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HR & Payroll

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Modules

Core HRThe employee record, assignments and the org chart, documents with verification and expiry, tax details, salary structures, onboarding checklists and exits. RecruitingRequisitions against approved positions, candidates through stages, interviews with feedback, and offers approved against the band before they are sent. Leave & attendanceLeave policies and balances, requests and approval, work patterns, shifts and rosters, daily attendance from devices, and the timesheets with a line per day that payroll reads at cutoff. PayrollPay components, calendars and periods, inputs from attendance and benefits, gross-to-net calculation under statutory rules and the employee's tax details, review, approval, payslips, the bank file and the payment behind each payslip.
BenefitsPlans with premiums and employer contributions, eligibility and enrolment windows, coverage levels, dependants and nominees, and the deductions payroll takes from them. ComplianceStatutory rules and their bands as effective-dated data, monthly and year-end returns built from posted pay runs, employee tax statements, the tax year lock, policy acknowledgement and the documents that expire. Payroll accountingLedger accounts and cost centres, the payroll journal drafted for every approved run, allocation by cost centre and timesheet line, accruals with their reversals, reconciliation of clearing and liability accounts, and the period lock.

HR & Payroll

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Processes

Pay runInputs, calculation, payroll approval, payment authorisation and posting, with held amounts reconciled separately. Hire to payFrom offer approval to the first payslip, with verified bank details, salary approval and separate payment authorisation. Leave request to payrollHow a leave request becomes a balance movement, an attendance status and, where the leave is unpaid, a loss-of-pay day in the run, with the manager's gate in the middle.
Roster to payFor hourly and shift staff: publish the roster, capture the punches, correct the gaps, approve the timesheet, lock at cutoff and pay hours, overtime and shift premiums. Exit to final settlementNotice, documented terminal amounts, clearance, final payroll approval and separate payment authorisation before closure. Year-end close and filingReconciling the year's runs to the returns filed, correcting what is wrong, producing the year-end statement and employee tax certificates, filing, resetting the year-to-date counters and locking the tax year.

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Industries

Professional and technology firmsMonthly salaried staff, variable pay and bonus schemes, flexible benefits, remote allowances, and a finance team that wants cost by practice or client. Shift-based operationsPlants, warehouses, stores, hotels and care facilities: rosters, biometric attendance, overtime rules, shift premiums, hourly and monthly staff on different calendars, and joiners and leavers every week.
Multi-entity groupsSeveral employing companies under one management: separate registrations, calendars and bank accounts, moves between entities, shared-services cost attribution, and one headcount and cost view across the group. Grant-funded and not-for-profit organisationsCharities, research institutes and programme delivery bodies: staff funded by several grants, hourly cost allocation and configurable funder reporting, fixed-term contracts that follow the grant, and reports each funder can audit.

HR & Payroll

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Reference

Roles and permissionsWho does what: each role with the screens they live in, the records they may change, and the separations payroll requires. Reports and dashboardsThe numbers HR, payroll and finance run on, each with what it answers and who reads it, built on the same payslip lines as the journal. Data modelThe tables, their keys and how they relate, for the consultant or IT team migrating into it or integrating with it.
IntegrationsWhat an HR and payroll team connects: attendance devices, banks, tax and social insurance portals, the accounting ledger, benefit providers, job boards, identity and expense systems. ImplementationHow an organisation goes live: mapping entities, calendars and rules, loading people and year-to-date, running parallel payrolls, then switching one calendar at a time. Agent and APIThe intended HRMS agent contract: scoped identities, payroll drafts and human approval boundaries.

