Human Resource Management
Direct, code-inspected instructions for Human Resource Management version 1.3.0. This edition retains every existing HRM guide, rewrites the earlier HRM instructions into straightforward how-to steps and adds complete coverage of migrations 120/130, Employee Record Centre, controlled amendments, document versioning, automatic synchronisation, Workforce Rota & Notifications and updated cron automation.
Module workflow
8 guidesVersion 1.3.0 and database upgrade
01Human Resource Management v1.3.0 release overviewReview the exact v1.2.0 automated rota and v1.3.0 employee-record maintenance capabilities added to the existing HRM module.02Upgrade Human Resource Management to version 1.3.0Replace the module with the supplied v1.3.0 code and run its portable tenant database upgrade without altering unrelated modules or tenant databases.03Run the HRM v1.3.0 database upgradeApply the module-owned schema reconciliation for the current tenant through the standard module upgrade action.04Understand HRM migration 120Understand the v1.2.0 tenant schema reconciliation that installs Workforce Rota & Notifications.05Understand HRM migration 130Understand the v1.3.0 tenant schema reconciliation for authoritative employee records, controlled amendments and document versioning.06Verify Human Resource Management v1.3.0 after upgradeRun a focused post-upgrade verification covering menus, tables, record changes, document versions and rota automation.07Understand HRM v1.3.0 tenant scopeUnderstand how install and migration code applies schema changes to the current SaaS tenant while preserving other tenants.08Troubleshoot the HRM v1.3.0 upgradeDiagnose missing migrations, stale menus, missing tables or incomplete backfill without changing unrelated application files.
Module workflow
40 guidesEmployee Record Centre v1.3.0
01Use the Employee Record CentreMaintain the current authoritative operational employee record, approve controlled changes, manage document versions and review synchronisation.02Search the Employee Record Centre registerFind an employee record using the browser search fields exposed by the v1.3.0 Employee Register.03Open a current employee recordOpen the authoritative v1.3.0 record and verify its version, linked profile and evidence before editing.04Understand the Employee Record Centre tabsUse each v1.3.0 tab for its intended record, approval, document, history or automation task.05Understand Employee Record Centre permissionsApply the exact v1.3.0 capability gates for viewing records, editing data, approving protected changes and downloading versions.06Edit a current employee recordChange v1.3.0 operational employee data with a mandatory reason, optimistic row-version check and automatic synchronisation.07Employee Record Centre complete field referenceReview all 117 code-defined fields, required flags, sensitive controls and select options in v1.3.0.08Complete Personal & Contact employee fieldsEnter every personal & contact field using the exact types, required flags and options defined in HRM v1.3.0.09Complete Employment employee fieldsEnter every employment field using the exact types, required flags and options defined in HRM v1.3.0.10Complete Right to Work & Restrictions employee fieldsEnter every right to work & restrictions field using the exact types, required flags and options defined in HRM v1.3.0.11Complete Payroll, Tax & Pension employee fieldsEnter every payroll, tax & pension field using the exact types, required flags and options defined in HRM v1.3.0.12Complete Screening & Readiness employee fieldsEnter every screening & readiness field using the exact types, required flags and options defined in HRM v1.3.0.13Complete Governance & Declarations employee fieldsEnter every governance & declarations field using the exact types, required flags and options defined in HRM v1.3.0.14Validate Employee Record Centre changesUnderstand every cross-field and uniqueness validation applied before a v1.3.0 employee amendment is accepted.15Understand sensitive Employee Record Centre fieldsIdentify the v1.3.0 fields that trigger controlled approval and prevent protected values from appearing in ordinary notifications.16Submit a controlled employee amendmentSend a sensitive v1.3.0 employee change to the Approval Queue with encrypted payload, changed-field list and reason.17Approve and apply an employee change requestApprove a pending controlled amendment, revalidate it and synchronise the authoritative v1.3.0 employee record.18Reject an employee change requestReject a pending v1.3.0 controlled amendment with a mandatory reason while preserving its evidence.19Resolve a stale Employee Record Centre versionReload an employee record when another user has saved a newer v1.3.0 row version.20Resolve an employee change-request hash conflictHandle a pending approval whose source employee record changed after the request was submitted.21Review Employee Record Centre change historyAudit every v1.3.0 amendment request, decision and application result for one employee.22Review Employee Record Centre automation logsCheck each v1.3.0 synchronisation target, target record ID, success/failure status and details.23Understand automatic Employee Record Centre synchronisationUnderstand how the v1.3.0 authoritative record updates linked HR profile, master employee, restrictions, staff and portal contact data.24Understand original onboarding evidence preservationDistinguish immutable