@sparkerp/plugin-sdk 0.1.0 → 1.0.0
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/bundle/blocks.json +169 -0
- package/bundle/catalog.json +614 -5
- package/bundle/docs/applications/hcm/admin-access-policies.md +38 -0
- package/bundle/docs/applications/hcm/admin-approval-hierarchies.md +33 -0
- package/bundle/docs/applications/hcm/admin-data-transfer.md +40 -0
- package/bundle/docs/applications/hcm/admin-hcm-users.md +35 -0
- package/bundle/docs/applications/hcm/admin-logs.md +57 -0
- package/bundle/docs/applications/hcm/admin-permissions-catalog.md +64 -0
- package/bundle/docs/applications/hcm/ai-intelligence-overview.md +37 -0
- package/bundle/docs/applications/hcm/ai-intelligence-people-risk.md +33 -0
- package/bundle/docs/applications/hcm/ai-intelligence-recruitment.md +37 -0
- package/bundle/docs/applications/hcm/ai-intelligence-tools.md +39 -0
- package/bundle/docs/applications/hcm/analytics-operations.md +31 -0
- package/bundle/docs/applications/hcm/analytics-overview.md +31 -0
- package/bundle/docs/applications/hcm/analytics-people.md +36 -0
- package/bundle/docs/applications/hcm/analytics-tools.md +35 -0
- package/bundle/docs/applications/hcm/assets-audits.md +30 -0
- package/bundle/docs/applications/hcm/assets-custody.md +36 -0
- package/bundle/docs/applications/hcm/assets-inventory.md +34 -0
- package/bundle/docs/applications/hcm/assets-maintenance.md +25 -0
- package/bundle/docs/applications/hcm/assets-software-licenses.md +27 -0
- package/bundle/docs/applications/hcm/attendance-core.md +46 -0
- package/bundle/docs/applications/hcm/attendance-exceptions.md +33 -0
- package/bundle/docs/applications/hcm/attendance-location.md +25 -0
- package/bundle/docs/applications/hcm/attendance-policies.md +23 -0
- package/bundle/docs/applications/hcm/attendance-reports.md +20 -0
- package/bundle/docs/applications/hcm/benefits-allowances.md +39 -0
- package/bundle/docs/applications/hcm/benefits-analytics.md +25 -0
- package/bundle/docs/applications/hcm/benefits-employee-processes.md +44 -0
- package/bundle/docs/applications/hcm/benefits-plans.md +60 -0
- package/bundle/docs/applications/hcm/communications-announcements.md +31 -0
- package/bundle/docs/applications/hcm/communications-history.md +23 -0
- package/bundle/docs/applications/hcm/communications-notifications.md +31 -0
- package/bundle/docs/applications/hcm/communications-templates.md +35 -0
- package/bundle/docs/applications/hcm/compensation-allowances-benefits.md +44 -0
- package/bundle/docs/applications/hcm/compensation-analytics.md +30 -0
- package/bundle/docs/applications/hcm/compensation-bonus-incentive.md +35 -0
- package/bundle/docs/applications/hcm/compensation-cycles.md +49 -0
- package/bundle/docs/applications/hcm/compensation-equity.md +36 -0
- package/bundle/docs/applications/hcm/compensation-salary.md +47 -0
- package/bundle/docs/applications/hcm/compliance-analytics.md +25 -0
- package/bundle/docs/applications/hcm/compliance-audits-calendar.md +52 -0
- package/bundle/docs/applications/hcm/compliance-employee-tracking.md +41 -0
- package/bundle/docs/applications/hcm/compliance-regulatory.md +31 -0
- package/bundle/docs/applications/hcm/country-packs-admin.md +33 -0
- package/bundle/docs/applications/hcm/country-packs-compliance.md +31 -0
- package/bundle/docs/applications/hcm/country-packs-localization.md +37 -0
- package/bundle/docs/applications/hcm/country-packs.md +102 -0
- package/bundle/docs/applications/hcm/dashboard.md +38 -0
- package/bundle/docs/applications/hcm/designations.md +32 -0
- package/bundle/docs/applications/hcm/emp-documents-analytics.md +27 -0
- package/bundle/docs/applications/hcm/emp-documents-core.md +33 -0
- package/bundle/docs/applications/hcm/emp-documents-letters.md +40 -0
- package/bundle/docs/applications/hcm/emp-documents-signatures.md +24 -0
- package/bundle/docs/applications/hcm/emp-documents-workflow.md +32 -0
- package/bundle/docs/applications/hcm/employee-directory.md +55 -0
- package/bundle/docs/applications/hcm/employee-documents.md +51 -0
- package/bundle/docs/applications/hcm/employee-info-background.md +41 -0
- package/bundle/docs/applications/hcm/employee-info-core.md +32 -0
- package/bundle/docs/applications/hcm/employee-info-documents.md +31 -0
- package/bundle/docs/applications/hcm/employee-info-other.md +21 -0
- package/bundle/docs/applications/hcm/employee-movements.md +46 -0
- package/bundle/docs/applications/hcm/employee-reference-data.md +40 -0
- package/bundle/docs/applications/hcm/employee-relations-analytics.md +23 -0
- package/bundle/docs/applications/hcm/employee-relations-cases.md +26 -0
- package/bundle/docs/applications/hcm/employee-relations-conflicts-feedback.md +25 -0
- package/bundle/docs/applications/hcm/employee-relations-processes.md +34 -0
- package/bundle/docs/applications/hcm/employee-services-daily.md +32 -0
- package/bundle/docs/applications/hcm/employee-services-manager.md +21 -0
- package/bundle/docs/applications/hcm/employee-services-more.md +41 -0
- package/bundle/docs/applications/hcm/employee-services-overview.md +43 -0
- package/bundle/docs/applications/hcm/expenses-analytics.md +26 -0
- package/bundle/docs/applications/hcm/expenses-claims.md +47 -0
- package/bundle/docs/applications/hcm/expenses-self-service.md +30 -0
- package/bundle/docs/applications/hcm/expenses-setup.md +43 -0
- package/bundle/docs/applications/hcm/health-safety-analytics.md +26 -0
