Introduction
ianaiERP's HR module covers the full employee lifecycle inside the same system as the rest of your ERP: the employee roster and member groups, new-hire onboarding and employment contracts, daily attendance and shift scheduling, leave entitlement and time-off requests, and company-wide announcements and certificates. Payroll — pay periods, payslips, tax filings, year-end, severance — is a large module of its own and is covered on its own set of pages; this page and its siblings focus on everything else.
What it covers
| Area | What it does |
|---|---|
| People & Team | The employee roster (Members) and Member Groups — the policy bundles that give each group of employees its work schedule, overtime limits, leave types, benefits and pay structure |
| Onboarding | A guided packet a new hire fills in (contact details, work eligibility, tax withholding, direct deposit, signatures), followed by an employer review, plus employment contracts sent for e-signature |
| Daily Hub & Shifts | Everyone's personal dashboard — clock in/out, weekly hours, leave balances, the Daily Task Guide — plus shift patterns and the weekly shift roster |
| Time Off & Leave | Leave entitlement and accrual, the holiday calendar, leave/overtime/business-trip/work-hours requests, and the manager approval queue |
| Broadcasts & Certificates | Company-wide announcements with read tracking, and numbered employment, income and other certificates |
| Payroll | Pay structures, pay periods, payslips, tax registrations and filings, year-end reporting, severance — see the Payroll pages linked below |
Where it lives
Selecting the HR heading in the main menu opens the Daily Hub, your personal dashboard. Below it, the menu shows only what you're allowed to open:
- My Work — your own dashboard (Overview), your requests (My Requests) and your own record (My Profile).
- My Team — a manager's view: one day's attendance with exceptions, the Approvals queue, and the Shift Roster.
- People — the Members roster (HR admins), plus Communication and Certificates, which every employee can open.
- Payroll — pay periods, payslips, and everything tax- and compliance-related.
- HR Settings — company-wide configuration: member groups, leave types, benefits, holidays, shift patterns, daily tasks, compliance rules and document templates.
- Setup Wizard — the guided flow an HR admin runs once to turn HR on.
Who uses what
HR access is layered, and each level includes the one below it:
- Employee (Self) — opens My Work: clock in and out, see your own hours and leave balances, file your own requests, read announcements, and view your own record and certificates.
- Manager — additionally opens My Team. A manager sees attendance and requests for their direct reports and approves or rejects those requests. A manager can't approve their own request — it goes to their own manager or to HR.
- HR admin — additionally opens the Members roster, HR Settings and the Setup Wizard, sees attendance and requests company-wide, sends announcements, and issues certificates and contracts.
- Payroll (Read or Write) — opens the pay periods, payslips and tax screens under Payroll, independently of the HR roles above: someone can run payroll without any HR role. An HR admin without a Payroll switch still sees the Payroll entry, but only for tax registrations.
Everything on your own Daily Hub is about you, whatever your role: a manager's timer and leave balances are their own, not their team's.
Recommended setup order
- Run the Setup Wizard the first time HR is turned on: build your Member Groups, register employees (one at a time or from a spreadsheet), assign them to groups, then choose a go-live date and activate. See Permissions & Setup Wizard.
- Configure HR Settings — seed leave types and the holiday calendar for your country, load your country's compliance rules, and add shift patterns and daily tasks if you use them. See HR Settings and Time Off & Leave.
- Fill in employee records from People → Members — who reports to whom matters, because it decides which manager sees and approves each person's requests. See People & Team.
- Walk new hires through Onboarding, and send employment contracts for signature from the member's record. See Onboarding.
- Turn on Payroll once people and their pay structures are in place. See Payroll Overview and Tax & Compliance.
- Grant access — give each user the HR and Payroll switches they need. See Permissions & Setup Wizard.