onboarding evidence from the editable v1.3.0 authoritative operational employee record.25Understand encrypted Employee Record Centre storageUnderstand the protected v1.3.0 payload, IV, authentication tag and hash used for authoritative employee records and change requests.26Add an employee document from the Employee Record CentreOpen the existing Secure Documents workflow from the v1.3.0 employee Documents tab.27Replace an employee document and create a new versionUpload a validated replacement while retaining the previous v1.3.0 document version.28Edit employee document metadataUpdate title, type, reference, dates and notes for the current v1.3.0 document version with a required reason.29Withdraw an employee document versionMark the current v1.3.0 document/version withdrawn with a reason without deleting its file or history.30Restore an employee document versionRestore the latest v1.3.0 document version to active status after an authorised review.31Download an employee document versionDownload the current or historical v1.3.0 document file through the permission-protected version endpoint.32Review employee document version historyAudit every active, superseded and withdrawn version retained by HRM v1.3.0.33Understand Employee Record Centre document validationReview the code-backed v1.3.0 file, MIME, date and rollback controls used for replacement documents.34Review Employee Record Centre database tablesUnderstand the v1.3.0 tenant tables and columns used for authoritative records, approvals, versions and sync evidence.35Verify existing employee and document backfill after v1.3.0Confirm migration 130 linked compatible employee data and created initial document versions without deleting source records.36Troubleshoot the Employee Record CentreResolve missing employees, stale versions, validation errors, pending approvals, failed syncs and document-version problems in v1.3.0.37Synchronise employee profile and master recordsUnderstand how an applied v1.3.0 authoritative record updates the linked employee profile and master employee record.38Synchronise linked staff and portal contact detailsUnderstand how v1.3.0 updates linked staff/contact identity details when the profile contains those relationships.39Synchronise Right to Work and student restrictionsApply v1.3.0 Right to Work, term-date and student-hours changes to the active operational restriction used by rota validation.40Understand the employee-record RTW transition notificationUnderstand when an applied v1.3.0 record change triggers the safe operations email for newly verified Right to Work.
Module workflow
43 guidesWorkforce Rota & Notifications v1.2.0/v1.3.0
01Workforce Rota & Notifications overviewUse the v1.2/v1.3 code-backed rota workspace for settings, employee availability, compliant shift building, distribution, amendments, cancellations and logs.02Enable Workforce Rota & Notifications permissionsAssign the exact HRM capabilities used by the rota settings, availability, builder, distribution and cancellation actions.03Configure rota notification recipientsSet the code-backed email lists and employee-recipient option used for standard, amendment and cancellation messages.04Configure automatic Right to Work completion notificationsNotify operations safely when an employee becomes eligible for rota planning after a verified Right to Work outcome.05Configure weekly automatic rota distributionSet the weekday/time used by the host cron to distribute the marked rota for the next Monday.06Configure rota builder defaultsSet the default shift times, break and location used when adding v1.3.0 rota rows.07Understand rota-eligible employeesUnderstand why the v1.3.0 employee selector includes only active profiles with a verified/approved/valid/complete Right to Work status.08Troubleshoot an employee missing from the rota listResolve active-profile, onboarding, email or Right to Work eligibility reasons that exclude an employee from v1.3.0 rota selection.09Record employee rota availabilityCreate or update the unique employee/date availability record used by v1.3.0 shift validation.10Update employee rota availabilityReplace the stored v1.3.0 availability status/window for the same employee and date.11Delete employee rota availabilityRemove one v1.3.0 availability row when the record is no longer valid.12Understand rota availability rulesApply the exact v1.3.0 unavailable and available-window checks used while parsing shift rows.13Create a workforce rotaBuild one Monday-to-Sunday rota with eligible employees and code-backed compliance validation.14Use the quick weekly rota patternAdd the same employee, times, break and role to selected weekdays in the v1.3.0 rota builder.15Add one workforce rota shiftAppend a single shift row using the v1.3.0 builder defaults.16Complete workforce rota header fieldsEnter every v1.3.0 rota-level field and the amendment reason when editing a previously distributed version.17Complete workforce rota shift fieldsEnter every v1.3.0 shift-row value and understand its exact validation.18Understand workforce rota week boundariesKeep every v1.3.0 shift date within the selected seven-day rota period.19Create an overnight workforce rota shiftUse different end/start times where the v1.3.0 hours and overlap functions treat an end time at or before start as the following day.20Understand workforce rota break validationKeep v1.3.0 break minutes within range and below the total shift duration.21Understand