Probiz365Help Center Open App

Human Resources (HRM)

Manage employees, organizational structure, attendance, leave, holidays, and payroll.

Where: Sidebar → HRM

Setup: Organization Structure

Before adding employees, set up your organizational foundation:

ModuleWherePermissionPurpose
CompanySidebar → HRMCompanycompanyCompany profile for HRM
DepartmentsSidebar → HRMDepartmentsdepartmentOrganizational departments
DesignationsSidebar → HRMDesignationsdesignationJob titles / roles
Office ShiftSidebar → HRMOffice Shiftoffice_shiftWork shift schedules

Employees

Where: Sidebar → HRMEmployees
Permissions: view_employee, add_employee, edit_employee, delete_employee
  1. Go to HRM → Employees.
  2. Click Add Employee and fill in personal details, department, designation, and shift.
  3. Add employment history, bank account details, and documents as needed.
  4. Save the employee record.

From the employee list you can view, edit, delete, or import employees via CSV.

Screenshot: Employee list and add employee form

Attendance

Where: Sidebar → HRMAttendance
Permission required: attendance
  1. Go to HRM → Attendance.
  2. Record daily check-in and check-out times for employees.
  3. Filter by date range and department.
  4. Review attendance reports for payroll processing.

Screenshot: Attendance recording page

Leave Management

Where: Sidebar → HRMLeave Request, Sidebar → HRMLeave RequestLeave Type
Permission required: leave

Leave Types

Define leave categories (annual, sick, unpaid, etc.) under HRM → Leave Type.

Leave Requests

  1. Go to HRM → Leave Request.
  2. Create a new leave request for an employee with dates and leave type.
  3. Approve or reject pending requests.
  4. Track leave balances and history.

Holidays

Where: Sidebar → HRMHolidays
Permission required: holiday

Add public holidays and company holidays. These are factored into attendance and payroll calculations.

Payroll

Where: Sidebar → HRMPayroll
Permission required: payroll
  1. Go to HRM → Payroll.
  2. Create a payroll run for a pay period.
  3. Select employees and review calculated amounts based on attendance and salary settings.
  4. Process and record payroll payments.

Screenshot: Payroll processing page