Before You Start with HRMS
HRMS appears in the main menu once HR Management is licensed. What
you can see and change still depends on the HR role and permissions on
your user under Settings → Users & roles.
| You'll need | Why |
|---|
| HR Management module enabled | Shows the HRMS menu |
| Company portal user access | HR screens use company login |
| Payroll (optional) | Salary components, structures, and pay processing — see Payroll overview |
| Employee Self Service (optional) | Staff portal; requires a Linked User on the employee record |
| Documents (optional) | Document vault on the employee profile |
Create departments and designations before you enter employees
in bulk — those fields are easier to fill when the lists already exist.
Open HRMS in the sidebar.
| Menu item | Purpose |
|---|
| Employees | List, add, and edit employee records |
| Directory | Searchable card or list view of all staff |
| Org Chart | Interactive reporting hierarchy |
| Departments | Org units and hierarchy |
| Designations | Job titles and grades |
| Shifts | Work timings, grace period, night shift |
| Menu item | Purpose |
|---|
| Daily Attendance | Mark present, absent, half day, WFH, or leave for a day |
| Corrections | Fix attendance after the fact |
| Leave Requests | Apply and approve leave |
| Leave Calendar | Team leave on a visual calendar |
| Leave Balances | Entitlements, usage, and manual adjust |
| Leave Policies | Leave types, entitlements, and rules |
| Menu item | Purpose |
|---|
| Holidays | Public and company holidays; copy from another year |
| Weekend Config | Which days are non-working |
| Menu item | Purpose |
|---|
| Onboarding | Templates and tasks for new hires |
| Probation | Track probation and confirmation |
| Performance | Appraisal cycles and employee reviews |
| Resignation/Exit | Resignation pipeline, exit clearance, exit interview |
| Menu item | Purpose |
|---|
| HR Reports | Hub for headcount, attendance, leave, and directory reports |
These are useful but not always top-level sidebar items:
| Screen | Where to open it |
|---|
| HR dashboard | Company home HR summary, or the HRMS home route |
| Attendance records | Historical grid from attendance links |
| Employee attendance / month calendar | From attendance records or an employee’s attendance view |
| Employee assets | Employee profile → Assets tab |
| Employee credentials | Employee profile → Credentials tab |
Your company home page may also show an HR summary when HRMS is
enabled.
:::info Shifts vs. labour schedules
HRMS Shifts set default work timings on the employee. Weekly labour
schedules and shift swaps live in the Labour Scheduling module when
licensed.
:::
- Set up organization structure —
departments, designations, and shifts.
- Manage employees — add staff and link users for
Self Service if needed.
- Configure holidays and weekends,
then manage leave policies before go-live.
- Start marking attendance and running
lifecycle workflows as you hire.