HR Profile

Section: HR & Workforce
URL: /admin/hr_profile

Overview

Employee HR profiles — personal info, contracts, documents, leave balance.

Business value

Per-employee HR records: personal info, employment contracts, documents, leave balance — the digital personnel file.

• Who uses it: HR, employees (self-service), managers
• Key benefit: Eliminates the paper personnel file and supports self-service for routine HR queries.

Typical use cases:

• Employee checks own leave balance
• HR retrieves a contract on demand
• Compliance audit pulls all signed policies

At a glance

Accessing this module

From the admin sidebar, navigate to HR Profile, or open the URL directly:

/admin/hr_profile

List view

The list view shows existing hr profile records. Use it to search, filter, sort, and bulk-act on items.

Common actions

1. View existing records — open HR Profile from the sidebar to see the list view.
2. Search and filter — use the search box and column filters to find records.
3. Create a new record — click the Add / New button (or follow the "Create" URL above) and fill in the required fields.
4. Edit a record — click a row to open the detail view, then use the edit action.
5. Delete a record — use the row's delete action; deletion may be soft or hard depending on the module.
6. Bulk operations — select multiple rows via the checkboxes and apply a bulk action from the toolbar (export, delete, status change, etc., where supported).

Organizational Chart

URL: /admin/hr_profile/organizational_chart
Permission: staffmanage_orgchart — view (org-wide) or view_own (department scope)

Visual org chart of the company's department and staff hierarchy. Managers with view_own see only their department subtree; admins and users with full view access see the entire organisation.

The chart is built from department and staff data and rendered interactively. A department filter and a staff search are available to narrow the view. Clicking a node opens the staff member's HR profile.

Typical use cases:

• Onboarding overview of reporting lines
• Identifying span-of-control gaps before a reorganisation
• Sharing a read-only org chart in presentations

Resignation Procedures

URL: /admin/hr_profile/resignation_procedures
Permission: hrm_procedures_for_quitting_work — view or view_own; edit / create to add records

Manages the end-to-end offboarding checklist when a staff member resigns. Each resignation record tracks the departing employee, their exit checklist items, and the completion status of each step.

Key actions:

• Add resignation record — select the staff member and initiate the procedure (add_resignation_procedure).
• Track checklist progress — mark individual checklist items done (set_data_detail_staff_checklist_quit_work, update_status_quit_work).
• Delete a record — remove a resignation procedure entry (delete_resignation_procedure/{id}).

Typical use cases:

• Ensuring IT, Finance, and Facilities complete their offboarding tasks before an employee's last day
• Auditing which resignation procedures are still open
• Maintaining a historical log of offboarded employees

Dependent Persons

URL: /admin/hr_profile/dependent_persons
Permission: hrm_dependent_person — view or view_own; create / edit to modify; delete to remove

Lists all registered dependants (family members or other dependants) across the workforce. HR can manage dependants centrally from this screen, while employees can also add/edit their own dependants from their personal HR profile tab.

Key actions:

• Add or edit a dependant — via the dependent_person form (redirects back to the manage list when submitted from this screen).
• Approve / reject — change the approval status of a dependant record (approval_status).
• Delete — remove a dependant record (delete_dependent_person/{id}).
• Import — bulk-import dependants from an Excel file (import_xlsx_dependent_person).

Typical use cases:

• Payroll or benefits teams recording family members for allowance calculations
• HR compliance — verifying dependant declarations
• Year-end reporting on workforce dependants

Reception Staff

URL: /admin/hr_profile/reception_staff
Permission: hrm_reception_staff — view or view_own

Dashboard for the staff onboarding / reception workflow. Shows all staff members going through the reception process, their onboarding checklists, asset allocations, and training assignments in one place.

The view includes:

• Staff members not yet fully onboarded
• Transfer records and asset allocation settings
• Pre-assigned training programs linked to job positions
• Grouped checklists for onboarding task completion

Key actions:

• Add a new reception record — add_new_reception
• Delete a reception record — delete_reception/{id}
• Save reception settings — save_setting_reception_staff

Typical use cases:

• HR tracking new hire onboarding progress from Day 1
• Ensuring each new employee receives the correct equipment and training
• Managers confirming that induction checklists are completed before probation sign-off

Training

URL: /admin/hr_profile/training
Permission: staffmanage_training — view or view_own

Central hub for employee training management, organised across three tabs: Training Program, Training Library, and Training Result.

Key actions:

• Create / edit a position training — position_training/{id} (links a training to a job position)
• Send training invitation — send_training_staff (emails the assigned staff member)
• View completion percentage — get_percent_complete/{id}
• Delete a training process — delete_job_position_training_process/{id}

Typical use cases:

• Assigning mandatory compliance training to a job role so all new hires in that role receive it automatically
• Tracking which employees have completed induction training
• Building a reusable library of onboarding videos and documents

Knowledge Base Q&A

URL: /admin/hr_profile/knowledge_base_q_a
Permission: hr_manage_q_a — view to list/read articles; create to add; delete to remove

An internal HR knowledge base where HR teams publish articles, policies, and Q&A entries for staff self-service. Articles are grouped by category and can have file attachments.

Key actions:

• List articles — the index view (/admin/hr_profile/knowledge_base_q_a) shows all articles in a Kanban-style board grouped by category.
• Create / edit an article — /admin/hr_profile/knowledge_base_q_a/article/{id} (supports rich text and file attachments).
• View a published article — articles have a slug-based URL for direct linking.
• Delete an article — available from the article row or bulk-action toolbar.
• Manage attachment files — preview_q_a_file and delete_hr_profile_q_a_attachment_file handle per-article file previewing and deletion.

Typical use cases:

• Publishing the employee handbook so staff can search it without contacting HR
• Documenting answers to frequently asked HR questions (leave policy, expense claims, etc.)
• Attaching policy PDFs directly to the relevant KB article

Captured: 2026-05-10T09:51:26.776Z · Source: demo.crmconnect.io/admin/hr_profile