# HRMS

<p class="doc-lead">The HRMS module manages employees, attendance, leave, shift scheduling, workflow approvals, and compliance reporting. Use the dashboard as your starting point, then navigate to transactions, masters, or reports as needed.</p>

<div class="doc-toc">
<p class="doc-toc-title">On this page</p>
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<div class="doc-toc-links">
<a href="#/hr/?id=getting-started">Getting Started</a>
<a href="#/hr/?id=dashboard">Dashboard</a>
<a href="#/hr/?id=transactions">Transactions</a>
<a href="#/hr/?id=shift-schedule">Shift Schedule</a>
<a href="#/hr/?id=workflow">Workflow &amp; Approvals</a>
<a href="#/hr/?id=masters">Masters</a>
<a href="#/hr/?id=reports">Reports</a>
<a href="#/hr/?id=settings">Settings</a>
<a href="#/hr/?id=video">Video</a>
</div>
</div>
</div>

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<h2 id="getting-started">Getting Started</h2>

<ul>
<li><a href="#/hr/hrms-dashboard">HRMS Dashboard</a> — workforce metrics, department chart, and document expiry alerts.</li>
<li><a href="#/hr/hrms-settings">HR Settings</a> — configure attendance, leave, and data-entry rules.</li>
<li><a href="#/hr/employees">Employee</a> — create employee master records.</li>
</ul>

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<h2 id="dashboard">Dashboard</h2>

| **Page** | **Description** |
|----------|-----------------|
| <a href="#/hr/hrms-dashboard">HRMS Dashboard</a> | Workforce metrics, department chart, and document expiry alerts. |

<hr class="doc-section-divider">

<h2 id="transactions">Transactions &amp; Screens</h2>

| **Page** | **Description** |
|----------|-----------------|
| <a href="#/hr/employees">Employee</a> | Employee master records — personal, job, identity, and bank details. |
| <a href="#/hr/employee-profile">Employee Profile</a> | Self-service portal for logged-in employees. |
| <a href="#/hr/employee-geolocation">Employee Geolocation</a> | Real-time location map for field employees. |
| <a href="#/hr/daily-attendance">Daily Attendance</a> | Bulk attendance entry for all employees on a date. |
| <a href="#/hr/employee-attendance-screen">Employee Attendance</a> | Month-wise attendance for one employee. |
| <a href="#/hr/leave-request">Leave Request</a> | Apply for and approve leave. |

<hr class="doc-section-divider">

<h2 id="shift-schedule">Shift Schedule</h2>

| **Page** | **Description** |
|----------|-----------------|
| <a href="#/hr/shift-schedule">Shift Schedule</a> | Overview of shift scheduling tools. |
| <a href="#/hr/shift-setup">Shift</a> | Define shift blocks (start/end time, breaks). |
| <a href="#/hr/employee-shift-map">Employee Shift Map</a> | Assign shifts to employees by date. |
| <a href="#/hr/employee-shift-week-template">Employee Shift Week Template</a> | Repeating weekly shift patterns. |

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<h2 id="workflow">Workflow &amp; Approvals</h2>

| **Page** | **Description** |
|----------|-----------------|
| <a href="#/hr/workflow-request">WorkFlow Request</a> | Company process tracker started from a document (purchase, delivery, invoice). Not document sign-off. |
| <a href="#/hr/workflow-approval-stage">WorkFlow Approval Stage</a> | One process step, optional Create-document button. |
| <a href="#/hr/workflow-approval-template">WorkFlow Approval Template</a> | Ordered process steps. |

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<h2 id="masters">Masters</h2>

| **Page** | **Description** |
|----------|-----------------|
| <a href="#/hr/department">Department</a> | Organizational departments. |
| <a href="#/hr/job-title">Job Title</a> | Job titles and designations. |
| <a href="#/hr/employee-group">Employee Group</a> | Employee grouping for filters and bulk operations. |
| <a href="#/hr/attendance-category">Attendance Category</a> | Work arrangement categories (Onsite, Remote, etc.). |
| <a href="#/hr/leave-type">Leave Type</a> | Leave categories (Annual, Sick, etc.). |
| <a href="#/hr/leave-allowance">Leave Allowance</a> | Employee leave entitlements and balance. |
| <a href="#/hr/holiday">Holiday</a> | Public and company holidays. |
| <a href="#/hr/time-slot">Time Slot</a> | Fixed weekly work schedules. |

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<h2 id="reports">Reports</h2>

See the full list on the <a href="#/hr/reports/">HRMS Reports</a> hub page.

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<h2 id="settings">Settings</h2>

| **Page** | **Description** |
|----------|-----------------|
| <a href="#/hr/hrms-settings">HR Settings</a> | Global attendance, leave, and data-entry rules. |

<hr class="doc-section-divider">

<h2 id="video">Video — HRMS Overview</h2>

<iframe width="560" height="315" src="https://www.youtube.com/embed/XEs3V2YLXxg?si=seAjRZQDbfHEEw7-" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>