employees, time off& payroll

• Employees and departments
• Time off
• Payroll
• Recruitment
• Performance reviews
• Timesheets
• Shift planning
• Fleet

Employees and departments#

Employees → New employee: name, job title, department, manager, contact details, and (if you hold HR sensitive data) salary, bank account and national ID.

• Sensitive fields are encrypted at rest and masked on screen. Press Reveal (logged) to see them; each reveal is logged in the audit trail with your name.
• Link an employee to a user account so they can request time off and submit expenses and timesheets themselves.
• Organise people into Departments (Employees → Departments).

Time off#

1. An employee requests leave for a date range. Only working days are counted.
2. A reviewer with Time off: approve approves or rejects it. Nobody can review their own request.
3. For annual leave, Simbako ERP checks the employee's remaining balance and refuses requests that exceed it.
4. Approved requests can be cancelled if plans change.

Payroll#

1. Payroll → Rules: define allowances (added to gross pay) and deductions, each either a fixed amount per payslip or a percentage of base salary.
2. Generate payslips for a period. Each one uses the employee's salary on file and your rules.
3. Review, then Confirm (needs Payroll: confirm). You can't confirm your own payslip, and an employee can't get two confirmed payslips for the same period.
4. Pay confirmed payslips; the payroll entry is posted to the ledger automatically.

Payslips show only to people with payroll access; salary figures follow the same encryption and masking rules as employee records.

Recruitment#

1. Recruitment → Jobs: create an opening. Published jobs appear on your website's Careers page, where candidates apply with their CV.
2. Applicants move through New → Screening → Interview → Offer → Hired (or Refused), and you can rate them. Open a CV safely from the applicant record.
3. Hire creates the employee record from the applicant.

Performance reviews#

Create a review for an employee; the employee completes a self-assessment and the manager adds feedback and a rating from 1 to 5.

Timesheets#

Log hours against projects and tasks. Submitted timesheets are approved by someone with Timesheets: approve (not by the person who logged them). Approved billable time can be invoiced from the project.

Shift planning#

Create shifts for people and roles, check the week view, then Publish the schedule so everyone sees it.

Fleet#

Register vehicles (plate, driver, details) and add logs for fuel, services and odometer readings.