HR & Payroll

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All systems
Modules
Core HRThe employee record, assignments and the org chart, documents with verification and expiry, tax details, salary structures, onboarding checklists and exits.RecruitingRequisitions against approved positions, candidates through stages, interviews with feedback, and offers approved against the band before they are sent.Leave & attendanceLeave policies and balances, requests and approval, work patterns, shifts and rosters, daily attendance from devices, and the timesheets with a line per day that payroll reads at cutoff.PayrollPay components, calendars and periods, inputs from attendance and benefits, gross-to-net calculation under statutory rules and the employee's tax details, review, approval, payslips, the bank file and the payment behind each payslip.BenefitsPlans with premiums and employer contributions, eligibility and enrolment windows, coverage levels, dependants and nominees, and the deductions payroll takes from them.ComplianceStatutory rules and their bands as effective-dated data, monthly and year-end returns built from posted pay runs, employee tax statements, the tax year lock, policy acknowledgement and the documents that expire.Payroll accountingLedger accounts and cost centres, the payroll journal drafted for every approved run, allocation by cost centre and timesheet line, accruals with their reversals, reconciliation of clearing and liability accounts, and the period lock.
Processes
Pay runInputs, calculation, payroll approval, payment authorisation and posting, with held amounts reconciled separately.Hire to payFrom offer approval to the first payslip, with verified bank details, salary approval and separate payment authorisation.Leave request to payrollHow a leave request becomes a balance movement, an attendance status and, where the leave is unpaid, a loss-of-pay day in the run, with the manager's gate in the middle.Roster to payFor hourly and shift staff: publish the roster, capture the punches, correct the gaps, approve the timesheet, lock at cutoff and pay hours, overtime and shift premiums.Exit to final settlementNotice, documented terminal amounts, clearance, final payroll approval and separate payment authorisation before closure.Year-end close and filingReconciling the year's runs to the returns filed, correcting what is wrong, producing the year-end statement and employee tax certificates, filing, resetting the year-to-date counters and locking the tax year.
Industries
Professional and technology firmsMonthly salaried staff, variable pay and bonus schemes, flexible benefits, remote allowances, and a finance team that wants cost by practice or client.Shift-based operationsPlants, warehouses, stores, hotels and care facilities: rosters, biometric attendance, overtime rules, shift premiums, hourly and monthly staff on different calendars, and joiners and leavers every week.Multi-entity groupsSeveral employing companies under one management: separate registrations, calendars and bank accounts, moves between entities, shared-services cost attribution, and one headcount and cost view across the group.Grant-funded and not-for-profit organisationsCharities, research institutes and programme delivery bodies: staff funded by several grants, hourly cost allocation and configurable funder reporting, fixed-term contracts that follow the grant, and reports each funder can audit.
Reference
Roles and permissionsWho does what: each role with the screens they live in, the records they may change, and the separations payroll requires.Reports and dashboardsThe numbers HR, payroll and finance run on, each with what it answers and who reads it, built on the same payslip lines as the journal.Data modelThe tables, their keys and how they relate, for the consultant or IT team migrating into it or integrating with it.IntegrationsWhat an HR and payroll team connects: attendance devices, banks, tax and social insurance portals, the accounting ledger, benefit providers, job boards, identity and expense systems.ImplementationHow an organisation goes live: mapping entities, calendars and rules, loading people and year-to-date, running parallel payrolls, then switching one calendar at a time.Agent and APIThe intended HRMS agent contract: scoped identities, payroll drafts and human approval boundaries.
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HR & Payroll Modules
Recruiting2 of 7
  • Core HR1 of 7
  • Recruiting2 of 7
  • Leave & attendance3 of 7
  • Payroll4 of 7
  • Benefits5 of 7
  • Compliance6 of 7
  • Payroll accounting7 of 7

Recruiting

Requisitions against approved positions, candidates through stages, interviews with feedback, and offers approved against the band before they are sent.

Candidate PipelineCandidates
Core HRRecruitingLeave & attendancePayrollBenefitsCompliancePayroll accounting
StageAppliedScreeningInterviewingOffered
Candidate NumberFull NameJob OpeningSourceRecruiterRating
CND-97904Full 515JO-23530ReferralBG35
CND-59722Full 581JO-80112JobBoardKZ30
CND-63484Full 472JO-57275AgencyPK90
CND-19526Full 628JO-14109CareersPageNC85
CND-73973Full 723JO-97064InternalYM10
CND-93991Full 506JO-82302DirectFX65
Records in this module
  • Positions
  • JobOpenings
  • Candidates
  • Interviews
  • Offers
  • OnboardingTasks
  • EmployeeAssignments

Requisitions

A job opening names the position, the department, the hiring manager, the recruiter, how many seats and by when. It cannot be raised against a position that is filled or frozen. Budgeted salary is optional and, when set, is what the offer is later compared with alongside the band. The opening goes to the HR Manager, who approves it from Requisition Approvals before it is open to candidates, and can be put on hold or cancelled with the reason kept.

Requisition ApprovalsJobOpenings
active waits for the hr manager
Approval conditions

HR Manager approves it (Status: PendingApproval → Active).

