@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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title: Equity & Stock
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audience: tenant
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---
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# Equity & Stock (HCM)
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This page documents the shipped **Equity/Stock** screen
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(`hcm-compensation`) — tracking equity/stock grants to employees. Not for
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## Creating a grant
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**Create Equity Grant** — pick the **Employee**, the **Compensation
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Cycle** it's under, and the **Equity Plan**. Set the **Instrument** type
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(e.g. RSU, stock option), **Grant Date**, and **Units Granted**, then the
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money side: **Grant Price**, **Exercise Price** (for options), and
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**Current Fair Value / Unit** — the grant's value and its current
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estimated value are both calculated from these, not manually entered.
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Vesting is its own set of fields: **Vesting Start**, **Vesting Period
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(Years)**, and **Cliff (Months)** — the cliff is the initial period before
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any units vest at all, common for a 1-year cliff on a 4-year vest.
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**Expiration Date** caps how long the grant (particularly an option) stays
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## Tracking what's vested
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The grid shows Units Granted, Vested, and Unvested for every grant, plus
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its Instrument type and Status. The KPI row (Total Grants, Active Grants,
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Pending Approval, Fully Vested) gives you a quick read on how much of your
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equity program has actually vested out.
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## Related
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- [Bonus Plans & Incentive Plans](./compensation-bonus-incentive.md)
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title: Salary Planning, Salary Review & Merit Increase
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audience: tenant
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---
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# Salary Planning, Salary Review & Merit Increase (HCM)
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This page documents three shipped **Compensation** screens
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(`hcm-compensation`) covering the core process of changing what someone
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earns, each tied to a [Compensation Cycle](./compensation-cycles.md). Not
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## Salary Planning
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Propose a salary change: pick the **Employee** and the **Compensation
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Cycle** it belongs to, set the **Increase Type**, and enter the **Manager
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Increase %**. The screen shows you the employee's current salary range
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(Min/Mid/Max) alongside what you're proposing, and calculates the
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**Final Increase %** and resulting new salary/compa-ratio for you — you
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don't have to do that math yourself. Set an **Effective Date** for when it
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should take effect.
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The KPI row (Total Entries, Draft, Approved, Finalized) tells you at a
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glance how much of your planning is actually done vs. still in draft.
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## Salary Review
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The formal review process. Pick the **Employee**, **Compensation Cycle**,
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and **Review Type**, and enter a **Recommended %** increase along with a
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written **Justification** — this isn't optional busywork, it's what your
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approvers see when deciding whether to approve the increase. This goes
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through a real multi-stage approval chain, tracked via the KPI row
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(Total Reviews, Submitted, Approved, Finalized).
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## Merit Increase
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A merit-based increase tied to the employee's actual **Performance
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Rating**. Enter the **Manager %** you're proposing and, if your tenant
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uses one, the **Matrix Recommendation %** (a suggested percentage based on
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rating + position in range) for comparison — plus a **Justification**.
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Increases, Submitted, Approved, Finalized).
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## Related
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- [Compensation Cycles](./compensation-cycles.md)
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- [Compensation Dashboard & Reports](./compensation-analytics.md)
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title: Compliance Dashboard & Reports
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# Compliance Dashboard & Reports (HCM)
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(`hcm-compliance`). Not for plugin developers.
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## Compliance Dashboard
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8 real KPI cards, one per compliance area: Statutory Rules Active, Labor
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Laws Active, Certifications Verified, Policies Acknowledged, Documents
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Active, Audits Completed, and Calendar Events Completed/Overdue — a
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single screen to check whether anything across your whole compliance
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program needs attention.
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## Compliance Reports
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A reporting view over the same real compliance data.
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## Related
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- [Audit Management & Compliance Calendar](./compliance-audits-calendar.md)
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title: Audit Management & Compliance Calendar
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audience: tenant
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# Audit Management & Compliance Calendar (HCM)
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This page documents two shipped **Compliance** screens (`hcm-compliance`).
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Not for plugin developers.
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## Audit Management
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**New Audit** is organized into four sections:
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- **Audit Identity** — Audit Name, Audit Type (14 real types: Internal,
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External, Compliance, HR, Payroll, Safety, Statutory, Regulatory, Labor
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Law, Process, Document, System, Vendor, Follow-Up).
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- **Schedule** — Planned Start/End dates and the actual Audit Period.
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- **Scope & Rating** — Objective, Priority (Low/Medium/High/Critical),
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Risk (Low/Medium/High/Critical), Organization, Country, Jurisdiction.
