Module

HR Module

Documentation for employee management, attendance, training, roles, internal structure, and HR workflows.

ERP platform, modules, processes, and API knowledge base
Module

HR Module

Documentation for employee management, attendance, training, roles, internal structure, and HR workflows.

Exact functionalities

Employee master management, department and team hierarchy, manager reporting chains, attendance capture, leave lifecycle, and training compliance. The module must support employee status changes such as onboarding, active employment, suspension, and offboarding with traceable history.

  • Employee profiles and internal records
  • Attendance and leave tracking
  • Departments, teams, and organizational structure
  • Training and workforce visibility
  • Role-aware access and HR workflows

Workflow blueprint

Workflow 1: onboarding request -> profile creation -> role assignment -> manager assignment -> activation. Workflow 2: leave request -> policy validation -> manager approval -> calendar posting -> attendance recalculation. Workflow 3: monthly attendance review -> anomaly resolution -> period lock.

  1. onboarding request -> profile creation -> role assignment -> manager assignment -> activation
  2. leave request -> policy validation -> manager approval -> calendar posting -> attendance recalculation
  3. monthly attendance review -> anomaly resolution -> period lock

Data model and records

Primary objects include Employee, Department, Team, AttendanceRecord, LeaveRequest, and TrainingRecord. Records should capture effective dates, status transitions, owner, approver, and audit metadata for every lifecycle action.

  • Employee
  • Department
  • Team
  • AttendanceRecord
  • LeaveRequest
  • and TrainingRecord. Records should capture effective dates
  • status transitions
  • owner
  • approver
  • and audit metadata for every lifecycle action

Controls and business rules

Leave cannot be approved without policy eligibility; attendance corrections require authorized role; role changes should be logged with effective date; employee deactivation should not delete history. Approval paths should be configurable by department or manager chain.

Define explicit and valid status transitions for HR

Require mandatory fields before high-impact actions

Block unauthorized overrides without approval evidence

Preserve immutable audit history on critical events

Apply idempotency and duplicate protection on write paths

Integrations

Integrates with Users and Roles for access control, Project Management for staffing context, and Accounting or payroll-related flows where configured. HR status changes should propagate to permissions and assignment visibility.

  • Integrates with Users and Roles for access control
  • Project Management for staffing context
  • and Accounting or payroll-related flows where configured. HR status changes should propagate to permissions and assignment visibility

KPIs and reports

Headcount by org unit, absence rate, leave approval lead time, training completion coverage, and attendance anomaly ratio. Recommended reports include monthly workforce summary and manager-level attendance dashboard.

  • Headcount by org unit
  • absence rate
  • leave approval lead time
  • training completion coverage
  • and attendance anomaly ratio. Recommended reports include monthly workforce summary and manager-level attendance dashboard

Key capabilities

These capabilities define what this module can execute and what outcomes it owns.

  • Employee profiles and internal records
  • Attendance and leave tracking
  • Departments, teams, and organizational structure
  • Training and workforce visibility
  • Role-aware access and HR workflows

Business use cases

Use cases define where this module should be prioritized in rollout and adoption planning.

  • Track employee structure across departments
  • Manage attendance and internal HR processes
  • Support growth with centralized workforce records

Operational workflow

Use this lifecycle sequence as the baseline for SOP documentation and team onboarding.

  1. onboarding request -> profile creation -> role assignment -> manager assignment -> activation
  2. leave request -> policy validation -> manager approval -> calendar posting -> attendance recalculation
  3. monthly attendance review -> anomaly resolution -> period lock

Controls and validation checklist

Define explicit and valid status transitions for HR

Require mandatory fields before high-impact actions

Block unauthorized overrides without approval evidence

Preserve immutable audit history on critical events

Apply idempotency and duplicate protection on write paths

Failure modes and safeguards

  • Missing required data at transaction entry
  • Unauthorized status transition attempts
  • Cross-module reference mismatch after updates
  • Duplicate mutation attempts from retries
  • Delayed downstream synchronization and stale dashboards

Implementation and rollout plan

  1. Define owner, scope, and process objective
  2. Configure lifecycle, permissions, and defaults
  3. Run pilot workflows including edge cases
  4. Validate KPI outputs and integration behavior
  5. Train users and publish SOP guidance
  6. Execute staged go-live with checkpoint review

Test scenarios before go-live

Happy-path transaction completion

Policy rejection and manager override path

Role access boundaries per key action

Cross-module synchronization timing

Audit trail completeness on critical updates

KPI values validated against source records

Documentation maintenance checklist

Business overview and actual behavior are aligned

Workflow states match current implementation

Entities, roles, and integrations are current

KPI definitions match dashboards and reports

Known limitations and rollout notes are updated