approved leave rota blockingAvoid scheduling an employee on a date covered by an approved HRM leave request.22Understand existing rota overlap checksPrevent an employee from holding overlapping shifts in another non-cancelled/non-archived rota.23Understand overlapping shifts in the same rotaPrevent two submitted v1.3.0 rows for the same employee/date from overlapping each other.24Understand student term-time rota limitsKeep proposed plus existing rota hours within the verified weekly limit after declared external hours.25Save a workforce rota draftStore a validated v1.3.0 rota without emailing recipients.26Publish and notify a workforce rotaSave a valid v1.3.0 rota as published and immediately send it to resolved recipients.27Schedule a workforce rota onceStore a v1.3.0 rota for one future distribution date/time processed by the host cron.28Mark a rota for weekly automatic sendStore the next-Monday v1.3.0 rota as the weekly target for configured cron distribution.29Amend a distributed workforce rotaChange an already sent v1.3.0 rota with a required reason, new version, change summary and amendment notification.30Understand workforce rota versioning and change summariesUnderstand v1.3.0 version increments, snapshots and affected-employee calculation for amendments.31Copy a workforce rota to next weekClone a v1.3.0 rota and shift pattern into a new following-week draft without distribution history.32Send a workforce rota nowDistribute the current v1.3.0 rota version immediately from the register.33Cancel a workforce rota and notify recipientsMark a v1.3.0 rota cancelled, increment its version and send a cancellation message.34Understand workforce rota recipient resolutionUnderstand exactly how v1.3.0 builds recipient lists for normal, amendment, cancellation and RTW-completion events.35Review workforce rota delivery logsAudit per-recipient v1.3.0 rota and RTW email attempts, statuses and errors.36Review workforce rota audit logsAudit settings, availability, rota create/update/copy/distribute/cancel and RTW notification events.37Understand workforce rota email content and privacyReview the v1.3.0 published, weekly, amendment, cancellation and RTW email headings while keeping protected HR data out of messages.38Understand workforce rota cron processingUnderstand the v1.3.0 after_cron_run hook, 15-minute throttle, due one-time queue and weekly target processing.39Troubleshoot a scheduled workforce rota not sentDiagnose host cron, timing, target week, version, recipient and status conditions that prevent v1.3.0 distribution.40Troubleshoot workforce rota validationCorrect the exact shift, employee, availability, leave, overlap, break, date or student-limit rule named by v1.3.0.41Review workforce rota database tablesUnderstand the v1.2.0/v1.3.0 tenant tables used for settings, availability, rotas, shifts, delivery and audit.42Understand workforce rota statuses and distribution modesDistinguish the v1.3.0 saved status from the selected distribution mode and last-distributed version.43Understand workforce rota register and log limitsKnow the v1.3.0 helper/controller limits when reviewing rota, availability, delivery and audit rows.
Module workflow
3 guidesHRM v1.3.0 automation
01Understand updated HRM v1.3.0 cron automationUnderstand how one throttled module hook now runs notification scanning, queue processing and due rota distributions.02Verify HRM v1.3.0 cron automationTest notification and rota cron paths after upgrading the module.03Troubleshoot HRM v1.3.0 cron automationDiagnose missing tables, throttle timing, host cron, mail or due-condition failures without creating a separate server job for the module.
Module workflow
13 guidesEmployee 360 and record framework
01Search Employee 360 recordsUse the dashboard employee search to find the correct employee dossier by supported identity values.02Open an Employee 360 recordReview one connected employee dossier across profile, onboarding, documents, time, payroll, payslips, portal, access and audit sections.03Understand restricted Employee 360 sectionsUnderstand why payroll, bank, identity, right-to-work or access information may be masked or unavailable.04Export an Employee 360 PDFGenerate a professional PDF for the whole dossier or one implemented section.05Export an Employee 360 CSVGenerate structured CSV rows for the whole dossier or one implemented section.06Create a record in an HR work areaUse the shared record form to create a structured record in one of the module’s 29 operational section workspaces.07Edit a record in an HR work areaUpdate the title, description, status, priority, dates, amount and implemented custom fields of an existing HR record.08Update an HR record statusMove an HR record to one of the implemented enterprise statuses and verify the audit entry.09Export an HR section to CSVDownload the implemented shared record fields for one HR work area.10Delete an HR record safelyRemove one shared workspace record using the HR delete capability while retaining the appropriate audit evidence.11Understand HR record statusesUse draft, pending, approved, rejected, active, completed, locked and archived states consistently.12Understand HR record prioritiesUse low, normal, high and critical priority without confusing priority with approval or legal risk.13Understand HR workspace groupsNavigate the nine implemented groups covering core HR, hiring, time, payroll, benefits, talent, portals, communications and governance.
