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HR Administrator

The HR administrator owns the employee record and everything that hangs off it: the department and position structure employees are assigned to, the timesheets that feed payroll, and the leave and overtime decisions that change what people are paid. Payroll itself belongs to someone else — see Payroll Officer — but almost every number a payroll run reads was entered or approved here.

Your pages

Under HR Management in the sidebar:

PageRouteWhat it is for
Employees/employeesThe employee master record: personal details, employment, government IDs, compensation.
HR Analytics/hr-analyticsWorkforce, attendance, leave, overtime and lifecycle trends.
Departments/departmentsThe department hierarchy, including sub-departments.
Positions/positionsJob positions and the department each belongs to.
Timesheets/timesheetsEvery employee's time entries, and the approval queue.
Leave Requests/leave-requestsLeave submitted by employees, awaiting a decision.
Overtime Requests/overtime-requestsOvertime submitted by employees, awaiting a decision.

Announcements (/announcements) sits outside the group as a standalone entry, because everyone can read announcements; managing them needs hr.announcements.manage. The Recruitment group is documented separately in Recruiter.

The task guides:

HR Analytics

/hr-analytics is a read-only reporting page rather than a workflow, so it has no task guide of its own. It carries five tabs — Overview, Workforce, Attendance, Leave, and Overtime & Compliance — a trend-period selector offering the last 6, 12, or 24 months, and an Export PDF button that captures the tab you are looking at. Selecting a department in some charts applies a filter across the page; a chip near the top shows the active department and clears it. Recruitment has its own analytics page and is not included here.

The shared grid toolbar

Employees, Departments, Positions, Timesheets, Leave Requests, Overtime Requests and Announcements are all built from the same data grid, so the controls below work identically on each. The task guides describe only what is specific to their page.

Status tabs

Above the table, tabs split the rows by status — Pending, Approved, Archived and so on, depending on the page — with a count on each. All is the leftmost tab and is where every page opens. Switching tabs re-queries the server; it does not filter rows already on screen.

The search box filters on one column at a time, not across the whole record. Its placeholder tells you which one ("Search by last name…"), and you change the target under Search In in the View menu. Typing pauses briefly before the search runs. If you need to match on several fields at once, use the column filters instead.

View menu

The View button opens display settings for the page. All of them are remembered in your browser, per page.

SectionWhat it does
Saved ViewsApplies a named view, or saves the current one. Every page listed above supports this.
ColumnsCheckboxes for every available column, plus Select All. At least one column always stays on.
Search InChooses which single column the search box targets.
DensityCompact, Comfortable, or Expanded row height. Expanded wraps long text instead of clipping it.
DisplayShow status tabs and Show selection checkboxes toggles.

Turning a column off does not only hide it — the application stops fetching that field, which is why wide tables such as Employees load faster with their extra columns switched off.

Saved views are a named snapshot of your filters, visible columns, sort order and density. They are stored against your account on the server, so they follow you to another browser. Choose Save Current View…, give it a name, and it appears in the list; saving under a name that already exists replaces it. The trash icon beside a view deletes it. This is separate from the automatic per-browser memory of column widths and filters, which needs no action from you.

Table menu

The Table button groups the actions that operate on the table as a whole. Only the entries a page supports appear, so this menu is shorter on some pages than others:

  • Import CSV — opens the page's import dialog. Shown only if you have permission to create records.
  • Export CSV — downloads the rows matching your current tab and column filters, not only the page on screen.
  • Export PDF — the same rows as a printable table.
  • Refresh — re-reads the data, including the tab counts.
  • Reset View — clears column filters and restores the default column order, widths and visibility.

Some pages add their own entries here; Employees, for example, adds Export Full Details and Export BIR Alphalist.

Primary action

The rightmost button on the toolbar creates a new record — Add Employee, Add Department, Add Position. It is absent when you lack the permission to create, and pages that do not create records from the grid (Timesheets, Leave Requests, Overtime Requests) have no primary button at all.

Column filters and sorting

Each column header carries a filter icon. Text columns offer contains, equals and similar operators; number and date columns offer ranges. One condition per column, combined across columns. Select a header to sort by it where the column supports sorting — not every column does, because sorting has to be something the server can do.

Working with rows

  • The kebab menu at the right edge of each row holds the actions for that record. Its contents vary with the row: an already-archived record offers Restore instead of Archive, and actions you lack permission for are omitted.
  • Double-clicking a row opens the page's default action for it, usually a detail drawer or the edit form.
  • Activity History is in the kebab menu on most pages. It lists the recorded changes to that record.

Selecting rows and bulk actions

Where bulk actions exist, checkboxes appear in the leftmost column (toggle them under Display in the View menu). Selecting rows reveals a bar above the table showing "N selected", the actions available, and Clear.

Bulk actions apply only to rows in a state that permits them. Approving a mixed selection of timesheets, for instance, acts on the submitted ones and tells you how many were skipped and why.

Pagination

The bar below the table shows "Showing 1-25 of 137 records", a page-size menu (25, 50, 75 or 100 rows), and first, previous, next and last controls. On grids with enough pages a jump-to-page box appears — type a number and press Enter or select Go.

Table and card views

The two icon buttons at the top right of the page switch between the table and a card layout of the same rows. Card view respects the active tab but is a read-only summary: the toolbar stays available, bulk selection does not.

What is not yours

Payroll runs, contribution rates, payslips, bonuses, deductions and government form filing sit behind payroll permissions and are covered in Payroll Officer. Users, roles and permissions belong to the System Administrator. The one crossover worth noting is Overtime Requests, which appears in both the HR Management and Payroll groups and can be decided by either role.