Human Resources

HR Reporting

HR Analysis

Go to Employees > Reporting > HR Analysis. Pivot with:

• Dimensions: Department, Job Position, Manager, Contract Type, Tags.
• Measures: Number of Employees, Total Wage Cost, Male/Female/Other.
• Filters: Active Employees Only, Department, Date Hired Range.

Time Off Analysis

Go to Time Off > Reporting > Time Off Analysis.

• Dimensions: Employee, Department, Time Off Type, Status.
• Measures: Number of Days, Number of Requests.
• Track absenteeism rates by department.

Attendance Analysis

Go to Attendance > Reporting > Attendance Analysis.

• Dimensions: Employee, Department, Day of Week, Hour.
• Measures: Worked Hours, Late Minutes, Early Departure Minutes.
• Export for payroll processing.

Turnover & Headcount

Compare headcount and departures over time (using the departure date logged during offboarding) to calculate turnover rate by department — a key metric for spotting a team with a retention problem before it shows up in performance numbers.

Best Practices

• Keep employee records up to date (emergency contacts, documents).
• Run the auto-allocation scheduler yearly for time off balances.
• Review overtime patterns using attendance analysis.
• Use the org chart to understand reporting lines before reorganizing.
• Run onboarding/offboarding checklists every time, even for "obvious" hires and departures — most access/equipment issues happen when a step is skipped because "this one is simple".

Employee Management

Creating an Employee Record

1. Go to Employees > Employees → Create.
2. Name – Full name.
3. Job Title – Position name.
4. Department – Select or create.
5. Manager – Who this employee reports to.
6. Work Email / Phone – Contact details.
7. Work Address – Company location.
8. Coach – Mentor assigned.
9. Tags – For filtering (e.g. Remote, Part-Time).
10. HR Documents tab – Upload contracts, IDs, certifications.

Department Structure

Go to Employees > Configuration > Departments. Create a hierarchy:

• Each department has a name, manager, and parent department.
• The org chart view shows the full structure visually.
• Department heads auto-receive approval notifications for time off.

Contracts

Go to Employees > Employees > open employee > Contracts tab.

• Wage – Salary amount.
• Wage Type – Monthly, hourly, yearly.
• Scheduled Pay – Weekly, bi-weekly, monthly.
• Working Schedule – Linked to a resource calendar.
• Start/End Date – Contract validity period.
• State – Draft, Open, Close.
• Multiple contracts per employee (for promotions). One active at a time.

Job Positions & Recruitment

Go to Employees > Configuration > Job Positions. Create templates for job openings. Each job can have:

• Description and requirements.
• Expected salary range.
• Department and manager.
• Publish on website as a career page.

Skills & Resume

The Resume tab on an employee record logs their career history within the company (promotions, department changes) automatically, and a Skills tab lets you track competencies with a proficiency level — useful when staffing a project or planning training.

Employee Lifecycle Events

Onboarding

When a new employee record is created, an onboarding plan can attach a checklist of activities (IT account creation, equipment issue, orientation meeting, policy sign-off) as scheduled activities on the employee record, assigned to whoever owns each step (IT, manager, HR) so nothing is missed in the first week.

Offboarding

When ending employment: set the contract's End Date, run the Departure Wizard from the employee's form (Actions → Register Departure) to set a departure reason and date, revoke system access, and archive the employee record (data is kept, not deleted, for historical payroll/reporting).

Appraisals

If the Appraisals feature/app is enabled:

• Schedule periodic appraisals (e.g. every 6 or 12 months) per employee, automatically or manually.
• Manager and employee each fill a form covering goals, achievements, and areas to improve.
• Final meeting and rating are logged on the employee's record for future reference.

Employee Surveys

Simple engagement or exit surveys can be sent through the Surveys app and linked to HR follow-up activities, useful for structured feedback beyond the formal appraisal cycle.