Optional Module: Workforce

The Workforce module provides your team with a structured Human Resources workspace to manage people data, track attendance, and handle leave approvals centrally.

Operating Workflow

1. Enable the Module

   Toggle on Workforce in Settings > Workspace Modules.

2. Define Organizational Structure

   Create departments (e.g., Engineering, Sales, Finance) and assign managers to handle leave approvals.

3. Add Employee Profiles

   Input employee details, including contact information, job titles, and hire dates.

4. Configure Leave Policies

   Set the annual allowance for Sick Time, Vacation, and Unpaid Leave.

Daily HR Operations

• Attendance Tracking: Employees can clock in/out, or managers can bulk-upload attendance logs.
• Leave Approvals: Managers receive notifications when a team member requests time off, allowing for one-click approval or denial.

Best Practices

Do

• Keep emergency contact information updated for all active employees.
• Review pending leave approvals weekly to ensure accurate availability forecasting for project planning.

Don't

• Hard-delete an employee's profile when they leave the company. Mark them as "Terminated" or "Resigned" to preserve historical records for audits.