Canada
  5. Save: Click "Create" to process the termination

Termination Features

  • Termination Types: Configure different termination types
  • Termination Letters: Generate and customize termination letters
  • ROE Generation: Automatic ROE generation
  • Exit Procedures: Manage exit procedures
  • Employee Status Update: Automatically update employee status to "Terminated"
  • Termination Reports: Generate termination reports

Other HR Admin Features

Award Management

Access: HRM → HR Admin → Award

Recognize and reward employee achievements with awards. Track award history and generate award reports.

Transfer Management

Access: HRM → HR Admin → Transfer

Manage employee transfers between departments, branches, or locations. Track transfer history and approvals.

Resignation Management

Access: HRM → HR Admin → Resignation

Process employee resignations, track notice periods, and manage exit procedures.

Trip Management

Access: HRM → HR Admin → Trip

Manage business trips, track travel expenses, and approve trip requests.

Mileage Tracking

Access: HRM → HR Admin → Mileage Tracking

Track employee mileage for reimbursement. Employees can submit mileage entries (HRM → My Mileage).

Promotion Management

Access: HRM → HR Admin → Promotion

Manage employee promotions, track promotion history, and update employee records.

Complaints Management

Access: HRM → HR Admin → Complaints

Handle employee complaints with investigation workflow, resolution tracking, and reporting.

Announcement

Access: HRM → HR Admin → Announcement

Create and send announcements to employees or specific departments.

Holidays

Access: HRM → HR Admin → Holidays

Manage company holidays, statutory holidays, and holiday calendar.

Signed Documents

Access: HRM → Signed Documents

View and manage all signed documents including offer letters, agreements, and SOPs.

Event Management

Access: HRM → Event

Create and manage company events, track attendance, and send invitations.

Document Management

Access: HRM → Document

Manage employee documents, document types, and document templates.

Company Policy

Access: HRM → Company Policy

Create and manage company policies, track acknowledgments, and version control.

System Setup

Access: HRM → System Setup

Configure organizational structure including branches, departments, and designations.