- package/bundle/docs/applications/hcm/health-safety-incidents.md +44 -0
- package/bundle/docs/applications/hcm/health-safety-medical.md +25 -0
- package/bundle/docs/applications/hcm/health-safety-training.md +29 -0
- package/bundle/docs/applications/hcm/helpdesk.md +28 -0
- package/bundle/docs/applications/hcm/holiday-calendar.md +69 -0
- package/bundle/docs/applications/hcm/hr-policies.md +64 -0
- package/bundle/docs/applications/hcm/hr-settings.md +98 -0
- package/bundle/docs/applications/hcm/index.md +272 -0
- package/bundle/docs/applications/hcm/industry-it-software.md +52 -0
- package/bundle/docs/applications/hcm/job-classifications.md +48 -0
- package/bundle/docs/applications/hcm/learning-analytics.md +21 -0
- package/bundle/docs/applications/hcm/learning-assessments.md +22 -0
- package/bundle/docs/applications/hcm/learning-catalog.md +25 -0
- package/bundle/docs/applications/hcm/learning-certifications.md +27 -0
- package/bundle/docs/applications/hcm/learning-enrollment.md +26 -0
- package/bundle/docs/applications/hcm/learning-instructors-providers.md +21 -0
- package/bundle/docs/applications/hcm/leave-accrual-and-carryforward.md +30 -0
- package/bundle/docs/applications/hcm/leave-balance.md +26 -0
- package/bundle/docs/applications/hcm/leave-dashboard-and-reports.md +32 -0
- package/bundle/docs/applications/hcm/leave-encashment.md +27 -0
- package/bundle/docs/applications/hcm/leave-requests.md +26 -0
- package/bundle/docs/applications/hcm/leave-setup.md +30 -0
- package/bundle/docs/applications/hcm/leave-team-and-calendar.md +25 -0
- package/bundle/docs/applications/hcm/navigation-and-approvals.md +61 -0
- package/bundle/docs/applications/hcm/offboarding-and-exit.md +71 -0
- package/bundle/docs/applications/hcm/onboarding-documents-verification.md +43 -0
- package/bundle/docs/applications/hcm/onboarding-orientation-probation.md +65 -0
- package/bundle/docs/applications/hcm/onboarding-overview.md +47 -0
- package/bundle/docs/applications/hcm/onboarding-provisioning-assets.md +48 -0
- package/bundle/docs/applications/hcm/onboarding-reports.md +38 -0
- package/bundle/docs/applications/hcm/onboarding-templates-checklists.md +38 -0
- package/bundle/docs/applications/hcm/onboarding-to-confirmation.md +45 -0
- package/bundle/docs/applications/hcm/org-structure.md +53 -0
- package/bundle/docs/applications/hcm/org-units.md +86 -0
- package/bundle/docs/applications/hcm/organizations.md +81 -0
- package/bundle/docs/applications/hcm/payroll-analytics.md +31 -0
- package/bundle/docs/applications/hcm/payroll-post-run.md +40 -0
- package/bundle/docs/applications/hcm/payroll-runs.md +30 -0
- package/bundle/docs/applications/hcm/payroll-setup.md +38 -0
- package/bundle/docs/applications/hcm/payroll-tax.md +21 -0
- package/bundle/docs/applications/hcm/payroll-transactions.md +43 -0
- package/bundle/docs/applications/hcm/performance-analytics.md +23 -0
- package/bundle/docs/applications/hcm/performance-appraisals.md +50 -0
- package/bundle/docs/applications/hcm/performance-continuous-feedback.md +23 -0
- package/bundle/docs/applications/hcm/performance-cycles-and-goals.md +54 -0
- package/bundle/docs/applications/hcm/performance-okrs.md +33 -0
- package/bundle/docs/applications/hcm/performance-pips.md +29 -0
- package/bundle/docs/applications/hcm/performance-ratings.md +25 -0
- package/bundle/docs/applications/hcm/positions.md +67 -0
- package/bundle/docs/applications/hcm/recruitment-agencies-and-sources.md +26 -0
- package/bundle/docs/applications/hcm/recruitment-analytics.md +25 -0
- package/bundle/docs/applications/hcm/recruitment-candidates.md +33 -0
- package/bundle/docs/applications/hcm/recruitment-offers.md +32 -0
- package/bundle/docs/applications/hcm/recruitment-pipeline.md +46 -0
- package/bundle/docs/applications/hcm/recruitment-requisitions-and-openings.md +33 -0
- package/bundle/docs/applications/hcm/roles-permissions.md +129 -0
- package/bundle/docs/applications/hcm/separation-clearance.md +33 -0
- package/bundle/docs/applications/hcm/separation-documents.md +28 -0
- package/bundle/docs/applications/hcm/separation-final-settlement.md +24 -0
- package/bundle/docs/applications/hcm/separation-reports.md +23 -0
- package/bundle/docs/applications/hcm/separation-resignation.md +43 -0
- package/bundle/docs/applications/hcm/settings-extensibility.md +31 -0
- package/bundle/docs/applications/hcm/settings-general.md +29 -0
- package/bundle/docs/applications/hcm/settings-integrations.md +14 -0
- package/bundle/docs/applications/hcm/settings-module-defaults.md +41 -0
- package/bundle/docs/applications/hcm/settings-process.md +28 -0
- package/bundle/docs/applications/hcm/shift-scheduling.md +33 -0
- package/bundle/docs/applications/hcm/talent-analytics.md +26 -0
- package/bundle/docs/applications/hcm/talent-career.md +31 -0
- package/bundle/docs/applications/hcm/talent-competencies-skills.md +30 -0
- package/bundle/docs/applications/hcm/talent-profiles.md +40 -0
- package/bundle/docs/applications/hcm/talent-succession.md +42 -0
- package/bundle/docs/applications/hcm/teams-and-tags.md +46 -0
- package/bundle/docs/applications/hcm/timesheets.md +33 -0
- package/bundle/docs/applications/hcm/travel-advances-expenses.md +34 -0
- package/bundle/docs/applications/hcm/travel-analytics.md +28 -0
- package/bundle/docs/applications/hcm/travel-bookings.md +35 -0
- package/bundle/docs/applications/hcm/travel-requests.md +38 -0
- package/bundle/docs/applications/hcm/workforce-org-design.md +22 -0
