1
Open a position
Open Recruitment → Plan & Open → Job Requisition and Job Opening. Approval rules route the requisition.
2
Collect applicants
Applicants appear under Hire → Job Applicant and Talent Pool. Move them through the stages.
3
Schedule interviews
Use Interview and Interview Calendar to book panels and record feedback.
4
Make the offer
Create the Job Offer and Appointment Letter from the applicant record.
5
Onboard
Open Hire → Onboarding to track the checklist, then the employee appears under Employees.

12 min

Define salary structures, process payslips and post to the ledger.

1
Define salary structures
Open Payroll Mgmt → Configuration → Salary Structures and set earnings, deductions and statutory rules.
2
Attach contracts
Open Payroll → Contracts and link each employee to a structure and salary.
3
Generate payslips
Open Payslip Batches, choose the period and generate. Review each payslip, including attendance and leave effects.
4
Approve and pay
Approving posts the salary journal to Accounting. Use Reports → Bank Transfer List for the bank file.

8 min

Create leave types and policies, then request and approve time off.

1
Create leave types
Open Leave Mgmt → Configuration → Leave Types and Holiday Calendars.
2
Assign policies and allocations
Use Leave Policies and Allocations to give each group its entitlement.
3
Request
Employees open Leave → My Requests and submit a request.
4
Approve
Managers approve under Manager Approvals; HR approves under HR Approvals where required. Approved days block attendance automatically.

9 min

Create shifts, publish the roster and record attendance.

1
Define shift types
Open Shift & Attendance → Setup → Shift Type and Shift Schedule.
2
Publish the roster
Open Attendance → Roster and assign employees to shifts.
3
Record attendance
Employees use Check In, or HR uses the Attendance Tool for bulk entry.
4
Review
Open Reports → Monthly Attendance Sheet and Employee Hours Utilization. Approved leave blocks the days automatically.

8 min

Create programmes, run sessions and see who is trained.

1
Create a programme
Open Performance → Staff Training → Programmes and add the course or certification you require.
2
Schedule a session
Open Training Sessions and schedule a session for the programme.
3
Handle requests
Employees raise Training Requests; managers approve them.
4
Check compliance
Open Compliance Matrix to see who is trained, who is due and who is overdue.

5 min

Claim, approve and reimburse an employee expense.

1
Create the claim
Open Expenses → Expense Claims, add lines with receipts, amount and category.
2
Approve
The manager approves or returns it with a comment.
3
Reimburse
Approved claims are paid and post to Accounting.