Do this, in order

1. 1Open HR Command Center.
2. 2Scan the six KPI cards.
3. 3Click rows in Leave approval queue to open Leaves.
4. 4Open Payroll readiness → Open payroll run or Go to payroll.
5. 5Click Mark attendance or Add employee for daily operations.

On this screen

Active employees

People on the active roster.

Present today

Checked in today with attendance rate.

Pending leaves

Leave requests awaiting review.

Payroll status

Current open run status or Ready.

Contracts expiring

Agreements ending within 30 days.

Attendance health

Today's check-in rate.

Leave approval queue

Requests with Review badge.

Add employee / Mark attendance

Primary header actions.

Do this, in order

1. 1Open Employee directory.
2. 2Search by name, email, or department.
3. 3Sort with Name A-Z or salary sorts if needed.
4. 4Click an employee row to open their profile.
5. 5Click Add employee for one person, or Import CSV for many.

On this screen

In view / Active / Inactive / With department

Filtered roster stats.

Portal

Whether the person has login access.

Add employee

Create a new person record.

Import CSV

Bulk load from a spreadsheet.

Do this, in order

1. 1Open Add employee.
2. 2Complete Identity with official name and contact from HR records.
3. 3On Job, pick department, manager, and hire date.
4. 4Fill Legal & Compliance and Bank from the employee file.
5. 5Save to create the profile; portal access is separate from Team & Access.

On this screen

Identity

Name, contact, address, emergency contact.

Job

Title, department, manager, hire date.

Legal & Compliance

IDs and statutory fields for your locale.

Bank

Payroll payment details.

Custom

Extra fields your workspace uses.

Do this, in order

1. 1Open My team.
2. 2Review your team's cards or list.
3. 3Click a person to open their employee profile.
4. 4Use shortcuts to Attendance or Leaves for your team when shown.

On this screen

My team

People who report to you.

Team stats

Headcount and attendance summary for your unit.

Do this, in order

1. 1Open Departments.
2. 2Click Add department for a top-level unit.
3. 3Select a department to view members on the right.
4. 4Drag departments in the tree to move under a new parent.
5. 5Add subdepartments from the selected node's actions.

On this screen

Department tree

Left pane; drag to reorganize.

Add department

Create a root or subdepartment.

Detail pane

Members, manager, and settings for selected dept.

Do this, in order

1. 1Open Contract lifecycle.
2. 2Filter or search for an employee.
3. 3Click Add contract, pick employee, type, and dates from the signed paperwork.
4. 4Save and open the contract row for detail.
5. 5Follow up on expiring contracts shown on the HR dashboard.

On this screen

Active / Expiring / Draft

Contract pipeline stats.

Employee

Person covered by the agreement.

Type / End date

Contract kind and renewal timing.

Add contract

Create a new agreement record.

Do this, in order

1. 1Open Attendance command center.
2. 2Pick the date you are recording.
3. 3Search for an employee if the list is long.
4. 4Toggle present/absent or use row actions for check-in time.
5. 5Use Bulk attendance or Mark all present for team-wide updates.

On this screen

Present / Absent / Late

Today's counts.

Mark all present

Bulk check-in for a roster.

Bulk attendance

Dialog to update many rows.

Date picker

View or edit another day.

Do this, in order

1. 1Open Shifts.
2. 2Navigate to the week you are scheduling.
3. 3Click New shift or use Bulk shift for a team.
4. 4Assign employees and start/end times from your roster plan.
5. 5Save; shifts feed attendance and workforce views.

On this screen

Shift calendar / list

When people are scheduled to work.

Bulk shift

Assign the same shift pattern to many people.

New shift

Create a shift slot.

Do this, in order

1. 1Click HR, then WFM.
2. 2Click the date field and choose the day.
3. 3Read Active, Scheduled, Present, On leave, Unscheduled, and Exceptions.
4. 4If Unscheduled or Exceptions is above zero, read those lists.
5. 5Click Refresh after you change a shift elsewhere, so this page catches up.

Fill a coverage gap

1. 1Note the person or department from Unscheduled or Exceptions.
2. 2Click Shifts in the HR sidebar.
3. 3Assign a shift for that day. Then return to WFM and click Refresh.

On this screen

Workforce management

Page title for daily coverage.

WFM date

Pick the day you want to review.

Refresh

Reload the numbers for the chosen day.

Active

People on the books that day. Higher is a larger team.

Scheduled

People assigned a shift today.

Present

People who clocked in or were marked in.

On leave

Approved time off. This is not an absence problem by itself.

Unscheduled

Active people with no shift. Above zero usually means you still need to plan coverage.

Exceptions

Rows that need a look (late, missing, or similar). Above zero means act.

Department coverage

How fully each department is staffed.

Role queues

Coverage by role or queue.

