Skip to main content

HRM - User Controls

HR Setup

Before adding employees, configure your organization's departments, job titles, and work shifts.

These settings are used throughout the HR module for employee management, attendance, payroll, leave, and reporting.


Departments

Departments allow you to group employees by business function.

Examples include:

  • Front Office

  • Sales

  • Finance

  • Human Resources

  • Warehouse

  • Kitchen

  • Housekeeping

Creating a Department

  1. Go to HR → Departments.

  2. Enter the department details.

  3. Click Add Department.

Department Fields

  • Name – Department name.

  • Code (Optional) – Internal department code.

  • Note (Optional) – Additional information.

  • Active – Whether the department is available for new employees.

Departments can later be assigned to employees from their Employment profile.


Designations

Designations define an employee's job title or position within the organization.

Examples include:

  • Cashier

  • Sales Executive

  • Accountant

  • Store Manager

  • Receptionist

  • Chef

Creating a Designation

  1. Go to HR → Designations.

  2. Enter the designation details.

  3. Click Add.

Designation Fields

  • Name – Job title.

  • Note (Optional) – Additional information.

  • Pay Band (Optional) – Minimum, midpoint, and maximum salary range for the position.

  • Active – Whether the designation can be assigned to employees.

Pay bands are optional and can be used for salary planning and HR reporting.


Shifts

Shifts define employee working hours and weekly off days.

Employees can then be assigned to one or more shifts for attendance tracking.

Creating a Shift

  1. Go to HR → Shifts.

  2. Enter the shift details.

  3. Click Add Shift.

Shift Fields

  • Shift Name

  • Start Time

  • End Time

  • Grace Period (Minutes)

  • Weekly Off Days

The Grace Period determines how many minutes an employee may arrive late before being marked late.

Example:

Shift

Start

End

Weekly Off

Morning Shift

08:00

14:00

Friday

Day Shift

09:00

17:00

Friday, Saturday


Assigning Departments, Designations & Locations

After creating departments, designations, and shifts, they can be assigned to employees.

  1. Go to HR → Employees.

  2. Create a new employee or edit an existing one.

  3. Open the Employment tab.

From here you can assign:

  • Department

  • Designation

  • Business Location

  • Join Date

  • Pay Cycle

These settings are used throughout the HR system for attendance, payroll, reporting, and employee management.


Best Practices

  • Create departments before adding employees.

  • Create standard designations to maintain consistency across employee records.

  • Configure work shifts before enabling attendance tracking.

  • Use pay bands to standardize salary ranges for similar roles.

  • Assign employees to the correct department, designation, and location to improve HR reporting and payroll accuracy.

Did this answer your question?