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HR Module

Manage employees, teams, time tracking, and leave requests within your organization.

The HR module provides a complete suite of tools for managing your workforce. It covers employee profiles, team structures, time tracking with approval workflows, and leave management.

Architecture

graph TB
    HR[HR Module]

    HR --> EMP[Employees]
    HR --> TEAMS[Teams]
    HR --> TIME[Time Tracking]
    HR --> LEAVE[Leave Management]

    EMP --> Profiles[Employee Profiles]
    EMP --> Contracts[Contracts & Settings]
    EMP --> UserLink[User Account Linking]

    TEAMS --> Members[Team Members]
    TEAMS --> Agenda[Team Agenda]

    TIME --> Timesheet[Weekly Timesheet]
    TIME --> TimeApproval[Approval Workflow]
    TIME --> Reports[Reports & Export]

    LEAVE --> Requests[Leave Requests]
    LEAVE --> LeaveApproval[Approval Workflow]
    LEAVE --> Balance[Vacation Balance]

    Timesheet -.->|link to| Projects[Projects / Tasks]
    Timesheet -.->|link to| Clients[Clients / Opportunities]

Key Concepts

AreaDescription
EmployeesEmployee profiles with statuses, contracts, hour settings, and vacation balance. Can be linked to user accounts for platform access.
TeamsOrganize employees into teams with shared calendars and agendas.
Time TrackingLog hours against projects, tasks, clients, or opportunities. Entries go through a draft-submit-approve workflow.
Leave ManagementRequest and approve leave across multiple types (vacation, sick, personal, etc.) with support for half-day entries.

Getting Started

  1. Set up employees -- Create employee profiles and link them to user accounts.
  2. Organize teams -- Group employees into teams for easier management.
  3. Configure time tracking -- Set up hour settings and enable timesheet submissions.
  4. Manage leave -- Configure leave types and vacation balances.

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