- package/bundle/docs/applications/hcm/workforce-planning-analytics.md +26 -0
- package/bundle/docs/applications/hcm/workforce-planning-core.md +36 -0
- package/bundle/docs/applications/hcm/workforce-planning-scenarios.md +29 -0
- package/bundle/docs/guides/add-app-owned-roles-and-permissions.md +144 -0
- package/bundle/docs/guides/extend-a-shipped-application.md +132 -0
- package/bundle/docs/guides/index.md +2 -0
- package/bundle/docs/reference/entity-aggregation-config.md +1 -1
- package/bundle/docs/reference/entity-document-generator-config.md +1 -1
- package/bundle/docs/tutorial/01-create-the-plugin.md +7 -1
- package/bundle/docs/tutorial/07-return-due-reminder-job.md +28 -5
- package/bundle/docs/tutorial/08-menus-i18n-publish.md +5 -5
- package/bundle/manifest.json +4 -4
- package/bundle/schemas/page.schema.json +13 -0
- package/bundle/schemas/plugin-manifest.schema.json +13 -0
- package/bundle/validators/block-engine.mjs +167 -7
- package/bundle/validators/page-engine.mjs +226 -21
- package/erp-cli/authoring-root.mjs +12 -1
- package/erp-cli/erp.mjs +334 -4
- package/package.json +1 -1
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---
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title: Access Policies
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audience: tenant
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---
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# Access Policies (HCM Administration)
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This page documents the shipped **Access Policies** screen
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(`hcm-admin-console`) — real, tenant-wide security settings for HCM. Not
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## What you can configure
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Concurrent Session Limit.
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- **Security Policy** — CAPTCHA After Failed Attempts, Allowed Login
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Start/End Hour, and an Enforce Strict Sessions toggle.
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The page loads the real current values when you open it, and Save writes
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both policies back for real — these are genuine tenant-wide security
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controls, not a mock settings form.
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## Known gaps
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- **IP allow/deny lists and allowed-countries aren't editable here** —
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those values exist and can be read via a direct API call, but this
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screen has no editor for list-type fields yet (a real platform
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limitation in how this page's action-chain engine handles lists, not an
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oversight).
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- **No access-policy "wizard"** (subjects/resources/conditions/scoped
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rules) — this screen covers real, existing tenant-wide security
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settings, not a general-purpose access-control rule builder. Field/
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## Related
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- [HCM Roles & Permissions](./roles-permissions.md)
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title: Approval Hierarchies
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audience: tenant
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# Approval Hierarchies (HCM Administration)
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This page documents the shipped **Approval Hierarchies** screen
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definition running across HCM. Not for plugin developers.
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## What you see
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A grid of every real workflow definition (name, description, status,
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version, last updated) — the same underlying engine that actually runs
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approvals for leave, transfers, promotions, resignations, expenses,
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timesheets, and everything else in HCM. This isn't a mock summary; it's
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the real definitions.
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## What isn't here
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- **You can't create, edit, publish, version, or clone a hierarchy from
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this screen** — that stays in Studio's own Workflow Designer, the
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correct place to author a real workflow.
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- **Dollar-limit approval tiers** (e.g. "a manager can approve expenses up
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to $500") are a real, separate feature managed in Studio's own Approval
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Permissions screen, not shown here.
