@adminide-stack/clock-tik-browser 12.0.22-alpha.0 → 12.0.22-alpha.1
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/lib/templates/content/content-manifest.json +602 -64
- package/lib/templates/content/docs/gettingstarted.md +1 -1
- package/lib/templates/content/docs/hrm/dashboard.md +162 -0
- package/lib/templates/content/docs/hrm/hr-letters.md +66 -0
- package/lib/templates/content/docs/hrm/hrm-overview.md +50 -0
- package/lib/templates/content/docs/hrm/leave.md +85 -0
- package/lib/templates/content/docs/hrm/members.md +79 -0
- package/lib/templates/content/docs/hrm/my-space.md +173 -0
- package/lib/templates/content/docs/hrm/offboarding.md +63 -0
- package/lib/templates/content/docs/hrm/onboarding.md +115 -0
- package/lib/templates/content/docs/hrm/settings.md +158 -0
- package/lib/templates/content/docs/hrm/travel.md +94 -0
- package/lib/templates/content/docs/{timetracking-main.md → timer/timetracking-main.md} +1 -1
- package/lib/templates/content/docs/{timetracking.md → timer/timetracking.md} +8 -8
- package/lib/templates/static/img/hrm/dashboard-candidates-employees.png +0 -0
- package/lib/templates/static/img/hrm/dashboard-overview.png +0 -0
- package/lib/templates/static/img/hrm/dashboard-pending-approvals.png +0 -0
- package/lib/templates/static/img/hrm/dashboard-pending-letters.png +0 -0
- package/lib/templates/static/img/hrm/dashboard-pending-offboarding.png +0 -0
- package/lib/templates/static/img/hrm/dashboard-pending-travels.png +0 -0
- package/lib/templates/static/img/hrm/dashboard-trends-analytics.png +0 -0
- package/lib/templates/static/img/hrm/hr-letters-add-request.png +0 -0
- package/lib/templates/static/img/hrm/hr-letters-main.png +0 -0
- package/lib/templates/static/img/hrm/hrm-dashboard.png +0 -0
- package/lib/templates/static/img/hrm/hrm-offboarding.png +0 -0
- package/lib/templates/static/img/hrm/hrm-onboarding.png +0 -0
- package/lib/templates/static/img/hrm/hrm-overview-time-logs.png +0 -0
- package/lib/templates/static/img/hrm/hrm-overview.png +0 -0
- package/lib/templates/static/img/hrm/hrm-settings.png +0 -0
- package/lib/templates/static/img/hrm/hrm-sidebar-expanded.png +0 -0
- package/lib/templates/static/img/hrm/hrm-travel.png +0 -0
- package/lib/templates/static/img/hrm/inv-members.png +0 -0
- package/lib/templates/static/img/hrm/letter-hr-letters.png +0 -0
- package/lib/templates/static/img/hrm/members-invites.png +0 -0
- package/lib/templates/static/img/hrm/members-list.png +0 -0
- package/lib/templates/static/img/hrm/myspace-attendance.png +0 -0
- package/lib/templates/static/img/hrm/offboarding-full.png +0 -0
- package/lib/templates/static/img/hrm/onboarding-candidates.png +0 -0
- package/lib/templates/static/img/hrm/onboarding-instances.png +0 -0
- package/lib/templates/static/img/hrm/onboarding-main.png +0 -0
- package/lib/templates/static/img/hrm/onboarding-tasks.png +0 -0
- package/lib/templates/static/img/hrm/org-overview-hierarchy.png +0 -0
- package/lib/templates/static/img/hrm/settings-main.png +0 -0
- package/lib/templates/static/img/hrm/settings-permissions-full.png +0 -0
- package/lib/templates/static/img/hrm/settings-permissions.png +0 -0
- package/lib/templates/static/img/hrm/settings-user-access.png +0 -0
- package/lib/templates/static/img/hrm/timeoff-balance.png +0 -0
- package/lib/templates/static/img/hrm/timeoff-requests.png +0 -0
- package/lib/templates/static/img/hrm/timeoff-timeline.png +0 -0
- package/lib/templates/static/img/hrm/timeoff-timeoff.png +0 -0
- package/lib/templates/static/img/hrm/travel-new-request-menu.png +0 -0
- package/lib/templates/static/img/hrm/travel-request-form.png +0 -0
- package/lib/templates/static/img/timer/timer-mode-new2.jpg +0 -0
- package/package.json +2 -2
- /package/lib/templates/static/img/{timer-billable-toggle.png → timer/timer-billable-toggle.png} +0 -0
- /package/lib/templates/static/img/{timer-dashboard.png → timer/timer-dashboard.png} +0 -0
- /package/lib/templates/static/img/{timer-entries-list.png → timer/timer-entries-list.png} +0 -0
- /package/lib/templates/static/img/{timer-page-overview.png → timer/timer-page-overview.png} +0 -0
- /package/lib/templates/static/img/{timer-paused.png → timer/timer-paused.png} +0 -0
- /package/lib/templates/static/img/{timer-project-dropdown.png → timer/timer-project-dropdown.png} +0 -0
- /package/lib/templates/static/img/{timer-running-controls.png → timer/timer-running-controls.png} +0 -0
- /package/lib/templates/static/img/{timer-tags-dropdown.png → timer/timer-tags-dropdown.png} +0 -0
- /package/lib/templates/static/img/{timer-with-description.png → timer/timer-with-description.png} +0 -0
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The Timer page provides a control bar with START, PAUSE, STOP, and Discard buttons along with project selection, tags, billable toggles, and a date range filter. Below the timer bar, a **Current Week** summary shows your weekly totals.
