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Human Resources Overview
The HR module manages workforce setup and employee operations from hiring through payroll, leave, performance, relations, training, and separation.
HR data is reused by payroll, approvals, accounting, access management, employee lifecycle records, and operational reporting. Clean setup is important because employee records often feed several downstream workflows.
Main Areas
HR is organised into setup and operations.
The available HR areas are assembled from two independent controls: service capabilities determine which product packages are enabled for the active company service; user permissions determine which workspaces and actions a particular user may access. A capability does not grant permissions, and a permission should not make an inactive capability available. See HR Capabilities: Packages, Access, and Administration for the catalogue, service defaults, activation model, seed-package boundaries, and current implementation status.
Use Implementation Coverage and Known Boundaries to distinguish capability catalogue entries from actual screens, mounted API routes, persisted setup and verified downstream results. Follow the Worked HR Scenarios for end-to-end examples and expected evidence. HR analytics runs through the shared Reporting workspace; see HR Reporting and Analytics for the current source catalogue, scope controls, reconciliation checks and tenant verification boundary.
Workspace Reference
| Workspace | How Users Reach It | What Users Usually Do There |
|---|---|---|
| Workforce Setup | HR -> Setup -> Workforce Setup | Configure job grades, jobs, positions, position exceptions, requisitions, and clearance items. |
| Time And Attendance Setup | HR -> Setup -> Time and Attendance Setup | Configure leave types, shifts, attendance rules, and overtime behavior. |
| Payroll And Compensation Setup | HR -> Setup -> Payroll and Compensation Setup | Configure pay structures, payroll setup, statutory readiness, and compensation rules. |
| Talent And Benefits Setup | HR -> Setup -> Talent and Benefits Setup | Configure onboarding checklists, performance cycles, training programs, benefit plans, and eligibility rules. |
| Travel Expense Policies | HR -> Setup -> Travel Expense Policies | Configure the per-diem and travel-expense policy used by operational requests and claims. |
| Employee Management | HR -> Operations -> Employee Management | Use Add Employee, employee detail, payroll enrollment, leave, performance, lifecycle, and exit actions. |
| Employee Lifecycle And Relations | HR -> Operations -> Employee Lifecycle And Relations | Manage work queues, teams, onboarding, probation, employee changes, benefits, relations, recruitment, and exit. |
| Time And Attendance | HR -> Operations -> Time And Attendance | Manage leave requests and balances, coverage, leave controls, attendance, rosters, and overtime. |
| Payroll Processing | HR -> Operations -> Payroll Processing | Manage enrollment, payroll periods and runs, approvals, payment batches, and statutory remittances. |
| Travel And Expenses | HR -> Operations -> Travel And Expenses | Manage travel requests, expense claims, approvals, receivables/payables, and settlement. |
| My HR | HR -> Operations -> My HR | Let an employee review their own profile, payslips, documents, leave, and attendance, subject to access controls. |
| Performance And Development | HR -> Operations -> Performance And Development | Manage reviews, targets, training, skills, rewards, and succession planning. |
TIP
Most HR operational problems trace back to missing setup. If a user cannot select a position, leave type, pay structure, performance cycle, or clearance item, review the matching setup workspace before treating it as an employee-record problem.
Setup
Setup pages define the rules and master data used by HR operations:
- Workforce Setup: job grades, jobs, positions, position exceptions, requisitions, and clearance-item definitions.
- Leave & Attendance: leave types, shifts, and attendance rules.
- Compensation: pay structures and payroll readiness.
- Talent & Benefits: onboarding checklists, performance cycles, training programmes, benefit plans, and eligibility rules.
- Travel Expense Policies: service-scoped per-diem and travel rules.
Complete setup before creating large volumes of employee records or payroll runs. Missing setup usually causes lookup, payroll, leave, or approval issues later.
Operations
Operations pages handle employee records and day-to-day HR activity:
- Employees: employee records, contracts, bank details, dependants, assets, benefits, lifecycle history, and related actions.
- Lifecycle and Manager Workspaces: the cross-workflow queue, direct-report workspace, onboarding, probation, employee changes, relations, and recruitment handoffs.
- Leave & Attendance: leave, balances, attendance, rosters, shifts, overtime, and time tracking.
- Payroll: enrollment, periods, runs, payment batches, statutory remittances, and payroll accounting readiness.
- Performance: reviews, targets, training, skills, rewards, succession, and development.
- Travel and Expenses: travel requests and expense claims, with separate policy configuration under Setup.
- Benefits and Total Rewards: benefit plans, eligibility, life events, waivers, enrolments, provider reconciliation, and versioned statements.
- My HR: employee-scoped profile, payslips, documents, leave, and attendance.
- Employee Self-Service: My Profile, My Payslips, My Documents, My Leave, and My Attendance, including their separate capability and permission requirements.
- Separation: separation records, clearance, final settlement, and exit completion.
Key Concepts
Jobs And Positions
A job describes a role: title, family, grade, responsibilities, required skills, and qualifications.
A position is an approved seat for that job in the organisation. It can carry department, reporting, headcount, and effective-date details. Employees are assigned to positions.
Employee Record
The employee record holds personal details, contact details, employment details, bank details, next of kin, dependants, documents, reporting line, status, and where applicable a linked system user.
Use the employee number and employee name when discussing employees with users. Internal technical references should not be used in user-facing reports or screens.
Payroll Link
An employee must be correctly set up before payroll can process them. Payroll depends on employment status, pay structure, payroll enrollment, bank details, period readiness, approved payroll runs, and accounting readiness.
Production operator labour is also an HR dependency when a factory pays employees from shop-floor work. Production captures the order, operation, minutes, piece quantity, rate, and cost evidence; HR Payroll reviews that evidence in the correct payroll period before the employee is paid. A customer invoice or deposit receipt does not pay the employee.
Lifecycle Link
Employee lifecycle records capture changes over time: probation, promotions, transfers, salary revisions, benefits, disciplinary actions, grievances, relations, training, targets, rewards, and separation.
Good Setup Sequence
- Configure job grades, jobs, and positions.
- Configure leave types, shifts, and attendance rules.
- Configure pay structures and payroll readiness.
- Configure performance, training, target, and clearance setup where used.
- Create or import employee records.
- Enroll employees for payroll where applicable.
- Start operations such as attendance, leave, reviews, payroll, and lifecycle changes.
For a concrete employee lifecycle example, see Hire To Payroll And Separation.
Common Mistakes
- Creating employees before jobs, positions, or pay structures are ready.
- Linking the wrong system user to an employee.
- Missing or unverified bank details when using a bank payment route.
- Creating payroll runs before payroll periods and enrollment are complete.
- Processing separation before clearance and final settlement are reviewed.
- Recording performance or targets without the correct cycles and definitions.