Human Resources · Reference

Screens and menus

Every Human Resources menu entry and screen: where to find it, what it is for, what its list shows and which permission it needs.

On this page (31)

Employees > Home Employees > Employees Employees > open an employee Employee record > Job & pay Employee record > Documents Employee record > Time & attendance / Access / History Employees > Approvals Employees > My HR Employees > Reporting Employees > Configuration Applications > Employees Employees > Hiring Candidates > open a candidate Offers > open an offer Employees > Pay & benefits Pay changes > open a change Employees > Offboarding Terminations > open a termination Terminations > Start offboarding Employees > Time off Leave types > open a leave type Accrual plans > open a plan Holidays / Accrual plans > Calendar preview Employees > Time & attendance Attendance days > open a day Timesheets > open a timesheet Employees > Expenses Expense claims > open a claim (no menu - API only) /talent/vacancies, /applications, /interviews (no menu - API only) /talent/cycles, /reviews, /appeals, /goals (no menu - API only) /talent/employee-skills, /courses, /sessions, /plans

Employees > Home

HR Home

What it is for: What needs HR's attention today, in counts, each clickable to the people behind it
List: columns and filters: Tiles: Headcount (+FTE), On leave, Joining, New joiners, Leaving, Probation ending (30 days), Offboardings, Documents expiring (30/60/90), Approvals (+overdue). Attention list (expired documents, overdue approvals, no assignment / no manager / no contract, overdue onboarding). Who is out this week. Scope line: 'Showing your team' / 'Showing the whole company'
Buttons and actions: Quick actions: New employee, Request leave, Start offboarding, Review approvals; click a tile -> drill-down list (paged, sortable)
Permission needed: Any HR permission; company tiles need hr.employee.view (else own team only); Probation tile hr.contract.view; Documents tile hr.private.view

Employees > Employees

Employee directory

What it is for: Every employee of the company as cards or a list (choice remembered per browser)
List: columns and filters: List columns: Employee number, Legal name, Arabic name (hidden), Work email, Work phone (hidden), Join date, Status (Draft/Probation/Active/Suspended/Notice/Terminated). Cards show photo or initials and an expiring-documents badge. Search by number, legal name, Arabic name, work email; filter by status
Buttons and actions: Cards / List switch, New employee, open a row
Permission needed: hr.employee.view (list), hr.employee.manage (New employee)

Employees > open an employee

Employee record - Overview

What it is for: Identification, work contact, private information and the onboarding checklist
List: columns and filters: Header tiles: Documents, Expiring, IDs & visas, Assignments, Contracts, Leaving, Onboarding (x/y). Tabs: Overview, Job & pay, Documents, Time & attendance, Access, History. Overview 'Jump to': General, Private information (only with hr.private.view), Onboarding
Buttons and actions: Edit / Save / Discard / Close; photo upload / remove; Actions menu: Transfer from a date, Change assignment, Suspend, Resume / Cancel scheduled suspension, Probation decision, Start offboarding, Request leave; Activate employee (draft only)
Permission needed: hr.employee.view (read), hr.employee.manage (general, photo, actions), hr.private.view / hr.private.manage (private block)

Employee record > Job & pay

Assignments and contracts

What it is for: Effective-dated assignments (where the person sits) and employment contracts (what was agreed)
List: columns and filters: Assignments: Employee number, Employee, Department, Position, Manager, Grade, Working calendar, Contract type, Cost centre, Valid from, Valid to, FTE, Status. Contracts: Number, From, To, Type, Gross, Status (Draft / In force / Expired / Terminated / Renewed); contract detail shows Gross, Net, WPS, Insurable, End-of-service base, Overtime base, Cost to employer with 'Why?'
Buttons and actions: New assignment / Activate assignment / End assignment; New contract / Create / Put in force / Why? / Close
Permission needed: hr.employee.manage (assignments); hr.contract.view / hr.contract.manage (contracts); hr.pay.view (salary figures and Why?)