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### Timesheet
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---
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id: hrm-dashboard
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title: HR Dashboard
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sidebar_label: HR Dashboard
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---
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## HR Dashboard
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The **HR Dashboard** (`HRM > HR Dashboard`) gives administrators a centralized, real-time view of the organization's HR metrics. Navigate to `/hrm/dashboard` to access it.
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---
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### Dashboard Tabs
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The dashboard features seven tabs across the top, each focused on a different aspect of HR management:
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| Tab | Description |
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|-----|-------------|
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| **Overview** | Summary statistics, charts, and approval category breakdown |
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| **Pending Letters** | HR letter requests awaiting action |
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| **Pending Travels** | Travel requests awaiting approval |
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| **Pending Offboarding** | Resignation / exit requests in progress |
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| **Pending Approvals** | All pending approvals across all categories |
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| **Trends & Analytics** | Historical trend charts and approval analytics |
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| **Candidates & Employees** | Candidate pipeline and employee directory |
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---
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### Overview Tab
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The main dashboard view displays key organizational metrics:
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#### Summary Cards
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| Metric | Description |
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|--------|-------------|
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| **Total Employees** | Total headcount in the organization |
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| **Active Employees** | Currently active employees |
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| **On Leave** | Employees currently on approved leave |
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| **Pending Approvals** | Total items awaiting approval across all categories |
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#### Onboarding & Training
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- **Active Onboarding** — Number of employees currently going through onboarding flows
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#### Employee Growth
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| Metric | Description |
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|--------|-------------|
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| Growth Rate | Workforce growth percentage |
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| New Hires | New employees added in the selected period |
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| Terminations | Employment terminations in the selected period |
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#### Asset Management
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| Metric | Description |
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|--------|-------------|
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| Total Allocated | Assets assigned to employees |
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| Pending Requests | Asset requests awaiting fulfillment |
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| Recently Delivered | Assets recently provisioned |
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#### Approvals by Category
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A breakdown of all pending approval items:
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| Category | Description |
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|----------|-------------|
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| Asset Request | Hardware / software allocation requests |
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| Access Grant | System access / permission requests |
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| HR Letter | Letter generation requests |
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| Travel Request | Business travel requests |
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---
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### Date Range Filter
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Use the **date picker** fields (From / To) at the top right of the dashboard to filter data by a specific period. Click **Refresh** to reload the dashboard with the selected range.
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---
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### Pending Letters Tab
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Displays a table of all pending HR letter requests with columns:
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| Column | Description |
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|--------|-------------|
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| Title | Letter request title |
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| Category | Request category (see filter list) |
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| Requester | Employee who submitted the request |
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| Priority | Request priority level |
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| Requested | Date the request was submitted |
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| Days Pending | How long the request has been waiting |
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| Actions | Approve, reject, or view actions |
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**Filter by category:** Asset Request, Access Grant, Training, Onboarding, Travel Request, Candidate, Leave Request, Expense Claim, HR Letter
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---
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### Pending Travels Tab
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Same table format as Pending Letters, filtered to show travel-related approval requests.
