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HR administrators and managers
Human Resources user manual
Employee records, probation, leave, contracts, onboarding, and HR controls.
10 articles
Workflows and guidance
- 01 HR Command Center and Initial Setup Human 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 Permissions Use 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 Lifecycle Use 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 Contacts Contracts 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 Calendar HR 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 Offboarding Reusable 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 Administration Portal 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 Retention HR 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 Integration HR and Payroll share the canonical workforce employee. An HR-created employee starts as Not ready. An authorized HR reviewer completes the readiness review for identity, employment...
- 10 Troubleshooting and Compliance Reminders A 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,...