HR and Administration User Manual

For HR and administrators managing employees, users, reports, workflows, onboarding, and logs.

Cover Page

Document Title: HR and Administration User Manual

Prepared On: 2026-04-09

Audience: For HR and administrators managing employees, users, reports, workflows, onboarding, and logs.

Purpose: This manual explains the main tasks for this role in clear language with example screenshots.

Contents

• Introduction
• Main System Areas
• Step-by-Step Instructions
• Help and Support
• Screens Included In This Guide

Introduction

• Sign in using the account provided for your role.
• After signing in, start from the dashboard.
• Use the menu on the left to move between the pages described below.

Main System Areas

• Dashboard
• Manage Employees
• Create Employee
• Bulk Import Employees
• Manage Departments
• Manage Job Titles
• Manage Leave Types
• Leave Accrual Logs
• Leave Workflows
• Study Workflows
• Generate Reports
• Manage Users
• Roles and Permissions
• Single Onboarding
• Bulk Onboarding
• System Logs

Step-by-Step Instructions

Dashboard And Daily Monitoring

Use the dashboard as your starting point for day-to-day HR work.

1. Check staff numbers, leave activity, and pending items.
2. Use the quick links to open the page you need.
3. Return to the dashboard whenever you want a summary of current activity.

Manage Employees

Use the employee pages to add staff records and keep employee information up to date.

1. Open Manage Employees to review existing records.
2. Use Create Employee when adding one new staff member.
3. Use Bulk Import Employees when loading many records at once.
4. Maintain departments and job titles from their own pages.

Manage Leave Settings

Use the leave setup pages to control how leave is managed in the system.

1. Open Manage Leave Types to review or update leave categories.
2. Check Leave Accrual Logs when you need to review leave balance processing.
3. Open Leave Workflows when approval steps need to change.

Manage Study Workflows

Use the study workflow pages to control who approves study requests and in what order.

1. Open Study Workflows.
2. Review the approval steps already in place.
3. Update the workflow when approval responsibilities change.

Reports, Users, And Access

Use these pages when you need reports, account changes, or access updates.

1. Open Generate Reports when you need system output or summaries.
2. Use Manage Users to create or update accounts.
3. Use Roles and Permissions when user access needs to change.

Onboarding And Audit Trail

Use onboarding pages to prepare new staff records, and use system logs when you need to check past activity.

1. Use Single Onboarding for one person at a time.
2. Use Bulk Onboarding when many people need to be prepared together.
3. Open System Logs when you need to trace actions in the system.

Help and Support

Be careful when changing users, roles, permissions, or workflows. These changes can affect many people across the system.

Screens Included In This Guide

• Dashboard
• Manage Employees
• Create Employee
• Bulk Import Employees
• Manage Departments
• Manage Job Titles
• Generate Reports
• Manage Leave Types
• Leave Workflows
• Leave Accrual Logs
• Study Workflows
• Manage Users
• Roles and Permissions
• Single Onboarding
• Bulk Onboarding
• System Logs