Employee record > Documents

Documents and IDs & visas

What it is for: Personnel documents (passport, visa, labour permit, medical...) with expiry, files, and government identifiers (Emirates ID, UID, visa file, labour card, MOHRE...)
List: columns and filters: Documents: Document, Number ('Restricted' without private grant), Expires ('Expired n days ago' / 'Expires in n days' / date), Authority, Files; 'Required and missing: ...' banner. IDs & visas: Type (+Primary chip), Number (masked to last 4 without private grant), Issued, Expires, Authority, Status band (Expired / 120/90/60/30/15/7 days)
Buttons and actions: Add a document, Upload (file per document), Add an identifier, Remove identifier (bin icon)
Permission needed: hr.employee.view (see that documents exist and expiry); hr.private.view (numbers, files, IDs & visas section); hr.private.manage (add/upload/remove)

Employee record > Time & attendance / Access / History

Record panels

What it is for: Read-only panels: leave balances, requests and recent attendance; system access and the access request raised on activation; lifecycle timeline and Leaving
List: columns and filters: Access: Access request (Pending / Fulfilled / Rejected, raised date) and what the person can sign in to. History: Timeline (activated, transferred, suspended, resumed, probation confirmed/extended/ended) and Leaving
Buttons and actions: Request leave (opens the leave dialog); links to the termination
Permission needed: hr.employee.view; Access request state needs hr.employee.manage

Employees > Approvals

Approvals inbox

What it is for: One inbox of everything waiting on the signed-in person: leave, leave cancellation, leave allocation, profile change, document renewal, expense, request, overtime, attendance correction
List: columns and filters: Scope chips: Awaiting me, My team, Delegated to me, All (HR) with counts; type chips with counts; 'Overdue only' (after n h). Columns: Requested by, Type, Request, From, To, Submitted, Waiting (Overdue / today / n d), Balance and conflicts, Decide
Buttons and actions: Approve, Reject (reason required, dialog), Approve selected (bulk - leave and leave cancellations only), Open the record, Delegate my approvals (delegation page: Delegate, Revoke, notifications)
Permission needed: Any member; each item type needs its own deciding right (profile change / document renewal: hr.private.manage)

Employees > My HR

My HR

What it is for: The signed-in employee's own record: contact details, leave balances, recent leave and attendance, own documents, profile change and renewal requests
List: columns and filters: Metrics: Joined, Active assignments, Recent attendance days. Sections: Contact details, Leave balances, Recent leave requests, Recent attendance, My documents (with number and download), Pending leave, Approved leave cancellations
Buttons and actions: Request leave, Submit profile change, Withdraw request, Request renewal / Submit renewal / Withdraw renewal, Request cancellation, Refresh
Permission needed: Any member whose login is linked to an employee (server finds the employee from the login, never from an id)

Employees > Reporting

Headcount and FTE

What it is for: Distinct active employees, active assignments and summed FTE on a chosen date, per department
List: columns and filters: Filters: As of (date), Department (All departments). Tiles: Distinct employees, Active assignments, Full-time equivalent. Columns: Department, Employees, Assignments, FTE; basis note with company time zone
Buttons and actions: Run report
Permission needed: hr.report.view

Document expiry

What it is for: Employee documents that expired or expire within 90 days (same list as the Home documents tile)
List: columns and filters: Window chips: Expired, Next 30 days, 31-60, 61-90, All within 90 days. Columns: Employee number, Employee, Detail ('<type> - expires <date>'), Date, Status; never the document number
Buttons and actions: Change window, sort, filter, open the employee
Permission needed: hr.private.view (and company-wide employee view)

Document renewals

What it is for: Pending employee renewal requests for HR review, the renewal campaign builder and campaign history
List: columns and filters: Pending renewals: employee, document type, New number, Expiry, reason, evidence files. Campaign history: name, document type ('All document types'), expiry window, state (launched/completed), Recipients, per-state counts
Buttons and actions: Preview recipients, Launch campaign, Approve / Reject renewal (decision note)
Permission needed: hr.private.view (see), hr.private.manage (campaign builder, decide)

Leave balances

What it is for: Where each person's balance stands and this year's equation
List: columns and filters: Employee number, Employee, Leave type, Balance (days / h, red if negative), Opening, Accrual, Used, Expired, Adjustments, Closing, Pending (memo); hidden Reconciles
Buttons and actions: Click a row -> employee record
Permission needed: Any HR access or a manager's team; menu entry follows the Time off switch