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- No visual drag-and-drop canvas, no conflict detection, no import/export
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## Related
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- [HCM Navigation & Approvals](./navigation-and-approvals.md)
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title: Data Export & Data Import
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audience: tenant
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# Data Export & Data Import (HCM Administration)
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This page documents two shipped **Administration** screens
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## Data Export
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Pick an entity from the list (currently Leave Type Category, Leave Type,
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Organization Tag) and **Export** — downloads a real CSV of every row.
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## Data Import
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record — one at a time, its own transaction and permission check, exactly
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like creating it by hand. If one row is bad (e.g. missing a required
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field), that row fails cleanly and every other valid row still gets
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created — one bad row never blocks the rest of your file.
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## Known gaps
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- **Only 3 entities are supported** — not an arbitrary-entity picker.
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- **No dedup/merge on import** — every row is a create, not an
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- **No mapping wizard** — your CSV's column headers need to already match
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the real field names.
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## Related
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- [HCM Permissions Catalog](./admin-permissions-catalog.md)
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title: HCM Users
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audience: tenant
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# HCM Users (HCM Administration)
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This page documents the shipped **HCM Users** screen (`hcm-admin-console`)
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— a real, live view over the platform's own user accounts. Not for plugin
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developers.
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## What you see
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Search and filter by status, with a grid of Username, Email, Mobile,
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Status, and Created date — real accounts, not a mock list. Click a user
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to open a detail drawer with their full record and four real actions:
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**Activate**, **Deactivate**, **Lock**, **Unlock**.
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## What isn't here
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This screen deliberately doesn't duplicate everything a user account can
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do — it covers status management only:
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- **Creating a user, resetting a password, or issuing a temporary
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password** — not here; these stay in Studio's own user management
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screens.
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- **Assigning HCM roles** — go to [HCM Roles & Permissions](./roles-permissions.md)
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instead; role assignment isn't duplicated on this screen.
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- **Bulk import/export of users, or editing role assignments by ID** —
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## Related
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- [HCM Roles & Permissions](./roles-permissions.md)
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- [HCM Permissions Catalog](./admin-permissions-catalog.md)
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---
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title: System Logs, Audit Logs & Activity Logs
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audience: tenant
|
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---
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5
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+
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# System Logs, Audit Logs & Activity Logs (HCM Administration)
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+
|
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8
|
+
This page documents three shipped **Administration** screens
|
|
9
|
+
(`hcm-admin-console`) — three different lenses over the exact same real
|
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10
|
+
audit event log, not three separate logging systems. Not for plugin
|
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+
developers.
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+
|
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## The shared data
|
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14
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+
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All three screens read the platform's own Centralized Audit Framework —
|
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+
real, live events (6,900+ real rows in a typical tenant), not sample
|
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17
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+
data. Every event has a Timestamp, an Actor/User, a Category, an
|
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Action/Activity, a Resource/Entity Type, a Record, a Module, a
|
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Result/Status, a Source, and a Correlation/Request ID. Click any row to
|
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open a detail drawer with the full field set plus IP Address and Region.
|
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+
|
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+
## System Logs
|
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23
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+
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The original, general-purpose view — free-text search plus Category and
|
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Success filters.
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+
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## Audit Logs
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The same data, relabeled for a security/compliance lens (Actor, Category,
|
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Action, Resource Type, Result), with a real date-range filter added on
|
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31
|
+
top (filter by when an event occurred, not just search by text).
|
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+
|
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+
## Activity Logs
|
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34
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+
|
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35
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+
The same data again, relabeled for a "who did what" timeline lens (User,
|
|
36
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+
Activity Type, Activity, Entity, Status) — same filters as Audit Logs,
|
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just renamed to read like a user activity feed rather than a compliance
|
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+
log.
|
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+
|
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## Known gaps
|
|
41
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+
|
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|
+
- **No before/after field diff** — the underlying table never records old
|
|
43
|
+
vs. new values for a create/update/delete event, so the detail drawer
|
|
44
|
+
shows a disclosure note here rather than fabricating a changes table.
|
|
45
|
+
- **No login/authentication/security event category exists yet** — real
|
|
46
|
+
categories observed are only `crud`, `configuration`, `job`,
|
|
47
|
+
`communication`, `plugin`.
|
|
48
|
+
- **IP Address and Correlation ID are always empty** in practice — shown
|
|
49
|
+
as columns/fields but nothing currently populates them.
|
|
50
|
+
- **Result is a plain success/fail flag**, not a richer
|
|
51
|
+
success/failed/denied/partial/error breakdown.
|
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- **No tablet-specific compact layout** — tablet renders the same stacked
|
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+
layout as mobile.
|
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+
|
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|
+
## Related
|
|
56
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+
|
|
57
|
+
- [Data Export & Data Import](./admin-data-transfer.md)
|
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1
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+
---
|
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2
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+
title: HCM Permissions Catalog
|
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+
audience: tenant
|
|
4
|
+
---
|
|
5
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+
|
|
6
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+
# HCM Permissions Catalog (HCM Administration)
|
|
7
|
+
|
|
8
|
+
This page documents the shipped **HCM Permissions** screen
|
|
9
|
+
(`hcm-admin-console`) — a real governance catalog of every permission in
|
|
10
|
+
HCM, layered on top of (never replacing) the platform's own real
|
|
11
|
+
authorization engine. Not for plugin developers.