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- **Team** — Lead Auditor, Reviewer, Approver.
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An audit moves through a real 12-state lifecycle: Draft → Planned →
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Scheduled → In Progress → Fieldwork Completed → Report Draft → Under
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Review → Report Issued → Action Required (if findings need follow-up) →
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Follow-Up → Completed / Closed / Cancelled. The grid tracks Findings, Open
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Actions, and Risk directly, and the KPI row (Total Audits, Planned, In
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Progress, Completed, Open Actions, Critical Findings) gives you a
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program-wide read on how much is still outstanding.
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## Compliance Calendar
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**New Compliance Obligation** covers a wide range of deadline types (20
|
|
34
|
+
real event types — Statutory Filing/Payment/Report, Tax Filing/Payment,
|
|
35
|
+
License/Registration/Contract/Benefit Renewal, Certificate/Document
|
|
36
|
+
Expiry, Medical Exam, Safety Inspection/Training, Audit, Policy/
|
|
37
|
+
Compliance Review, Labor Law Deadline, Employee Notification, Declaration,
|
|
38
|
+
or Other). Each obligation records its **Source** — where it came from:
|
|
39
|
+
Manual entry, or auto-derived from a Labor Law, Statutory Rule, Tax Rule,
|
|
40
|
+
License, Registration, or Policy (system-generated ones trace back to the
|
|
41
|
+
actual rule that created them, not a plain manual note). Set a Due Date,
|
|
42
|
+
Priority, Risk, Owner, Reviewer, and Organization/Location.
|
|
43
|
+
|
|
44
|
+
The grid tracks Due Date, Type, Priority, Risk, and Status; the KPI row
|
|
45
|
+
(Total Obligations, Upcoming, Overdue, Completed, Critical, Scheduled)
|
|
46
|
+
makes overdue and critical obligations visible at a glance rather than
|
|
47
|
+
buried in a long list.
|
|
48
|
+
|
|
49
|
+
## Related
|
|
50
|
+
|
|
51
|
+
- [Statutory Rules & Labor Law](./compliance-regulatory.md)
|
|
52
|
+
- [Compliance Dashboard & Reports](./compliance-analytics.md)
|
|
@@ -0,0 +1,41 @@
|
|
|
1
|
+
---
|
|
2
|
+
title: Certifications, Policy Acknowledgement & Compliance Documents
|
|
3
|
+
audience: tenant
|
|
4
|
+
---
|
|
5
|
+
|
|
6
|
+
# Certifications, Policy Acknowledgement & Compliance Documents (HCM)
|
|
7
|
+
|
|
8
|
+
This page documents three shipped **Compliance** screens (`hcm-compliance`)
|
|
9
|
+
covering what's tracked per employee. Not for plugin developers.
|
|
10
|
+
|
|
11
|
+
## Certifications
|
|
12
|
+
|
|
13
|
+
**New Employee Certification** — Employee, Certification Name, Category,
|
|
14
|
+
Country, Jurisdiction, Issuing Authority, Certificate Number, Issue Date,
|
|
15
|
+
Expiry Date, and two checkboxes: **Mandatory** (is this required for the
|
|
16
|
+
role) and **Renewal Required**. The grid separately tracks Status and
|
|
17
|
+
Verification Status — a certification can be recorded but not yet
|
|
18
|
+
verified. KPIs: Total, Verified, Pending Verification, Expired.
|
|
19
|
+
|
|
20
|
+
## Policy Acknowledgement
|
|
21
|
+
|
|
22
|
+
**New Policy Assignment** — Employee, Policy Code/Name, Policy Type,
|
|
23
|
+
Version Number, Country, Due Date, and whether a **Signature Required**
|
|
24
|
+
for acknowledgement (vs. just a click-through). Tracks Status and Version
|
|
25
|
+
in the grid. KPIs: Total, Acknowledged, Pending, Declined.
|
|
26
|
+
|
|
27
|
+
> **Note:** [HR Policies](./hr-policies.md) also has its own
|
|
28
|
+
> Acknowledgements tab covering the same kind of tracking — if you're
|
|
29
|
+
> looking for policy sign-off status, check both; this compliance-focused
|
|
30
|
+
> screen and HR Policies' own tab may show overlapping data from different
|
|
31
|
+
> angles.
|
|
32
|
+
|
|
33
|
+
## Compliance Documents
|
|
34
|
+
|
|
35
|
+
**New Compliance Document** — Document Name, Category, Country,
|
|
36
|
+
Jurisdiction, Issue/Effective/Expiry Dates, and an Owner. KPIs: Total,
|
|
37
|
+
Active, Pending Review, Expired.