Unscheduled active employees

Names still missing a shift.

Break plan

Who has a paid break on this day.

Do this, in order

1. 1Open Leaves.
2. 2Filter to Pending.
3. 3Open a request to see employee, dates, and type.
4. 4Click Approve or Reject with a note if required.
5. 5Employee balances and payroll may reflect approved leave.

On this screen

Pending

Awaiting manager or HR decision.

Approved / Rejected

Final outcomes.

Leave type

Annual, sick, unpaid, etc.

Days

Duration requested.

Do this, in order

1. 1Open Overtime.
2. 2Review pending rows against attendance and shift records.
3. 3Open an entry to confirm hours match your policy.
4. 4Approve or reject; approved overtime flows toward payroll.
5. 5Filter by period when closing the month.

On this screen

Pending overtime

Hours waiting approval.

Approved / Paid

Hours accepted for pay.

Employee / Date / Hours

Who worked extra time.

Do this, in order

1. 1Open HR Documents.
2. 2Search for an employee or filter by expiry status.
3. 3Click Upload document, pick employee and type.
4. 4Set expiry date if the document is time-limited.
5. 5Save; compliance badges update on the employee profile.

On this screen

Employee documents and expiries

List with compliance status.

Upload document

Attach a file to an employee.

Search & filters

Find by employee or document type.

Do this, in order

1. 1Open Onboarding workspace.
2. 2Pick a new hire or create New onboarding checklist.
3. 3Assign template tasks (IT, HR, manager).
4. 4Mark items complete as the hire finishes each step.
5. 5Track progress until all required tasks are done.

On this screen

Template checklists

Reusable onboarding plans.

Active onboardings

New hires in progress.

New onboarding checklist

Start a checklist for a hire.

Do this, in order

1. 1Open HR → Payroll.
2. 2Select or create the period.
3. 3Review every line, then follow Run payroll.
4. 4Fix rules on Payroll rules before you post if the math looks wrong.

On this screen

Period

The dates you are paying.

Lines

Each employee amount.

Run / post

Creates the official run. Check twice.

Do this, in order

1. 1Open HR → Payroll rules.
2. 2Read the active version.
3. 3Preview a sample in the sandbox.
4. 4Save a new version only if you intend to change how pay is calculated.
5. 5Then run payroll from HR → Payroll.

On this screen

Starter patterns

Template rule sets.

Saved versions

History of rule changes.

Sandbox calculator

Preview on sample numbers. This does not pay anyone.

Active version

What new runs will use.

Do this, in order

1. 1Open HR Reports.
2. 2Choose the report tab you need.
3. 3Set date range if offered.
4. 4Review charts and tables.
5. 5Export or follow Full report links when you need detail.

On this screen

Attendance trend

Monthly check-in rates (also linked from dashboard).

Headcount / Turnover / Compliance

Report sections available in HR Reports.

Full report

Expanded view for the selected metric.

Do this, in order

1. 1Open the employee from the directory.
2. 2Review Overview snapshot: department, manager, contract, payroll status.
3. 3Switch tabs for Attendance, Leave, Payroll, or Documents as needed.
4. 4Click fields inline to update job or contact details.
5. 5Use Access & roles from the row menu to manage portal login via workspace settings.

On this screen

Overview

Snapshot, quick actions, timeline.

Attendance / Leave / Payroll / Documents

Person-specific tabs.

Portal access

Linked or Not linked to a login.

Compliance

Good, Review, or At risk from documents and data.

Schedule 1:1

Quick action to notes tab.

Do this, in order

1. 1Open the contract from the list or dashboard expiry alert.
2. 2Confirm employee, type, and dates match the signed document.
3. 3Edit fields inline if terms change (with audit).
4. 4Click the employee link to update job or bank details.
5. 5Renew by updating end date or creating a successor contract before expiry.

On this screen

Contract type

Employment arrangement category.

Start / End

Active period.

Salary or rate

Compensation basis for payroll.

Employee card

Link to the person's profile.

Do this, in order

1. 1Open HR → Payroll.
2. 2Select or create the period.
3. 3Review every line.
4. 4Fix attendance or leave exceptions first.
5. 5Post the run only when the totals look right.

On this screen

Period

The dates you are paying.

Lines

Each employee amount. Fix exceptions before you post.

Run / post

Creates the official run. This is money. Check twice.

Do this, in order

1. 1Open HR → Leaves, or Me → Leave.
2. 2Click Request leave.
3. 3Pick the person if you are a manager.
4. 4Choose type and dates.
5. 5Submit. Wait for approval before treating the days as booked.

On this screen

Person

Who is taking the days. On Me, this is you.

Type / dates

Leave type and the start and end days.

Reason

Optional note for the approver.

Submit

Sends the request.