|
|
12
|
+
|
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|
+
> **Not the same thing as [HCM Roles & Permissions](./roles-permissions.md).**
|
|
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|
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> That screen is where you actually grant permissions to roles — this one
|
|
15
|
+
> is a documentation/governance catalog of what permissions exist, what
|
|
16
|
+
> they depend on, and which roles use them. Think of this as the
|
|
17
|
+
> reference library; the Roles screen is where the real granting happens.
|
|
18
|
+
|
|
19
|
+
## What you see
|
|
20
|
+
|
|
21
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+
Search and filter a real, live catalog of permission entries — Module,
|
|
22
|
+
Resource, Action are all sortable/filterable grid columns.
|
|
23
|
+
|
|
24
|
+
## A permission's detail view
|
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25
|
+
|
|
26
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+
Four tabs:
|
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|
+
|
|
28
|
+
- **Overview** — the permission's own definition.
|
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29
|
+
- **Dependencies** — other permissions this one depends on; add or remove
|
|
30
|
+
a dependency directly here.
|
|
31
|
+
- **Roles** — which roles actually use this permission.
|
|
32
|
+
- **Audit History** — a real, live change log for this specific
|
|
33
|
+
permission entry.
|
|
34
|
+
|
|
35
|
+
## Lifecycle
|
|
36
|
+
|
|
37
|
+
A permission entry moves through **Activate**, **Deprecate**, and
|
|
38
|
+
**Deactivate** — each a real status change you can confirm persisted by
|
|
39
|
+
reopening the record.
|
|
40
|
+
|
|
41
|
+
## Import/Export
|
|
42
|
+
|
|
43
|
+
Bulk import and export reuse the same [Data Export & Data Import](./admin-data-transfer.md)
|
|
44
|
+
screens — this entity is on their allow-list, not a separate mechanism.
|
|
45
|
+
|
|
46
|
+
## Known gaps
|
|
47
|
+
|
|
48
|
+
- **No interactive permission-tree visualization** — module/resource/
|
|
49
|
+
action are grid columns you can sort and filter by, not a visual tree.
|
|
50
|
+
- **Dependency-cycle prevention only catches direct self-reference**, not
|
|
51
|
+
a longer chain (A depends on B depends on C depends on A) — the
|
|
52
|
+
underlying engine has no general graph-cycle check.
|
|
53
|
+
- **No multi-row bulk activate/deactivate** — use the single-record
|
|
54
|
+
lifecycle buttons in the detail drawer instead.
|
|
55
|
+
- **The grid doesn't always visually refresh right after a lifecycle
|
|
56
|
+
action** — the underlying change is always real and correct (confirmed
|
|
57
|
+
immediately in the detail drawer itself), but the grid row may need a
|
|
58
|
+
manual page reload to show it; a live-refresh convenience gap, not a
|
|
59
|
+
data-correctness one.
|
|
60
|
+
|
|
61
|
+
## Related
|
|
62
|
+
|
|
63
|
+
- [HCM Roles & Permissions](./roles-permissions.md)
|
|
64
|
+
- [Data Export & Data Import](./admin-data-transfer.md)
|
|
@@ -0,0 +1,37 @@
|
|
|
1
|
+
---
|
|
2
|
+
title: AI Dashboard, Employee Insights & Performance Insights
|
|
3
|
+
audience: tenant
|
|
4
|
+
---
|
|
5
|
+
|
|
6
|
+
# AI Dashboard, Employee Insights & Performance Insights (HCM)
|
|
7
|
+
|
|
8
|
+
This page documents three shipped **AI & Intelligence** screens
|
|
9
|
+
(`hcm-ai-intelligence`). Not for plugin developers.
|
|
10
|
+
|
|
11
|
+
> **What "AI" means on this module, honestly:** nothing here is a machine
|
|
12
|
+
> learning model or a generative AI system. Every score, prediction, and
|
|
13
|
+
> recommendation across this whole module is computed by the platform's
|
|
14
|
+
> real, deterministic **Rule Engine** — chained business rules over your
|
|
15
|
+
> real data (tenure, performance ratings, attendance, skills, and so on),
|
|
16
|
+
> not a trained model. Think "explainable scoring system," not "AI that
|
|
17
|
+
> learns." Every number traces back to a real, inspectable calculation.
|
|
18
|
+
|
|
19
|
+
## AI Dashboard
|
|
20
|
+
|
|
21
|
+
Cross-company workforce intelligence: headcount and attrition-rate KPIs
|
|
22
|
+
from real data, a real attrition-risk distribution (see
|
|
23
|
+
[Attrition Prediction](./ai-intelligence-people-risk.md)), and sentiment
|
|
24
|
+
aggregates (see [Employee Sentiment](./ai-intelligence-people-risk.md)).
|
|
25
|
+
|
|
26
|
+
## Employee Insights
|
|
27
|
+
|
|
28
|
+
A per-employee intelligence layer — pick an employee and see their real
|
|
29
|
+
performance, attendance, and leave data pulled together in one view.
