Module guide
Employees
Maintain the Employee master, active status, company and User ID link. Organizational assignments, reporting lines and approvers influence related HR workflows. An ERP login without an active linked Employee cannot use employee self-service.
How this module fits your work
Maintain the Employee master, active status, company and User ID link. Organizational assignments, reporting lines and approvers influence related HR workflows. An ERP login without an active linked Employee cannot use employee self-service.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
01Prepare source records02Complete the activity03Review / approve04Verify the result
Employees, welfare & configuration
- BranchRecord page · Employees, welfare & configuration
- Daily Work SummaryRecord page · Employees, welfare & configuration
- Daily Work Summary GroupRecord page · Employees, welfare & configuration
- DepartmentRecord page · Employees, welfare & configuration
- DesignationRecord page · Employees, welfare & configuration
- EmployeeRecord page · Employees, welfare & configuration
- Employee GradeRecord page · Employees, welfare & configuration
- Employee GrievanceRecord page · Employees, welfare & configuration
- Employee GroupRecord page · Employees, welfare & configuration
- Employee Health InsuranceRecord page · Employees, welfare & configuration
- InterestRecord page · Employees, welfare & configuration
Setup & Templates
- Employment TypeRecord page · Setup & Templates
- Grievance TypeRecord page · Setup & Templates
- HR SettingsSettings page · Setup & Templates
- HR Telemetry MilestoneInternal/admin record · Setup & Templates
- Identification Document TypeRecord page · Setup & Templates
- PWA NotificationInternal/admin record · Setup & Templates
Organization chart
- Organizational ChartDesk page · Organization chart
Dashboards
Reports
- Daily Work Summary RepliesReport · Reports
- Employee AnalyticsReport · Reports
- Employee BirthdayReport · Reports
- Employee Hours Utilization Based On TimesheetReport · Reports
- Employee InformationReport · Reports
- Employee Leave BalanceReport · Reports
- Employee Leave Balance SummaryReport · Reports
- Project ProfitabilityReport · Reports
Team updates
- Team UpdatesDesk page · Team updates
Frequently asked questions
- Why do I see fewer links in ERP?
- The documentation covers installed pages. The live menu hides records, reports and actions your role cannot access.
- Does saving finish the process?
- No. Some records remain drafts until submitted or approved. Related inventory, accounting and external-service actions have their own steps.
- Where do I report an error?
- Use Helpdesk and include the module, record type, operation and error. Do not include passwords or unrelated personal records.