|
|
38
|
+
|
|
39
|
+
## Related
|
|
40
|
+
|
|
41
|
+
- [Statutory Rules & Labor Law](./compliance-regulatory.md)
|
|
@@ -0,0 +1,31 @@
|
|
|
1
|
+
---
|
|
2
|
+
title: Statutory Rules & Labor Law
|
|
3
|
+
audience: tenant
|
|
4
|
+
---
|
|
5
|
+
|
|
6
|
+
# Statutory Rules & Labor Law (HCM)
|
|
7
|
+
|
|
8
|
+
This page documents two shipped **Compliance** reference screens
|
|
9
|
+
(`hcm-compliance`) — the regulatory rules your company operates under. Not
|
|
10
|
+
for plugin developers.
|
|
11
|
+
|
|
12
|
+
## Statutory Rules
|
|
13
|
+
|
|
14
|
+
**New Statutory Rule** — Rule Code, Rule Name, Rule Type, Country,
|
|
15
|
+
Jurisdiction, Scheme Name, a **Calculation Type** and **Rate Percent** for
|
|
16
|
+
rules that involve a calculation (e.g. a statutory contribution rate),
|
|
17
|
+
and Effective From/To dates. The grid tracks Country, Calculation Type,
|
|
18
|
+
and Status through a real lifecycle: Draft → Pending Review → Approved →
|
|
19
|
+
Scheduled → Active, with Suspended/Superseded/Expired/Archived/Repealed
|
|
20
|
+
as end states. KPIs: Total, Active, Pending Review, Scheduled.
|
|
21
|
+
|
|
22
|
+
## Labor Law
|
|
23
|
+
|
|
24
|
+
**New Labor Law** — Law Code, Law Name, Short Name, Category, Country,
|
|
25
|
+
Jurisdiction, Issuing Authority, an Official Reference (e.g. a citation),
|
|
26
|
+
and Effective From/To. Same lifecycle-tracked Status column and KPI row
|
|
27
|
+
shape (Total, Active, Pending Review, Expired) as Statutory Rules.
|
|
28
|
+
|
|
29
|
+
## Related
|
|
30
|
+
|
|
31
|
+
- [Audit Management & Compliance Calendar](./compliance-audits-calendar.md)
|
|
@@ -0,0 +1,33 @@
|
|
|
1
|
+
---
|
|
2
|
+
title: Country Pack Admin — Packs Overview, Pack Detail & Rule Builder
|
|
3
|
+
audience: tenant
|
|
4
|
+
---
|
|
5
|
+
|
|
6
|
+
# Country Pack Admin — Packs Overview, Pack Detail & Rule Builder (HCM)
|
|
7
|
+
|
|
8
|
+
This page documents three shipped screens in **`hcm-country-pack-core`**
|
|
9
|
+
— the shared admin framework every individual [Country Pack](./country-packs.md)
|
|
10
|
+
plugs into. Not for plugin developers.
|
|
11
|
+
|
|
12
|
+
## Packs Overview
|
|
13
|
+
|
|
14
|
+
A browsable list of every country pack — separate from, and more
|
|
15
|
+
detailed than, the simple activate/retire list on
|
|
16
|
+
[HR Settings → Country Configuration](./hr-settings.md#country-configuration).
|
|
17
|
+
|
|
18
|
+
## Pack Detail
|
|
19
|
+
|
|
20
|
+
Drill into one country's pack for a fuller view of what it contains.
|
|
21
|
+
|
|
22
|
+
## Rule Builder
|
|
23
|
+
|
|
24
|
+
A basic, form-based editor for cross-entity statutory rules. This is a
|
|
25
|
+
deliberately scoped-down tool — not a full visual WHEN/THEN rule
|
|
26
|
+
designer, just a straightforward form for editing the kind of rule rows
|
|
27
|
+
[Country Packs](./country-packs.md) documents (PF/ESI rates, leave rules,
|
|
28
|
+
labor law rules, and so on).
|
|
29
|
+
|
|
30
|
+
## Related
|
|
31
|
+
|
|
32
|
+
- [Country Packs](./country-packs.md)
|
|
33
|
+
- [Compliance Dashboard, Statutory Registrations & Holiday Calendar](./country-packs-compliance.md)
|
|
@@ -0,0 +1,31 @@
|
|
|
1
|
+
---
|
|
2
|
+
title: Country Pack Compliance Dashboard, Statutory Registrations & Holiday Calendar
|
|
3
|
+
audience: tenant
|
|
4
|
+
---
|
|
5
|
+
|
|
6
|
+
# Country Pack Compliance Dashboard, Statutory Registrations & Holiday Calendar (HCM)
|
|
7
|
+
|
|
8
|
+
This page documents three shipped screens in **`hcm-country-pack-core`**.
