Human Resources

What this page is for:
 HR workspace: dashboard, payroll, commissions, time sheets, leave admin, and people/pay setup. Not the public Employee Directory.

Where: People sidebar → Human Resources, or Admin Console → Human Resources
 /portal/hr/human-resources
 Title: Human Resources | Klaus Connect
 Breadcrumb: Administrative → Human Resources
 Admin card (People & HR): Human Resources — “People, time, leave, payroll, compliance and onboarding.”

Needs hr.view (or another hr.* / admin_console.human_resources.view). Super Admin bypasses.

Steps:

1. Open Human Resources.

2. Left Menu groups:

   • Overview → Dashboard (hidden if you cannot view it; you land on another module).

   • Management → Payroll, Commissions, Time Tracking, Manage Leave.

   • Administration → Users.

3. On small screens: HR Module plus the same items.

4. Hide menu / Menu collapses the sidebar.

Documents & Compliance and Onboarding exist in code as Planned shells. They are not in the current Menu. Do not hunt for them in the sidebar.

Dashboard (HR)

What this page is for:
 HR overview: headcount, leave waiting on you, and jumps into other modules.

Where: Human Resources → Dashboard (#dashboard)

Steps:

1. Read Active employees, Pending approvals, Modules.

2. Quick actions: Leave queue, Payroll, Users.

3. Manage leave opens Manage Leave.

If you lack dashboard access, the page sends you off #dashboard to another HR module.

Payroll

What this page is for:
 Pay periods: hours, leave, bonuses, commissions, then lock and export. Job Commission on an estimate is a different screen (Payments & Finance).

Where: Human Resources → Payroll (#payroll)
 Heading: Pay Period Workspace

Steps:

1. Open Payroll. Empty: No pay periods yet. Create one above.

2. Create pay period (Creating...) — that is Create.

3. Open a period under Pay Periods. Status includes Submitted / Completed.

4. Work the views: Hours & earnings, Review & export, Commissions paid.

5. Add employee adds a person to the period.

6. Submit / Submit period locks the period (no table edits until reopen). Complete / Complete period finishes it. Reopen returns a completed/submitted period to draft (admins).

7. Export CSV / Export PDF.

8. Shortcuts: Go to Time Tracking →, Go to Leave →, Go to Commissions →. Open sessions can use Clock out employee, Adjust, -30 min.

Commissions (HR)

What this page is for:
 Company commission ledger by employee. Not the job Commission tab.

Where: Human Resources → Commissions (#commissions)
 Heading: Commission Ledger

Steps:

1. Open Commissions. Export CSV for the list. View jobs where shown.

2. Open a row → Commission Detail.

3. Add entry opens Add Commission Entry (Create). Cancel closes it.

4. Jobs that never reached Contracted can show as not payable.

Time Tracking

What this page is for:
 Manager timesheets (clock in/out, adjustments, manual shifts). Staff day-to-day punch is header Clock in (Getting Started).

Where: Human Resources → Time Tracking (#time-tracking)
 Heading: Employee Time Sheets

Steps:

1. Open Time Tracking. Pick an employee.

2. Status badges: Clocked in / Clocked out. Clocked in since when a session is open.

3. Add entry records a shift without a punch. Clock in and Clock out are required. Times are the employee’s local time.

4. Edit a row: Clock in, Clock out, -30 min, Clock out employee, Save adjustment.

5. Export CSV / Print.

6. PTO & Leave → Manage leave.

Manage Leave

What this page is for:
 HR leave admin: queue, manual balances, ledger, tenure rules. Not the employee’s own request screen.

Where: Human Resources → Manage Leave (#manage-leave)

Steps:

1. Open Manage Leave.

2. Queue tab: Leave requests. Filter statuses including Approved. Book time off / Book time off for an employee is Create.

3. Approve → Approve leave request. Deny. Cancel an approved request from the queue actions.

4. Manual Adjust: New adjustment, Grant yearly allowance to all, Manual adjustment history.

5. Ledger: Ledger by user.

6. Tenure: Add tenure rule. Also Base leave policy.

7. Employee leave balances: Search, Bulk Edit Allowances, Clear selection.

Users (HR)

What this page is for:
 HR people list with pay/PTO setup. View User Management opens Admin User Information (Settings & Admin). Do not treat this as Create Employee — that is Add Employee there.

Where: Human Resources → Users (#users)
 Heading: People Directory — “Search, view profiles, and manage pay setup in one place.”

Steps:

1. Open Users. Search with Search.

2. View User Management for the employee master list.

3. Bulk Edit Payroll / PTO / Clear selection.

4. Click a person for Employee Detail (identity, pay, photo Upload file / Remove photo, Reset password).

5. Reset password modal: Reset password / Resetting...