Workflow: HR Performance Review — Evaluation & Payroll

Modules involved: OKR · HR (Promotions · Warnings · Workshops · Awards) · HR Profile (Bonus/Discipline · Contracts · Training) · HR Payroll
Who uses it: HR Manager · Department Managers · Employees
Typical duration: Quarterly cycle (OKR check-ins) + monthly cycle (payroll) + annual cycle (full review)

Overview

CRMConnect does not have a dedicated "annual review" form — the performance review is assembled from multiple independent modules. Each module contributes a distinct piece:

Critical note — tblhr_checkins: The tblhr_checkins table in the HR module represents physical attendance (entry/exit time at the workplace), NOT OKR check-ins. The two have no connection.

Payroll does not run automatically. There is no cron or automatic trigger for payroll. Each payslip is created and closed manually by HR.

Flow diagram

[CYCLE PREPARATION — HR admin, once per period]
  │
  ├── OKR: create Circulation (period) + Units + Questions + Evaluation Criteria
  ├── HR Payroll: configure payslip template + earning list + deductions + taxes
  └── HR Profile: staff contracts with contract_status='valid'
  │
  ↓
[OBJECTIVE SETTING — beginning of period]
  │
  ├── Manager/Employee creates personal OKRs (type=1) linked to Circulation
  └── Key Results defined: target, unit, plan
  │
  ↓
[PERIODIC CHECK-INS — throughout the period]
  │
  ├── Employee completes check-in: achieved, progress, confidence_level, evaluation_criteria
  ├── Optional approval (if Approval Setting configured): manager approves/rejects
  └── Immutable log created in tblokrs_checkin_log at each check-in
  │
  ↓
[FORMAL EVALUATION — at end of period]
  │
  ├── [A] Manager records Bonus/Disciplinary in HR Profile
  │     → tblbonus_discipline + tblbonus_discipline_detail per employee
  │
  ├── [B] Manager records Warning (if applicable)
  │     → tblhr_warnings (from_user_id, user_id, title, type_id)
  │
  └── [C] Manager reviews Workshop/Training participation
        → tblhr_workshops + tblhr_workshop_employees
  │
  ↓
[PROMOTION (if applicable)]
  │
  ├── HR records promotion: tblhr_promotions (user_id, designation_id, title, date)
  └── ⚠ Promotion is a LOG — does not automatically update the designation on staff record
        HR must manually update the designation field on the employee record
  │
  ↓
[KPI BONUS → PAYROLL]
  │
  ├── HR manually enters KPI bonus in HR Payroll:
  │     tblhrp_bonus_kpi: staffid, month_bonus_kpi, bonus_kpi (value)
  └── When generating payslip, the bonus_kpi column (taking_method='system')
        automatically pulls the value from this table
  │
  ↓
[PAYSLIP GENERATION — monthly, manual]
  │
  ├── Prerequisite check: staff contract with contract_status='valid' for the relevant month
  ├── HR Payroll → Payslips → New Payslip:
  │     payslip_month, payslip_template_id, payslip_range
  ├── Status: payslip_opening (editable)
  ├── System automatically aggregates (if integrations are active):
  │     - Timesheets: days worked, paid/unpaid leave
  │     - HR Profile: salary from contract, role, personal data
  │     - Commission: month's commissions
  │     - KPI Bonus: from tblhrp_bonus_kpi
  ├── HR reviews and adjusts values in spreadsheet
  └── HR Payroll → Payslip → Close Payslip → status: payslip_closing
        → writes tblhrp_payslip_details (final details per employee)
        → writes tblhrp_income_taxs (calculated tax)

[COMPLETE CYCLE ✓ — OKR closed · Bonus recorded · Salary processed]

Step by step

1. HR Payroll configuration (admin — once only)

Where: /admin/hr_payroll → Settings

1a. Integrations

1b. Taxes and income tax

Where: HR Payroll → Settings → Income Tax Rates

Enter tax brackets in tblhrp_income_tax_rates:

And rebates (exemptions) in tblhrp_income_tax_rebates: code, description, value.

1c. Payslip template

Where: HR Payroll → Settings → Payslip Templates → New Template

A template defines:

• Which employees/departments/roles are included (department_id, role_employees, staff_employees)
• The columns displayed (payslip_columns — from tblhrp_payroll_columns)
• Per-staff exceptions (except_staff)

Available system columns (automatically populated when taking_method='system'):

1d. Employee contract (required for payroll)

Where: HR Profile → Staff → employee record → Contracts tab

Critical condition: Only contracts with contract_status = 'valid' are included in payroll. Staff without a valid contract in the relevant month do not appear in the payslip.

2. OKR — setting objectives

Where: /admin/okr → New OKR

Create personal OKRs (type=1) for each employee being evaluated:

Add Key Results with a numeric target, unit (e.g., %, RON, no. of projects) and action plan.

Full OKR reference: See Workflow 20 — OKR Cycle for details on check-ins and approval.

3. Formal Bonus/Disciplinary (HR Profile)

Where: /admin/hr_profile → Bonus & Discipline → Add

tblbonus_discipline fields:

Per-employee details (tblbonus_discipline_detail):

Evaluation criteria used (tblrec_criteria — Recruitment module, reused): Fields score_des1..score_des5 define 5 descriptive score levels per criterion.

4. Formal warnings

Where: /admin/hr → Warnings → Add Warning

5. Promotion

Where: /admin/hr → Employee → employee record → Add Promotion

Note: tblhr_promotions is a journal — it does not automatically update the designation_id field on tblstaff. HR must manually update the employee record after recording the promotion.

6. Training / Workshop

Where: /admin/hr → Workshops → Add Workshop

Add participants in tblhr_workshop_employees: link user_id + workshop_id.

7. KPI bonus in payroll

Where: /admin/hr_payroll → Bonus KPI → Add

When generating the payslip for that month, the bonus_kpi column (with taking_method='system' and function_name='bonus_kpi') automatically pulls the value from this table.

8. Generating and closing a payslip

Where: /admin/hr_payroll → Payslips → New Payslip

Payslip statuses:

Steps:

1. New Payslip: fill in payslip_month (month), payslip_template_id, payslip_range (interval within month)
2. System generates JSON spreadsheet in payslip_data aggregating all configured sources
3. HR reviews values in the editable spreadsheet (Luckysheet format)
4. Adjust manually if needed (special deductions, corrections)
5. Close Payslip (requires hrp_payslip → edit permission):
   • Parses the spreadsheet
   • Writes tblhrp_payslip_details (one row per employee with all final values)
   • Writes tblhrp_income_taxs (calculated tax per employee)
   • Status becomes payslip_closing
6. HR can redo a closed payslip: Reset button → status returns to payslip_opening

Approval workflows in HR

Required permissions

Gotchas

Module references

• Workflow 20 — OKR Cycle — full details on OKR check-ins and approval
• Workflow 19 — Commission — commissions integrated in payroll
• HR — Staff — employee records
• HR — Payroll — payroll module documentation
• HR — Recruitment — evaluation criteria (tblrec_criteria)
• Timesheets — attendance and days worked