|
|
9
|
+
Not for plugin developers.
|
|
10
|
+
|
|
11
|
+
## Compliance Dashboard
|
|
12
|
+
|
|
13
|
+
A cross-country compliance overview, pulling together your active packs'
|
|
14
|
+
own compliance status in one view.
|
|
15
|
+
|
|
16
|
+
## Statutory Registrations
|
|
17
|
+
|
|
18
|
+
Track your company's real statutory registrations per country (e.g. a
|
|
19
|
+
tax registration number, a social-security employer ID).
|
|
20
|
+
|
|
21
|
+
## Holiday Calendar
|
|
22
|
+
|
|
23
|
+
A country-pack-aware view of holidays — distinct from the main
|
|
24
|
+
[Holiday Calendar](./holiday-calendar.md) in HR Settings, this one is
|
|
25
|
+
scoped to what each active country pack itself defines as statutory
|
|
26
|
+
holidays.
|
|
27
|
+
|
|
28
|
+
## Related
|
|
29
|
+
|
|
30
|
+
- [Country Packs](./country-packs.md)
|
|
31
|
+
- [Master Data Formats, FX Rates & Employee Country Documents](./country-packs-localization.md)
|
|
@@ -0,0 +1,37 @@
|
|
|
1
|
+
---
|
|
2
|
+
title: Master Data Formats, FX Rates & Employee Country Documents
|
|
3
|
+
audience: tenant
|
|
4
|
+
---
|
|
5
|
+
|
|
6
|
+
# Master Data Formats, FX Rates & Employee Country Documents (HCM)
|
|
7
|
+
|
|
8
|
+
This page documents three shipped screens in **`hcm-country-pack-core`**.
|
|
9
|
+
Not for plugin developers.
|
|
10
|
+
|
|
11
|
+
## Master Data Localization Formats
|
|
12
|
+
|
|
13
|
+
A read-only reference catalog of country-specific formatting
|
|
14
|
+
conventions: how many address lines a country expects, what its
|
|
15
|
+
state/province and postal code fields are called, name order (given name
|
|
16
|
+
first vs. family name first), and similar formatting rules — useful when
|
|
17
|
+
you're wondering why a form looks different for employees in different
|
|
18
|
+
countries.
|
|
19
|
+
|
|
20
|
+
## FX Rate & Currency Conversion
|
|
21
|
+
|
|
22
|
+
A foreign-exchange rate reference table, plus your tenant's base currency
|
|
23
|
+
setting. **Important:** these are manually-seeded snapshot rates, not a
|
|
24
|
+
live market-data feed — don't rely on this for real-time currency
|
|
25
|
+
conversion; treat it as a reference point, and update it yourself when
|
|
26
|
+
rates need to change.
|
|
27
|
+
|
|
28
|
+
## Employee Country Documents
|
|
29
|
+
|
|
30
|
+
Per-employee tracking of country-specific document instances — work
|
|
31
|
+
permits, visas, employment passes — with real expiry-date tracking, so
|
|
32
|
+
you can see what's coming due.
|
|
33
|
+
|
|
34
|
+
## Related
|
|
35
|
+
|
|
36
|
+
- [Country Packs](./country-packs.md)
|
|
37
|
+
- [Employee Profile](./employee-profile.md)
|
|
@@ -0,0 +1,102 @@
|
|
|
1
|
+
---
|
|
2
|
+
title: Country Packs
|
|
3
|
+
audience: tenant
|
|
4
|
+
---
|
|
5
|
+
|
|
6
|
+
# Country Packs (HCM)
|
|
7
|
+
|
|
8
|
+
This page documents the shipped **Country Pack** framework — 44 country
|
|
9
|
+
packs (India, USA, UK, Germany, Japan, Australia, and 38 more), all built
|
|
10
|
+
on the exact same real, shared structure. Not for plugin developers.
|
|
11
|
+
|
|
12
|
+
**Who this is for:** HR/payroll admins operating in a specific country
|
|
13
|
+
who need that country's real statutory rates, tax slabs, and leave/labor
|
|
14
|
+
rules reflected in HCM.
