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Role profile / Department

HR

Employee records, requests, HR ownership and the payroll connection.

Role accountabilities

What this role is responsible for.

  • Maintain employee records and process assigned HR requests; pass approved payroll inputs to authorized payroll staff.
  • Work only within assigned company, branch and department scope.
  • Send each record to the next authorized owner; decisions and approvals follow company policy.
Security & data safeguards

What this role can access—and what needs a separate grant.

  • Employee records restricted by HR assignment; salary/payslip fields limited to authorized payroll users. Keep publication separate from payment initiation and bank confirmation; audit sensitive views and edits.

These are FieldPro security requirements and intended permission boundaries.

Expertise & module responsibilities

Workspaces connected to this role.

Each module shows what it manages, its process, information in and the records it hands off.

People

HR Management

Organize employee information and connect HR work with attendance, leave, payroll and employee self-service.

Module responsibilities & availability

  • Employee RecordsAvailable

    Maintain permission-controlled employment information.

  • Attendance (Manual / Biometric)Available

    Record authorized manual attendance and connect supported biometric input.

  • Leave ManagementAvailable

    Submit, review and track employee leave requests.

  • Department & DesignationAvailable

    Associate employees with their department, job and reporting context.

  • Employee DocumentsAvailable

    Store only the employee documents the HR workflow requires.

  • Performance TrackingAvailable

    Record authorized performance reviews and follow-up.

  • Training & SkillsAvailable

    Associate employee skills and assigned learning with HR records.

  • Disciplinary RecordsAvailable

    Restrict sensitive case records to specifically authorized HR staff.

  • Employee PortalAvailable

    Give employees access to their own permitted information and requests.

  • Role-controlled employee recordsAvailable
  • Department and employment informationAvailable
  • Employee requests and HR reviewAvailable
  • Connections to payroll, directory and assigned trainingAvailable
Process, inputs & handoffs

Process

  • Create employee record
  • Assign department and role
  • Review HR requests
  • Pass approved information to payroll

Information received

  • Employee information
  • Approved HR changes

Records or handoffs produced

  • Employee records
  • HR request decisions

Open full module details →

People

Payroll Management

Explain every pay-run stage clearly, from preparation and approval to publication and confirmed payment status.

Module responsibilities & availability

  • Salary Structure & ComponentsAvailable

    Configure approved salary components for the employee/pay group.

  • Monthly Payroll ProcessingAvailable

    Prepare a controlled monthly pay run.

  • Allowances & DeductionsAvailable

    Apply authorized additions and deductions with traceable inputs.

  • Loan & Advance ManagementAvailable

    Track approved employee loans and advances in payroll inputs.

  • Tax & Social Security (Country-wise)Available

    Use configured and maintained country-specific payroll rules.

  • Payroll ReportsAvailable

    Review permitted pay-run summaries and exceptions.

  • Payslips (PDF / Email)Available

    Provide employee-specific payslips after publication; email requires setup.

  • Bank Transfer FileAvailable

    Prepare the required bank format for authorized payment processing.

  • Payroll Approval WorkflowAvailable

    Keep preparation, approval, publication and payment confirmation distinct.

  • Prepared, approved and published pay-run stagesAvailable
  • Scheduled and initiated payment stagesAvailable
  • Confirmed or failed payment outcomesAvailable
  • Individual payslips visible only to the employee and authorized payroll staffAvailable
Process, inputs & handoffs

Process

  • Prepare payroll
  • Approve pay run
  • Publish employee payslips
  • Schedule and initiate payment
  • Record confirmed or failed outcome

Information received

  • Approved employee and payroll information
  • Authorized payment instructions

Records or handoffs produced

  • Published payslips
  • Payment status notifications

Open full module details →

People

Employee Self-Service

Give employees a clear place to view their own information, request leave and receive published payslips.

Module responsibilities & availability

  • Own-record visibilityAvailable
  • Leave requests and HR reviewAvailable
  • Payslips after payroll publicationAvailable
  • Personal notifications and assigned documentsAvailable
Process, inputs & handoffs

Process

  • Open own record
  • Submit a request
  • Receive authorized decision
  • View published information

Information received

  • Employee request
  • Published HR or payroll record

Records or handoffs produced

  • Request status
  • Personal employee information

Open full module details →

Administration

Branch Management

Connect each branch, its manager, supervisors and departments to the company workspace with clearly assigned access.