|
|
30
|
+
|
|
31
|
+
## Performance Insights
|
|
32
|
+
|
|
33
|
+
Real average/group-by KPIs over your actual goals and appraisals data.
|
|
34
|
+
|
|
35
|
+
## Related
|
|
36
|
+
|
|
37
|
+
- [Attrition Prediction, Workforce Forecasting & Employee Sentiment](./ai-intelligence-people-risk.md)
|
|
@@ -0,0 +1,33 @@
|
|
|
1
|
+
---
|
|
2
|
+
title: Attrition Prediction, Workforce Forecasting & Employee Sentiment
|
|
3
|
+
audience: tenant
|
|
4
|
+
---
|
|
5
|
+
|
|
6
|
+
# Attrition Prediction, Workforce Forecasting & Employee Sentiment (HCM)
|
|
7
|
+
|
|
8
|
+
This page documents three shipped **AI & Intelligence** screens
|
|
9
|
+
(`hcm-ai-intelligence`). See
|
|
10
|
+
[AI Dashboard](./ai-intelligence-overview.md#what-ai-means-on-this-module-honestly)
|
|
11
|
+
for what "AI" actually means here — real rule-based scoring, not a
|
|
12
|
+
trained model. Not for plugin developers.
|
|
13
|
+
|
|
14
|
+
## Attrition Prediction
|
|
15
|
+
|
|
16
|
+
Each employee gets a real risk score computed by 16 chained rules —
|
|
17
|
+
banding tenure, performance, and absence, summing them, then banding the
|
|
18
|
+
result into a risk level. It's a real, explainable calculation, not a
|
|
19
|
+
black-box prediction — you can trace exactly why someone was flagged.
|
|
20
|
+
|
|
21
|
+
## Workforce Forecasting
|
|
22
|
+
|
|
23
|
+
A real rule pipeline computes a closing headcount and workforce gap for a
|
|
24
|
+
period, from your actual current data.
|
|
25
|
+
|
|
26
|
+
## Employee Sentiment
|
|
27
|
+
|
|
28
|
+
Real sentiment responses, classified by the rule engine, with real
|
|
29
|
+
aggregate KPIs.
|
|
30
|
+
|
|
31
|
+
## Related
|
|
32
|
+
|
|
33
|
+
- [AI Dashboard, Employee Insights & Performance Insights](./ai-intelligence-overview.md)
|
|
@@ -0,0 +1,37 @@
|
|
|
1
|
+
---
|
|
2
|
+
title: Recruitment Intelligence, Candidate Matching & Resume Screening
|
|
3
|
+
audience: tenant
|
|
4
|
+
---
|
|
5
|
+
|
|
6
|
+
# Recruitment Intelligence, Candidate Matching & Resume Screening (HCM)
|
|
7
|
+
|
|
8
|
+
This page documents three shipped **AI & Intelligence** screens
|
|
9
|
+
(`hcm-ai-intelligence`). See
|
|
10
|
+
[AI Dashboard](./ai-intelligence-overview.md#what-ai-means-on-this-module-honestly)
|
|
11
|
+
for what "AI" actually means here. Not for plugin developers.
|
|
12
|
+
|
|
13
|
+
## Recruitment Intelligence
|
|
14
|
+
|
|
15
|
+
Real aggregate counts and breakdowns over your actual requisitions,
|
|
16
|
+
applications, and interviews.
|
|
17
|
+
|
|
18
|
+
## Candidate Matching
|
|
19
|
+
|
|
20
|
+
A 13-rule chained pipeline scores each candidate against a role: skills
|
|
21
|
+
match percentage, an experience-fit banding, and an overall explainable
|
|
22
|
+
score — real structured-field matching, not free-text resume parsing.
|
|
23
|
+
|
|
24
|
+
## Resume Screening
|
|
25
|
+
|
|
26
|
+
**Important:** this screen does not actually read or parse resume files
|
|
27
|
+
— there's no OCR/NLP text-extraction pipeline anywhere in this platform.
|
|
28
|
+
It reuses the same structured candidate-profile matching as Candidate
|
|
29
|
+
Matching above (mandatory-requirement coverage, experience fit, overall
|
|
30
|
+
score), presented as a "screening" result. If you're expecting a system
|
|
31
|
+
that reads an uploaded resume PDF and extracts skills from it
|
|
32
|
+
automatically, that doesn't exist — every number here comes from
|
|
33
|
+
structured fields already on the candidate's profile.
|
|
34
|
+
|
|
35
|
+
## Related
|
|
36
|
+
|
|
37
|
+
- [AI Dashboard, Employee Insights & Performance Insights](./ai-intelligence-overview.md)
|
|
@@ -0,0 +1,39 @@
|
|
|
1
|
+
---
|
|
2
|
+
title: Skills Intelligence, Compensation Intelligence, AI Assistant & Recommendations
|
|
3
|
+
audience: tenant
|
|
4
|
+
---
|
|
5
|
+
|
|
6
|
+
# Skills Intelligence, Compensation Intelligence, AI Assistant & Recommendations (HCM)
|
|
7
|
+
|
|
8
|
+
This page documents four shipped **AI & Intelligence** screens
|
|
9
|
+
(`hcm-ai-intelligence`). See
|
|
10
|
+
[AI Dashboard](./ai-intelligence-overview.md#what-ai-means-on-this-module-honestly)
|
|
11
|
+
for what "AI" actually means here. Not for plugin developers.