PendingApproval
  • JO-25789 PST-2540 690 in 4 d
  • JO-76469 PST-3162 570 12 d
  • JO-24569 PST-1512 180 10 d
  • JO-85547 PST-8379 30 in 3 d
  • JO-66717 PST-6352 940 today
JO-25789
Position
PST-2540
Department
DPR-110
HiringManager
ZX
Openings
690
BudgetedSalary
750

Active waits for the hr manager.

Recruiting →

Candidates and stages

A candidate is one person against one opening, with source, resume, current employer, expected salary and a stage:

Applied → Screening → Interviewing → Offered → Hired, or Rejected or Withdrawn at any point.

The pipeline board shows candidates by stage per opening, which is the screen the recruiter and the hiring manager look at together. Source is a fixed list so the funnel report can say where hires come from without cleaning free text first.

Offer ApprovalsOffers
active waits for the hr manager
Approval conditions

HR Manager approves it (Status: PendingApproval → Active).

PendingApproval
  • OFF-44764 CND-83050 950 3 d
  • OFF-55341 CND-33625 310 in 5 d
  • OFF-16296 CND-10319 420 10 d
  • OFF-33202 CND-97263 580 3 d
  • OFF-15528 CND-85760 590 in 7 d
OFF-44764
Candidate
CND-83050
Position
PST-6967
LegalEntity
LE-92610
AnnualSalary
950
SigningBonus
90

Active waits for the hr manager.

Recruiting →

Interviews

An interview is scheduled between a candidate and an interviewer with a type, a start and an end. Afterwards the interviewer records a rating, a recommendation and written feedback. The candidate’s rating is the average of completed interviews. Interviewers see the candidates they are scheduled with and record their own rating, recommendation and feedback. The recruiter and the hiring manager compare the panel’s feedback on the candidate, and the Line Manager records HiringDecision, HiringDecisionBy and HiringDecisionOn after the HiringManager interview. HiringManager is an interview type; the candidate remains in the declared pipeline stages.

Onboarding ChecklistOnboardingTasks
StatusPendingOverdue
Pending
OT-27026
OT-72008
OT-96151
Overdue
OT-85165
OT-40555
OT-11547

Offers

An offer carries the position, the employing entity, annual salary, signing bonus, proposed start date, probation months and an expiry date. On submission it is checked against the position’s salary band:

HRApprovedBy and HRApprovedOn record the HR decision on every offer. An above-band offer also needs FinanceApprovedBy and FinanceApprovedOn before release. The offer letter is generated from the approved values and sent; the candidate’s decision and its date are recorded. A declined offer can be revised as a new offer against the same candidate, so the history of what was offered is kept. An offer that passes its expiry date without a decision expires on its own and the recruiter is told.

CaseApprover
Within bandHR Manager
Above bandHR Manager, then Finance Controller
Position has no bandHR Manager, and the band is set before the next offer

Handover to onboarding

Acceptance does four things at once. The candidate’s stage becomes Hired. An employee record is created in Onboarding status with the position, entity, manager and start date from the offer, and a first assignment with the reason Hire. A draft compensation record is created from the offer’s salary for the Payroll Officer to complete. The onboarding checklist is generated with due dates counted back from the start date. The opening’s remaining seats reduce by one and it closes as Filled when they reach zero.

Modules

  • Employee DirectoryOnboarding
    Employee NumberFull NameDepartmentPosition

    Core HR

    The employee record, assignments and the org chart, documents with verification and expiry, tax details, salary structures, onboarding checklists and exits.

  • Candidate PipelineApplied
    Candidate NumberFull NameJob OpeningSource
    Job Board

    Recruiting

    Requisitions against approved positions, candidates through stages, interviews with feedback, and offers approved against the band before they are sent.

  • Shift RosterPlanned
    EmployeeRoster DateShiftLocation

    Leave & attendance

    Leave policies and balances, requests and approval, work patterns, shifts and rosters, daily attendance from devices, and the timesheets with a line per day that payroll reads at cutoff.

  • Payroll
    Component CodeComponent NameComponent TypeCalculation Method

    Payroll

    Pay components, calendars and periods, inputs from attendance and benefits, gross-to-net calculation under statutory rules and the employee's tax details, review, approval, payslips, the bank file and the payment behind each payslip.

  • Benefit Enrolment RequestsPending
    Enrolment NumberEmployeeBenefit PlanCoverage Level
    Employee Spouse

    Benefits

    Plans with premiums and employer contributions, eligibility and enrolment windows, coverage levels, dependants and nominees, and the deductions payroll takes from them.

