About Human Resources

Human Resources in RedERP: the dashboard, employees, contracts, leave, payroll, expenses, skills, appraisals, recruitment, and reports.

Overview

The Human Resources module brings people records, contracts, time off, attendance, payroll, expenses, skills, appraisals, training, and hiring into one workspace.

Open Human Resources from the module launcher or the main sidebar, or go to rederp.ai/modules/hr. The first screen is the HR Dashboard — Workforce, time off, payroll and hiring. The path is /modules/hr.

Jobs and applications on Recruitment, Job Openings, and Applications are the same records as the Job Application Portal.

How records connect

RecordWhat it isNext step
EmployeeA person recordAdd a contract, allocate leave, record attendance
DepartmentA team groupingAssign employees
ContractWage, dates, and stateKeep it Open for a payroll compute
Leave requestTime off against an allocationApprove when the balance allows
Payroll runA period to computeCompute, then Validate
ExpenseAn individual claimSubmit, approve, or group it on an expense sheet
Job opening / applicationA vacancy and a candidateShared with the Job Application Portal

A payroll compute uses Open contracts. Leave requests use Leave Types and Leave Allocations. Hiring records are shared with Job Application.

Dashboard

HR Dashboard

The header title is Human Resources. The subtitle is Workforce, time off, payroll and hiring.

The KPI tiles show:

  • Active employees
  • Departments
  • Pending leave
  • Present today
  • Draft payroll
  • Pending expenses
  • Open jobs
  • Applications

Open the other HR screens from the sidebar.

Menu itemPathPurpose
HR Dashboard/modules/hrReview workforce, leave, payroll, and hiring totals
Employees/modules/hr/employeesCreate and maintain people records
Departments/modules/hr/departmentsGroup employees into teams
Contracts/modules/hr/contractsStore wage, dates, type, and contract state
Leave Types/modules/hr/leave-typesDefine leave catalogs used by allocations and requests
Leave Allocations/modules/hr/leave-allocationsGrant yearly leave balances
Leave Requests/modules/hr/leavesSubmit and approve time off
Attendance/modules/hr/attendanceRecord daily check-in and hours
Payroll Runs/modules/hr/payrollCompute and validate a pay period
Payslips/modules/hr/payroll/payslipsReview slips produced by a run
Skill Types/modules/hr/skill-typesMaintain the skill catalog
Employee Skills/modules/hr/employee-skillsAttach a skill and level to a person
Work Schedules/modules/hr/work-schedulesDefine expected working hours
Work Entry Types/modules/hr/work-entry-typesClassify work entries used in payroll
Salary Structure Types/modules/hr/salary-structure-typesGroup salary structures
Salary Structures/modules/hr/salary-structuresDefine wage rules
Expenses/modules/hr/expensesRecord individual expense claims
Timesheets/modules/hr/timesheetsLog worked hours
Appraisals/modules/hr/appraisalsStore review cycles
Recruitment/modules/hr/recruitmentWork the application kanban
Job Openings/modules/hr/recruitment/openingsPublish vacancies
Applications/modules/hr/recruitment/applicationsReview candidates
Public Holidays/modules/hr/public-holidaysMark non-working days
Accrual Plans/modules/hr/accrual-plansConfigure leave accrual rules
Expense Sheets/modules/hr/expense-sheetsGroup several expenses into one sheet
Training Courses/modules/hr/training/coursesMaintain the course catalog
Training Sessions/modules/hr/training/sessionsSchedule course sessions
Employee Documents/modules/hr/employee-documentsAttach files to a person
Departure Reasons/modules/hr/departure-reasonsCatalog used when you archive an employee
Reports/modules/hr/reportsHeadcount, leave, attendance and payroll totals

Initial setup checklist

  1. Open Departments and add the teams people belong to.
  2. Add Employees, then assign a department.
  3. Add at least one Open contract for each employee who should be paid.
  4. Create Leave Types, then grant Leave Allocations.
  5. Add Work Schedules if you record attendance against expected hours.
  6. Add Departure Reasons before you archive an employee.
  7. Create a Payroll Run, Compute it, then Validate.
  8. Add Job Openings if you hire through Recruitment, then review Applications.
  9. Open Reports for headcount, leave, attendance and payroll totals.

Important concepts

  • Employees and departments are different records. A department groups people. Assign the department on the employee.
  • A contract is required for payroll compute. Keep the contract Open. Closed or cancelled contracts are not used when you compute a run.
  • Leave types, allocations, and requests are separate. Configure the type, grant the allocation, then submit the request. Approve when the balance allows.
  • Payroll follows Draft → Compute → Verified → Validate → Done. Compute builds payslips from open contracts.
  • Expenses and expense sheets are different. An expense is one claim. An expense sheet groups several expenses.
  • Recruitment records are shared. Job openings and applications are the same records as the Job Application Portal.
  • Archive uses a departure reason. Archive Employee asks for Departure Reason, Departure Date, and Notes.
  • Reports is a sidebar item. Open Human Resources → Reports for headcount, leave, attendance and payroll totals.