|
|
15
|
+
|
|
16
|
+
## How Country Packs work
|
|
17
|
+
|
|
18
|
+
A Country Pack is a reference-data library for one country — it doesn't
|
|
19
|
+
add new screens with new behavior; it adds real statutory rows that the
|
|
20
|
+
rest of HCM ([Payroll](./payroll-setup.md), [Leave](./leave-setup.md),
|
|
21
|
+
[Compliance](./compliance-regulatory.md)) reads from.
|
|
22
|
+
|
|
23
|
+
**Activating a pack:** go to [HR Settings → Country Configuration](./hr-settings.md#country-configuration),
|
|
24
|
+
find the country, and **Activate** it — once active, its rules become
|
|
25
|
+
visible and usable across the rest of HCM. Only packs your tenant has
|
|
26
|
+
actually installed show up there; this isn't a general "pick any country
|
|
27
|
+
in the world" list.
|
|
28
|
+
|
|
29
|
+
## What every pack actually contains
|
|
30
|
+
|
|
31
|
+
The same set of statutory-rule screens repeats, country by country — the
|
|
32
|
+
field names below are real (taken directly from India's own pack, the
|
|
33
|
+
most complete one, and consistent across every other pack that ships the
|
|
34
|
+
same screen type):
|
|
35
|
+
|
|
36
|
+
- **PF/Provident Fund Rules** (where applicable) — Scheme Code, Employee
|
|
37
|
+
Rate %, Employer Rate %, Wage Ceiling, and an Effective From/To date
|
|
38
|
+
range — so a rate change over time is tracked, not overwritten.
|
|
39
|
+
- **ESI/Social Security Rules** — Employee Rate %, Employer Rate %, Wage
|
|
40
|
+
Threshold, Effective From/To.
|
|
41
|
+
- **Professional/Regional Tax Rules** — State/Region, Salary Band Min/Max,
|
|
42
|
+
Monthly Tax Amount, Effective From/To (for countries with sub-national
|
|
43
|
+
tax variation).
|
|
44
|
+
- **Tax Slabs** — real tax regime and bracket definitions (Tax Year,
|
|
45
|
+
Standard Deduction, ordered slabs), read directly by
|
|
46
|
+
[Tax Management](./payroll-tax.md) in Payroll — not a separate,
|
|
47
|
+
disconnected copy.
|
|
48
|
+
- **Gratuity/Bonus Rules** — Rule Type, Formula Description, Rate or
|
|
49
|
+
Formula, Minimum Service Years, a Cap Amount, Effective From/To.
|
|
50
|
+
- **Leave Rules** — Leave Type, Eligibility Condition, Entitlement Days,
|
|
51
|
+
Accrual Method, Carry Forward Rule, Effective From/To — the statutory
|
|
52
|
+
minimums this country requires, which [Leave Policies](./leave-setup.md)
|
|
53
|
+
can be built against.
|
|
54
|
+
- **Labor Law Rules** — State/Region, Rule Code/Name, Category,
|
|
55
|
+
Description, Effective From/To — real regulatory requirements, browsable
|
|
56
|
+
and filterable, feeding [Statutory Rules & Labor Law](./compliance-regulatory.md).
|
|
57
|
+
- **Termination Notice / Retrenchment Rules** and **Garnishment / Wage
|
|
58
|
+
Attachment Rules** — statutory requirements around ending employment and
|
|
59
|
+
court-ordered salary deductions, where applicable.
|
|
60
|
+
- **Working Calendar Rules**, **Statutory Form Definitions**, **Statutory
|
|
61
|
+
Returns**, **Employee Document Types**, and **Payroll Integration
|
|
62
|
+
Definitions** — supporting reference data each pack ships so the rest of
|
|
63
|
+
HCM knows what forms, documents, and filings apply in that country.
|
|
64
|
+
|
|
65
|
+
Every rule row carries **Source Year** and an **Effective From/To** date
|
|
66
|
+
range — this is real, versioned reference data, not a static snapshot; a
|
|
67
|
+
rate change is added as a new row with its own effective dates, never
|
|
68
|
+
overwriting history.
