HR
Last updated
Last updated
The Employees section is designed to facilitate the comprehensive management of employee information and activities within the ERP system. It provides a centralized platform for tracking employee details, roles, and interactions, ensuring efficient human resource management.
Main Features:
Employee Overview: This section displays a list of employees, featuring essential details such as:
Employee ID: Unique identifier for each employee.
Name: The full name of the employee.
Email: Contact email for communication.
User Role: The role assigned to the employee within the organization.
Reporting To: Indicates the supervisor or manager the employee reports to.
Status: Shows whether the employee is active or inactive.
Search and Filters: Users can quickly locate specific employees using a search bar and can apply filters based on various criteria, including:
Department
Role
Status
Gender
Employment Type
Add Employee Functionality: The "Add Employee" button allows users to easily onboard new employees. This action takes users to a detailed form requiring input for:
Employee Name: Mandatory field.
Email: For official communication.
Designation: The job title of the employee.
Department: The specific department the employee belongs to.
Profile Picture: Option to upload a visual representation of the employee.
Joining Date: The date the employee officially joins the company.
Mobile Number: Optional contact number.
Address: Residential address for records.
Employee Profile Management: By clicking on an employee's name, users can view detailed profile information, including:
Personal Details: Such as date of birth, gender, and marital status.
Work Information: Designation, department, joining date, and work anniversary.
Contact Information: Email, mobile number, and Slack member ID (if applicable).
Performance Metrics: Logged hours, open tasks, assigned projects, and tickets.
Emergency Contacts and Documentation: Users can manage and store emergency contact information and relevant documents related to the employee.
Increment and Promotions Tracking: The system allows for tracking of employee promotions, salary increments, and other performance-related metrics.
Skills and Training Management: Users can add and manage the skills of employees, enabling better assessment for role suitability and training opportunities.
Leave Management: The section tracks leave quotas and leave taken, helping HR manage employee absences effectively.
Purpose of the Employees Section
This section aims to streamline human resource processes, enhance employee engagement, and facilitate effective communication within the organization. By maintaining up-to-date records and providing easy access to employee information, the system supports informed decision-making and fosters a positive work environment.
The Leaves section is dedicated to managing employee leave requests and tracking absence records within the ERP system. It provides a streamlined interface for HR personnel to oversee leave applications, ensuring accurate monitoring and documentation of employee time off.
Main Features:
Leave Overview: This section presents a summary of all leave requests, including:
Employee Name: The name of the employee requesting leave.
Leave Date: The specific date or range for the leave request.
Duration: The length of the leave, which can be specified as full day, half day, or multiple days.
Leave Status: Indicates whether the leave request is pending, approved, or denied.
Leave Type: Categorizes the leave (e.g., sick leave, vacation, etc.).
Paid Status: Indicates whether the leave is paid or unpaid.
Search and Filters: Users can efficiently find specific leave requests using a search function and can apply various filters based on:
Employee
Leave Type
Status
New Leave Request Functionality: The "New Leave" button allows users to create a new leave request for employees. This function includes a form with the following fields:
Choose Member: Select the employee requesting leave.
Leave Type: Specify the type of leave being requested.
Status: Indicates the current status of the leave request.
Select Duration: Options for the duration of the leave (e.g., full day, half day).
Date: The date of the requested leave.
Reason for Absence: A text field for the employee to provide a reason for their absence (e.g., "Feeling unwell").
Add File: Option to attach any relevant documents or medical certificates.
Assign Leave Functionality: HR personnel can assign leave to employees directly from this section, allowing for flexibility in managing team absences.
Export Functionality: Users have the option to export leave data, facilitating further analysis or reporting as needed.
Purpose of the Leaves Section
The Leaves section is designed to enhance HR management efficiency by providing a comprehensive platform for tracking employee leaves. It helps ensure that all leave requests are processed accurately and timely, promotes transparency regarding employee absences, and aids in maintaining optimal workforce planning. By keeping detailed records of leave statuses and types, organizations can effectively manage resources and uphold employee satisfaction.