|
|
12
|
+
|
|
13
|
+
## Skills Intelligence
|
|
14
|
+
|
|
15
|
+
Real skill-gap analytics — gap and gap-status computed server-side from
|
|
16
|
+
your actual employee skill records.
|
|
17
|
+
|
|
18
|
+
## Compensation Intelligence
|
|
19
|
+
|
|
20
|
+
Real compensation analytics computed from your actual salary planning
|
|
21
|
+
data.
|
|
22
|
+
|
|
23
|
+
## AI Assistant
|
|
24
|
+
|
|
25
|
+
**Important:** this is not a free-text chat with an AI model. It's a
|
|
26
|
+
structured Q&A interface — a curated set of common HR questions, each
|
|
27
|
+
mapped to a real data lookup. Pick a question; get a real answer from
|
|
28
|
+
your real data. You can't ask it something outside that curated list.
|
|
29
|
+
|
|
30
|
+
## AI Recommendations
|
|
31
|
+
|
|
32
|
+
Real rows, each synthesized from real KPI observations across this
|
|
33
|
+
module's own other screens (attrition risk level, sentiment, and more) —
|
|
34
|
+
not AI-generated text. Every recommendation traces back to a real
|
|
35
|
+
underlying number.
|
|
36
|
+
|
|
37
|
+
## Related
|
|
38
|
+
|
|
39
|
+
- [AI Dashboard, Employee Insights & Performance Insights](./ai-intelligence-overview.md)
|
|
@@ -0,0 +1,31 @@
|
|
|
1
|
+
---
|
|
2
|
+
title: Attendance, Leave, Payroll & Compensation Analytics
|
|
3
|
+
audience: tenant
|
|
4
|
+
---
|
|
5
|
+
|
|
6
|
+
# Attendance, Leave, Payroll & Compensation Analytics (HCM)
|
|
7
|
+
|
|
8
|
+
This page documents four shipped **Analytics & Reports** screens
|
|
9
|
+
(`hcm-analytics-reports`) — real, read-only analytics, not sample data.
|
|
10
|
+
Not for plugin developers.
|
|
11
|
+
|
|
12
|
+
## Attendance
|
|
13
|
+
|
|
14
|
+
Real attendance analytics across your company.
|
|
15
|
+
|
|
16
|
+
## Leave
|
|
17
|
+
|
|
18
|
+
Real leave analytics.
|
|
19
|
+
|
|
20
|
+
## Payroll
|
|
21
|
+
|
|
22
|
+
Real payroll analytics.
|
|
23
|
+
|
|
24
|
+
## Compensation
|
|
25
|
+
|
|
26
|
+
Real compensation analytics.
|
|
27
|
+
|
|
28
|
+
## Related
|
|
29
|
+
|
|
30
|
+
- [HCM Analytics, Headcount, Attrition & Workforce Analytics](./analytics-overview.md)
|
|
31
|
+
- [Workforce Cost & Report Builder](./analytics-tools.md)
|
|
@@ -0,0 +1,31 @@
|
|
|
1
|
+
---
|
|
2
|
+
title: HCM Analytics, Headcount, Attrition & Workforce Analytics
|
|
3
|
+
audience: tenant
|
|
4
|
+
---
|
|
5
|
+
|
|
6
|
+
# HCM Analytics, Headcount, Attrition & Workforce Analytics (HCM)
|
|
7
|
+
|
|
8
|
+
This page documents four shipped **Analytics & Reports** screens
|
|
9
|
+
(`hcm-analytics-reports`) — real, read-only analytics dashboards. Every
|
|
10
|
+
KPI, chart, and list on every screen in this module is wired to a real
|
|
11
|
+
Data Service, not sample data. Not for plugin developers.
|
|
12
|
+
|
|
13
|
+
## HCM Analytics
|
|
14
|
+
|
|
15
|
+
The organization-wide analytics landing page.
|
|
16
|
+
|
|
17
|
+
## Headcount
|
|
18
|
+
|
|
19
|
+
Headcount trends and breakdowns.
|
|
20
|
+
|
|
21
|
+
## Attrition
|
|
22
|
+
|
|
23
|
+
Real attrition metrics and trends.
|
|
24
|
+
|
|
25
|
+
## Workforce Analytics
|
|
26
|
+
|
|
27
|
+
A broader workforce composition view.
|
|
28
|
+
|
|
29
|
+
## Related
|
|
30
|
+
|
|
31
|
+
- [Attendance, Leave, Payroll & Compensation Analytics](./analytics-operations.md)
|
|
@@ -0,0 +1,36 @@
|
|
|
1
|
+
---
|
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title: Performance, Recruitment, Training, Productivity & Diversity Analytics
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audience: tenant
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---
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# Performance, Recruitment, Training, Productivity & Diversity Analytics (HCM)
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This page documents five shipped **Analytics & Reports** screens
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(`hcm-analytics-reports`). Not for plugin developers.
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## Performance
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Real performance analytics.
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## Recruitment
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Real recruitment analytics.
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## Training
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Real training/learning analytics.