|
|
69
|
+
|
|
70
|
+
## Why this page doesn't list each country separately
|
|
71
|
+
|
|
72
|
+
Every one of the 44 packs (Australia, Austria, Belgium, Canada, China,
|
|
73
|
+
Denmark, Finland, France, Germany, Hong Kong, India, Indonesia, Ireland,
|
|
74
|
+
Italy, Japan, Malaysia, Netherlands, Norway, New Zealand, Philippines,
|
|
75
|
+
Poland, Portugal, Saudi Arabia, Singapore, South Korea, Spain, Sweden,
|
|
76
|
+
Switzerland, Taiwan, Thailand, UAE, UK, USA, Vietnam, and more) ships this
|
|
77
|
+
exact same screen structure — only the actual rates, thresholds, and
|
|
78
|
+
rules inside them differ, country by country. Writing 44 nearly-identical
|
|
79
|
+
pages, each just restating this same structure with a different country
|
|
80
|
+
name, wouldn't tell you anything this page hasn't already — the real
|
|
81
|
+
content that matters is the *actual current rates and rules*, which
|
|
82
|
+
belong in your own tenant's live data (via each pack's own screens once
|
|
83
|
+
activated), not frozen into a documentation page that would go stale the
|
|
84
|
+
moment a real rate changes.
|
|
85
|
+
|
|
86
|
+
## Known gaps
|
|
87
|
+
|
|
88
|
+
- **Not every pack ships every screen** — a country with no PF-equivalent
|
|
89
|
+
system, for example, simply won't have a PF Rules screen. Which
|
|
90
|
+
screens exist for your country is determined by what's actually
|
|
91
|
+
relevant there.
|
|
92
|
+
- **These are reference-data screens, not an editor for your own
|
|
93
|
+
statutory positions** — the shipped rules reflect the pack's own
|
|
94
|
+
published rates; if your company needs a genuinely custom variation,
|
|
95
|
+
check with your implementation team rather than editing pack data
|
|
96
|
+
directly.
|
|
97
|
+
|
|
98
|
+
## Related
|
|
99
|
+
|
|
100
|
+
- [HR Settings](./hr-settings.md)
|
|
101
|
+
- [Payroll Dashboard, Reports & Country Rollup](./payroll-analytics.md)
|
|
102
|
+
- [Statutory Rules & Labor Law](./compliance-regulatory.md)
|
|
@@ -0,0 +1,38 @@
|
|
|
1
|
+
---
|
|
2
|
+
title: HCM Dashboard
|
|
3
|
+
audience: tenant
|
|
4
|
+
---
|
|
5
|
+
|
|
6
|
+
# HCM Dashboard (HCM)
|
|
7
|
+
|
|
8
|
+
This page documents the shipped **HCM Dashboard** (`hcm-foundation`) — the
|
|
9
|
+
landing page when you open HCM. Not for plugin developers.
|
|
10
|
+
|
|
11
|
+
**Who this is for:** anyone with access to HCM — it's the home screen.
|
|
12
|
+
|
|
13
|
+
## Getting there
|
|
14
|
+
|
|
15
|
+
`/app/hcm/home/dashboard` — the first thing you see opening HCM.
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+
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## What's on it
|
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+
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+
Every number and chart on this dashboard is real, live data for your
|
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+
tenant — none of it is a placeholder:
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+
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+
- **Total Headcount**, **Present Today**, **On Leave**, **Open Positions**,
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+
and **Attrition** KPI tiles, each with a small trend sparkline.
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+
- An **Employee Distribution** donut, broken down by department.
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+
- An **Attendance** gauge for today.
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+
- A **Leave Balance** list of upcoming approved leave.
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+
- A **Birthdays** / **Anniversaries** list, for the current month.
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- A **Recruitment** funnel, showing how many candidates are in each hiring
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+
stage.
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- A short **Recommendations** list — real signals worth your attention
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(e.g. from attrition-risk data), not AI-generated text.
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+
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## Known gaps
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34
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+
|
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+
- The three trend sparklines (headcount, open positions, attrition) only
|
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36
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+
have a few days of real history right after this feature ships for a new
|
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+
tenant — they fill in over time as daily data accumulates, so don't
|
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+
expect a full trend line on day one.
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@@ -0,0 +1,32 @@
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1
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+
---
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2
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+
title: Designations
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+
audience: tenant
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4
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+
---
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5
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+
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6
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+
# Designations (HCM)
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7
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+
|
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8
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+
This page documents the shipped **Designations** screen
|
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9
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+
(`hcm-organization`) — the job titles employees actually hold. Not for
|
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10
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+
plugin developers.
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11
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+
|
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12
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+
## What you see
|
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13
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+
|
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+
- **KPI cards**: Total Designations, Active Designations, Employees
|
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15
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+
Using, Without Grade (a quick way to spot designations missing a grade
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16
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+
assignment).
|
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+
- **Search**, plus filters for Grade, Job Family, and Status (Active /
|
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18
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+
Inactive / All).
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+
- A grid: Designation Name, Job Family, Grade, Career Level, Positions
|
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+
Using, Status, Actions.