Leave ledger report

What it is for: Opening + Accrual - Used - Expired + Adjustments = Closing by employee and leave type at a cutoff, with the movements behind each row
List: columns and filters: Filters: Cutoff date, From, Leave type, Employee status, Employee; columns Opening, Accrual, Used, Expired, Adjustments, Closing, Pending (memo), Reconciles; totals by unit; row drawer 'Movements'
Buttons and actions: Show the movements behind a row
Permission needed: hr.report.view (menu entry and server)

Attendance exceptions report

What it is for: Late, early, short, absent, missed punch and unapproved overtime by employee and day, with a reconciliation from punches to payable units
List: columns and filters: Filters From, To, Shift, Department, Status, Exception kind, 'Also list days with no exceptions'; list as Attendance days; footer: Punches, Hours, Overtime, Payable units, Imports
Buttons and actions: Export (CSV), open a day
Permission needed: Scope as attendance

Employees > Configuration

Departments and cost centres

What it is for: Company dimension values used by positions and assignments (shared Dimensions screen)
List: columns and filters: Code, Name, Arabic name, Rolls up to, Open from, Closed after, Status
Buttons and actions: New record, Edit, Save
Permission needed: reference.manage (server); menu shows for everyone in HR

HR masters

What it is for: The job catalogue, budgeted positions with FTE capacity, grade ladder and contract types with probation months
List: columns and filters: Code, Name, Arabic name, Status (Active/Archived) + Positions: Job, Department, Grade, Capacity FTE; Grades: Rank; Contract types: Probation (months)
Buttons and actions: New record, open, Edit, Save, Archive (Status)
Permission needed: hr.configure (save); any HR permission (read)

Assignments

What it is for: Every assignment of every employee, newest first
List: columns and filters: Same columns as the employee's Assignments list; filters and sort
Buttons and actions: New assignment, open, Save (draft), Activate assignment, End assignment
Permission needed: hr.employee.view (list), hr.employee.manage (changes)

Approval escalation

What it is for: When an approval task is overdue and who is told
List: columns and filters: Enable scheduled escalation, Response time (hours), Notify workspace administrators, Last scheduler run
Buttons and actions: Edit, Save, Discard
Permission needed: hr.employee.view (read), hr.configure (Edit)

Onboarding checklists

What it is for: Templates of tasks copied onto a new hire with real due dates counted from the join date
List: columns and filters: Master list: Code, Name, Arabic name, Status. Record: Which hires it is for (Contract type), Tasks table (Key, Title, Arabic title, Owner, Due (days), Required)
Buttons and actions: New record, Edit, Save, Add a task, remove a task, Archive (Status)
Permission needed: hr.configure (save); menu shows to any HR user

Offboarding checklists

What it is for: Rules for a leaver by contract type: notice length, departments that must clear, assets, when sign-in ends, what is frozen for payroll
List: columns and filters: Master list: Code, Name, Arabic name, Status. Record: Contract type, Notice (Notice days, Notice can be waived), Departments that must clear (Must clear, Answers for it), Clearance due (days before the last day), Company assets that must come back, Access cutoff rule, Cutoff hour, Frozen for payroll
Buttons and actions: New record, Edit, Save, Archive (Status)
Permission needed: hr.configure (save); menu shows to any HR user

Leave types (list)

What it is for: What kinds of absence exist and how they are counted
List: columns and filters: Code, Name, Arabic name (hidden), Counted in, Paid, Uses a balance, Half days, Hours, Calendar days, Certificate after (days), Minimum service (months), Status (Active/Archived)
Buttons and actions: New leave type (only with hr.configure); open a row
Permission needed: hr.employee.view (screen); hr.configure (create / change)

Accrual plans (list)