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## Employee Productivity
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A real proxy metric built from existing data — Time Utilization is
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derived from your real attendance status mix, not a separately-tracked
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productivity score.
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## Diversity & Inclusion
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A real, aggregated breakdown — built by reusing existing headcount data,
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not a separate D&I data set.
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## Related
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- [HCM Analytics, Headcount, Attrition & Workforce Analytics](./analytics-overview.md)
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---
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title: Workforce Cost & Report Builder
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audience: tenant
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---
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# Workforce Cost & Report Builder (HCM)
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This page documents two shipped **Analytics & Reports** screens
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(`hcm-analytics-reports`). Not for plugin developers.
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## Workforce Cost
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Real cost analytics, built on top of your real Payroll data.
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## Report Builder
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A genuine, working ad-hoc report builder — not a mock-up. Pick a data
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source, a group-by field, a value field, and an aggregation (sum, count,
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etc.), optionally pivot on another column, and optionally filter by one
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condition (field, operator, value — equals, not-equals, greater/less
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than, in-list, contains). Preview live, then **Run Selected Report**, and
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**Save/Publish** it for reuse. Export the result as CSV.
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## Known gaps
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- **Only one filter condition at a time** — not a fully dynamic
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add/remove list of conditions.
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- **No scheduling or emailing** of reports.
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- **No drag-and-drop layout or chart visualizations** — results render as
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a table.
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- **No sharing/permissions UI or report templates** yet.
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## Related
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- [HCM Analytics, Headcount, Attrition & Workforce Analytics](./analytics-overview.md)
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---
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title: Asset Audits
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audience: tenant
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---
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# Asset Audits (HCM)
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This page documents the shipped **Asset Audits** screen (`hcm-assets`) —
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audit campaigns that verify your recorded assets match physical reality.
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Not for plugin developers.
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## Running an audit
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**New Audit** — name it, give it an Audit Number, Audit Type, an assigned
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Auditor, a Start/End Date, and a Scope description of what's actually
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being counted (e.g. "all laptops in the Mumbai office"). Only assets in
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categories with **Audit Required** turned on (set in
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[Asset Categories](./assets-inventory.md)) are pulled into an audit.
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## Reviewing results
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The grid shows how many Assets were in scope and how many Exceptions were
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found (missing, extra, or mismatched condition) for each audit, alongside
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its Status. KPIs: Total Audits, In Progress, Completed. This never
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silently rewrites your Inventory, Allocation, or Maintenance records for
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you — you review and resolve exceptions yourself.
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## Related
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- [Asset Inventory & Asset Categories](./assets-inventory.md)
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---
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title: Asset Allocation & Returns
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audience: tenant
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---
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# Asset Allocation & Returns (HCM)
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This page documents two shipped **Assets** screens (`hcm-assets`) covering
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who has custody of an asset. Not for plugin developers.
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## Asset Allocation
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**New Asset Allocation** — pick the Asset and the Employee, an
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**Allocation Type** (Permanent, Temporary, Project, or Loan — a Loan or
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Temporary allocation naturally implies you'll set an Expected Return
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Date), the Condition at time of allocation, Department, Location, a
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Reason, and Notes. New allocations go through **Submit for Approval**,
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then once approved, **Mark In Use** and **Acknowledge** (the recipient
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confirming they've received it) — tracked via the KPI row (Pending
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Approval, Awaiting Acknowledgement, In Use).
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## Asset Returns
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**New Asset Return** — pick the Asset, Employee, and (if applicable) the
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specific Allocation being returned, a Return Type, Return Reason,
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Requested/Scheduled Date, and Notes. The grid tracks the return's
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**Outcome** separately from its Status, and reports damage explicitly —
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the KPI row (Pending Returns, Damage Reported, Completed) makes it easy
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to spot how often returned equipment comes back damaged. This creates its
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own return record rather than editing the original allocation, so the
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full history stays intact.
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## Related
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- [Asset Inventory & Asset Categories](./assets-inventory.md)
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- [Asset Maintenance](./assets-maintenance.md)
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---
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title: Asset Inventory & Asset Categories
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audience: tenant
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---
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# Asset Inventory & Asset Categories (HCM)
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7
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8
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This page documents two shipped **Assets** screens (`hcm-assets`). Not for
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plugin developers.
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## Asset Inventory
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**New Asset** — Asset Name, Asset Number, Asset Type, Category,
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Manufacturer, Model, Serial Number, Purchase Date, Warranty Expiry, and
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Condition. The grid shows Category, Location, Condition, Status, and who
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it's Assigned To. KPIs: Total Assets, Available, Assigned, Under Repair —
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so you can see at a glance how much of your inventory is actually sitting
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idle vs. deployed.
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## Asset Categories
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**New Asset Category** — Category Name/Code, an optional Parent Category
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(to build a category hierarchy), Display Order, and three toggles that
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control what a category actually enables downstream: **Allow Employee
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Assignment** (can assets in this category be allocated to a person at
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all), **Maintenance Enabled** (does this category get maintenance
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tracking), and **Audit Required** (does this category get pulled into
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audit campaigns). Set these deliberately — they change what other Assets
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screens let you do with assets in this category, not just cosmetic
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grouping.
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## Related
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- [Asset Allocation & Returns](./assets-custody.md)
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