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21
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+
|
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22
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+
## Creating or editing a designation
|
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23
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+
|
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24
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+
The form is organized into sections: **General** (Designation Name, Short
|
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25
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+
Name, Designation Code), **Organization** (Company / Business Unit),
|
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26
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+
**Job Structure** (Job Family, Grade, Career Level, Designation Level),
|
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27
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+
**Hierarchy** (Parent Designation), **Lifecycle** (Effective From/To,
|
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+
Status), and **Description**.
|
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29
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+
|
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30
|
+
## Related
|
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31
|
+
|
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32
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+
- [Job Classifications, Job Families, Job Levels & Job Grades](./job-classifications.md)
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@@ -0,0 +1,27 @@
|
|
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1
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+
---
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2
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+
title: Document Dashboard, Reports & Expiry
|
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3
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+
audience: tenant
|
|
4
|
+
---
|
|
5
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+
|
|
6
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+
# Document Dashboard, Reports & Expiry (HCM Employee Documents)
|
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7
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+
|
|
8
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+
This page documents three shipped analytics screens in the
|
|
9
|
+
**`hcm-employee-documents`** module. Not for plugin developers.
|
|
10
|
+
|
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11
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+
## Document Dashboard
|
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12
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+
|
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13
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+
9 real KPI cards across every document type and status in this module.
|
|
14
|
+
|
|
15
|
+
## Document Reports
|
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16
|
+
|
|
17
|
+
A KPI summary plus a Documents-by-Status chart.
|
|
18
|
+
|
|
19
|
+
## Document Expiry
|
|
20
|
+
|
|
21
|
+
Every document approaching or past its expiry date, with a real **Start
|
|
22
|
+
Renewal** action that raises a [Document Request](./emp-documents-workflow.md)
|
|
23
|
+
directly from here rather than requiring a separate manual step.
|
|
24
|
+
|
|
25
|
+
## Related
|
|
26
|
+
|
|
27
|
+
- [Employee Documents & Document Types](./emp-documents-core.md)
|
|
@@ -0,0 +1,33 @@
|
|
|
1
|
+
---
|
|
2
|
+
title: Employee Documents & Document Types
|
|
3
|
+
audience: tenant
|
|
4
|
+
---
|
|
5
|
+
|
|
6
|
+
# Employee Documents & Document Types (HCM Employee Documents)
|
|
7
|
+
|
|
8
|
+
This page documents two shipped screens in the **`hcm-employee-documents`**
|
|
9
|
+
module — a separate, more comprehensive document system from both
|
|
10
|
+
[Employee Documents](./employee-documents.md) (in `hcm-employee`) and the
|
|
11
|
+
[Document Management](./employee-info-documents.md) screen (in
|
|
12
|
+
`hcm-employee-information`). Not for plugin developers.
|
|
13
|
+
|
|
14
|
+
> **Three document screens exist across three modules.** This one is the
|
|
15
|
+
> most complete — real DMS-backed upload, verification lifecycle, letter
|
|
16
|
+
> generation, digital signatures, and expiry tracking. If your company
|
|
17
|
+
> uses document management heavily, this is the module to standardize on.
|
|
18
|
+
|
|
19
|
+
## Employee Documents
|
|
20
|
+
|
|
21
|
+
The core per-employee document record — real upload (through the
|
|
22
|
+
platform's own document storage), with a real verification lifecycle, not
|
|
23
|
+
just a file listing.
|
|
24
|
+
|
|
25
|
+
## Document Types
|
|
26
|
+
|
|
27
|
+
Master data: define the document types your company tracks, each with
|
|
28
|
+
its own simple administrative status.
|
|
29
|
+
|
|
30
|
+
## Related
|
|
31
|
+
|
|
32
|
+
- [Document Templates, Requests & Verification Lookup](./emp-documents-workflow.md)
|
|
33
|
+
- [Offer, Salary, Experience Letters, Certificates & Contracts](./emp-documents-letters.md)
|
|
@@ -0,0 +1,40 @@
|
|
|
1
|
+
---
|
|
2
|
+
title: Offer, Salary, Experience Letters, Certificates & Contracts
|
|
3
|
+
audience: tenant
|
|
4
|
+
---
|
|
5
|
+
|
|
6
|
+
# Offer, Salary, Experience Letters, Certificates & Contracts (HCM Employee Documents)
|
|
7
|
+
|
|
8
|
+
This page documents five shipped **document generation** screens in the
|
|
9
|
+
**`hcm-employee-documents`** module — each generates a real document for
|
|
10
|
+
an existing employee, gated by its own real approval before it's issued.