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---
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### Pending Offboarding Tab
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Shows all active resignation / exit requests with:
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- **Refresh** button to update the list
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- Count of total pending offboarding requests
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- Details of each request when present
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---
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### Pending Approvals Tab
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A unified view of **all** pending approvals across all categories, with the same table format and category filter options.
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---
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### Trends & Analytics Tab
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Visual analytics for HR operations:
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| Metric | Description |
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|--------|-------------|
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| Total Approved | Number of approved requests |
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| Total Rejected | Number of rejected requests |
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| Approval Rate | Percentage of requests approved |
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#### Charts
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- **Approval Trends Over Time** — Line chart showing Approved, Rejected, and Pending trends
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- **Distribution by Category** — Pie chart of requests by category
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- **Daily Approval Activity** — Bar chart of daily approval volume
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- **Category Breakdown** — Detailed breakdown by category
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---
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### Candidates & Employees Tab
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Manage your talent pipeline and workforce:
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| Filter Tab | Description |
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|------------|-------------|
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| **All** | All candidates and employees |
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| **Active** | Currently active employees |
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| **Onboarding** | Candidates in onboarding process |
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| **Completed** | Candidates who completed onboarding |
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Summary statistics show Total, Active, Onboarding, and Completed counts.
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---
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id: hrm-hr-letters
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title: HR Letters
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sidebar_label: HR Letters
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---
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## HR Letters
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The **HR Letters** module (`HRM > Letter`) lets employees request official HR letters from their organization. Navigate to `/hrm/hr-letters` to access it.
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---
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### Overview
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The HR Letters page provides a streamlined interface for requesting, tracking, and managing official employee letters.
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**Description:** Manage employee letter requests for address proof, bonafide, and experience letters.
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---
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### Letter Types
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Three types of HR letters are available:
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| Letter Type | Description |
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|-------------|-------------|
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| **Address Proof** | Official letter confirming your residential address for banks, visa applications, etc. |
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| **Bonafide Letter** | Letter certifying you as a current employee of the organization |
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| **Experience Letter** | Letter documenting your employment period, role, and experience |
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---
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### Request Statistics
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The page displays real-time counts:
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| Stat | Description |
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|------|-------------|
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| **Pending Requests** | Letter requests awaiting HR approval |
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| **Approved / Generated** | Letters that have been approved and generated |
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| **Rejected** | Requests that were denied |
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---
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### Creating a Letter Request
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1. Navigate to **HRM > Letter**
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2. Click **Add Request**
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3. Select the letter type (Address Proof, Bonafide Letter, or Experience Letter)
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4. Fill in any required details
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5. Submit the request
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Your request enters the HR approval workflow and can be tracked on this page.
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---
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### Approval Workflow
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1. **Employee** submits a letter request
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2. **HR team** reviews the request (visible in HR Dashboard > Pending Letters)
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3. HR either **approves** (generating the letter) or **rejects** (with a reason)
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4. Employee receives the generated letter or rejection notification
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> **Tip:** Administrators can view all pending letter requests from the **HR Dashboard > Pending Letters** tab, with filtering by category.
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id: hrm-overview
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title: Human Resource Management (HRM)
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sidebar_label: HRM Overview
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---
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## HRM Module
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Clockbook's **HRM** (Human Resource Management) module provides a comprehensive suite of tools for managing your organization's workforce — from employee profiles and attendance to onboarding, travel, leave management, HR letters, and offboarding.
