HRM Module - Complete Guide

Comprehensive guide to the Human Resource Management module with all features and workflows

HRM Features

Employee Management

Employee/Sub-Contractor Management

Comprehensive employee and sub-contractor management system with complete lifecycle tracking.

Employee Records
Personal Information
  • Full name and contact details
  • Date of birth and gender
  • Address and emergency contacts
  • Social Insurance Number (SIN)
  • Passport information
Employment Details
  • Employee ID and hire date
  • Department and designation
  • Reporting manager
  • Employment type (Full-time, Part-time, Contract)
  • Work location and branch
Employee Categories
Regular Employees

Full-time and part-time employees

  • Complete benefits package
  • Regular payroll processing
  • Performance evaluations
  • Career development tracking
Sub-Contractors

Independent contractors and freelancers

  • Contract-based compensation
  • Project-specific assignments
  • Flexible work arrangements
  • Contract renewal tracking
Employee Lifecycle Management
Complete Employee Journey
  1. Onboarding: New employee setup and documentation
  2. Active Employment: Ongoing management and development
  3. Transfers: Department or role changes
  4. Promotions: Career advancement tracking
  5. Exit Management: Resignation and termination processes

Payroll System

Complete Payroll Management

Comprehensive payroll system with Canadian compliance features and automated calculations.

Set Compensation
Salary Structure
  • Base salary configuration
  • Hourly wage setup
  • Overtime rates
  • Shift differentials
  • Performance bonuses
Allowances & Benefits
  • Housing allowances
  • Transportation allowances
  • Meal allowances
  • Health benefits
  • Retirement contributions
Pay Statement Management
Payslip Generation
  • Automated payslip creation
  • Detailed earnings breakdown
  • Deductions summary
  • Net pay calculation
  • Year-to-date totals
Canadian Compliance
  • CPP (Canada Pension Plan) deductions
  • EI (Employment Insurance) deductions
  • Income tax calculations
  • Provincial tax handling
  • T4 slip generation
Payroll Processing Workflow
Automated Payroll Process
  1. Data Collection: Attendance, overtime, and leave data
  2. Calculation: Automated salary and deduction calculations
  3. Review: Payroll preview and approval
  4. Processing: Payroll execution and payment
  5. Reporting: Payslip generation and distribution

Attendance & Time Management

Time Tracking & Attendance

Comprehensive time tracking system with multiple clock-in methods and automated calculations.

Clock Management
Clock In/Out System
  • Web-based clock in/out
  • Mobile app integration
  • Biometric time clocks
  • IP address restrictions
  • GPS location tracking
Attendance Tracking
  • Daily attendance records
  • Late arrival tracking
  • Early departure monitoring
  • Break time management
  • Overtime calculation
Overtime Management
Overtime Calculation
  • Automatic overtime detection
  • Provincial overtime rules
  • Double time calculations
  • Overtime approval workflow
  • Overtime reporting
Time Reports
  • Individual time summaries
  • Department time reports
  • Overtime analysis
  • Attendance patterns
  • Productivity metrics

Leave Management

Comprehensive Leave System

Complete leave management system with policy configuration and automated workflows.

Leave Types & Policies
Leave Types
  • Vacation leave
  • Sick leave
  • Personal leave
  • Maternity/Paternity leave
  • Bereavement leave
  • Emergency leave
Leave Policies
  • Accrual rules
  • Carry-over limits
  • Approval workflows
  • Blackout periods
  • Minimum notice requirements
  • Medical certificate requirements
Leave Request Workflow
Automated Leave Process
  1. Request Submission: Employee submits leave request
  2. Policy Validation: System checks against leave policies
  3. Manager Approval: Automatic routing to appropriate manager
  4. Calendar Update: Leave automatically added to calendar
  5. Payroll Integration: Leave affects payroll calculations

Performance Tracking

KPI Dashboard & Performance Management

Comprehensive performance tracking system with KPI dashboards and goal management.

KPI Dashboard Features
Performance Metrics
  • Individual performance scores
  • Team performance metrics
  • Goal achievement rates
  • Productivity indicators
  • Attendance performance
Goal Management
  • Goal setting and tracking
  • Milestone monitoring
  • Progress updates
  • Performance reviews
  • Development plans
Performance Review Process
Review Workflow
  1. Goal Setting: Annual and quarterly goal establishment
  2. Regular Check-ins: Monthly performance discussions
  3. Mid-Year Review: Comprehensive performance assessment
  4. Annual Review: Complete performance evaluation
  5. Development Planning: Career development recommendations

HR Administration

Administrative HR Functions

Complete HR administration system covering all employee lifecycle events.