What it is for: Versioned plans that say how much leave is earned; they only post once reviewed and in force
List: columns and filters: Code, Plan name, Version, Leave type, Status (Configured/Approved/In force/Superseded/Retired), DEMO badge, Earned (rate + frequency), In force from, In force to, Author, Reviewer, Maximum balance, Waiting (months)
Buttons and actions: New plan, Create DEMO plan, open a plan
Permission needed: hr.employee.view (screen); hr.configure (create, activate, retire, new version); hr.leave.policy.approve (cases and approve)

Holidays

What it is for: Public holidays per working calendar (a whole or half day), used to price leave and to judge attendance
List: columns and filters: Pick calendar and Year; list Date, Day, Holiday, Length (Whole day / Half day); Calendar preview panel
Buttons and actions: Add holiday, Remove holiday (with confirm 'Keep it')
Permission needed: hr.employee.view (screen); hr.configure (add / remove)

Accrual runs

What it is for: The runs that move balances: Accrual, Expiry, Year end, FTE change recompute, reviews of past-dated changes, run history
List: columns and filters: Panels: Accrual (plan, As of, Employee optional, Preview, Run) with rows Employee number, Employee, Decision (Accrue/Skip), Units, FTE, Period, Why skipped; Expiry; Year end; FTE change recompute; Reviews awaiting HR; Run history (Run at, Started by, People, Skipped, Postings, By)
Buttons and actions: Preview (dry run), Run accrual, Run expiry, Close the year, Apply (recompute), Apply the recompute / Dismiss (review)
Permission needed: hr.employee.view (read history); hr.configure (every run); hr.leave.policy.approve (decide a review)

Allocations and adjustments

What it is for: Manual balance changes: a request that a second person approves; one ledger row per approval
List: columns and filters: Employee number, Employee, Leave type, Kind (Allocation/Adjustment), Units, Effective, Lapses, Status, Reason, Asked by, Decided by, Asked on
Buttons and actions: New request, Approve, Reject, Withdraw (per row dialogs)
Permission needed: hr.employee.view (read); hr.leave.allocate (request, withdraw); hr.leave.policy.approve (decide)

Shifts

What it is for: Work patterns with breaks, grace and overtime rule; assign people to a fixed shift; try a sample day
List: columns and filters: Code, Name, Arabic name, Starts, Ends, Overnight, Scheduled hours, Overtime policy / Simple threshold, Breaks, Grace in (min), Grace out (min), Overtime needs approval, Status; record: Assigned employees, Sample day calculator
Buttons and actions: New shift, Save, Assign employee, Calculate (sample day)
Permission needed: hr.employee.view (screen); hr.configure (shift); hr.attendance.manage (assign)

Rosters

What it is for: Weekly or rotating patterns of shifts and rest days, assigned to people
List: columns and filters: Code, Name, Arabic name, Kind, Cycle (days), Working days in the cycle, Day 1 falls on, Status; record: Days of the cycle, Assignments, Schedule preview
Buttons and actions: New roster, Save, Assign employee, Show schedule
Permission needed: hr.employee.view (screen); hr.configure (roster); hr.attendance.manage (assign)

Working calendars

What it is for: The reference week: timezone, working weekdays and hours per week (holidays are on the Holidays screen)
List: columns and filters: Code, Name, Arabic name, Timezone, Hours per week, Status; record: Working schedule section with seven weekday boxes
Buttons and actions: New, Save, Archive (Active off)
Permission needed: hr.employee.view (list); hr.configure (create / change)

Expense categories

What it is for: What can be claimed and its rules
List: columns and filters: Code, Name, Receipt above, Line limit, Needs a project
Buttons and actions: New category
Permission needed: hr.expense.view; hr.expense.configure

Travel policies

What it is for: Per diem, meal deduction, mileage rate and trip cap
List: columns and filters: Code, Name, Per diem, Mileage, Trip cap
Buttons and actions: New policy
Permission needed: hr.expense.view; hr.expense.configure

Applications > Employees

Employees app configuration

What it is for: Company switches for HR features and the three private fields' modes (two-person change, as for every app)
List: columns and filters: Features: Employees, contracts and assignments (always on), Hiring and offers, Time off, Time and attendance, Expenses travel and company cards, Benefit plans, Offboarding and terminations, Document renewal campaigns, Goals reviews skills and learning. Fields: Date of birth, Personal email, Emergency contact (plus Expense merchant, Receipt reference)
Buttons and actions: On/Off per feature, Mode per field, Preview, Propose (reason), Approve / Reject (another admin)
Permission needed: Company administrator; proposer cannot approve

