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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.
Workspace Reference
| Workspace | How Users Reach It | What Users Usually Do There |
|---|---|---|
| Workforce Setup | HR -> Setup -> Workforce Setup | Configure job grades, jobs, positions, onboarding checklists, 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 performance cycles, target categories, target cycles, target definitions, and training programs. |
| 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 | Record promotions, transfers, salary revisions, benefits, disciplinary cases, grievances, and employee relations. |
| Time And Attendance | HR -> Operations -> Time And Attendance | Manage leave requests, leave balances, attendance, rosters, shifts, and overtime. |
| Payroll Processing | HR -> Operations -> Payroll Processing | Manage payroll periods, runs, approvals, posting readiness, payment batches, and statutory remittances. |
| 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, and onboarding checklists.
- Leave & Attendance: leave types, shifts, and attendance rules.
- Compensation: pay structures and payroll readiness.
- Talent: performance cycles, training programs, target categories, target cycles, and target definitions.
- Clearance: clearance items used when employees exit the organisation.
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.
- 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.
- 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.
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 bank details before payroll payment batches.
- 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.