HRMS Management
Comprehensive guide for managing employees, attendance, leaves, payroll, and HR operations in your practice.
Part A HRMS for employees
View Employee
View and manage employee profiles, details, designations, and permissions. Edit, delete, reset password.
GuideExpense
Submit, track, and manage employee expense claims. HRMS → My Expense: Pending, Approved, Rejected; Add Expense with Client, Amount, Bill, Remark, Billable.
GuideRaise Grievances
Submit and track employee grievances. HRMS → Raise Grievances: view by status, add with +, fill form and save.
GuideEmployee Hierarchy
View hierarchy by designation, create teams with + icon; Team Name, Team Incharge, Team Members, Save.
GuideManager Approval
Approve attendance, leave, on duty, comp off, timesheet, grievance, expense, and probation requests.
GuideMy Leave
View leave balance, apply for leaves, and track leave history. Dashboard → HRMS → My Leave; use + to apply leave with type, dates, half-day, reason, proof.
GuideManager Reports
Generate and view reports for task, HRMS, timesheet, and attendance summary.
GuideMy Attendance
Mark attendance from desktop (Check In on Dashboard) or mobile (Mark Attendance with face upload). View check-in/check-out and status in HRMS → My Attendance.
GuideTimesheet
Log work hours, select status and date range, add entries with client, branch, service, task; view employee summary.
GuidePart B Payroll for Employees
Salary Slips
View and download monthly salary slips with detailed breakdown.
GuideForm 12B
Fill Form 12B in three parts: Previous Employer Details, Annexure, and Remarks and Declarations. Branch, Financial Year, upload proof and declaration.
GuideForm 12BB
Fill Form 12BB: select Financial Year and Tax Regime (New/Old), House Rent Allowance (monthly rent, landlord details, Rent Receipt, Rent Agreement, PAN), then Remarks and Declarations.
GuidePart C HRMS for HRs
HRMS Setting
Configure HRMS settings and policies from PartnerDesk → Profile Settings → HRMS Settings.
GuideHRMS Leave
Manage leave policies, leave types, and leave configurations. Dashboard → Profile settings → HRMS → HRMS Leave.
GuideAdd Employee
Step-by-step guide to add employees via View Employee → Add. Covers basic details, employment, permissions, and credentials.
GuideDesignation & Permission
Manage employee designations and configure role-based permissions.
GuideAdd Holidays
Add holidays from HRMS Setting → Holiday: use Add from template, Add holiday, or Add bulk holiday.
GuideHR Grievance Approval
Review and approve employee grievances. Dashboard → Profile settings → HRMS → HR Grievance Approval. Pending Grievance and Approve/Reject Grievance tabs.
GuideAttendance Approval
Dashboard → Profile settings → HRMS → Attendance approval. Pending checkin and Approved/Rejected checkin; use Select All to approve/reject all or Approve/Reject on each card.
GuideHR Probation Approval
Approve or extend employee probation from PartnerDesk → Profile Settings → HR Probation Approval.
GuideHR Expense
Review and manage employee expense claims. Dashboard → Profile settings → HRMS → HR Expense. Pending, Approved, and Rejected Expenses tabs.
GuidePart D Payroll for HRs
Payroll - Account Settings
Configure payroll account settings from Settings → Payroll → Account Settings, and manage salary processing preferences.
GuidePayroll - Employee Declaration
Unlock Form 12B/12BB for employees, then verify and track approval status from the Approval tabs.
GuidePayroll - Transaction
Open Transaction from Settings → Payroll to access Payable Days, Variable Deduction, Additional Pay, Manual TDS, Hold, Generate, Release, Released, Arrear, and Tax Computation.
Guide