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The Series page is a crucial and mandatory step in the HRMS module, used for creating and managing series for Employee, Intern, Consultant, Apprentice, Travel, Consultation Booking, and Trainee. This page assigns a unique and easily identifiable series number...

Employment Types: From this page, you can create different employment types for employees like Part-Time, Full-Time, Contract Based, etc. which will be used for setting up employee default configurations as well as while creating an employee profile.  To ope...

From this page, you can create Departments for our company. You can optionally select Head of Department and choose if this department will be shown in the recruitment module.  To open this, navigate to HRMS->HRMS Configurations->Employee Configurations->Depa...

From this page, you can create Sub-Departments for Departments created previously. You can choose to make it Active or not. To open this, navigate to HRMS->HRMS Configurations->Employee Configurations->Sub-Departments. The Bulk Action button allows you to ...

From this page, you can create Designations and optionally add Job Descriptions for them. To open this, navigate to HRMS->HRMS Configurations->Employee Configurations->Designations.

From this page, you can create Relations which are associated with Emergency Contact Numbers while creating an employee profile. To open this, navigate to HRMS->HRMS Configurations->Employee Configurations->Relations. The Bulk Action button allows you to d...

From this page, you can create different Divisions for your company which are used while creating an employee profile. And you can optionally select the Head of Division. To open this, navigate to HRMS->HRMS Configurations->Employee Configurations->Divisions....

From this page, you can create different Religions which are used while creating an employee profile. To open this, navigate to HRMS->HRMS Configurations->Employee Configurations->Religions. The Bulk Action button allows you to delete multiple religions at...

From this page, you can create different employment types for employees like Part-Time, Full-Time, Contract Based, etc. which will be used for setting up employee default configurations as well as while creating an employee profile.  To open this, navigate to...

From the Pay Grade Groups page, you can create a pay grade group in which we can add multiple pay grades. To open this, navigate to HRMS->HRMS Configurations->Pay Grades and Groups->Pay Grades Groups. The Bulk Action button allows you to delete multiple pa...

From the Pay Grades page, you can create different pay grades for employees. You can also choose if we want to make this pay grade active or not. And you can optionally add it in a Pay Grade Group.  To open this, navigate to HRMS->HRMS Configurations->Pay Gra...

From this page, you can create Employee Default Configurations which can be optionally added while creating a new employee. You can choose to make this configuration Default or Active. You can add multiple fields in the configuration like Overview, Payroll...

From this page, you can set up Self Onboarding Configurations for employees.  To open this, navigate to HRMS->HRMS Configurations->Employee Configurations->Self Onboarding Configurations. You can select the Department or Designation whose employees can do ...

An employee is created from the Employee Management page. To create an employee, you only need to fill the Overview and Residential Detail(s) sections initially. All other sections can be filled later on. There are two ways for creating an employee: To open t...

Organization Chart The Organization Chart provides a graphical representation of the organization's Reporting and Approval hierarchies. It helps visualize the reporting structure by showing who reports to whom and who is responsible for approving requests wit...

From this page, we can define and configure various Leave Types that employees can apply for. Each leave type controls who can apply, when it can be applied, how it can be used, and what documents are required. Leave types are later linked to Leave Rules, whic...

After creating all Leave Types, the next step is to define Leave Rules. Leave Rules control how many leaves employees receive, when they receive them, how they accumulate, and how unused leaves are handled. To open this, navigate to HRMS->HRMS Configurations-...

You can apply for leave directly from the Home page by clicking the Apply Leave button. This opens the Apply Leave dialog where you can fill in your leave details. Reason: Enter the reason for your leave. Leave Time: Select the type of leave duration. Th...

When an employee works on a week-off or holiday, they can apply for a comp-off credit to have it added to their leave balance. To apply, go to HRMS->Attendance->Apply Comp-off Credits. Person: The employee's name is pre-filled. Managers applying on behalf o...