The HR & Payroll module manages the complete employee lifecycle from hiring to exit, including salary processing and statutory compliance.
It helps organizations:
Maintain employee records
Track attendance and leave
Automate payroll processing
Ensure statutory compliance
Manage reimbursements
Monitor workforce performance
This module integrates with:
Accounting (salary expense posting)
Projects (timesheet costing)
Attendance systems (biometric integration)
Navigate to:
HR → Employee → New
Enter:
Employee ID
Full Name
Department
Designation
Date of Joining
Employment Type (Permanent / Contract / Intern)
Reporting Manager
Company
Save and Submit.
Employees can be categorized by:
Department
Branch
Grade
Employment Type
Cost Center
This helps in payroll grouping and reporting.
Within Employee profile, attach:
Offer Letter
ID Proof
Bank Details
Tax Declaration
All documents are stored digitally.
Attendance can be:
Marked manually
Imported from biometric device
Auto-generated from check-in logs
Navigate to:
HR → Attendance → New
Select:
Employee
Date
Status (Present / Absent / Half Day / On Leave)
Submit.
Employees can:
Log check-in
Log check-out
System calculates working hours automatically.
Attendance Summary
Monthly Attendance Sheet
Late Entry Report
Define leave types such as:
Casual Leave
Sick Leave
Earned Leave
Maternity Leave
Set:
Maximum leave allowed
Carry-forward rules
Allocate leave annually or monthly.
Navigate to:
HR → Leave Allocation → New
Select:
Employee
Leave Type
Allocation Period
Leave Days
Submit.
Employees apply for leave:
HR → Leave Application → New
Enter:
Leave Type
From Date
To Date
Reason
Submit for approval.
Manager can:
Approve
Reject
Request modification
Approved leave auto-updates attendance.
Define salary components:
Basic Salary
House Rent Allowance
Special Allowance
Bonus
Tax
Provident Fund
Insurance
Loan Deduction
Assign structure to employee:
HR → Salary Structure Assignment
Select:
Employee
Effective Date
Salary Structure
Submit.
Define payroll period:
Monthly
Bi-weekly
Navigate to:
HR → Payroll Entry → New
Select:
Company
Payroll Period
Employees
Click:
Get Employees
Create Salary Slips
Submit.
Each salary slip includes:
Earnings
Deductions
Net Pay
Leave details
Working days
Submit salary slips.
On submission:
Debit → Salary Expense
Credit → Payable / Bank
Integrates with Finance module.
System calculates:
Income tax
Withholding tax
Other statutory deductions
Employees can declare:
Investments
Deductions
System adjusts tax accordingly.
Tax deduction report
Salary register
PF/ESI summary (if applicable)
Employees can submit:
Travel expenses
Reimbursements
Business expenses
Navigate to:
HR → Expense Claim → New
Submit for approval.
Manager reviews and approves.
Approved claims generate:
Payment Entry
Accounting entry
Create loan record:
Loan amount
Interest rate
Repayment schedule
System deducts EMI from salary automatically.
Define appraisal cycles.
Employees and managers provide feedback.
Define:
Key performance indicators
Evaluation criteria
Performance summary
Rating analysis
Employee List
Attendance Summary
Leave Balance
Salary Register
Payroll Summary
Deduction Summary
Department-wise Salary Cost
Headcount Report
Attrition Report
Separate:
Attendance entry
Payroll processing
Payment approval
Enable for:
Leave
Expense claims
Salary approval
System records:
Salary modifications
Leave approval history
User activity
Verify attendance
Approve leave applications
Update salary adjustments
Process payroll
Verify salary slips
Post accounting entries
Process salary payment
Keep employee data updated
Lock payroll after processing
Reconcile attendance before payroll
Review tax configuration annually
Backup payroll reports
Processing payroll before leave approval
Incorrect salary structure assignment
Ignoring attendance discrepancies
Not reconciling loan deductions
Manual changes without audit trail