The Shift Roster section is designed to facilitate the management and scheduling of employee shifts within the organization. It provides a clear overview of the work schedule for a specified period, allowing HR personnel and managers to allocate shifts efficiently and ensure adequate coverage across departments.
Main Features:
Shift Overview: The main interface displays the shift roster for a designated date range (e.g., 07 Oct - 13 Oct). This includes:
Employee List: A comprehensive list of employees, along with their respective job titles.
Daily Shift Schedule: A grid layout showing the assigned shifts for each employee on a daily basis, with clear indicators for:
GS: General Shift
Holiday: Days when employees are not scheduled to work.
Department Filter: Users can filter the roster by department, helping to streamline scheduling for specific teams.
Export Functionality: The option to export the shift roster data allows for easy sharing and reporting.
Assign Bulk Shifts Functionality: This feature enables HR personnel to assign shifts to multiple employees at once. When the "Assign Bulk Shifts" button is clicked, a new interface appears, providing the following options:
Department: Select the department for which shifts will be assigned.
Employees: Choose one or multiple employees from the list to assign shifts.
Employee Shift: Specify the shift details for the selected employees.
Assign Shift By: Options for selecting shift assignments:
Date: Assign shifts for a specific date.
Multiple: Assign shifts across multiple dates.
Month: Select shifts for an entire month.
Remark: A field to add any relevant notes or comments.
Add File: Option to upload any supporting documents related to the shift assignment.
Purpose of the Shift Roster Section
The Shift Roster section enhances operational efficiency by providing a structured and organized approach to shift management. By allowing easy assignment and oversight of shifts, it helps ensure that staffing levels are maintained, reduces scheduling conflicts, and allows for better planning of workforce resources. This section is essential for promoting a balanced workload among employees while ensuring that the organization meets its operational needs effectively.
The Attendance section serves as a comprehensive tool for tracking and managing employee attendance within the organization. It provides a clear overview of employee presence, absences, and related statistics for a designated month.
Main Features:
Attendance Overview: Upon entering the Attendance section, users are presented with an overview of attendance data for a specified month and year. This includes:
Employee List: A list of employees along with their job titles.
Daily Attendance Grid: A calendar-style layout displaying attendance status for each employee across the days of the month. Attendance statuses are indicated as follows:
Holiday: Days recognized as official holidays.
Day Off: Scheduled days off for employees.
Present: Days when employees were present at work.
Half Day: Days when employees worked only half of the regular hours.
Late: Instances when employees clocked in after their scheduled start time.
Absent: Days when employees did not attend work without prior notice.
On Leave: Days when employees were on approved leave.
Filters: Users can filter attendance data by:
Employee: Select individual employees to view specific attendance records.
Department: Filter attendance records based on departmental groups.
Designation: Choose to view records according to employees' designations.
Export Functionality: Attendance data can be exported for reporting and analysis purposes, providing flexibility in data sharing.
Mark Attendance Feature: The "Mark Attendance" button opens a dedicated interface to record attendance. Key components of this interface include:
Department: Option to select the relevant department for attendance marking.
Employees: Select one or multiple employees for whom attendance will be recorded.
Location: Specify the location of the employees when marking attendance.
Mark Attendance By: Options to set the attendance details:
Month: Select the month for which attendance is being recorded.
Date: Specify the exact date for attendance marking.
Year: Choose the year for attendance records.
Clock In/Out Times: Fields to input the exact clock-in and clock-out times for the selected employees.
Late: An option to indicate whether the employee was late.
Half Day: An option to specify if the employee worked only half a day.
Working From: Select if the employee was working from the office or remotely.
Purpose of the Attendance Section
The Attendance section plays a vital role in workforce management by providing a structured approach to attendance tracking. It helps HR personnel and managers maintain accurate records of employee attendance, identify patterns of lateness or absence, and ensure compliance with company policies regarding time management. This section is essential for fostering.
The Holiday section is designed to manage and oversee holidays within the organization. It provides a user-friendly interface for adding, viewing, and tracking holidays applicable to different departments and employee designations.
