HR Module Overview
The HR module in Shaari provides a complete human resources management system built into your invoicing platform. Rather than juggling separate HR software, spreadsheets, and paper files, you manage your entire workforce from the same place you handle invoices and projects.
Enterprise Plan Requirement
The HR module is available exclusively on the Enterprise plan. If you are on the Basic or Plus plan, you will not see HR features in your dashboard. Upgrade through Settings > Subscription to gain access.
What the HR Module Includes
The module covers the full employee lifecycle and day-to-day HR operations:
- Employee Management -- Create and maintain detailed employee records including personal information, bank details, documents, and photos.
- Departments -- Organize your workforce into a department hierarchy with rental allocations and reporting structure.
- Attendance Tracking -- Record daily check-in and check-out times, track presence, and generate attendance reports as PDFs.
- Leave Management -- Handle leave requests through an approval workflow, track balances across multiple leave types, and issue leave certificates.
- Payroll Processing -- Configure salary structures with basic pay, allowances, and deductions, then run monthly payroll and generate PDF salary slips.
- Employee Loans -- Issue loans with principal, interest, and repayment schedules that integrate directly into payroll deductions.
- Warnings System -- Document employee warnings at different severity levels and generate formal PDF warning letters.
- Custody / Petty Cash -- Manage cash custody assignments, daily expense reports, and employee balance tracking.
- HR Documents -- Store contracts, certificates, medical records, and other documents per employee in a centralized repository.
Key Capabilities
PDF Generation
The HR module generates professional PDF documents throughout the system:
- Salary slips with full earnings and deductions breakdown
- Attendance reports filtered by date range
- Warning letters with severity and details
- Loan agreements and repayment schedules
- Leave certificates for approved leave
Multi-Tenant Isolation
Like every part of Shaari, the HR module is fully multi-tenant. Each tenant's employee data, payroll records, and HR documents are completely isolated from other tenants.
Bilingual Support
All HR features support both Arabic and English, including PDF documents, form labels, and status values. The interface follows your language preference set in Settings.
Getting Started with HR
If you are setting up the HR module for the first time, follow this recommended order:
- Create departments -- Set up your organizational structure before adding employees. See Departments.
- Add employees -- Enter employee records with personal details, employment type, and bank information. See Employee Management.
- Configure payroll -- Define salary structures with allowances and deductions. See Salary Structure.
- Set up leave policies -- Choose which leave types your organization offers and set initial balances. See Leave Management.
- Begin tracking attendance -- Start recording daily attendance. See Attendance Tracking.
You do not need to configure everything at once. Start with employees and departments, then enable payroll and other features as you need them.
Navigation
The HR module is accessible from the main sidebar under HR Management. Each sub-section has its own page:
| Section | What It Covers |
|---|---|
| Employees | Employee records, personal info, bank details |
| Departments | Organizational hierarchy |
| Attendance | Daily check-in/check-out, reports |
| Leave | Leave requests, approvals, balances |
| Payroll | Salary structure, payroll runs, salary slips |
| Loans | Employee loans and repayment |
| Warnings | Disciplinary warnings and letters |
| Documents | HR document repository |
| Custody | Petty cash, daily expenses, balance tracking |