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### Accessing HRM
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Click **HRM** in the left sidebar to expand the HRM menu. The module contains the following sub-sections:
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| Sub-module | Description |
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| [**My Space**](/docs/hrm/my-space) | Personal employee profile, check-in/check-out, shift info |
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| [**HR Dashboard**](/docs/hrm/dashboard) | Organization-wide metrics, approvals, analytics |
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| [**Onboarding**](/docs/hrm/onboarding) | Candidate and employee onboarding flows, tasks |
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| [**Offboarding**](/docs/hrm/offboarding) | Resignation and exit request management |
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| [**HR Letters**](/docs/hrm/hr-letters) | Address proof, bonafide, experience letter requests |
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| [**Travel**](/docs/hrm/travel) | Travel request and expense management |
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| [**Time Off / Leave**](/docs/hrm/leave) | Leave requests, timeline, balance tracking |
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| [**Members & Invites**](/docs/hrm/members) | Organization members and invitation management |
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| [**Settings**](/docs/hrm/settings) | Permissions and user access control |
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---
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### Key Features at a Glance
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- **Self-service employee portal** — Employees manage their own profiles, attendance, and requests
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- **Check-in / Check-out** — Built-in attendance tracking integrated with the Time Tracker
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- **Approval workflows** — Travel requests, HR letters, leave requests, and offboarding all follow structured approval processes
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- **Role-based permissions** — Granular control over who can view, create, edit, and manage HR data
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- **Onboarding automation** — Define step-by-step flows for candidates and new employees
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- **HR Dashboard** — Real-time organization metrics with trend analytics
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- **Leave management** — Track time-off requests, view team timelines, and monitor balances
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### How HRM Works with Other Modules
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The HRM module integrates with several other Clockbook features:
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- **Time Tracker** — The Check-in/Check-out clock in My Space uses the same timer as the [Time Tracker](/docs/timetracking) module
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- **Timesheet** — Time Logs in My Space links directly to the Timesheet Management page
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- **Members** — The organization's member list and invitation system supports HRM employee management
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- **Dashboard** — HR Dashboard approval categories track requests across travel, letters, onboarding, and more
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title: Time Off / Leave Management
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sidebar_label: Time Off / Leave
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## Time Off / Leave Management
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**Time Off** is accessible under **Time Tracker > Time Off** in the sidebar, and integrates with the HRM module for leave tracking and approvals. Navigate to `/time-tracker/timeoff` to access it.
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### Time Off Tabs
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The Time Off page has three main views:
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### Requests
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The **Requests** tab is the default view where you can:
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- View your submitted leave requests and their statuses
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- Create new time-off requests
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- See your request history
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---
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### Timeline
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The **Timeline** tab provides a visual calendar view of time off across your team:
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- **Date range selector** — Pick Start Date and End Date to control the view range
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- **View modes** — Toggle between **Week**, **Month**, and **Year** views
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- **Today button** — Jump to the current date
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- **Team Members** — Shows each team member as a row with their leave blocks plotted on the calendar
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- **Legend:**
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- **Approved Leave** — Confirmed time off (shown in one color)
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- **Pending Leave** — Requests awaiting approval (shown in a different color)
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- **Today** marker — Highlights the current date
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This view is especially useful for managers planning team capacity and avoiding scheduling conflicts.
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---
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### Balance
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The **Balance** tab shows remaining leave balances:
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- **Team Member selector** — Choose a specific team member to view their balance
|
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- **Filter by Policy** — Optionally filter by leave policy type
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- **Balance data** — Shows allocated, used, and remaining leave for each policy
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To check a team member's balance:
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1. Navigate to **Time Tracker > Time Off > Balance**
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2. Select a team member from the dropdown
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3. Optionally filter by policy
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4. View their current balance breakdown
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---
|
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### Leave Approval Categories
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Leave requests flow through the organization's approval process. In the **HR Dashboard**, leave requests appear under:
|
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- **Pending Approvals** tab with the **LEAVE REQUEST** category filter
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- Managers can approve or reject leave requests from the dashboard
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---
|
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### Integration with HRM
|
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The Time Off module connects with HRM in several ways:
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- **Employee profile** — Leave balances are tied to each employee's HRM profile
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- **Attendance tracking** — Approved leave automatically reflects in attendance records
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- **HR Dashboard** — Leave statistics appear in the "On Leave" metric on the dashboard overview
|
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- **Approval workflow** — Leave requests follow the same approval chain defined in the organization hierarchy (Reporting Manager)
|
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---
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id: hrm-members
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title: Members & Invitations
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sidebar_label: Members & Invites
|
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---
|
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|
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## Members & Invitations
|
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|
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The **Members** page manages your organization's users and invitations. Access it via the **Members** item in the sidebar, or navigate to `/members`.
