HRM
HRM manages your people — their records, their time, their pay and what the company owes them. Employees are the master data; attendance, leave, payroll and payments all reference them, and the setup you do first decides whether the rest produces correct figures.
Set up in this order
| # | Setting | Why it comes here |
|---|---|---|
| 1 | Grades | Salary bands. Allowances are built against them. |
| 2 | Allowances | The pay components and their formulas. |
| 3 | Departments · Designations · Shifts | Structure and working patterns. |
| 4 | Employees | Assigned a grade, which gives them their allowances. |
Getting this order wrong is the most common HRM setup mistake. An employee created before their grade has allowances defined ends up with an incomplete pay structure, and it usually surfaces on the first payslip rather than at setup.
The monthly cycle
| Step | Screen |
|---|---|
| Record who was present | Attendance Entry |
| Approve leave requests | Leave Approval |
| Calculate pay for everyone | Payroll Process |
| Adjust individuals | Payslip Process |
| Pay staff | Employee Payments |
| Match payments to payslips | Allocations |
Attendance must be complete before payroll runs. Loss of pay is calculated from recorded presence, and once payroll has processed a date that attendance can no longer be edited.
What employees can owe or claim
| Type | Nature |
|---|---|
| Loan | Long term, repaid by instalment, needs a loan type and allowance. |
| Advance Salary | Short term, interest-free, recovered from the next salary. |
| Reimbursement | Money the employee spent for the company, repaid on approval. |
Recruitment
Candidates stores applications, and Web Candidate Setup collects them from your careers page. Both appear only when Candidates is enabled in HRM Settings.
Where to go next
- HRM Overview — headcount, payroll and pending leave at a glance
- HRM Settings — working days, numbering, overtime and add-ons
- Employees Import · Allowances Import — loading in bulk
- System and GL Setup — payroll posting accounts
In this section · 46 articles
Add Employee
The Employee record is the master data all of HRM runs on. Payroll, attendance,...
Payroll Process
Payroll Processing calculates pay for a group of employees at once — earnings, deductions...
Payslip Process
Payslip Processing produces and adjusts the pay statement for one employee. It is where...
Loan Application
A Loan Application records money lent to an employee, repaid over time from salary....
Advance Salary
Advance Salary is a short-term, interest-free amount paid to an employee ahead of payday...
Leave Approval
Leave Approval is where a supervisor checks that an employee has the entitlement available...
End of Service Benefit
Leaving Indemnity, also called End of Service Benefit, calculates what is owed to an...
New Candidate
A Candidate record stores someone who has applied for a job — their details...
Employees Inquiry
Employee Inquiry is the central list of staff. It is where you find a...
Attendance Inquiry
Attendance Inquiry reviews recorded working time. Attendance is how you document the hours your...
Payroll Inquiry
Payroll Inquiry reviews processed payroll. Payroll is the whole process of compensating staff —...
Loan Inquiry
Loan Approve lists employee loans and their approval state. It is where applications are...
Advance Salary Inquiry
Advance Salary Inquiry tracks short-term advances against future pay. An advance is interest-free and...
Daily Attendance Inquiry
Daily Attendance shows who was in on a given day. Where Attendance Inquiry reports...
HRM Settings
HRM Settings configure how the module behaves — working days, employee numbering, payroll rules,...
Departments
Departments organise your workforce. They filter payroll and attendance, carry their own attendance rules,...
Designation Group
Designation Groups gather related job titles together. Where designations are individual roles, a group...
Designations
Designations are the job titles used across your organisation. Maintaining them centrally keeps titles...
Allowances
Allowances are the core of payroll. They are the pay components — basic, housing,...
Grade Setup
Grade Setup is the first thing to configure in HRM. A grade defines a...
Loan Type
Loan Types define the employee lending schemes you offer — each with its own...
Payroll Taxes
Employee Taxes define the salary bands used to calculate payroll tax, with the offset...
Shifts
Shifts define working patterns. Where a business runs more than one pattern, each is...
Attendance Settings
Attendance Settings define the rules per department. Different departments work differently — a marketing...
Public Holidays
Public Holidays record the non-working days for a fiscal year and state. They affect...
Document Type
Document Types define the papers you hold for employees — passport, driving licence, visa,...
Web Candidate Setup
Web Candidate Setup builds the application form that sits on your careers page. Job...
Nationalities
Nationalities is a reference list used on the employee profile. Maintaining it centrally keeps...
Candidates
Candidates lists the resumes and applications you have received. Applications submitted through your website...
Attendance Entry and Edit
Attendance Entry records who was present. It feeds directly into payroll — loss of...
Reimbursement
A Reimbursement repays an employee for money they spent on company business. It goes...
Employee Payment
Employee Payments pays staff — salaries, reimbursements and other amounts owed. It draws on...
Employee Payments Inquiry
Employee Payments Inquiry is where you search, review and manage everything paid to staff...
Reimbursements Inquiry
Reimbursements Inquiry lists employee expense claims with their status. It is where claims are...
Employee Leaves Inquiry
Employee Leaves Inquiry lists leave requests and their outcomes. Most requests with a valid...
Employee Allocations
Employee Allocations match payments to what they settle. It works exactly like customer and...
HRM Overview
The HRM Overview is the landing tab of the module. It shows headcount, payroll...
View Employee
The Employee View is the complete record for one member of staff — their...
View Payslip
The Payslip View is the pay statement for one employee for one month —...
View Employee Payment
The Employee Payment View is the record of one payment to a member of...
View Loan Application
The Loan Entry View is the full record of one employee loan — the...
View Leave Approval
The Leave Request View is the full record of one leave request — who...
View Reimbursement
The Reimbursement View is the full record of one expense claim — what was...
View Candidate
The Candidate View is the full record of one job application — the applicant's...
Employee PDC
Employee PDC tracks post dated cheques issued to staff — a salary advance paid...
New Employee PDC
New Employee PDC records a post dated cheque written to a member of staff....