Time off and Time and attendance switches

What it is for: Company switches that turn the Time off and Time and attendance features off (reads still work)
List: columns and filters: Rows 'Time off' (hr.leave) and 'Time and attendance' (hr.attendance) with On/Off, what each owns (routes and menus)
Buttons and actions: Toggle, Propose, second admin approves (as for every app)
Permission needed: Company admin; two-person change

Employees > Hiring

New hire (guided flow)

What it is for: One guided flow from candidate to offer to employee: five steps, saved on the server as you go, so it can be left and resumed
List: columns and filters: Steps: 1 Candidate (pick an existing candidate or create one), 2 Offer (form + status line), 3 Hire details (Employee number, Work email), 4 Onboarding checklist (checklist to run + its tasks: Task, Owner, Due, Required), 5 Review & create. Success panel shows Employee, Contract (draft), Onboarding tasks
Buttons and actions: Save offer / Save changes, Submit for approval, Approve offer, Record acceptance, Reject offer, Candidate declined, Withdraw offer, Next / Back, Create employee, Open employee record, Start another, Go to Offers
Permission needed: hr.recruit.manage (menu and flow); pay lines need hr.pay.manage; approve needs hr.recruit.approve; Create employee needs hr.employee.manage + hr.recruit.manage + hr.private.manage + hr.contract.manage

Candidates

What it is for: People who may become employees. A candidate is not an employee: never in the directory, headcount or payroll
List: columns and filters: Columns: Reference, Candidate, Arabic name (hidden), Phone (hidden), Expected join date, Added (hidden), Status (New / Screening / Offered / Hired / Rejected / Withdrawn). Status tabs with counts; search by reference, name, email
Buttons and actions: New candidate, open a row
Permission needed: hr.recruit.view (list), hr.recruit.manage (New candidate)

Offers

What it is for: Every offer for a position, with where it stands; an offer waiting for approval or acceptance is kept here so a hire can be resumed
List: columns and filters: Columns: Offer, Candidate, Position, Department, Manager (hidden), Employment type (hidden), Start date, Expires (hidden), Created (hidden), Status (Draft / Submitted / Approved / Accepted / Hired / Rejected / Declined / Withdrawn). Status tabs with counts
Buttons and actions: New hire, open a row (an Accepted offer re-enters the flow at step 3)
Permission needed: hr.recruit.view (list), hr.recruit.manage (New hire)

Candidates > open a candidate

Candidate record

What it is for: One candidate: contact, identity, position applied for, consent to keep data, and the offers made
List: columns and filters: Fields: Full name, Arabic name, Email, Phone, Nationality, Source, ID type, ID number (restricted), Position applied for, Expected join date, consent to keep details + Keep details until, Note. Offers list (reference, status, start date)
Buttons and actions: Save, Screen, Reject (reason), Withdraw (reason), New offer
Permission needed: hr.recruit.view (read), hr.recruit.manage (save, screen, reject, withdraw), hr.private.view / hr.private.manage (ID number)

Offers > open an offer

Offer record

What it is for: The offer: position, grade, manager, calendar, contract type, dates, FTE and the pay proposal
List: columns and filters: Fields as in the Offer form (see Fields). Pay block (lines + Total per month) shown only with hr.pay.view; probation end date shown beside Probation
Buttons and actions: Save, Submit for approval, Approve, Reject, Record acceptance, Candidate declined, Withdraw, Hire
Permission needed: hr.recruit.manage / hr.recruit.approve / hr.pay.manage (pay lines) / hr.pay.view (see pay)

Employees > Pay & benefits

Pay changes

What it is for: Effective-dated salary, allowance, benefit and loan-instalment changes raised as requests, never typed over the contract
List: columns and filters: Columns: Change, Employee, Kind (Salary / Allowance / Benefit / Loan or advance), Item, Effective from, Was, Becomes, Retroactive (Retro badge), Raised, Status (Draft / Submitted / Approved / Applied / Rejected / Withdrawn). Status chips
Buttons and actions: New change, open a row
Permission needed: hr.pay.view (list - the whole screen is pay data), hr.pay.manage (New change)