  • Statutory Filing CalendarPending
    Filing NumberLegal EntityFiling TypePeriod End
    Social Insurance Return

    Compliance

    Statutory rules and their bands as effective-dated data, monthly and year-end returns built from posted pay runs, employee tax statements, the tax year lock, policy acknowledgement and the documents that expire.

  • Pay Run ApprovalsPendingApproval
    Pay Run NumberLegal EntityRun TypePeriod End
    Off Cycle

    Payroll accounting

    Ledger accounts and cost centres, the payroll journal drafted for every approved run, allocation by cost centre and timesheet line, accruals with their reversals, reconciliation of clearing and liability accounts, and the period lock.

Reports

All reports

Recruiting Funnel

Openings, applications, interviews, offers and hires by department and source, with days from requisition to acceptance.

Requisition ApprovalsJobOpenings
PendingApproval
  • JO-25789 PST-2540 690 in 4 d
  • JO-76469 PST-3162 570 12 d
  • JO-24569 PST-1512 180 10 d
  • JO-85547 PST-8379 30 in 3 d
  • JO-66717 PST-6352 940 today
JO-25789
Position
PST-2540
Department
DPR-110
HiringManager
ZX
Openings
690
BudgetedSalary
750

Active waits for the hr manager.

Roles and permissions

HR Manager

Owns the employee master, assignments, positions, policies, offers and exits, and decides leave exceptions and compensation revisions.

Permissions and records
  • Manage Employees, EmployeeAssignments, EmployeeDocuments, Positions, Departments, Locations, Holidays, WorkPatterns, CompensationRecords, CompensationLines, LeavePolicies, LeaveBalances, BenefitPlans, BenefitEnrolments, Policies, PolicyAcknowledgements, OnboardingTasks, Exits
  • Approve JobOpenings, Offers, CompensationRecords, EmployeeAssignments, BenefitEnrolments
  • Approve LeaveRequests assigned through the entity's escalation rule
  • Authorise Exits terminal amounts and confirm clearance
  • Positions
  • OnboardingTasks
  • EmployeeAssignments
  • JobOpenings
  • Offers
Shift RosterShiftRosters
StatusPlannedPublishedSwappednext 14 days
15 Oct GN SHF-3440, 29 Sep to 05 Oct, Planned YH SHF-8661, 01 Oct to 07 Oct, Published NH SHF-6608, 21 Sep to 27 Sep, Swapped AE SHF-4744, 09 Oct to 15 Oct, Planned ZD SHF-1806, 24 Sep to 28 Sep, Published PA SHF-3458, 10 Oct to 13 Oct, Swapped SHF-3440SHF-8661SHF-6608SHF-4744SHF-1806 today · 17 Sep
  • GN: SHF-3440, 29 Sep to 05 Oct, Planned
  • YH: SHF-8661, 01 Oct to 07 Oct, Published
  • NH: SHF-6608, 21 Sep to 27 Sep, Swapped
  • AE: SHF-4744, 09 Oct to 15 Oct, Planned
  • ZD: SHF-1806, 24 Sep to 28 Sep, Published
  • PA: SHF-3458, 10 Oct to 13 Oct, Swapped
Recruiter

Runs openings from requisition to accepted offer.

Permissions and records
  • Manage JobOpenings, Candidates, Interviews, Offers
  • View Positions, Departments, Employees (directory fields)
  • Submit JobOpenings and Offers for approval
  • Access recruiting reports
  • JobOpenings
  • Candidates
  • Interviews
  • Offers
  • Positions
Employee DirectoryEmployees
StatusOnboardingActiveOnLeaveSuspendedOnNotice
Onboarding
EMP-87314DPR-110
EMP-21739DPR-140
Active
EMP-28522DPR-120
OnLeave
EMP-99195DPR-110
Suspended
EMP-61919DPR-110
OnNotice
EMP-74611DPR-150
Line Manager

Approves leave, attendance corrections and timesheets for direct reports, keeps the team roster, and interviews for openings.

