HR & Workforce

Roles covered: HR Manager · Recruiter · Payroll Specialist · HR Specialist · HR Director
Main modules: Recruitment · Staff · HR Profile · HR Payroll · Timesheets · Staff Teams · Departments

Who uses this guide

HR module map

RECRUITMENT                      EMPLOYEE (Staff)
───────────                      ────────────────
Recruitment Proposal             Staff (basic data)
Recruitment Campaign             Teams (Staff Teams)
Candidates + Application portal  Departments
Interviews + Evaluations         Roles & Permissions
Recruitment Channels             Org Chart

HR RECORDS (HR Profile)          TIMEKEEPING & ATTENDANCE
───────────────────────          ────────────────────────
Job Positions                    Daily timesheets
Employment Contracts             Leave requests
Onboarding Checklist             Shifts
HR Documents                     GPS Check-in/Check-out
Training & Evaluation            Public holidays & days off
Dependents                       Field agent routes
Offboarding Checklist

PAYROLL                          REPORTING
───────────                      ─────────
Salary components                HR Dashboard
Deductions & Insurance           Recruitment reports
Income tax                       Timesheet reports
KPI Bonuses                      Payroll reports
Payslips                         HR indicators

Recommended daily routine

Recruiter — Morning

1. New applicants — /admin/recruitment/candidate_profile
Candidates who applied online or were added manually — review CVs and update status.

2. Today's interviews — /admin/recruitment/interview_schedule
Today's interview schedule — verify that interviewers are notified.

3. Pending offers — Candidates with status Send Offer (5)
Follow up on responses to sent offers.

HR Specialist — Morning

1. Expiring contracts — HR Dashboard → "Expired / expiring in 7 days" widget
Initiate renewal or prepare exit documentation.

2. Pending leave requests — /admin/timesheets → Unapproved requests
Approve or reject employee leave requests.

3. Onboarding in progress — New employees with incomplete checklists
Check the progress of onboarding tasks.

Payroll Specialist — Monthly (beginning of month)

1. Collect previous month's timesheets
   ↓ Verify timesheet approvals
2. Validate salary data with HR Profile
3. Generate payslips for that month
4. Review and approve
5. Distribute to employees

Recruitment — complete cycle

→ Detailed workflow: Recruit to Payroll

Recruitment Proposal

Where: /admin/recruitment/recruitment_proposal

First stage — justify the need to hire:

Recruitment Campaign

Where: /admin/recruitment/recruitment_campaign

The campaign takes data from the proposal and adds:

• campaign_code — auto-generated
• Campaign manager + followers
• Recruitment channel (web portal, LinkedIn, Indeed, agency, internal referral)
• Web form for online applications (with optional reCAPTCHA)
• SEO metadata (title, description) for the published job ad

Candidate application portal:
The web form generated by the campaign can be embedded on the company website or published as a link. Candidates complete it directly from their browser — data automatically arrives in the CRM as new candidates.

Candidate Profile

Where: /admin/recruitment/candidate_profile

Data captured per candidate:

Candidate statuses

At status 6 (Elect): The system automatically creates the Staff record with the candidate's data. Recruitment ends, HR Profile takes over.

Interviews and Evaluations

Where: /admin/recruitment/interview_schedule

Scheduling an interview:

• Date, time slot
• Location (in-person or video)
• Interviewer(s)
• Automatic candidate notification (if send_notify = 1)

Evaluation system:

Evaluation criteria are organized in groups (Technical, Behavioral, Experience, Cultural Fit) with a 1–5 scale and percentage weight per criterion:

Criterion: Technical skills     — 40% — Score: 4/5 → 32%
Criterion: Communication        — 30% — Score: 3/5 → 18%
Criterion: Cultural fit         — 30% — Score: 5/5 → 30%
────────────────────────────────────────────────────────
Total: 80/100 — RECOMMENDED

Each evaluator fills in their own scores + text feedback → an aggregate score is calculated per candidate.

HR Profile — employee records

Where: /admin/hr_profile

Org Chart

Where: /admin/hr_profile/organizational_chart

Auto-generated from the department structure and manager assignments. Supports multi-level hierarchies with parent_id on departments. Interactive visualization of the organizational structure.

Job Positions

Where: /admin/hr_profile/job_positions

Each position has:

• Position code (configurable prefix, e.g., #JOB-001)
• Job classification (tblhr_job_p) — groups of similar positions
• Department
• Full role description
• Associated salary scale (salary + benefits + insurance)
• Training requirements specific to the position

Employment Contracts

Where: /admin/hr_profile/contracts

Key fields:

Automatic alerts:

• Dashboard widget: expired contracts + expiring in 7 days
• Configure Workflow Automation for reminders 30/60 days in advance

Onboarding Checklist

Where: /admin/hr_profile/reception_staff

When hiring a new colleague, create an onboarding checklist:

Examples of standard tasks:

Per task:

• status = 0 → to be completed
• status = 1 → completed

Overall progress visible from the employee profile.

HR Records (Staff Information)

Where: /admin/hr_profile/staff_infor

Full HR data per employee beyond what is in tblstaff:

Training and Professional Development

Where: /admin/hr_profile/training

Training programs:

• Subject, type, description
• Minimum score to pass (mint_point)
• Active/inactive

Training requirements per position:

• Each job position can specify which training programs are mandatory
• When hired for a position → required training is automatically assigned to the employee

Evaluation forms:

• Questions with multiple choice or free text answers
• Points per question
• Correct answers marked
• Results stored per evaluation session

Dependents

Where: /admin/hr_profile/dependent_persons

Register family dependents for the calculation of tax deductions:

• Relationship type (spouse, child, parent)
• Date of birth (automatically calculated if under 26)
• Period of dependency (start_month → end_month)
• Reason (education, disability, income below threshold)
• status = 1 → active, impacts income tax calculation

Offboarding Checklist

Where: /admin/hr_profile/resignation_procedures

Similar to onboarding, but for departures:

Examples of offboarding tasks:

Departure registry: tblhr_list_staff_quitting_work — records of all employees who have left with their exit date.