Module workflow
29 guidesImplemented HR work areas
01Manage Employee ManagementManage employee personal details, employment details, payroll profile, emergency contacts, right-to-work status, probation, leave entitlement and audit history.02Manage Recruitment and Applicant TrackingCreate vacancies, track candidates, record interviews, score applicants, manage offers, rejection templates and convert successful candidates into employees.03Manage Employee OnboardingManage starter forms, right-to-work uploads, contracts, policy acknowledgements, training checklist, equipment allocation and payroll setup approvals.04Manage HR Document ManagementStore and track contracts, ID documents, right-to-work evidence, visa records, payroll forms, pension documents, certificates, P45, P60 and case documents.05Manage Document Template BuilderBuild offer letters, contracts, salary letters, promotion letters, probation letters, warning letters, grievance letters, termination letters and reference letters with merge-field readiness.06Manage Attendance and Time ManagementTrack manual attendance, web clock-in, breaks, late arrival, early leaving, missing clock-outs, overtime, correction requests and manager approvals.07Manage Timesheet ManagementManage daily, weekly, monthly, project-based and department-based timesheets with overtime, break deductions, approval and payroll lock controls.08Manage Shift and Rota ManagementCreate shift templates, weekly rotas, monthly rotas, open shifts, shift swaps, rota publishing, absence conflict warnings and employee notifications.09Manage Leave and Holiday ManagementManage annual leave, sick leave, unpaid leave, statutory leave, compassionate leave, study leave, public holidays, TOIL, carry-forward and payroll impact.10Manage Sickness and Absence ManagementRecord sickness absence, self-certification, fit notes, return-to-work interviews, absence triggers, HR review workflow and SSP readiness.11Manage Payroll ManagementManage salaried and hourly pay, payroll periods, overtime, bonuses, expenses, deductions, statutory pay, pensions, PAYE, NI, student loans and approval workflow.12Manage Payslip GenerationGenerate payslip records with company details, employee details, pay period, gross pay, deductions, PAYE, NI, pension, net pay and year-to-date figures.13Manage HMRC RTI Submission FrameworkPrepare RTI-ready payroll records for FPS and EPS workflows, validation, employer references, employee payroll IDs, submission statuses, errors and audit trail.14Manage HMRC API / PAYE RTI IntegrationManage HMRC developer/test setup, secure credential readiness, test submission workflow, response handling, duplicate protection and live-submission approval controls.15Manage RTI DashboardMonitor current payroll period, FPS status, EPS status, accepted submissions, rejected submissions, employees included, exclusions, errors and response messages.16Manage Pension ManagementManage pension providers, auto-enrolment status, eligible jobholders, opt-in, opt-out, postponement, employee and employer contributions and re-enrolment reminders.17Manage Expenses and ClaimsAllow employees to submit claims, categories, receipts, mileage, manager approval, finance approval, rejection reasons, payment status and payroll inclusion options.18Manage Performance ManagementManage probation reviews, quarterly reviews, annual appraisals, objectives, KPIs, comments, ratings, development plans and review reminders.19Manage Training and CertificationTrack training courses, employee assignments, completion status, certificates, expiry dates, renewals, mandatory training flags, provider records and training costs.20Manage Disciplinary and Grievance ManagementManage disciplinary, grievance, investigation, warning, suspension, appeal and workplace concern cases with evidence, notes, outcomes and restricted access.21Manage Employee Self-Service PortalEmployees can access profiles, payslips, leave requests, leave balances, expenses, documents, onboarding, rota, clock-in, timesheets, policies and training assignments.22Manage Manager PortalManagers can view team members, approve leave, timesheets, expenses and shift swaps, review attendance exceptions, team rotas, performance comments and alerts.23Manage Company Policies and AnnouncementsManage policy uploads, categories, version control, mandatory acknowledgements, read receipts, review dates, announcements and archives.24Manage Notifications and Email AlertsConfigure automated email and in-system notifications for employees, managers, HR, payroll, finance and administrators across every HR trigger.25Manage Reporting and AnalyticsGenerate reports for employees, starters, leavers, absence, leave balances, attendance, overtime, payroll, PAYE, NI, pension, RTI, expenses, training, documents and audit.26Manage Audit Trail and ComplianceRecord logins, employee changes, payroll changes, RTI preparation, document uploads, attendance edits, leave approvals, settings changes and manual overrides.27Manage Roles and PermissionsControl access for super admin, company admin, HR, payroll, finance, managers, employees, auditors, read-only users and confidential HR cases.28Manage System SettingsConfigure company profile, PAYE references, payroll frequency, payroll calendar, tax year, departments, job titles, leave types, attendance rules, pension provider, email templates and security settings.29Manage Security and Data ProtectionProtect sensitive employee data, payroll details, NI numbers, bank information and RTI credentials using access controls, session security, upload validation, audit logs and retention rules.
