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HR administrators and managers

Human Resources user manual

Employee records, leave, contracts, onboarding, and HR controls.

10 articles

Workflows and guidance

01 HR Command Center and Initial SetupHuman Resources is the people-operations workspace for employee records, contracts, secure documents, leave, onboarding, offboarding, reporting, and employee self-service. HR and P... 02 Organisation, Roles, and PermissionsUse Organisation to create reusable departments and work locations before assigning employees. Department and location codes should be stable and meaningful because they support fi... 03 Employee Records and LifecycleUse Employees → Add employee to create the canonical workforce record. Capture the employee number, names, contact information, employment type and status, job title, manager, depa... 04 Contracts, Documents, and Emergency ContactsContracts are versioned employment particulars. Create a complete draft, review the dates and terms, then issue it. Once issued, the version is treated as historical evidence; crea... 05 Leave and Working CalendarHR seeds configurable Ghana-oriented defaults: 15 paid working days of annual leave, 12 paid weeks of maternity leave with certified extensions, certificate-supported sick leave, a... 06 Onboarding and OffboardingReusable templates define onboarding and offboarding tasks. Start a workflow from the employee profile, assign tasks to HR or team users, set due dates, decide which tasks employee... 07 Employee Portal AdministrationPortal access is separate from team membership and does not consume a normal business-user seat. From the employee profile, send an invitation to a verified email address. The empl... 08 Reports, Data Rights, and RetentionHR reports summarize workforce status, contract coverage and expiry, pending leave, and operational exceptions. Authorized users can produce an employee data-access export for acce... 09 HR and Payroll IntegrationHR and Payroll share the canonical workforce employee. An HR-created employee appears to Payroll as not enrolled until a Payroll operator creates the one-to-one payroll profile. Pa... 10 Troubleshooting and Compliance RemindersA screen shortcut is missing: your role does not have the required permission. Ask a business owner to review access. Leave units look wrong: verify working days, public holidays,...