Benefit plans

What it is for: Plans people are enrolled in (medical, life, savings...) with the employee and employer monthly share and who may join
List: columns and filters: Columns: Code, Plan, Employee share, Employer share, From, To, Status (Active / Archived). Record: Plan card (Code, Name, Arabic name, shares, Starts, Ends, Active), Who may join (Worker class, Minimum months of service), Payroll mapping (component per share)
Buttons and actions: New plan, open, Save
Permission needed: hr.pay.view (list), hr.pay.manage (New plan, Save)

Pay changes > open a change

Pay change record

What it is for: One request: the change, its effect (before / new / difference), the retroactive warning, and what applying wrote
List: columns and filters: Smart tiles: Employee, Versions written, Adjustments queued. Cards: Change, Effect (In force before / New / Difference; Employer's share row for benefits), Retroactive change banner, What applying wrote (Version, Item, From, Amount), Queued for payroll (Period corrected, Difference, Status)
Buttons and actions: Submit for approval, Approve, Reject (reason), Apply (dialog with retro acknowledgement), Withdraw (reason)
Permission needed: hr.pay.manage (submit, apply, withdraw), hr.pay.approve (approve, reject)

Employees > Offboarding

Terminations

What it is for: Every separation: draft, notice, cleared, terminated, closed, cancelled
List: columns and filters: Columns: Termination, Employee number (hidden), Employee, Reason, Last working day, Status, Clearance (done/total), Holds, Overdue (badge), Notice given on (hidden). Status tabs; 'Overdue only' switch (open record whose last day has passed)
Buttons and actions: Start offboarding (opens the guided flow), open a row
Permission needed: hr.employee.view (list; rows narrowed to your scope), hr.offboard (Start offboarding)

Dispute holds

What it is for: Holds that stop a leaver being terminated and final pay leaving until released by a different person
List: columns and filters: Columns: Hold, Employee number, Employee, Kind (Dispute / Legal / Investigation / Other), Reason, Placed, Released, Status (Open / Released), Action. Status tabs
Buttons and actions: Place hold, Release (reason dialog), open the termination behind a hold
Permission needed: hr.employee.view (list), hr.hold.manage (Place hold, Release)

Terminations > open a termination

Termination record

What it is for: The leaving process on one page: guard checklist, clearances, notice, recoveries and assets, leave freeze, access, settlement, holds
List: columns and filters: Tiles: Employee, Clearances, Open holds, Owed back, Settlement (Not started / Draft / Calculated / Reviewed / Approved / Posted / Paid / Closed). Cards: Details, Guard checklist (blocked count), Clearances, Notice, Recoveries & assets, Leave freeze, Access, Settlement, Dispute holds. Blockers box: 'This cannot be cleared yet' / 'This cannot be terminated yet'
Buttons and actions: Approve, Move to cleared, Terminate, Terminate before the last day, Close, Cancel termination, Reinstate employee, Request notice waiver, Decide notice waiver, Clearance decision, Decide clearance waiver, Recovery decision, Decide recovery waiver, Refresh what is owed, Freeze leave, Freeze inputs, Schedule access cutoff / Use checklist default, Revoke access now, Place hold, Release hold
Permission needed: hr.employee.view (read); hr.offboard (run the process); hr.offboard.approve (approve, decide waivers, revoke access now, terminate early, reinstate); hr.hold.manage (holds)

Terminations > Start offboarding

Start offboarding (guided flow)

What it is for: Records a separation in draft with a preview of everything it will set up
List: columns and filters: Steps: details (Employee, Reason, Notice given on, Last working day, Effective date, Notice required (days), Notes), notice preview (required / served / checklist, waiver request), what it will set up (leave to be cancelled, leave running past the last day, leave balances before/after, recoveries and assets, sign-in end), review summary
Buttons and actions: Next / Back, Request a waiver of the notice, Give notice, Cancel
Permission needed: hr.offboard (and hr.employee.view)

