HR module

General path: Company space > HR

The HR module covers employees, contracts, documents, attendance, leave, payroll, pre-payroll, HR portal and reports.

Employees

Path: Company space > HR > Employees

Required: Last name, First name. Optional: gender, date of birth, place of birth, nationality, address, email, phone, position, department, hire date, contract type, base salary, annual leave days, status.

An employee can exist with or without a user account.

Contracts & history

Path: Company space > HR > Employees > Employee file

Check: contract type, dates, position, department, base salary, changes in situation.

Employee documents

Path: Company space > HR > Employees > Documents

Accepted formats: PDF, JPEG, PNG. Maximum size may be limited.

Document types: national ID, passport, social security, diploma, contract or other.

Attendance & leave

Paths:

• Company space > HR > Attendance
• Company space > HR > Portal (simplified use)

For a leave request, check:

• leave type,
• start date and end date,
• number of hours if hourly leave,
• reason,
• optional supporting document.

Automatic checks:

• end date must be equal to or after start date,
• an approved or pending leave must not overlap the period,
• leave balance may block an annual leave request.

TIP

Leave can use multi-level validation depending on the HR configuration.

Payroll & pre-payroll

Path: Company space > HR > Payroll

Manage or download documents related to employees. Files must comply with accepted formats and sizes.

Pre-payroll variables are used to prepare variable elements before editing payroll documents.

HR Portal

Path: Company space > HR > Portal

Allows simplified use: time tracking, consultation, leave request depending on configuration.

A portal PIN can be configured. It must contain exactly 4 digits if this rule is required.

HR report

Path: Company space > HR > Report or Company space > Reports > HR