Module workflow
23 guidesSecure employee onboarding
01Start an employee onboarding caseCreate or resume the encrypted six-step onboarding case for a new starter.02Complete onboarding personal identity and contact detailsRecord the starter’s identity, contact, address, birth and emergency-contact information.03Record the primary identity documentRecord the verified document type, number and expiry used for onboarding identity controls.04Complete employment particularsRecord job, department, manager, start date, contract, pay, location, pattern, probation, notice and holiday particulars.05Record a right-to-work checkRecord the check date, method, category, result, evidence reference and exact work restrictions.06Record time-limited work permissionCapture permission validity, expiry and share-code expiry so later reviews can be scheduled.07Record student work controlsCapture education dates, term dates, weekly limits, other-employer hours and the exact permission restrictions.08Validate onboarding work restrictionsUnderstand how onboarding restrictions can block conflicting rota or timesheet activity.09Complete HMRC starter preparationRecord P45 availability, starter declaration, NI number, student loan and postgraduate loan readiness values.10Record P45 and starter declaration detailsChoose the actual P45 or starter statement and record the leaving date when applicable.11Record encrypted payment instructionsCapture account name, sort code and account number in the protected onboarding payload.12Prepare the workplace pension assessmentRecord the preliminary assessment status and any formally used postponement date.13Record DBS readinessRecord whether the role is eligible for a DBS check, its level and evidence or application reference.14Record reasonable-adjustment readinessCapture restricted adjustment notes, equipment, system access and mandatory-training requirements.15Complete onboarding governance controlsConfirm privacy information, written statement, health and safety induction, policies and the administrator declaration.16Save an onboarding draftSave incomplete onboarding information without submitting it for HR review.17Use onboarding autosave safelyUnderstand how the module saves the current step and row version while the case remains open.18Submit onboarding for HR reviewValidate all required step data and move the case from draft to the review queue.19Request changes to an onboarding caseReturn a submitted case with a decision note describing the missing or inconsistent evidence.20Reject an onboarding caseReject a case that cannot proceed and record the decision reason.21Approve and finalise onboardingApprove the case, create the supported operational records and retain the onboarding decisions and audit trail.22Understand automatic employee numbersUnderstand the module’s prefix, year and sequence-based employee-code generation and duplicate checks.23Troubleshoot onboarding validationUse the step-specific validation response to correct missing dates, evidence, restrictions or governance confirmations.
Module workflow
7 guidesPeople Operations
01Create an employee in People OperationsCreate the implemented employee master record used by the phase-four operational registers.02Update an employee operational statusChange the implemented employee status and confirm the employee register and audit trail.03Upload a People Operations employee documentUpload a protected employee document from the employee operations workspace.04Download a People Operations employee documentUse the protected module endpoint to download an employee document.05Submit leave from People OperationsCreate a leave request connected to the selected employee.06Approve or reject People Operations leaveRecord the approval decision for a phase-four leave request.07Review People Operations audit and email logsReview employee, document and leave actions together with the module’s email alert records.