Permissions and records
  • View own team's Employees, LeaveBalances, AttendanceRecords, Timesheets, TimesheetLines
  • Manage ShiftRosters for own team
  • Approve LeaveRequests and Timesheets for direct reports
  • Regularise AttendanceRecords for direct reports
  • JobOpenings
  • Candidates
  • Interviews
  • OnboardingTasks
Shift RosterShiftRosters
StatusPlannedPublishedSwappednext 14 days
15 Oct GN SHF-3440, 29 Sep to 05 Oct, Planned YH SHF-8661, 01 Oct to 07 Oct, Published NH SHF-6608, 21 Sep to 27 Sep, Swapped AE SHF-4744, 09 Oct to 15 Oct, Planned ZD SHF-1806, 24 Sep to 28 Sep, Published PA SHF-3458, 10 Oct to 13 Oct, Swapped SHF-3440SHF-8661SHF-6608SHF-4744SHF-1806 today · 17 Sep
  • GN: SHF-3440, 29 Sep to 05 Oct, Planned
  • YH: SHF-8661, 01 Oct to 07 Oct, Published
  • NH: SHF-6608, 21 Sep to 27 Sep, Swapped
  • AE: SHF-4744, 09 Oct to 15 Oct, Planned
  • ZD: SHF-1806, 24 Sep to 28 Sep, Published
  • PA: SHF-3458, 10 Oct to 13 Oct, Swapped
Payroll Officer

Prepares the pay run: employee pay setup, inputs, calculation, review, payslips, bank file and statutory returns.

Permissions and records
  • Manage PayRuns, PayPeriods, PayrollInputs, Payslips, PayslipLines, Garnishments, LoansAndAdvances, PaymentBatches, Payments, PayComponents, PayCalendars, Shifts, StatutoryRules, StatutoryRuleBands, StatutoryFilings, EmployeeTaxDetails, CompensationLines, BankAccountChangeRequests
  • Edit draft CompensationRecords (PayBasis, AnnualGross, HourlyRate, DailyRate, Currency, EffectiveFrom, EffectiveTo, RevisionReason)
  • Edit Employees (TaxIdentifier, SocialInsuranceNumber, PaymentMethod, PayCalendar)
  • Approve BankAccountChangeRequests prepared by another person and apply their account fields to Employees
  • EmployeeAssignments
Pending Payroll InputsPayrollInputs
Pending
  • PI-33469 PR-50892 30 8 d
  • PI-80123 PR-77467 40 in 1 d
  • PI-28235 PR-91892 100 2 d
  • PI-63581 PR-21679 620 in 5 d
  • PI-23409 PR-58989 630 in 6 d
PI-33469
PayRun
PR-50892
Employee
HN
Component
PC-5695
Amount
300
Quantity
30

Approval waits for the payroll officer.

Employee

Sees their own record, payslips and balances; raises leave and timesheets; keeps their documents, tax details and dependants current; records feedback on interviews they conduct.

Permissions and records
  • View own Employees record, Payslips, PayslipLines, LeaveBalances, BenefitEnrolments, ShiftRosters, AttendanceRecords, Policies
  • Manage own LeaveRequests, Timesheets, TimesheetLines, Dependants and draft BankAccountChangeRequests
  • Submit own BankAccountChangeRequests
  • Initiate own Exits resignation and view its progress
  • Interviews
Shift RosterShiftRosters
StatusPlannedPublishedSwappednext 14 days
15 Oct GN SHF-3440, 29 Sep to 05 Oct, Planned YH SHF-8661, 01 Oct to 07 Oct, Published NH SHF-6608, 21 Sep to 27 Sep, Swapped AE SHF-4744, 09 Oct to 15 Oct, Planned ZD SHF-1806, 24 Sep to 28 Sep, Published PA SHF-3458, 10 Oct to 13 Oct, Swapped SHF-3440SHF-8661SHF-6608SHF-4744SHF-1806 today · 17 Sep
  • GN: SHF-3440, 29 Sep to 05 Oct, Planned
  • YH: SHF-8661, 01 Oct to 07 Oct, Published
  • NH: SHF-6608, 21 Sep to 27 Sep, Swapped
  • AE: SHF-4744, 09 Oct to 15 Oct, Planned
  • ZD: SHF-1806, 24 Sep to 28 Sep, Published
  • PA: SHF-3458, 10 Oct to 13 Oct, Swapped

Related processes

Offer ApprovalsPendingApproval
Offer NumberCandidatePositionLegal Entity

Hire to pay

From offer approval to the first payslip, with verified bank details, salary approval and separate payment authorisation.

8 stages · 7 approvals

Exits in ProgressInitiated
Exit NumberEmployeeExit TypeInitiated On
Termination

Exit to final settlement

Notice, documented terminal amounts, clearance, final payroll approval and separate payment authorisation before closure.

7 stages · 5 approvals

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