Module responsibilities & availability

  • Branch directory and company-to-branch structureAvailable
  • Branch Manager and Supervisor assignments with explicit responsibilitiesAvailable
  • Branch-scoped HR, CNC, Accounts, Warehouse and Transport workspacesAvailable
  • Sales teams, order bookers and assigned riders connected to their branchAvailable
  • Branch-level workflow visibility and authorized exception escalationAvailable
  • Company-wide oversight only for users assigned the relevant cross-branch rightsAvailable
Process, inputs & handoffs

Process

  • Define the company and its branches
  • Assign the Branch Manager, supervisors and department teams
  • Set record visibility and approval rights for each branch
  • Follow orders, stock, dispatch and delivery within the assigned scope
  • Escalate exceptions and review authorized branch summaries

Information received

  • Company and branch structure
  • Employee and department assignments
  • Configured access and approval policies
  • Branch orders, stock and delivery records

Records or handoffs produced

  • Branch workspace and responsibility map
  • Department handoffs with branch context
  • Authorized branch summaries and exception queues

Open full module details →

Control

Document Center

Keep business documents, templates, versions and approvals inside the departments and workflows that require them.

Module responsibilities & availability

  • Department-wise Document StorageAvailable

    Limit document categories and access to the departments that need them.

  • Upload, View, DownloadAvailable

    Use authorized file handling for the linked business record.

  • Print / Save as PDFAvailable

    Provide a print/PDF option where the specific document type supports it.

  • Document TemplatesAvailable

    Enable the right templates for the relevant department and workflow.

  • Version HistoryAvailable

    Retain the document version associated with an approval or change.

  • Document Approval WorkflowAvailable

    Route the chosen version to assigned reviewers.

  • Audit TrailAvailable

    Track sensitive document access and lifecycle actions.

  • Search & FiltersAvailable

    Find authorized files by their record and metadata.

  • CSV ExportAvailable

    Export permitted document-list metadata when the workflow requires it.

  • Integration with All ModulesAvailable

    Attach supported documents contextually; no universal document menu or format grant.

  • Connected Office Mail file governanceAvailable

    Private Office Mail attachment storage, hold/review and recovery workflows are documented in their own modules. They do not implement versioning or governance for every Document Center record.

Process, inputs & handoffs

Process

  • Open the linked business workflow
  • Choose an allowed document type
  • Upload or prepare the relevant version
  • Route required approval
  • Retain permitted access and export history

Information received

  • Business-record context
  • Allowed template/file type
  • Department permission

Records or handoffs produced

  • Versioned document
  • Approval and access history
  • Context-appropriate print or export

Open full module details →

Platform

Mobile & API Access

Explain role-based mobile work, manager approvals, notifications and the roadmap for supported API/provider connections.

Module responsibilities & availability

  • Responsive Web DesignAvailable

    Adapt authorized workspaces to supported screen sizes.

  • Mobile-friendly InterfaceAvailable

    Prioritize tasks and forms relevant to mobile users.

  • Employee Self Service (ESS)Available

    Provide employee-specific requests and published information.

  • Manager ApprovalsAvailable

    Expose only assigned approval work with applicable limits.

  • Real-time NotificationsAvailable

    Plan configured delivery channels and permission-aware routing.

  • API IntegrationAvailable

    Publish supported authorized integration interfaces as they are implemented.

  • Third-party Services (Shipping, Customs)Available

    Connect approved shipping, payment and messaging providers.

  • Email / WhatsApp AlertsAvailable

    Deliver configured business messages through approved providers.

  • Mobile App (Android & iPhone installable app)Available

    One installable app for Android, iPhone and desktop.

  • Field Operations SupportAvailable

    Connect assigned rider, sales, collection and supervisor tasks.

Process, inputs & handoffs

Process

  • Sign in and select authorized company
  • Open the assigned role workflow
  • Submit the permitted action
  • Receive configured status updates
  • Sync or integrate through supported interfaces

Information received

  • Authorized session
  • Assigned workflow
  • Configured device/provider connection

Records or handoffs produced

  • Role-specific mobile action
  • Notification state
  • Supported integration handoff

Open full module details →

Role permissions and assigned module responsibilities are set by the company.
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