Module workflow
9 guidesSecure Document Management
01Create an HR document categoryCreate a reusable active category for protected employee documents.02Upload a secure HR documentValidate and store a protected employee file in the secure document register.03Understand supported HR document filesUse the implemented PDF, Word, JPEG and PNG extension and MIME validation controls.04Set document expiry controlMark whether the document requires expiry monitoring and record the verified expiry date.05Download a secure HR documentDownload the protected file and create the implemented access-log entry.06Withdraw a secure HR documentRemove a document from active use with a withdrawal reason while retaining its record.07Restore a withdrawn HR documentReturn an appropriate withdrawn document to the active register.08Run the document expiry reviewScan active expiring documents and create the supported expiry review and alert activity.09Review the document access logReview who accessed protected HR documents and which action was recorded.
Module workflow
8 guidesTime, Leave and Timesheets
01Record an attendance eventRecord an employee clock, attendance or exception event for a work date.02Submit an employee timesheetRecord hours, breaks, description and reference for approval.03Approve or reject a timesheetDecide a pending timesheet with the implemented decision status and note.04Submit an employee leave requestRecord leave type, start, end and reason for the selected employee.05Approve or reject a leave requestDecide a pending leave request and preserve the decision trail.06Understand attendance sources and statusesInterpret work date, event, time, source, status and notes in the attendance register.07Review the time and leave audit trailReview attendance, timesheet and leave actions by entity, staff member and date.08Avoid rota and timesheet work-limit conflictsUnderstand the checks that compare rota or timesheet hours with active onboarding restrictions.
Module workflow
9 guidesPayroll Draft Controls
01Create a payroll draft periodCreate a weekly, fortnightly, four-weekly or monthly draft period.02Add an employee payroll draft itemAdd an earning, deduction, pension or adjustment item to an open payroll period.03Void a payroll draft itemVoid an incorrect item with a reason while preserving the audit history.04Build a payroll draftGenerate the implemented employee draft entries from the current open-period items.05Review payroll draft entriesReview gross, adjustments, deductions, employee pension and draft net values by employee.06Lock a payroll draft periodLock an approved internal draft period with a control note.07Unlock a payroll draft periodReopen a locked draft period using an authorised control action.08Understand payroll draft limitationsUnderstand that the draft engine does not provide complete PAYE, NI, statutory-pay or HMRC submission processing.09Review the payroll draft audit trailReview period, item, build, lock and unlock events.
Module workflow
7 guidesPayslip Draft Controls
01Build a payslip draft batchGenerate employee draft documents from a selected payroll draft period.02Review payslip draft batchesReview batch reference, source period, generated count, status and creation date.03Preview a payslip draftOpen the HTML draft preview in a new tab before downloading or publishing.04Download a payslip draftDownload the protected PDF-ready draft document.05Publish a payslip draftMove a reviewed draft document into the published state.06Withdraw a payslip draftWithdraw an incorrect or superseded document with a reason.07Review the payslip draft audit trailReview batch generation, preview, download, publication and withdrawal activity.
Module workflow
8 guidesRTI Draft Validation
01Configure RTI draft settingsStore the employer and validation settings used by the internal RTI readiness framework.02Run RTI draft validationValidate a selected payroll draft period and create an internal batch of checks.03Review RTI validation batchesReview the batch, source period, status, number of checks and HMRC-live indicator.04Review RTI validation resultsReview each employee check, severity, status and message.05Mark RTI validation reviewedRecord a review note and change the batch to its reviewed state.06Understand RTI validation severityDistinguish informational, warning and failure results before approving payroll readiness.07Understand that RTI is not live submissionConfirm that the supplied framework does not submit FPS or EPS and is not HMRC-recognised payroll software.08Review the RTI validation audit trailReview settings, run and review events by staff member and date.
Module workflow
10 guidesEmployee and Manager Portal Governance
01Create or update employee portal accessConnect an employee to the implemented portal access role and manager.02Configure portal area permissionsControl document viewing, payslip viewing and HR request submission separately.03Activate or suspend portal accessChange an employee portal-access record between active and suspended.04Assign a manager to an employeeCreate a line-manager, HR-manager, department-manager or approver relationship.05Create a portal HR requestCreate a profile, document, leave, timesheet, payroll or general HR request for an employee.06Update a portal requestMove a request to in progress, resolved, rejected or closed with a decision note.07Preview the employee portalReview the employee profile, access and request data exposed by the implemented preview.08Preview the manager portalReview the manager’s assigned team and portal requests.09Review portal activity logsReview portal access, request and manager-assignment activity by employee, entity, staff and date.10Understand portal governance boundariesUnderstand that the supplied module provides an administrative portal framework and previews, not an independent public employee login route.