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---
|
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|
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### Members Tab
|
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|
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The **Members** tab (default view) shows:
|
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- **Members List** — All current members of the organization
|
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- Each member's profile, role, and status
|
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- Options to manage member settings and permissions
|
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|
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---
|
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|
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### Invites Tab
|
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|
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The **Invites** tab manages pending invitations:
|
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|
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- View all sent invitations and their statuses
|
|
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- Track who has accepted, who is pending, and any expired invitations
|
|
33
|
+
|
|
34
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---
|
|
35
|
+
|
|
36
|
+
### Inviting New Members
|
|
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|
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|
|
38
|
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To invite a new team member to your organization:
|
|
39
|
+
|
|
40
|
+
1. Navigate to **Members** in the sidebar
|
|
41
|
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2. Switch to the **Invites** tab
|
|
42
|
+
3. Use the invite form to add the new member's email address
|
|
43
|
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4. Select a role for the invited member
|
|
44
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5. Send the invitation
|
|
45
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+
|
|
46
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+
The invited person will receive an email with instructions to join the organization.
|
|
47
|
+
|
|
48
|
+
---
|
|
49
|
+
|
|
50
|
+
### Member Roles
|
|
51
|
+
|
|
52
|
+
Members can be assigned roles that determine their permissions across the platform:
|
|
53
|
+
|
|
54
|
+
| Role | Description |
|
|
55
|
+
|------|-------------|
|
|
56
|
+
| Admin | Full access to all organization settings and data |
|
|
57
|
+
| Member | Standard access to assigned modules |
|
|
58
|
+
| Manager | Team management permissions with approval capabilities |
|
|
59
|
+
|
|
60
|
+
For HRM-specific roles, see [HRM Settings > Permissions](/docs/hrm/settings).
|
|
61
|
+
|
|
62
|
+
---
|
|
63
|
+
|
|
64
|
+
### Organization Hierarchy
|
|
65
|
+
|
|
66
|
+
The organization's hierarchy is defined through the **Reporting Manager** field in each employee's profile ([My Space](/docs/hrm/my-space)). This hierarchy determines:
|
|
67
|
+
|
|
68
|
+
- **Approval chains** — Who approves travel, leave, and other requests
|
|
69
|
+
- **Team structure** — How teams and departments are organized
|
|
70
|
+
- **Dashboard visibility** — What data managers can see in the HR Dashboard
|
|
71
|
+
|
|
72
|
+
The Work Information section in My Space includes:
|
|
73
|
+
- **Department** — Organizational department
|
|
74
|
+
- **Role** — Employee's role within the organization
|
|
75
|
+
- **Location** — Office location
|
|
76
|
+
- **Designation** — Job title
|
|
77
|
+
- **Reporting Manager** — Direct supervisor (under Hierarchy Information)
|
|
78
|
+
|
|
79
|
+
This information, combined with the Members list, effectively defines your organization's hierarchy.
|
|
@@ -0,0 +1,173 @@
|
|
|
1
|
+
---
|
|
2
|
+
id: hrm-my-space
|
|
3
|
+
title: My Space — Employee Profile
|
|
4
|
+
sidebar_label: My Space
|
|
5
|
+
---
|
|
6
|
+
|
|
7
|
+
## My Space
|
|
8
|
+
|
|
9
|
+
**My Space** is your personal employee hub within the HRM module. Access it via **HRM > My Space** in the sidebar, or navigate to `/hrm/overview`.
|
|
10
|
+
|
|
11
|
+

|
|
12
|
+
|
|
13
|
+
---
|
|
14
|
+
|
|
15
|
+
### Check-in / Check-out
|
|
16
|
+
|
|
17
|
+
At the top of My Space, the **attendance widget** shows your current status:
|
|
18
|
+
|
|
19
|
+
- **Status indicator** — Displays "Out" or "In" with a running timer (e.g., "Out 01:44:48")
|
|
20
|
+
- **Check-in / Check-out button** — Click to toggle your attendance. The button label changes based on your current state
|
|
21
|
+
- **Open Time Tracker** — Links to the [Time Tracker timer page](/docs/timetracking). Uses the same active timer as the Time Tracker module
|
|
22
|
+
|
|
23
|
+
> **Note:** The check-in/check-out clock is shared with the Time Tracker, so starting a timer in either place reflects in both.
|
|
24
|
+
|
|
25
|
+
---
|
|
26
|
+
|
|
27
|
+
### Shift Information
|
|
28
|
+
|
|
29
|
+
Your assigned shift schedule is displayed below the attendance widget:
|
|
30
|
+
|
|
31
|
+
- **Shift name and hours** — e.g., "General (09:00 AM - 06:00 PM)"
|
|
32
|
+
- **Time zone** — Your configured timezone (e.g., "(GMT+05:30)")
|
|
33
|
+
|
|
34
|
+
---
|
|
35
|
+
|
|
36
|
+
### Profile Photo
|
|
37
|
+
|
|
38
|
+
Upload or update your profile picture:
|
|
39
|
+
|
|
40
|
+
- Click **Upload photo**
|
|
41
|
+
- Supported formats: **JPG, PNG, GIF, WEBP**
|
|
42
|
+
- Maximum file size: **5 MB**
|
|
43
|
+
|
|
44
|
+
---
|
|
45
|
+
|
|
46
|
+
### About & Tags
|
|
47
|
+
|
|
48
|
+
- **About** — Click the edit icon to add a short bio or description. Colleagues can see this on your profile.
