Note: This document explains the HRM (Human resource management) feature in Essentials module. For other feature in Essential module refer here.

After you have installed & configured Essentials module you will see the HRM menu along with Essentials menu in the left sidebar.

HRM modules consist of:

1. Leave types & Leaves.
2. Attendance
3. Payroll
4. Holiday
5. & related settings

Leave types

1. Only admin can manage leave type (add or edit)
2. Fields:
   1. Leave Type: Enter the name of the type of leave.
   2. Max leave counts: Maximum number of leaves allowed for the leave type.
   3. Leave count interval: This can be “Current month” or “Current financial year” or “None”. It is the interval for the maximum leave counts.

For example: If employees can take 12 Sick Leave in 1 year then:
Leave Type = “Sick Leave”
Max leave counts = 12
Leave count interval = “Current financial year”

Leave Management

1. Add leave: Leave Type(dropdown list), Start Date, End Date, Leave type, Reason (text area)
2. Default status of a leave added is pending
3. Admin can change the status: status(pending, canceled, approved) by clicking on leave status column button.
4. Inbuilt app Notification will be sent to admin when a new leave it added.
5. Inbuilt app Notification will be sent to the applied user when the status is changed by admin.
6. Only admin can delete a leave.
7. Reference no. Will be generated automatically for every leave to uniquely identify them. You can change the reference no prefix from HRM -> Settings (Leave Reference No. prefix)
8. Leave Instructions: You can enter special instruction for users before applying for leaves from settings “Leave Instructions” field.

Leaves Summary for a user

1. For admin: Admin can view leave summary of all other users. On leaves page filter by an employee name and it will show the summery in the bottom of page.
2. For Users: Always visible to a user his/her summary.