HRM Setup Guide: Managing Your Team with Softsasi ERP

People are the heart of every enterprise. The Human Resource Management (HRM) module within the Softsasi ERP system is designed to streamline your "People Operations," from the first day of onboarding to monthly payroll processing. This guide will walk you through the essential steps to set up and manage your HRM module effectively.

1. Initial HRM ConfigurationBefore adding employees, you must define the structure of your organization.
A. Departments and DesignationsNavigate to HRM > Organization > Departments.

• Create high-level categories (e.g., Engineering, Marketing, Operations).
• Under each department, define Designations (e.g., Senior Developer, Account Manager). This structure ensures that your organizational chart is clear and your reporting lines are automated.

B. Working Hours and ShiftsGo to HRM > Settings > Shifts.

• Define your standard business hours.
• Softsasi supports Flexible/Rotational Shifts. This is essential if you have a 24/7 support team or partial remote staff.
• Set up Holidays and Weekend defaults so your attendance tracking is accurate from Day 1.

2. Onboarding EmployeesEach employee gets a secure "Profile" within your ERP.

Step 1: Personal and Professional DataAdd the employee's basic info, including contact details and emergency contacts.

• [ ] Personal: Name, Email, DOB.
• [ ] Professional: Date of joining, Designation, and Assigned Department.

Step 2: Documentation StorageOur ERP includes a secure Digital Filing Cabinet. Upload copies of:

• Identification (NID/Passport).
• Signed Employment Contracts.
• Performance Certifications.

3. Attendance & Leave ManagementSay goodbye to manual spreadsheets. Softsasi automates attendance tracking.

• Check-In/Out: Employees can log in via their dashboard or a synchronized biometric device at your office.
• Leave Requests: Employees submit requests (Sick, Vacation, Casual) directly through their portal.
• Approval Workflow: Managers receive instant notifications to approve or decline requests, with the ERP automatically updating the employee's "Leave Balance."

 

 

4. Payroll ConfigurationAutomating payroll is the most significant time-saver in our HRM module.
A. Salary ComponentsDefine what makes up your team's pay:

• Base Salary: The core monthly amount.
• Allowances: (e.g., Transport, Housing, Medical).
• Deductions: (e.g., Taxes, Insurance, Late Penalties).

B. Automated Payslip GenerationAt the end of the month, click "Generate Payroll". The system will:

1. Calculate total working days (from Attendance).
2. Subtract unapproved leaves.
3. Add performance bonuses.
4. Generate a Digital Payslip available in the employee's dashboard.

5. Performance Monitoring (KPIs)How do you grow your team? By measuring what matters.

• KPI Tracking: Set measurable goals for each employee (e.g., "Resolve 50 Support Tickets per week").
• Appraisal Cycles: Run quarterly or annual reviews where managers and employees can document feedback and achievements within the ERP system.

6. Security and Multi-User Permissions

[!CAUTION] HR data is highly sensitive. Use the ERP Permissions Manager to ensure that only authorized HR staff can see salary details or personal documents. Most employees should only have "Self-Service" access to their own data.

7. SummaryThe Softsasi HRM module turns administrative chaos into a streamlined, automated workflow. By setting up your departments, shifts, and payroll components correctly, you free up your management team to focus on culture and growth rather than data entry.
Need help importing your current employee list? Our Implementation Team can help you bulk-upload your data from Excel or CSV.