CH 19Basic

Human Resources, Payroll & Staff Operations

A full staff lifecycle suite — employee records, recruitment, attendance & shifts, leave, payroll & payslips, performance appraisals, expense claims and training — plus a self-service hub every staff role can use for their own HR needs. Entirely Basic tier — no AI dependency.

Basic Tier Features

Basic

Employee Directory & Profiles

Basic

Master employee profile extends every staff role — department, designation, employment type/status, grade, reporting manager & shift
Attach an employee profile to a brand-new user or an existing staff account
Salary structure (basic, housing, transport, medical, internet, special) and bank details on every profile
Document vault (ID proof, address proof, qualifications, experience, other) and lifecycle status transitions with validation
Web UI: /dashboard/admin/hr/employees

Recruitment & Onboarding

Basic

Job requisitions with vacancies, budget and hiring manager assignment
Candidate pipeline: applied → screening → interview → evaluation → offer → hired/rejected
Interview notes with round, notes and score captured per candidate
One-click offer letter generation — auto-produces and emails a PDF offer with compensation details
Post-hire onboarding checklist — documents collected, background verified, training assigned, equipment allocated, orientation completed
Web UI: /dashboard/admin/hr/recruitment

Attendance & Shifts

Basic

Daily attendance register with check-in/check-out and manual correction by HR
Today's live attendance snapshot and monthly summary (working days, present, absent, late, half-day, on leave)
Configurable shifts — fixed, rotational, flexible or custom — with grace period minutes
Web UI: /dashboard/admin/hr/attendance

Leave Management

Basic

Leave types: casual, sick, earned, maternity, paternity, bereavement, leave-without-pay
Approval scoped to HR plus line-manager roles (teacher, accountant, facilities admin, librarian) for their own reportees
Approve, reject and cancel workflow with approval comments
Annual leave balance initialization and live allocated/consumed/pending/remaining tracking
Web UI: /dashboard/admin/hr/leave and /dashboard/my-hr/leave

Payroll, Payslips & Loans

Basic

One-click monthly payroll run computes pay for every active employee with a salary structure on file
Two-step sign-off (review, then approval) by Admin/Super Admin — payslip PDF generated on approval
Self-service payslip download for every employee
Loan and salary advance requests with monthly deduction, subject to Admin approval
Web UI: /dashboard/admin/hr/payroll and /dashboard/my-hr/payslips

Performance Management

Basic

Appraisal cycles — monthly, quarterly, half-yearly or annual — with a defined participant list
Employee self-assessment followed by manager review across teaching quality, productivity, attendance, professional conduct and leadership
Manager review is blocked until the employee's self-assessment is submitted
Web UI: /dashboard/admin/hr/performance and /dashboard/my-hr/performance

Expense Claims

Basic

Self-service claims across travel, training, meals, supplies and other categories with receipt attachment
Approve/reject workflow with comments, followed by HR-only reimbursement marking
Web UI: /dashboard/my-hr/expenses

Training & Development

Basic

HR assigns courses, workshops and certifications with a due date
Employees progress their own record: assigned → in progress → completed, with certificate URL
Web UI: /dashboard/my-hr/training

HR Analytics & Reports

Basic

Headcount by department and role, plus year-over-year attrition rate
Attendance presence rate over any date range
Payroll cost by department, leave utilization by type, average performance rating by cycle, and recruitment funnel by candidate status
Pending-approvals widget on the HR dashboard — draft payroll, pending leave and pending expense counts
Web UI: /dashboard/admin/hr and /dashboard/admin/hr/reports

API Reference — Chapter 19

Employees & Shifts

GET/api/hr/employees

Employee directory with department/status/designation/role/search filters

POST/api/hr/employees

Create an employee profile — attach to an existing user or create a new one

PUT/api/hr/employees/:id/status

Change employment status with transition validation (active, probation, notice period, resigned, terminated, retired)

POST/api/hr/employees/:id/documents

Attach an ID proof, address proof, qualification or experience document

GET/api/hr/employees/:id/reportees

Direct reports of an employee — available to all staff for their own team

POST/api/hr/shifts

Create a fixed, rotational, flexible or custom shift

Recruitment

POST/api/hr/requisitions

Open a job requisition with vacancies, budget and hiring manager

POST/api/hr/candidates

Add a candidate against a requisition

PUT/api/hr/candidates/:id

Move a candidate through the pipeline and log interview notes

POST/api/hr/candidates/:id/offer

Generate and email a PDF offer letter with compensation

POST/api/hr/candidates/:id/hire

Mark a candidate hired against the linked User account

GET/PUT/api/hr/employees/:id/onboarding

Get or update the post-hire onboarding checklist

PUT/api/hr/employees/:id/shift

Assign a shift to an employee

Attendance & Leave

POST/api/hr/attendance

Mark or correct an employee's daily attendance

GET/api/hr/attendance/summary/:employeeId

Monthly working days, present, absent, late, half-day and on-leave counts

POST/api/hr/leave/requests

Submit a leave request (self, or on behalf of an employee for HR staff)

