OptiCRM module

Staff & HR

Complete employee lifecycle — hiring to payroll

Manage staff records with employment types, departments, designations, and reporting hierarchy. Leave management with self-service. Attendance-linked payroll with salary structures and deductions. Appraisal cycles with goals, self-assessment, and manager review. Welcome email on staff creation.

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PI

Priya Iyer

Senior Teacher · Mathematics

EMP-2024-00018 · Permanent

Casual

8 / 12

Sick

4 / 6

Earned

15 / 20

March payroll

Disbursed

₹68,400

The flow

How Staff & HR works, end to end.

Each step is one screen, one decision, one handoff. Designed to feel like the next obvious thing.

01

Add staff

Create record with department, designation, contract. Welcome email sent automatically. A clean handoff to the next stage.

02

Staff self-serves

Applies leave, views payslips, submits regularisation requests — from Self Service. Built to be the part you stop thinking about.

03

Payroll runs monthly

Auto-calculated from salary structure + attendance. Adjust, approve, disburse. Audit-logged, restorable, repeatable.

04

Appraise annually

Launch cycle, staff self-reviews, managers assess, outcomes logged. Minimal clicks, maximal context.

Capabilities

What Staff & HR gives you

Six capabilities, each shipped on the live product.

Staff records with full employment detail

Employee code (auto-generated), user account with role, department, designation, reporting manager, contract type (Permanent/Contract/Part-Time/Visiting/Intern), status, bank details, emergency contact.

Automatic welcome email

When you create a staff member, they get an email with login credentials and a direct sign-in link. No manual credential sharing.

Departments & designations

Organizational structure that flows through reports, permissions, and payroll. "Mathematics", "Administration", "Transport" — with "Senior Teacher", "Clerk", "Driver" designations.

Leave management (self-service + admin)

Staff apply from Self Service → My Leave. Admins configure leave types, set annual balances, approve/reject, view institutional leave calendar.

Payroll with attendance integration

Define salary structures (basic, HRA, DA, allowances, deductions). Generate monthly payroll. Attendance-linked auto-deductions. PF and ESI computation.

Appraisal cycles

Annual or bi-annual cycles. Set goals and KPIs. Self-assessment. Manager review. Track status and history across years.

The full list

Everything in Staff & HR.

Practical, scannable, no expand-to-see-more.

5 contract types

Permanent, Contract, Part-Time, Visiting, Intern — configurable payroll per type.

5 employment statuses

Active, On Leave, Suspended, Resigned, Terminated.

Bank details for payroll

Account number, IFSC, PAN. Validation at save time.

Emergency contact per staff

Name and phone, accessible to HR in case of emergency.

Reporting hierarchy

ReportsTo field creates org chart. Used in approvals, reviews, reports.

Leave type configuration

Casual, Sick, Earned, Maternity, Paternity — with annual balance per employee.

Institutional leave calendar

See everyone on leave this week in one view. Avoid simultaneous key-person absences.

Performance goals & KPIs

Quantifiable goals linked to appraisal cycles.

Built for HR · Principal · Finance Team

Frequently asked

Common questions.

Do staff get their credentials automatically?

Yes. Creating a staff record triggers a welcome email with login credentials and a direct sign-in link. No manual credential sharing.

Can payroll factor in attendance automatically?

Yes. Salary structures define basic, HRA, DA, allowances, and deductions. Monthly payroll generation pulls attendance and applies auto-deductions, with PF and ESI computation built in.

How does leave management work for staff?

Staff apply from Self Service → My Leave. Admins configure leave types (Casual, Sick, Earned, Maternity, Paternity) with annual balances per employee, then approve or reject from the dashboard.

Can we run formal performance reviews?

Yes. Annual or bi-annual appraisal cycles with goals, KPIs, self-assessment, and manager review. Status and history tracked across years.

Which contract types are supported?

Five: Permanent, Contract, Part-Time, Visiting, Intern. Payroll behavior is configurable per type.

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