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For: HR manager, HR officer

HR manager

Staff records, leave, staff attendance, appraisals and recruitment — for the person who looks after the school’s staff.

Your home screen

HR Overview opens with what needs you: leave requests waiting, staff who cannot be paid yet because their salary or bank details are missing, records with no contract or emergency contact, and teachers with no teaching licence recorded. Below are the staff numbers for the period and who is on leave today.

HR Overview: leave requests waiting, staff who cannot be paid yet, missing contracts and emergency contacts, late PAYE and missing teaching licences, then staff numbers and who is on leave today.

Staff records

  1. Open Staff and press Add Employee for someone new: their details, job, department, start date and salary.

  2. Tick Grant portal access now to give them their sign-in, and choose their job. For someone with no email, save first and use Generate Activation Code on their profile.

  3. Open anyone’s record to add their bank or Mobile Money details, contract, emergency contact and, for a teacher, their NTC licence number and expiry.

Leave

  1. Staff ask for leave from their own account. Their supervisor approves it first, then HR.

  2. Open Leave to see every request, with the days it takes — school days, not counting weekends or the school’s holidays.

    Leave: how many requests are pending, approved and rejected, then each request with the person, the type of leave, the dates, the days and its state.
  3. Open a request to approve or reject it. Approving takes the days from the person’s balance; Leave Balances shows what everyone has left.

Attendance, appraisals and recruitment

Staff Attendance
Who came to work each day, and who was late or absent.
Performance
The appraisal cycle: goals for each person for the term or year, and how they went.
Recruitment
Vacancies, the people who applied, and their interviews. A person you hire becomes a staff record, ready to be added to payroll.
HR Reports
Staff lists, leave taken and attendance, to print or download.