HR (HRM)
HR (HRM)
Manage your people from hiring to payslip: employee records, attendance, shifts, leave, holidays, timesheets, expenses, benefits, payroll, recruitment, onboarding, offboarding, documents, performance and privacy.
All pages are under HR in the left menu. What you see depends on your role and plan: a menu item you cannot open is hidden, not broken. Ask your administrator for access.
The full menu in the current layout is in the Menu map.
Set up first
HRM works best when the basics exist before you add people. If you are starting from nothing, do these in order:
- HRM setup: departments, designations, fiscal years, grades.
- Shifts and schedules: at least one default shift.
- Holidays: a holiday calendar for the year.
- Leave: leave types, a leave policy and an approval workflow.
- Employees: add your staff.
- Payroll setup: a salary structure for each person.
Guides
| Topic | Guide |
|---|---|
| People, profiles, documents, contracts, privacy of fields | Employees |
| Departments, designations, fiscal years, grades | HRM setup |
| Daily attendance, summary, weekly off, rules, imports | Attendance |
| Fingerprint devices and punch logs | Access control (devices and punch logs) |
| Shift types, schedules, rotations, overrides, rosters | Shifts and schedules |
| Employee or manager requests to change a shift | Shift change requests |
| Leave types, policies, requests, approvals, balances | Leave |
| Public holidays and holiday calendars | Holidays |
| Salary structures, templates, bonuses, loans, tax, PF, formulas | Payroll setup |
| Monthly runs, registers, payslips, payment | Payroll runs and payslips |
| Company payment accounts, marking salaries, claims and advances paid | Marking payments paid |
| Paying in several currencies and countries, exchange rates, rate types, pay calendars per legal entity, consolidated payroll | Multi-currency and multi-country payroll |
| Off-cycle runs, reversals, retro pay, commissions, bonus guidelines, paying payroll, accounting, year-end statements | Payroll corrections, payments and accounting |
| Filing deadlines, statutory reports, minimum wage and hours, country pack updates | Compliance |
| United Arab Emirates and Saudi Arabia: pension, GOSI, gratuity, leave, holidays, WPS and Mudad salary files | Country packs: UAE and Saudi Arabia |
| Bangladesh: income tax withheld from salary, provident fund, festival bonus, gratuity, leave, holidays, Bangla letters, BEFTN salary file | Country pack: Bangladesh |
| India: provident fund, ESI, income tax under the new or old regime, gratuity, bonus, professional tax and welfare fund by state, Hindi letters, ECR and statutory returns | Country pack: India |
| Singapore: CPF by category and age, SDL, self-help group funds, IR8A data, leave and holidays, GIRO salary file | Country pack: Singapore |
| Malaysia: EPF, SOCSO, EIS, monthly tax deduction (PCB), HRD Corp levy, termination benefits, Malay letters, IBG salary file | Country pack: Malaysia |
| United Kingdom: PAYE by tax code (Scottish and Welsh rates), National Insurance, student loans, workplace pension, statutory sick, maternity and other statutory pay, redundancy pay, FPS, EPS, P60 and P45 data, BACS file | Country pack: United Kingdom |
| Jobs, candidates, offers, careers page | Hiring |
| Final settlement, terminations with legal review, exit interviews, alumni | Final settlement, terminations and exit interviews |
| Bulk actions, candidate messages, self-scheduling, kits, job boards, referrals, checks, recruiting analytics | Hiring pipeline, sourcing and analytics |
| Joining checklists, welcome page, buddy, 30-60-90 check-ins, probation reviews, internal moves | Onboarding |
| Data requests, consent, retention | Privacy |
| Turning AI on per area and country, notices, opt-out, the AI decision log, fairness reports, pausing all AI | AI in HR |
| Asking the HR assistant about your leave, payslips and policies, confirming what it suggests | HR assistant |
| AI drafts of job descriptions, offer letters, policies, announcements, review summaries and feedback summaries; wording checks for biased language | AI writing help and wording checks |
| AI match scores for applications with reasons, criteria about the job, the person's decision on each score, interview transcripts and summary drafts, candidate notice and opt-out | AI screening and interview notes |
| Attendance, payroll and data quality checks with AI explanations, attrition and absence predictions with their factors, opt-in burnout indicators by department, survey comment themes, questions about HR numbers in plain words | People analytics with AI |
| Reading ID documents and receipts with AI, applying confirmed values to the employee, duplicate and fraud checks on expense claims with scores, AI explanations and review | Reading documents and checking expenses with AI |
| What employees can do for themselves | Employee self-service |
| Org chart, people directory, teams, locations | Org chart and directory |
| Timeline, future-dated changes, job-change requests, positions, probation, rehire | Employment changes and positions |
| Pay ranges per grade, compa-ratio, band check, yearly raise cycle with manager worksheets and approval | Salary bands and raise cycles |
| Critical roles, successor pools and readiness, talent review meetings with rating calibration, the 9-box | Succession and the 9-box |
| Document vault, expiring documents, templates, HR letters | Documents and letters |
| Sending documents for e-signature | Signatures |
| Announcements, policy library, policy acknowledgements | Announcements and policies |
| Kudos with points, polls, company events calendar, news feed with comments and reactions | Recognition, polls, events and the company feed |
| Resignations, exits, exit checklists, clearances | Offboarding |
| Weekly timesheets, projects, timesheet approvals | Timesheets |
| API keys, webhooks, Zapier and Make, directory check, Jira and Asana time sync | Integrations and API |
| Keeping employees in step with payroll or ERP software: reading their API on a schedule, preview, sync log, adding and changing employees through the API, employee webhooks | Employee sync and the employee API |
| Trips, cash advances, mileage, per diem, company card statements | Travel, advances, mileage and cards |
| Expense claims, receipts, reimbursement, expense policies | Expenses |
| Contractors, contracts, invoices, withholding, guest link | Contractors |
| Benefit plans, enrolment with dependants, payroll deduction, costs, statements | Benefits |
| Face check on punches, enrolment, review queue | Face verification |
| Approval inbox, requests, delegations, approval flows | Approvals |
| Request forms and the forms builder | Forms and requests |
| "When X happens, do Y" rules | Automations |
| Review cycles, templates, self and manager reviews | Performance |
| Pulse, engagement and lifecycle surveys, eNPS, anonymous results | Engagement surveys |
| Goals, OKRs, 360, feedback, one-on-ones, check-ins, development plans, skills, improvement plans | Goals, feedback and development |
| Headcount, attrition, absenteeism and other HR reports | HR reports |
| Your own people reports on HR data, saving, sharing and emailing them, HR dashboards (CEO, CHRO, HR, manager), the manager's team dashboard | HR report builder and dashboards |
| HR cases, grievances, anonymous reports, disciplinary records, HR policies, incidents, medical check-ups, wellbeing | Employee relations, cases and workplace safety |
| An employee's language, Hijri and Bengali dates, country date, number and address formats, holidays that follow the moon, the careers page in more languages | Languages and local formats |