|
|
11
|
+
Not for plugin developers.
|
|
12
|
+
|
|
13
|
+
## Offer Letters
|
|
14
|
+
|
|
15
|
+
Offer/appointment-style letters for an existing employee — internal
|
|
16
|
+
transfer, promotion, rehire, or revised terms (not a new hire's original
|
|
17
|
+
offer, which belongs to Recruitment).
|
|
18
|
+
|
|
19
|
+
## Salary Letters
|
|
20
|
+
|
|
21
|
+
Salary Certificates, Revision Letters, Bank Certificates, and CTC
|
|
22
|
+
Letters.
|
|
23
|
+
|
|
24
|
+
## Experience Letters
|
|
25
|
+
|
|
26
|
+
Experience Certificates, Relieving Letters, and Service Letters.
|
|
27
|
+
|
|
28
|
+
## Certificates
|
|
29
|
+
|
|
30
|
+
General-purpose HR certificates — Employment, Service, Training,
|
|
31
|
+
Appreciation, Promotion, Transfer, No-Objection Certificates, and more.
|
|
32
|
+
|
|
33
|
+
## Contracts
|
|
34
|
+
|
|
35
|
+
Employment contracts, with a full real lifecycle: Draft → Pending
|
|
36
|
+
Approval → Approved → Generated → Active → Revoked.
|
|
37
|
+
|
|
38
|
+
## Related
|
|
39
|
+
|
|
40
|
+
- [Digital Signatures & Signature Providers](./emp-documents-signatures.md)
|
|
@@ -0,0 +1,24 @@
|
|
|
1
|
+
---
|
|
2
|
+
title: Digital Signatures & Signature Providers
|
|
3
|
+
audience: tenant
|
|
4
|
+
---
|
|
5
|
+
|
|
6
|
+
# Digital Signatures & Signature Providers (HCM Employee Documents)
|
|
7
|
+
|
|
8
|
+
This page documents two shipped screens in the **`hcm-employee-documents`**
|
|
9
|
+
module. Not for plugin developers.
|
|
10
|
+
|
|
11
|
+
## Digital Signatures
|
|
12
|
+
|
|
13
|
+
Request an electronic signature on any of this module's HR documents. A
|
|
14
|
+
request only shows Completed once the real signature has actually come
|
|
15
|
+
back — not the moment you send it.
|
|
16
|
+
|
|
17
|
+
## Signature Providers
|
|
18
|
+
|
|
19
|
+
An admin screen listing this module's own registered external signature
|
|
20
|
+
provider connections.
|
|
21
|
+
|
|
22
|
+
## Related
|
|
23
|
+
|
|
24
|
+
- [Offer, Salary, Experience Letters, Certificates & Contracts](./emp-documents-letters.md)
|
|
@@ -0,0 +1,32 @@
|
|
|
1
|
+
---
|
|
2
|
+
title: Document Templates, Requests & Verification Lookup
|
|
3
|
+
audience: tenant
|
|
4
|
+
---
|
|
5
|
+
|
|
6
|
+
# Document Templates, Requests & Verification Lookup (HCM Employee Documents)
|
|
7
|
+
|
|
8
|
+
This page documents three shipped screens in the **`hcm-employee-documents`**
|
|
9
|
+
module. Not for plugin developers.
|
|
10
|
+
|
|
11
|
+
## Document Templates
|
|
12
|
+
|
|
13
|
+
Reusable, merge-field HR document templates — the templates that Offer,
|
|
14
|
+
Salary, and Experience Letters (and Certificates) are actually generated
|
|
15
|
+
from.
|
|
16
|
+
|
|
17
|
+
## Document Requests
|
|
18
|
+
|
|
19
|
+
Request a specific document from an employee — either raised directly by
|
|
20
|
+
HR, or automatically from [Document Expiry](./emp-documents-analytics.md)'s
|
|
21
|
+
own "Start Renewal" action when something's about to lapse.
|
|
22
|
+
|
|
23
|
+
## Document Verification Lookup
|
|
24
|
+
|
|
25
|
+
A public-facing utility: verify a document's verification code (stamped
|
|
26
|
+
only on genuinely issued PDFs) against the real underlying record — this
|
|
27
|
+
is what lets a third party (e.g. a bank checking an experience letter) confirm
|
|
28
|
+
a document is real without needing system access.
|
|
29
|
+
|
|
30
|
+
## Related
|
|
31
|
+
|
|
32
|
+
- [Employee Documents & Document Types](./emp-documents-core.md)
|