Module workflow
9 guidesAccess Governance
01Create an HR role profileCreate a named role and risk level for the HR access-control matrix.02Add an HR permission ruleConnect a role to an implemented HR permission key and access level.03Understand the HR permission catalogueReview the implemented employee, document, leave, time, payroll, portal, alert, compliance, audit and settings areas.04Assign staff HR accessAssign a role to a staff account with the intended all-module, team, department or specialist scope.05Activate or suspend a staff access assignmentChange the status of an existing role assignment without deleting its history.06Create an HR access reviewCreate a periodic review of a role, permission or staff access assignment.07Update an HR access reviewMove a review through in progress, completed, rejected or closed with a decision note.08Review access control logsReview role, permission, assignment and review activity.09Apply least privilege in HRMUse role, permission key, access level and scope together to minimise confidential HR access.
Module workflow
7 guidesReporting and Protected Exports
01Generate a protected HR exportCreate a CSV export job for an implemented HR report source.02Choose an HR report sourceSelect employee, document, leave, attendance, timesheet, payroll, payslip, RTI, portal, access or audit data.03Review HR reporting coverageReview which implemented source tables are ready and how many rows are available.04Download a protected HR exportDownload a completed export job and increment its controlled download record.05Void a protected HR exportVoid a generated export with a reason while preserving its job and audit history.06Review recent HR activity in ReportingReview cross-workspace source, entity and date activity.07Review reporting audit eventsReview export generation, download and void actions.
Module workflow
9 guidesRetention, Archiving and Governance
01Save an HR retention policyCreate or update the review frequency and notes for an implemented HR data area.02Generate an HR archive snapshotCreate a protected CSV snapshot for one implemented governance area.03Review archive snapshot jobsReview area, row count, status, downloads, hash and creation date.04Download an HR archive snapshotDownload a completed protected archive job.05Void an HR archive snapshotVoid a snapshot with a reason without deleting its source HR records.06Create an HR governance reviewCreate a retention, archive, data-minimisation or audit-integrity review.07Update an HR governance reviewMove a review through in progress, completed, deferred or closed with a decision note.08Review HR governance logsReview policy, archive and governance-review actions.09Understand retention and deletion boundariesUnderstand that snapshots and policies support governance review but do not automatically delete employee data.
Module workflow
9 guidesNotification Automation
01Save an HR notification ruleCreate or update an implemented reminder rule, priority and channel.02Understand HR notification rule typesReview document, right-to-work, governance, access, leave, timesheet, portal and RTI rule keys.03Pause or activate a notification ruleChange whether an existing rule is included in scheduler scans.04Run the notification scheduler scanManually scan active rules and enqueue due reminder records.05Process the notification queueProcess queued reminder items through the implemented channel handling.06Void a notification queue itemVoid an incorrect or no-longer-required queue item with a reason.07Review notification scheduler runsReview run type, counts, status, notes and timestamps.08Review notification logsReview rule, queue, action, entity and message details.09Troubleshoot HR notification automationCheck cron, rule status, due dates, queue state, email configuration and logs.
Module workflow
12 guidesCompliance, email alerts and lifecycle tools
01Use the UK Compliance CentreReview the module’s readiness cards, risks, source links and connected operational routes.02Interpret the UK compliance snapshotReview rule and check counts without treating them as a legal compliance certificate.03Review UK compliance framework itemsReview RTI, thresholds, statutory pay, pensions, forms, minimum wage, right to work, working time, employee relations, UK GDPR and security cards.04Use the Email Alert CentreReview automated event templates, recent activity and recipient rules.05Understand HR email alert eventsReview the implemented core HR, leave, timesheet, expense, payroll, payslip, RTI, document, training, case, attendance, onboarding, policy and repair events.06Review HR email delivery activityReview recipient, subject, status, error and date information for recent module emails.07Understand HR email recipient rulesUnderstand how administrator and related record recipients are resolved by the module.08Repair the enterprise HR schemaRun the module-owned enterprise installer only when an HR schema warning is present.09Repair an HRM phase schemaUse the exact phase-four through phase-fourteen repair endpoint for the affected control centre.10Repair the UK compliance schemaRun the module-owned UK compliance installer when the centre reports missing schema.11Repair the email alert schemaRun the module-owned email alert installer when the alert centre reports missing schema.12Understand HRM deactivation and uninstallUnderstand that normal deactivation is non-destructive while explicit uninstall is a separate lifecycle action.