PUT/api/hr/leave/requests/:id/approve

Approve a leave request — scoped to HR and line-manager roles

POST/api/hr/leave/balances/initialize

Set an employee's annual leave allocation for a leave type

Payroll, Performance, Expenses & Training

POST/api/hr/payroll/run

Bulk-compute draft payroll for every active employee with a salary structure

PUT/api/hr/payroll/:id/review

HR marks a draft payroll record reviewed

PUT/api/hr/payroll/:id/approve

Admin/Super Admin approves and generates the payslip PDF

PUT/api/hr/my/performance/:id/self-assessment

Employee submits their self-assessment before manager review

PUT/api/hr/expenses/:id/reimburse

HR marks an approved expense claim reimbursed

PUT/api/hr/training/:id/status

Employee progresses their own assigned training record

Analytics, Reports & Self-Service

GET/api/hr/analytics/headcount

Headcount by department and role

GET/api/hr/analytics/attrition

Exits, average headcount and attrition rate for a year

GET/api/hr/analytics/attendance

Presence rate, absence rate and late-arrival analytics

GET/api/hr/reports/payroll

Payroll cost report by department

GET/api/hr/reports/leave

Leave utilization report by leave type

GET/api/hr/reports/performance

Average performance rating by appraisal cycle

GET/api/hr/reports/recruitment

Candidate funnel by status and open requisition count

GET/api/hr/my/profile

Self-service profile — editable contact, address and emergency contact only

GET/api/hr/my/payslips

An employee's own approved payslips

GET/api/hr/my/reportees

A manager's own direct reports, for the My Team self-service widget

Frontend Pages

Path	Role	Description	Tier
/dashboard/admin/hr	Admin / Super Admin	HR dashboard — headcount, attrition, presence rate & pending approvals	Basic
/dashboard/admin/hr/employees	Admin	Employee directory, filters, and the add-employee flow	Basic
/dashboard/admin/hr/employees/:id	Admin	Employee profile — personal, employment, documents, payroll, performance & training tabs	Basic
/dashboard/admin/hr/recruitment	Admin	Requisitions and candidate pipeline with offer generation	Basic
/dashboard/admin/hr/attendance	Admin	Daily register, monthly summaries and shift management	Basic
/dashboard/admin/hr/leave	HR staff + line managers (scoped to their reportees)	Pending approval queue, request history and leave balance setup	Basic
/dashboard/admin/hr/payroll	Admin	Run payroll, review/approve records and manage loans & advances	Basic
/dashboard/admin/hr/performance	Admin	Appraisal cycles and manager reviews	Basic
/dashboard/admin/hr/reports	Admin	Headcount, attrition, attendance, payroll, leave, performance & recruitment analytics	Basic
/dashboard/my-hr	Every staff role	Self-service hub — profile, quick links, and a My Team shortcut for managers	Basic
/dashboard/my-hr/attendance	Every staff role	Own daily check-in history	Basic
/dashboard/my-hr/payslips	Every staff role	Own approved payslip downloads	Basic
/dashboard/my-hr/leave	Every staff role	Submit leave, view history and balances	Basic
/dashboard/my-hr/expenses	Every staff role	Submit expense claims and view claim history	Basic
/dashboard/my-hr/training	Every staff role	Own assigned training progress	Basic
/dashboard/my-hr/performance	Every staff role	Own review history and self-assessment form	Basic
/dashboard/my-hr/loans	Every staff role	Request and track loans & advances	Basic
/dashboard/my-hr/recruitment	Hiring managers (teacher / HR staff)	Requisitions & candidates for postings they're the hiring manager on	Basic

Mobile Screens

(admin)/hr.tsx

Admin console — headcount by department & role, today's attendance, pending leave & expense approvals, current month payroll status

Basic

(admin)/my-hr.tsx

Canonical self-service screen — tabbed profile, attendance, payslips, leave, expenses, training, performance, loans, My Team and recruitment (for hiring managers)

Basic

(teacher|accountant|driver|facilities-admin|librarian)/my-hr.tsx

Thin re-exports of the same (admin)/my-hr screen so every staff role gets self-service HR on mobile

Basic

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