HR Operations

Overview

HR Operations covers the daily HR workflows — generating letters, employee self-service, document tracking, policy compliance, and events.

HR Letters

Open HRMS → HR Letters. A 3-step wizard to generate official letters:

1. Select Employee — Search by name or code.
2. Choose Letter — Select letter type grouped by:
   • Joining — Offer Letter, Appointment Letter, Internship Letter
   • Confirmation — Confirmation Letter
   • Movement — Promotion Letter, Increment Letter, Transfer Letter
   • Disciplinary — Warning Letter
   • Separation — Termination Letter, Relieving Letter, Experience Letter
   • Certificate — Address Proof, Salary Certificate, Employment Certificate, NOC Letter, Bonafide Letter
3. Review & Generate — Letter Data (placeholders) on left, preview on right. Click Preview to generate, Print to print. Templates are configured in Document Templates.

ESS Portal (Employee Self-Service)

Open HRMS → ESS Portal. Five tabs for employee self-service:

• Profile Changes — My Profile Change Requests. + Request Change to update profile details.
• My Salary — View assigned salary structure.
• My Team — Team members reporting to the logged-in user.
• My Requests — Track all requests raised by the employee.
• HR Approvals — Pending Profile Change Approvals for HR to review.

Document Management

Open HRMS → Document Management. Five tabs:

• Dashboard — Summary: Total Documents, Pending Verification, Verified, Rejected, Expired, Expiring Soon. Employee Document Summary cards with verification progress.
• Employee Documents — Search employee to view their documents.
• Pending Verifications — Documents waiting for verification.
• Expiring Documents — Cards showing expired/expiring documents with employee name, type, expiry date, and days since expired.
• Categories — Document Categories. + Add Category with name, description, sort order.

HR Policies & Compliance

Open HRMS → HR Policies. Four tabs:

• All Policies — HR Policies with filters: All, Draft, Active, Archived. + Add Policy.
• Compliance Dashboard — Summary: Total Policies, Overdue, Due Soon, On Track.
• My Policies — Pending Acknowledgments + Acknowledged policies.
• Acknowledgment Tracking — Select a policy to view who has/hasn't acknowledged it.

Events

Open HRMS → Events. Card grid of personal events (Daughter Birthday, Marriage Anniversary, Son Birthday, Mom/Dad Birthday, Parents Anniversary, etc.). Each card shows event name, date, with pencil to edit and delete icon. Click ADD to create a new event — select event type and date, then Submit.

How HR Operations Work

1. HR generates official letters (offer, appointment, confirmation, relieving, etc.) for employees through the HR Letters wizard — templates are pre-configured in Document Templates.
2. Employees use the ESS Portal to view their salary, track requests, request profile changes, and see their team — reducing HR dependency for routine tasks.
3. Document Management tracks all employee documents with expiry alerts — HR monitors pending verifications and expiring documents from the dashboard.
4. HR Policies are published and employees acknowledge them — the Compliance Dashboard and Acknowledgment Tracking ensure everyone has read the required policies.
5. Events track personal milestones (birthdays, anniversaries) for employee engagement.