Timesheets & Attendance

Where: /admin/staff/timesheets or /admin/timesheets

Recording mode

CRMConnect supports multiple attendance recording modes, configurable from settings:

Timesheet codes

The system uses symbolic codes per day:

Codes are configured and mapped in payroll integration settings (integration_actual_workday, integration_paid_leave, integration_unpaid_leave).

Leave Requests

Where: /admin/timesheets → Leave Requests

Request fields:

Approval flow:

• status = 0 — Submitted, under review
• status = 1 — Approved
• status = 2 — Rejected

Leave balance:
Each employee has an annual balance (tblhr_timesheets_day_off): Total granted − Used = Remaining. Balance carries over if configured.

Shifts

Where: /admin/timesheets → Shifts

Define work shifts with:

• Exact hours: time_start_work → time_end_work
• Lunch break: start_lunch_break_time → end_lunch_break_time
• Late tolerance (late_latency_allowed) in minutes
• Visual symbol (e.g., A, B, N for Shift 1, Shift 2, Night)

Shifts are assigned per employee, per department, or per day of the week. The system automatically calculates whether the employee met their shift.

GPS Check-in/out (via Mobile App)

Field employees:

1. Open the CRMConnect mobile app
2. Tap Check-in → system captures GPS
3. At end of activity → Check-out

Validation:

• GPS Geofence — check-in valid only within the configured radius of the location (distance in meters)
• Valid IP — check-in valid only from the company's IP address (alternative to GPS)
• Route — field agents can receive an ordered route of points to visit

Public Holidays and Days Off

Where: /admin/timesheets → Days Off

Configure:

• Public holidays (with annual repeat option repeat_by_year = 1)
• Company-specific days off
• Global or per department/role application

HR Payroll — salary processing

Where: /admin/hr_payroll

Payslip components

Calculation flow:

INPUT DATA:
  Working days (from timesheet)  × Daily salary
  + Commissions (from Commission module)
  + KPI Bonuses
  = GROSS

DEDUCTIONS:
  − Employee insurance (CAS, CASS, etc.)
  − Income tax (from progressive brackets)
  − Other withholdings

NET = GROSS − Deductions
TOTAL COST = GROSS + Employer contributions

Salary components (`hrp_payroll_columns`)

Predefined column categories (40+):

Calculation methods per column

Deductions

Configurable deduction types (hrp_salary_deductions_list):

• Pension contribution (CAS) — percentage of gross
• Health contribution (CASS) — percentage
• Advance recovery
• Internal loan installments
• Union dues
• Other withholdings

Each deduction has:

• Calculation base: gross / fixed_amount / other salary type
• Inclusion/exclusion of specific earnings
• Annual limit

Income Tax

Where: /admin/hr_payroll/income_taxs_manage

Progressive brackets (hrp_income_tax_rates):

Personal deductions (hrp_income_tax_rebates):

• The rebate code (A, B, C...) determines the deductible amount per dependent
• The employee declares the number of dependents → the code is set on their profile → impacts the calculation

KPI Bonuses

Where: /admin/hr_payroll/manage_bonus

KPI bonuses are configured per:

• Individual employee
• Period (month)
• Amount or percentage

Disciplinary deductions (salary reductions for violations) can also be applied.

Insurance

Where: /admin/hr_payroll/manage_insurances

Configurable insurance types with:

• Employee rate (how much the employee pays)
• Employer contribution (total employer cost)

Generating Payslips

Where: /admin/hr_payroll/payslip_manage

Monthly process:

1. Select the month and payslip template
   ↓
2. System automatically gathers:
   - Approved timesheets (from Timesheets)
   - Commissions (from Commission module)
   - Configured KPI bonuses
   - Deductions and insurance
   ↓
3. Calculates: gross → deductions → tax → net
   ↓
4. Generates payslips (status: payslip_opening)
   ↓
5. Review and correct if needed
   ↓
6. Finalize (status: finalized — locked for editing)
   ↓
7. Distribute to employees (email with PDF)

Payslip statuses:

Payslip templates:
Customizable HTML/PDF content per department or per employee. You can configure which columns appear and in what order.

Multi-currency:
Payslips support different currencies with configurable exchange rates and stored rate history (tblcurrency_rate_logs).

HR Reports

HR Dashboard

Where: /admin/hr_profile/dashboard

Available widgets:

Available reports

HR module integration

RECRUITMENT
  Candidate status → Elect (6)
    ↓ Automatic Staff record creation
    ↓
HR PROFILE
  Complete: job position, employment contract, HR file
  Onboarding checklist activated
    ↓
TIMESHEETS
  Employee marks attendance daily
  Manager approves monthly timesheet
    ↓
HR PAYROLL
  Approved timesheet → salary calculation
  Commissions from Commission module
  Configured KPI bonuses
    ↓
PAYSLIP generated → distributed → archived
    ↓ (on departure)
HR PROFILE → Offboarding Checklist → Resignation Registry

Recommended HR automations

Configurable in Workflow Automation (/admin/workflow_automation):

Recommended permissions for the HR team

Ask the administrator at /admin/roles:

Quick references

Workflows: Recruit to Payroll · Project → Invoice (for project timesheets)

Modules: Staff · Staff Teams · Roles & Permissions · Departments · HR Profile · HR Payroll · Recruitment · Timesheets

Related departments: Finance Department · Legal Department · IT / Administrator

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