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
| Area | Description |
|---|---|
| Employees | Employee profiles with statuses, contracts, hour settings, and vacation balance. Can be linked to user accounts for platform access. |
| Teams | Organize employees into teams with shared calendars and agendas. |
| Time Tracking | Log hours against projects, tasks, clients, or opportunities. Entries go through a draft-submit-approve workflow. |
| Leave Management | Request and approve leave across multiple types (vacation, sick, personal, etc.) with support for half-day entries. |
Getting Started
- Set up employees -- Create employee profiles and link them to user accounts.
- Organize teams -- Group employees into teams for easier management.
- Configure time tracking -- Set up hour settings and enable timesheet submissions.
- Manage leave -- Configure leave types and vacation balances.