Employees > Time off

Time off (requests)

What it is for: Every leave request in any state for the people the signed-in person may see (all employees with hr.employee.view, otherwise a line manager's own team)
List: columns and filters: Employee number, Employee, Leave type, From, To, Days (charged), Status badge (Pending/Approved/Rejected/Cancelled); hidden: Reason, Requested. Status chips with counts (All, Pending, Approved, Rejected, Cancelled). Search, sort, filter, paging
Buttons and actions: Request leave (button only for people with hr.employee.view); click a row -> that employee's record. Approving or rejecting is done in Employees > Approvals
Permission needed: Any HR access or a manager's team (server: 'You do not have access to time off.' otherwise); hr.employee.view to see the button

Request leave for an employee (dialog)

What it is for: Ask for leave on somebody's behalf with a live price, balance check and overlap warning before sending
List: columns and filters: Employee, Leave type, When (whole days / morning / afternoon / hours, half day at start or end), Reason; live summary: Charges, asked for, Balance, Held by other requests, available, working-day hours, accrual plan, 'Day by day' table
Buttons and actions: Send request (disabled until a quote exists and nothing blocks it), Cancel
Permission needed: hr.employee.view (quote and submit)

Leave types > open a leave type

Leave type record

What it is for: Create or change one leave type; link to its accrual plans
List: columns and filters: Cards 'Leave type' and 'How a request is taken'; smart link 'Accrual plans'
Buttons and actions: Save / Discard / Back to leave types
Permission needed: hr.configure to edit; read-only otherwise

Accrual plans > open a plan

Accrual plan record

What it is for: Author the figures, enter independent expected cases, approve, put in force, retire, version
List: columns and filters: Tabs/sections: Rules, Eligibility, Carryover and expiry, Source, Automation; 'Before this plan can go into force' checklist (5 checks); Expected cases table (Case, FTE, Service, Probation, Contract, Country, Expected, Plan computes, Result, Entered by); Review and activation; Versions; Calendar preview; History
Buttons and actions: Save, Approve plan, Put the plan in force, New version, Retire plan, Add case, Remove case
Permission needed: hr.configure; hr.leave.policy.approve (second person)

Holidays / Accrual plans > Calendar preview

Calendar preview

What it is for: Price a sample date range on a calendar, day by day, for a chosen leave type
List: columns and filters: Calendar, Leave type, From, To, day part / times; result: Working calendar works ..., Calendar says, Charge, Chargeable, requested
Buttons and actions: Read-only calculator (nothing saved)
Permission needed: hr.employee.view

Employees > Time & attendance

Attendance days

What it is for: One row per employee and workday: what the punches concluded
List: columns and filters: Employee number, Employee, Work date, Shift, Department, Day type, Exceptions, First in, Last out, Scheduled (h), Clocked (h), Breaks (h), Net (h), Regular (h), Late (min), Early (min), Short (min), Overtime (h), Payable (h), Status (Open/Pending/Approved/Locked); filters From, To, Shift, Exception
Buttons and actions: Generate absent days (dialog), open a day
Permission needed: Company scope with hr.employee.view, else a manager's own team ('You do not have access to attendance.')

Attendance corrections

What it is for: Requests to add or fix punches; originals are never edited
List: columns and filters: Employee number, Employee, Work date, Kind, Time in, Time out, Reason, Status, Raised through, Raised by, Decided by, Raised on
Buttons and actions: New correction, Approve, Reject (note required), Withdraw
Permission needed: Scope as attendance; raise: hr.attendance.manage, the employee themselves, or a manager with mss.approve_attendance

Overtime approvals

What it is for: Decide overtime found on days, hour by hour per bucket
List: columns and filters: Employee number, Employee, Work date, Found (h), Buckets, Approved (h), Approved buckets, Status, Policy version, Units version, Day status, Net hours, Decided by, Decided on, Decision note; filters From, To
Buttons and actions: Approve (with hours per bucket), Reject, Withdraw the approval
Permission needed: hr.attendance.approve (company) or mss.approve_overtime (manager of the team)

Weekly timesheets (list)