|
|
49
|
+
- **Tags** — Click the **+** icon to add skills, interests, or expertise tags to your profile.
|
|
50
|
+
|
|
51
|
+
---
|
|
52
|
+
|
|
53
|
+
### Profile Information Sections
|
|
54
|
+
|
|
55
|
+
My Space organizes your employee data into several sections:
|
|
56
|
+
|
|
57
|
+
#### Basic Information
|
|
58
|
+
|
|
59
|
+
| Field | Description |
|
|
60
|
+
|-------|-------------|
|
|
61
|
+
| Employee ID | Your unique employee identifier |
|
|
62
|
+
| Nick name | Optional display name |
|
|
63
|
+
| First Name | Legal first name |
|
|
64
|
+
| Last Name | Legal last name |
|
|
65
|
+
| Email address | Work email |
|
|
66
|
+
|
|
67
|
+
#### Personal Details
|
|
68
|
+
|
|
69
|
+
| Field | Description |
|
|
70
|
+
|-------|-------------|
|
|
71
|
+
| Date of Birth | Your date of birth |
|
|
72
|
+
| Ask me about / Expertise | Areas colleagues can consult you on |
|
|
73
|
+
| Age | Auto-calculated from DOB |
|
|
74
|
+
| Gender | Gender identity |
|
|
75
|
+
| Marital Status | Marital status |
|
|
76
|
+
| About Me | Extended personal description |
|
|
77
|
+
|
|
78
|
+
#### Identity Information
|
|
79
|
+
|
|
80
|
+
Sensitive identification fields for HR records:
|
|
81
|
+
|
|
82
|
+
| Field | Description |
|
|
83
|
+
|-------|-------------|
|
|
84
|
+
| UAN | Universal Account Number |
|
|
85
|
+
| PAN | Permanent Account Number |
|
|
86
|
+
| Aadhaar | Aadhaar identification number |
|
|
87
|
+
|
|
88
|
+
#### Contact Details
|
|
89
|
+
|
|
90
|
+
| Field | Description |
|
|
91
|
+
|-------|-------------|
|
|
92
|
+
| Work Phone Number | Office phone |
|
|
93
|
+
| Personal Mobile Number | Mobile number |
|
|
94
|
+
| Extension | Phone extension |
|
|
95
|
+
| Personal Email Address | Non-work email |
|
|
96
|
+
| Seating Location | Desk / seat location |
|
|
97
|
+
| Tags | Contact-related tags |
|
|
98
|
+
| Present Address | Current residential address |
|
|
99
|
+
| Permanent Address | Permanent address |
|
|
100
|
+
|
|
101
|
+
#### Work Information
|
|
102
|
+
|
|
103
|
+
| Field | Description |
|
|
104
|
+
|-------|-------------|
|
|
105
|
+
| Department | Your department |
|
|
106
|
+
| Role | Organizational role (e.g., Admin) |
|
|
107
|
+
| Location | Office / site location |
|
|
108
|
+
| Employment Type | Full-time, Part-time, Contract, etc. |
|
|
109
|
+
| Designation | Job title / designation |
|
|
110
|
+
| Employee Status | Active, Inactive, etc. |
|
|
111
|
+
| Source of Hire | Recruitment channel |
|
|
112
|
+
| Date of Joining | Start date |
|
|
113
|
+
| Current Experience | Tenure at this organization |
|
|
114
|
+
| Total Experience | Overall career experience |
|
|
115
|
+
|
|
116
|
+
#### Hierarchy Information
|
|
117
|
+
|
|
118
|
+
- **Reporting Manager** — Your direct supervisor in the organization hierarchy. This determines approval chains for travel, leave, and other requests.