Employee Lifecycle Events
Awards & Recognition
  • Employee of the month
  • Performance awards
  • Service recognition
  • Achievement certificates
  • Team recognition
Transfers & Changes
  • Department transfers
  • Role changes
  • Location transfers
  • Reporting structure changes
  • Transfer documentation
Exit Management
Resignation Management
  • Resignation letter processing
  • Notice period tracking
  • Exit interview scheduling
  • Knowledge transfer planning
  • Final clearance procedures
Travel & Expenses
  • Business trip planning
  • Travel authorization
  • Expense claim processing
  • Mileage tracking
  • Receipt management
Career Development
Promotions
  • Promotion criteria
  • Performance evaluation
  • Salary adjustments
  • Role transitions
  • Announcement management
Mileage Tracking
  • Business mileage logging
  • Distance calculations
  • Reimbursement rates
  • Route optimization
  • Expense reporting

Compliance & Documents

Canadian Compliance & Document Management

Complete compliance management system with Canadian employment law compliance and document management.

ROE (Record of Employment) Management
ROE Generation
  • Automated ROE creation
  • Service Canada integration
  • Digital signature support
  • ROE status tracking
  • Bulk ROE processing
Compliance Features
  • Canadian employment law compliance
  • Provincial regulation adherence
  • ESA (Employment Standards Act) compliance
  • Labour code requirements
  • Audit trail maintenance
Document Management
Document Library
  • Employee document storage
  • Contract management
  • Policy documents
  • Training certificates
  • Performance records
Digital Signatures
  • Electronic signature capture
  • Document signing workflows
  • Signature verification
  • Legal compliance
  • Audit trail maintenance
Company Policies
Policy Management
  • Policy Creation: Create and manage company policies
  • Version Control: Track policy changes and updates
  • Employee Acknowledgment: Digital policy acceptance
  • Compliance Tracking: Monitor policy adherence
  • Training Integration: Link policies to training programs

System Setup

HRM System Configuration

Complete system setup and configuration for the HRM module.

Organizational Structure
Branch Management
  • Company branch setup
  • Location management
  • Branch-specific policies
  • Regional compliance
  • Multi-location support
Department Structure
  • Department hierarchy
  • Reporting relationships
  • Cost center management
  • Budget allocation
  • Organizational charts
System Configuration
Setup Requirements
  1. Company Information: Basic company details and settings
  2. Organizational Structure: Branches, departments, and hierarchy
  3. Payroll Configuration: Salary structures and deduction setup
  4. Leave Policies: Leave types and accrual rules
  5. Performance Settings: KPI configuration and review cycles
  6. Compliance Setup: Canadian employment law configuration

Reports & Analytics

Comprehensive HR Reporting

Complete reporting and analytics system for HR data analysis and decision making.

Standard Reports
Employee Reports
  • Employee directory
  • New hire reports
  • Termination reports
  • Department summaries
  • Performance reports
Payroll Reports
  • Payroll summaries
  • Tax reports
  • Benefit reports
  • Overtime reports
  • Year-end reports
Analytics Dashboard
Key Analytics
  • Headcount Analytics: Employee count trends and projections
  • Turnover Analysis: Employee retention and turnover rates
  • Performance Metrics: Individual and team performance trends
  • Cost Analysis: HR costs and budget tracking
  • Compliance Monitoring: Regulatory compliance status

Integration & Workflows

HRM Module Integration

The HRM module integrates seamlessly with other platform modules to create a unified business management system.

Module Integrations
LMS Integration
  • Training records sync
  • Certification tracking
  • Performance-linked training
  • Development planning
QMS Integration
  • Safety compliance tracking
  • Incident reporting
  • Training requirements
  • Performance impact
Automated Workflows
Smart Automation
  • Onboarding Automation: New employee setup and training assignment
  • Performance Alerts: Automated performance review reminders
  • Compliance Notifications: Regulatory deadline alerts
  • Payroll Integration: Automatic payroll data synchronization
  • Document Workflows: Automated document routing and approval

Additional Resources

Related Documentation
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