HRM Module Setup Guide

Step-by-step guide to configure and set up the HRM module for your organization

Setup Steps

Initial Setup

HRM Module Initial Configuration

Before using the HRM module, you need to complete the initial setup and configuration.

Prerequisites
Before You Begin
  • Ensure you have Company Administrator access
  • Have your company information ready
  • Prepare organizational structure details
  • Gather payroll and tax information
  • Review Canadian employment law requirements
Step 1: Enable HRM Module
Module Activation
  1. Navigate to Settings → Modules
  2. Find HRM module in the list
  3. Click Enable button
  4. Confirm activation
  5. Wait for module initialization
Verification
  • Check that HRM menu appears
  • Verify dashboard access
  • Test basic navigation
  • Confirm permissions
  • Review module status
Step 2: Initial Configuration
Important Configuration Order

Follow these steps in order to ensure proper HRM setup:

  1. Company Information - Basic company details
  2. Organizational Structure - Branches, departments, designations
  3. Payroll Configuration - Salary structures and deductions
  4. Leave Policies - Leave types and accrual rules
  5. Attendance Settings - Time tracking configuration
  6. Performance Setup - KPI configuration and review cycles
  7. Compliance Settings - Canadian employment law configuration

Company Configuration

Company Information Setup

Configure your company's basic information and settings for the HRM module.

Company Details
Basic Information
  • Company name and legal name
  • Business registration number
  • Company address and contact details
  • Industry classification
  • Company size and employee count
Location Settings
  • Head office location
  • Provincial jurisdiction
  • Time zone settings
  • Currency and date formats
  • Language preferences
Configuration Steps
Navigate to Company Settings

Go to HRM → System Setup → Company Settings

  • Click on "Company Information" tab
  • Fill in all required company details
  • Upload company logo if desired
  • Set company timezone and currency
Configure Business Details

Complete business registration and legal information

  • Enter business registration number
  • Set industry classification
  • Configure company size category
  • Set up tax identification numbers
Save and Verify

Save configuration and verify all information

  • Click "Save" to store company information
  • Review all entered information
  • Test company settings functionality
  • Proceed to organizational structure setup

Organizational Structure

Set Up Organizational Hierarchy

Configure your company's organizational structure including branches, departments, and designations.

Branch Setup
Branch Configuration
  • Branch name and code
  • Branch address and contact
  • Branch manager assignment
  • Branch-specific policies
  • Regional compliance settings
Department Structure
  • Department hierarchy
  • Department codes and names
  • Reporting relationships
  • Cost center assignments
  • Budget allocations
Designation and Roles
Job Designations
  • Job titles and codes
  • Job descriptions
  • Reporting hierarchy
  • Salary ranges
  • Required qualifications
Role Management
  • Role definitions
  • Permission assignments
  • Access levels
  • Responsibility matrices
  • Approval workflows
Setup Steps
Organizational Structure Setup
  1. Create Branches: Add all company branches and locations
  2. Set Up Departments: Create department hierarchy and relationships
  3. Define Designations: Create job titles and position descriptions
  4. Assign Roles: Set up user roles and permissions
  5. Configure Hierarchy: Establish reporting relationships
  6. Test Structure: Verify organizational structure functionality

Payroll Setup

Payroll System Configuration

Configure payroll settings, salary structures, and Canadian tax compliance.

Salary Structure Setup
Salary Components
  • Basic salary structure
  • Allowance types
  • Deduction categories
  • Overtime rates
  • Bonus structures
Tax Configuration
  • Federal tax rates
  • Provincial tax rates
  • CPP contribution rates
  • EI contribution rates
  • Tax brackets setup
Canadian Compliance Setup
Canadian Payroll Requirements
  • CPP (Canada Pension Plan): Set up CPP contribution rates and limits
  • EI (Employment Insurance): Configure EI contribution rates
  • Provincial Taxes: Set up provincial tax rates based on location
  • T4 Slips: Configure T4 slip generation settings
  • ROE (Record of Employment): Set up ROE generation rules
Payroll Configuration Steps
Navigate to Payroll Settings

Go to HRM → Payroll → Settings

  • Click on "Payroll Configuration"
  • Set up salary components
  • Configure allowance types
  • Set up deduction categories
Configure Tax Settings

Set up Canadian tax compliance

  • Enter federal tax rates
  • Set provincial tax rates
  • Configure CPP and EI rates
  • Set up tax brackets
Test Payroll Configuration

Verify payroll calculations

  • Test salary calculations
  • Verify tax deductions
  • Check compliance requirements
  • Generate test payslips

Leave Policies

Leave Management Configuration

Set up leave types, policies, and approval workflows for your organization.

Leave Types Setup
Leave Categories
  • Vacation leave
  • Sick leave
  • Personal leave
  • Maternity/Paternity leave
  • Emergency leave
Policy Configuration
  • Accrual rules
  • Carry-over limits
  • Approval workflows
  • Blackout periods
  • Medical requirements
Canadian Leave Requirements
Provincial Leave Requirements
  • Vacation Entitlement: Set up provincial vacation requirements
  • Sick Leave: Configure sick leave policies per province
  • Maternity/Paternity: Set up parental leave policies
  • Emergency Leave: Configure emergency leave provisions
  • Statutory Holidays: Set up provincial statutory holidays

Attendance Setup

Time Tracking Configuration

Configure attendance tracking, overtime rules, and time management settings.

Attendance Settings
Time Tracking
  • Clock in/out methods
  • IP address restrictions
  • GPS location tracking
  • Break time management
  • Overtime calculations
Work Schedule
  • Working hours setup
  • Shift configurations
  • Weekend policies
  • Holiday schedules
  • Flexible work arrangements

Performance Setup

Performance Management Configuration

Set up KPI tracking, performance reviews, and goal management systems.

KPI Configuration
KPI Setup
  • KPI categories
  • Performance metrics
  • Measurement criteria
  • Target values
  • Review cycles
Goal Management
  • Goal setting framework
  • SMART goals configuration
  • Progress tracking
  • Achievement criteria
  • Review schedules

Compliance Setup

Canadian Employment Law Compliance

Configure compliance settings for Canadian employment law requirements.

Compliance Requirements
Canadian Employment Standards
  • Provincial Standards: Configure employment standards by province
  • Minimum Wage: Set up minimum wage rates by province
  • Overtime Rules: Configure overtime rules and calculations
  • Termination Rules: Set up termination notice requirements
  • Record Keeping: Configure required record keeping periods

Additional Resources

Related Documentation
Quick Actions
Back to Home HRM Module Company Management