Main Features:
Holiday Overview: Upon accessing the Holiday section, users are greeted with a calendar view of the current month. This view allows users to quickly see marked holidays and plan accordingly.
Mark Default Holidays: The calendar displays the days of the month, allowing users to easily identify and select dates for holidays.
Add Holiday Functionality: Users can add new holidays by clicking on the "Add Holiday" button. This feature includes the following fields:
Date: A mandatory field to specify the exact date of the holiday.
Occasion: A mandatory field to describe the reason for the holiday (e.g., National Day, Company Anniversary).
Department Selection: Users can select relevant departments that will observe the holiday.
Designation Filter: The section allows users to specify the designation of employees affected by the holiday.
Employment Type Options: When adding a holiday, users can specify which employment types are affected.
Purpose of the Holiday Section
The Holiday section plays a crucial role in managing employee leave and ensuring compliance with holiday policies within the organization. It allows HR personnel to maintain an organized record of holidays, ensuring that all employees are informed and that operations are not disrupted during holiday periods. By clearly defining holiday occasions, departments, designations, and employment types, this section facilitates effective communication and planning related to workforce management.
The Designation section serves as a centralized hub for managing employee roles within the organization. This area allows users to view, add, and organize designations, ensuring clarity in the hierarchical structure of the company.
Main Features:
Designation Overview: When entering the Designation section, users are greeted with a list of existing designations displayed in a structured format. Each designation includes the following information:
Name: The title of the designation (e.g., Product Owner, Marketing Manager).
Parent Designation: Indicates if the designation is part of a broader category (e.g., the Recruiter designation falls under HRD).
Action Button: Users can click on the "View" button to access additional details about each designation.
Filters: Users can utilize filters to refine the list of designations based on specific criteria. The filter functionality enhances navigation and allows for quicker access to the desired information.
Pagination: The interface supports pagination, displaying a limited number of entries per page (e.g., 10 entries). Users can navigate between pages to view all designations.
Add Designation Functionality: Users can add new designations by clicking on the "Add Designation" button. This feature includes:
Name: A mandatory field where users must input the designation name (e.g., Team Lead).
Parent Designation: An optional field that allows users to specify a parent designation if applicable, helping to maintain an organized structure.
Purpose of the Designation Section
The Designation section plays a crucial role in defining the roles and responsibilities within the organization. By providing a clear structure for designations, this section helps in streamlining recruitment, performance evaluations, and communication across teams. It enables HR personnel to effectively manage the organizational hierarchy and ensures that each employee understands their role and reporting lines, ultimately contributing to a more organized and efficient workplace.
The Department section provides an interface for managing organizational departments.
Key Features:
Department Overview: Users can view a list of existing departments, including their names and parent departments, with an option to view more details.
Filters: Quick filtering options allow users to refine the list of departments by name or parent department.
Pagination: Displays a limited number of entries per page, enabling users to navigate through the department list easily.
Add Department Functionality: Users can add new departments by specifying:
Name: Required field for the department title (e.g., Human Resource).
Parent Department: Optional field for categorization.
Purpose
The Department section helps establish an organized structure within the company, enhancing communication and collaboration among teams.
The Appreciation section is designed to recognize and reward employees for their contributions and achievements within the organization.
Key Features:
Recognition Overview: Users can view a list of past recognitions, including:
Given To: Name of the recipient.
Award Name: Description of the recognition.
Given On: Date of the award.
Filters: Users can filter awards based on the recipient's name or specific dates.
Pagination: The interface displays a limited number of entries per page, allowing easy navigation through recognition records.
Add Appreciation Functionality: Users can add new recognition entries by providing:
Award: The type of recognition.
Given To: The employee receiving the award.
Date: Date of recognition (automatically filled with the current date).
Summary: Brief description of the award.
Photo Upload: Option to upload a relevant image.
Purpose
The Appreciation section fosters a positive workplace culture by highlighting employee achievements, boosting morale, and encouraging a sense of community within the organization.