What it is for: Weekly project hours checked against attendance
List: columns and filters: Employee number, Employee, Week starting, Week ending, Status, Reported hours, Attendance hours, Variance (h), Flag (Flagged / Within tolerance); chips by status, 'Variance flagged' filter
Buttons and actions: New timesheet, open a sheet
Permission needed: Scope as attendance, or your own sheets; create: yourself or hr.attendance.manage

Attendance days > open a day

Attendance day record

What it is for: Punch evidence, how the hours were worked out, exceptions, overtime and the change log of one day
List: columns and filters: Header: Shift, Overtime policy, Department, Payroll period, Note; sections Punches, How the hours were worked out, What is wrong with the day, Overtime, Change log
Buttons and actions: Approve day, Reopen, Correct the times (HR direct fix), Ask for a correction
Permission needed: hr.attendance.approve (company) or mss.approve_attendance (manager of the team); hr.attendance.manage for corrections

Timesheets > open a timesheet

Weekly timesheet record

What it is for: Lines, reconciliation with attendance, submission and decision
List: columns and filters: Lines (Date, Project reference, Task reference, Hours, Note); Reconciliation with attendance (Day, Attendance (h), Reported (h), Difference (h), Check); Submission and decision
Buttons and actions: Save, Submit, Approve, Return (note required), Remove line, Add a line
Permission needed: Employee (own) or hr.attendance.manage; decide: hr.attendance.approve or mss.approve_timesheet

Employees > Expenses

Expense claims

What it is for: Claims filed for employees (HR's view; employees file their own in ESS > Expenses)
List: columns and filters: Title, Employee, Lines, Total (gross), On the card, Payable to employee, Returnable by employee, Status (Draft / Held / Submitted / Approved / Refused / Settled)
Buttons and actions: New claim; open a claim
Permission needed: hr.expense.view (list); hr.expense.claim (new)

Travel

What it is for: Trip requests with an optional cash advance
List: columns and filters: Destination, Employee, Departs, Days, Advance requested, Advance paid, Status (Draft / Approved / Refused / Settled)
Buttons and actions: New trip; open a trip: Create, Approve, Pay the advance
Permission needed: hr.expense.view; hr.expense.claim (new); hr.expense.approve; hr.expense.settle (advance)

Company cards

What it is for: Corporate-card statement lines and whether each is accounted for on a claim line
List: columns and filters: Posted, Merchant, Amount, Reference (provider id), Claimed (Yes / No)
Buttons and actions: Load a statement (paste JSON transactions)
Permission needed: hr.expense.view; hr.expense.configure (load)

Expense claims > open a claim

Expense claim record

What it is for: One claim: header, expense lines, settlement (who owes whom)
List: columns and filters: Smart: Total, Advance, Payable / Returnable. Tabs: Expenses (lines: date, category, merchant, purpose, paid by, amount, receipt), Other information, Settlement
Buttons and actions: Create, Add an expense, Remove line, Submit, Let through (held), Approve, Refuse, Settle, Back
Permission needed: hr.expense.claim / approve / settle

Talent: recruitment pipeline

What it is for: Vacancies with approval and capacity, applicant consent, stages, screening checks, interviews and scorecards, convert to hire, retention
List: columns and filters: No screen exists - test through the API or mark Blocked
Buttons and actions: submit / approve / reject / open / close / fill / cancel a vacancy; hold, select, convert an application; scorecards
Permission needed: hr.vacancy.manage / approve, hr.applicant.all / hold, hr.recruit.manage, vacancy team

Talent: performance

What it is for: Review cycles, self and manager assessments, calibration, sign-off, publish, acknowledge, appeal; SMART goals
List: columns and filters: No screen exists
Buttons and actions: preview / launch / close cycle; self, manager; calibrate, sign-off, publish; agree, progress, close goal
Permission needed: hr.review.manage / view / publish

Talent: skills and learning

What it is for: Employee skills and certificates, position skill profiles and gaps, courses, sessions, learning plans with approval
List: columns and filters: No screen exists
Buttons and actions: register, complete, cancel session; plan versions submit / approve
Permission needed: hr.training.view / manage / approve

Updated 3 October 2026