Staffing (HRM)

Base URL: /admin/staffing-* · Permissions live per-page below (module: staffing_employee, staffing_attendance, staffing_payroll, staffing_leave, staffing_loan, staffing_settings)

Staffing is the in-house HR module: employee records, attendance, payroll, and leave/loan requests. Every page shares the same sub-menu at the top — Overview · Employees · Attendance · Payroll · Leave Request · Loan Request · Settings.

Overview

URL: /admin/staffing-overview. A stat dashboard for the whole module:

• Tiles: Total/Active Employees, Today's Attendance, Leave Requests Pending, Loan Requests Pending, Attendance Approvals Pending, Payroll Runs Pending, and This Month's Approved Payout (₹).
• Chips: Designations count, Salary Components count, Document Types count, Upcoming Public Holidays count.
• Today Attendance table — everyone who has checked in today.
• Employees by Designation — headcount grouped by role.

Employees

URL: /admin/staffing-employees · Permission module: staffing_employee.

Employee list

Searchable by name/email/mobile, filterable by Designation, and by a Status dropdown (Active is the default view; switch it to Terminated to see exited employees). Each row has View, Edit and Exit actions.

Add / Edit Employee

A single form split into five tabs:

5. Document Details

Six fixed uploads — Education Certificate, Aadhaar Card, PAN Card, Signature, Experience Certificate, Photo — each with a "Choose" button; once saved, a "View" button opens the uploaded file. Below that, an Additional Documents table lets you record any extra document by Name + Number (no file, just a reference — e.g. a passport number).

Employee detail & its own sub-menu

Opening an employee (View) shows an identity card — name, status, designation, mobile, email, joining date, plus Update / Exit buttons — followed by its own five-tab sub-menu, scoped to that one employee:

• Overview — Personal Information, Bank Details, Permanent & Current Address (with resolved State/Country names), Salary Components, Education Details, Language Details, and Document Details (view/preview each uploaded file in a popup).
• Attendance — this employee's full attendance history.
• Salary Slips — every payroll sheet ever built for them, across all periods, each with a "View" link to the printable slip once generated.
• Leave Requests — this employee's leave history.
• Loan Requests — this employee's loan history.

Exit Employee

From the detail page, Exit Employee asks only for an Exit Date (defaults to today). Once exited, the employee moves to the "Terminated" status filter and can no longer be exited again.

Attendance

URL: /admin/staffing-attendance · Permission module: staffing_attendance.

• A Pending Approvals table appears at the top whenever there are records awaiting a decision, with one-click Approve/Reject.
• The main All Attendance table lists In/Out time, Total duration, Type and Source (System vs. Admin-entered manually), and Status — newest first.
• Filterable by employee name, date range, and status.
• Add Attendance lets an admin log a check-in/out manually for any employee (recorded as Type = Manual, Source = Admin).
• Each row can be viewed (shows the recorded check-in/out geolocation), edited, or deleted.

Payroll

URL: /admin/staffing-payroll · Permission module: staffing_payroll.

Payroll runs

One run per calendar month (e.g. "September 2026"). Creating a run auto-generates one pending sheet per active employee, pre-filled with that month's working days.

Building a sheet ("Create Payroll")

Opening a run shows two tables — Approved Payroll (already built) and Pending Payroll (not yet built) — each with a live search box. Reviewing/building a sheet opens a dialog where you enter:

The dialog live-calculates, and the server recomputes the same way on save:

• Leave Deduction = (Basic Salary ÷ Working Days) × Loss of Pay
• Net Pay = Total Earning + Overtime − Leave Deduction − Total Deduction − Loan

On the printed salary slip, the Leave Deduction line is shown reducing Gross Earning (not Gross Deduction) — so "Earning" already reflects the LOP cut.

Approval workflow

A run moves through two stages:

1. Pending → Send For Admin Approval → Admin_Approval_Pending
2. Admin_Approval_Pending → Approve Now → Approved (every built sheet in the run is finalized and its salary slip becomes generatable)

Printing

• Print Payroll Sheet — one page listing every approved sheet in the run with totals, opens the browser's print dialog automatically.
• Print Salary Slip (per employee, per period) — a full-width, letterhead-branded slip (your company logo, name, address, email, phone, website, GSTIN from Settings → Company Information) that also opens the print dialog automatically on load, with the net pay spelled out in words.

Leave Request

URL: /admin/staffing-leave-request · Permission module: staffing_leave.

• Add Leave Request — Employee, Leave Type (Casual / Medical / Emergency), From/To dates, Reason.
• The list is filterable by employee, leave type, and status (Pending/Approved/Rejected), newest first.
• Review shows the request plus a balance check — how many days of that leave type the employee has already used this year against the yearly limit configured in Settings → Approvers & Attendance Policy — then Approve or Reject.

Loan Request

URL: /admin/staffing-loan-request · Permission module: staffing_loan.

• Add Loan Request — Employee, Amount, No. of Installments, Reason.
• Filterable by employee and status.
• Review lets you adjust the approved number of installments before approving (the per-installment amount is recalculated as Amount ÷ Approved Installments) or reject the request.

Staffing Settings

URL: /admin/staffing-settings · Permission module: staffing_settings.

Approvers & Attendance Policy

One form covering: three Payroll Approver slots, standard Check-in Start/End time window, Standard Working Hours, Standard Off Days per week, and yearly + monthly limits for each of the three leave types (Medical, Casual, Emergency) — these limits are what the Leave Request review balance check compares against.

Salary Components

Master list of pay components, each tagged Earning or Deduction (e.g. Basic Salary, HRA, Conveyance Allowance, Medical Reimbursement, Special Allowance under Earning; Professional Tax, PF, Income Tax under Deduction). This list drives the Salary Details tab on every employee and the payroll build dialog.

Designations

Simple name list (e.g. Software Engineer, HR Manager) used across Employee forms, filters, and the Overview breakdown.

Document Types

Master list describing the ad-hoc document types staff may need to submit — feeds the "Additional Documents" table on the employee form.

Public Holidays

A dated list of company holidays; the Overview page's "Upcoming Public Holidays" chip counts entries from today onward.