|
|
119
|
+
|
|
120
|
+
---
|
|
121
|
+
|
|
122
|
+
### Work Experience
|
|
123
|
+
|
|
124
|
+
A table listing your prior employment:
|
|
125
|
+
|
|
126
|
+
| Column | Description |
|
|
127
|
+
|--------|-------------|
|
|
128
|
+
| Company Name | Previous employer |
|
|
129
|
+
| Job Title | Role held |
|
|
130
|
+
| From Date | Employment start date |
|
|
131
|
+
| To Date | Employment end date |
|
|
132
|
+
| Job Description | Key responsibilities |
|
|
133
|
+
| Relevant | Whether relevant to current role |
|
|
134
|
+
|
|
135
|
+
---
|
|
136
|
+
|
|
137
|
+
### Education Details
|
|
138
|
+
|
|
139
|
+
| Column | Description |
|
|
140
|
+
|--------|-------------|
|
|
141
|
+
| Institute Name | School / University |
|
|
142
|
+
| Degree / Diploma | Qualification type |
|
|
143
|
+
| Specialization | Field of study |
|
|
144
|
+
| Date of Completion | Graduation date |
|
|
145
|
+
|
|
146
|
+
---
|
|
147
|
+
|
|
148
|
+
### Dependent Details
|
|
149
|
+
|
|
150
|
+
| Column | Description |
|
|
151
|
+
|--------|-------------|
|
|
152
|
+
| Name | Dependent's name |
|
|
153
|
+
| Relationship | Relation to employee |
|
|
154
|
+
| Date of Birth | Dependent's DOB |
|
|
155
|
+
|
|
156
|
+
---
|
|
157
|
+
|
|
158
|
+
### Profile Tabs
|
|
159
|
+
|
|
160
|
+
My Space provides navigation tabs at the top of the page:
|
|
161
|
+
|
|
162
|
+
| Tab | Description |
|
|
163
|
+
|-----|-------------|
|
|
164
|
+
| **Profile** | Main profile view (default) — all sections described above |
|
|
165
|
+
| **Attendance** | View your attendance records and history |
|
|
166
|
+
| **Time Logs** | Opens the [Timesheet Management](/docs/timetracking) page to view and edit timesheets |
|
|
167
|
+
|
|
168
|
+

|
|
169
|
+
|
|
170
|
+
Additionally, the top of My Space shows quick links:
|
|
171
|
+
|
|
172
|
+
- **Activities** — View recent activity feed
|
|
173
|
+
- **Feeds** — View organization-wide feeds
|
|
@@ -0,0 +1,63 @@
|
|
|
1
|
+
---
|
|
2
|
+
id: hrm-offboarding
|
|
3
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title: Offboarding / Exit Request
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sidebar_label: Offboarding
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---
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## Offboarding
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The **Offboarding** module (`HRM > Offboarding`) manages the employee exit process through structured resignation requests. Navigate to `/hrm/offboarding` to access it.
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---
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### How Offboarding Works
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The page is titled **Exit Request** and provides a guided, transparent process for submitting and managing resignations.
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When you open the Offboarding page, you'll see:
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1. **Confirmation message** — "Before you proceed, are you certain you want to submit your resignation?"
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2. **Value statement** — The system acknowledges your contributions and encourages discussing concerns before proceeding
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3. **Process explanation** — Submitting an exit request formally starts the offboarding workflow in your organization
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4. **HR notification** — Your request will be shared with your HR team and reporting manager for review
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---
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### Submitting a Resignation Request
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1. Navigate to **HRM > Offboarding**
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2. Read the confirmation information carefully
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3. Click **Add Resignation Request**
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4. Fill in the required details (reason, preferred last working day, etc.)
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5. Submit the request
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> **Note:** Once submitted, the request enters the organization's approval workflow. You'll be able to track its progress on this page.
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---
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### Request Tracking
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The offboarding page displays request information in columns:
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| Column | Description |
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|--------|-------------|
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| **LWD** | Last Working Day — the proposed or approved final date of employment |
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| **HR** | HR contact / status — indicates the HR representative handling the request |
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---
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### Offboarding Workflow
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After submission, the exit request typically follows these steps:
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1. **Employee submits** resignation request with preferred last working day
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2. **Reporting Manager** reviews and acknowledges the request
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3. **HR Team** reviews and initiates the formal offboarding process
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4. **Exit interview** may be scheduled
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5. **Knowledge transfer** and handover tasks are assigned
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6. **Final settlement** and documentation is processed
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7. **Account deactivation** on the last working day
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Administrators can view all pending offboarding requests in the **HR Dashboard > Pending Offboarding** tab.
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