HR (Pro)
Last updated
Last updated
The HR module is a PRO only feature that adds support to link resources to a manager. A manager is by default given the approver role for the resource they are manager for. This includes time records, expense claims and absences. But, each of these can be defined separately.
To get access to the HR module, this must be enabled in the general settings. You will be offered to upgrade to Pro plan if you do not already have this plan. See more on how to configure it here.
HR is added a a separate tab on the resource. Access to this tab is controlled using permissions that is defined on the access roles.
A manager is the resource that is directly above the employee in the hierarchy. All active internal resources are available to be selected as manager.
When selecting a resource as the manager for your employee, the manager will also be set as the time registration approver for the employee. This can be changed, the list will contain resources that are above the employee in the hierarchy, but also resources that have a role where the "Available for HR tasks" permission has been given.
When selecting a resource as the manager for your employee, the manager will also be set as the travel and expense approver for the employee.
When selecting a resource as the manager for your employee, the manager will also be set as the absence approver for the employee.
To approve absence use the absence report. Company/Absence/Absence report. As an absence approver, these will be coming as notifications and clicking on the notification will load the report filtered with the resources one has to approve.
To approve time registrations, use the hours report. Company/Hours report.
As a time registration approve, these will also be coming as notifications and clicking on the notification will load the report filtered with the resources you are to approve.
See this detailed article on how to approve Travel and expenses in Moment
The "My overview" page will contain information about who is the resource's manager and who is the approver if different than the manager. Shown under a section named HR.
In addition, for those resources that has been set as manager or an approver, they will also get an overview of those resources that they have this responsibility over. One will also here see the number of items to be approved for each resource.
HR module also includes the option to import data to set the employees manager and approvers.
The import uses a template file that contains 5 columns.
Fill out the template file according to what is correct combination of resource and manager.
Defined the correct approver if different from manager.
Upload the file in the import section and run the import.
Your resources will be configured according to the import file.
If a resource defined as an approver is different from the manager and this resource is not found be in the hierarchy nor having the permission to be available for HR tasks the manager will be set as the approver.
User account
Email address of the resource to be configured
Manager
Email address of the resource to be set as manager
Timesheet approver
Email address of the resource to be set as time registration approver.
Optional. Will be set to same as manager if not provided
Travel and expense approver
Email address of the resource to be set as travel and expense approver
Optional. Will be set to same as manager if not provided
Absence approver
Email address of the resource to be set as absence approver
Optional. Will be set to same as manager if not provided
