# HRM: leave, payroll and hiring

> Mark holidays, handle leave requests, record payroll and payslips, and run recruitment from one place.

Source: https://docs.bakasir.com/en/docs/commerce/team-hrm

Video tutorial (2:38): [HRM: leave, payroll and recruitment](https://media.bakasir.com/bakasir-media/docs-video/commerce-team-hrm/commerce-team-hrm.mp4), subtitles: https://media.bakasir.com/bakasir-media/docs-video/commerce-team-hrm/commerce-team-hrm.en.vtt



The **HRM Suite** plugin adds people management to the Portal: holidays, leave, payroll and recruitment. This tutorial goes through each one in the order you would use them. It takes about 8 minutes.

## Before you start

- The **HRM Suite** plugin is installed. See [Plugins and Marketplace](https://docs.bakasir.com/en/docs/commerce/extensions.md).
- Your team members already have staff accounts. See [Team](https://docs.bakasir.com/en/docs/portal/team.md).
- Dashboard, Holiday, Payroll and Recruit are for Owners and Managers. Every team member can open **Attendance** and **Leaves**.

## Steps




### Open the HRM menu

The **HRM** menu takes over from the **Staff** menu. It holds **Dashboard**, **Staff List**, **Attendance**, **Leaves**, **Holiday**, **Payroll** and **Recruit**. The **HRM Dashboard** shows **Staff**, **Present Today**, **On Leave Today**, **Pending Leaves**, **Upcoming Holidays** and **Open Jobs**.




### Mark the holidays

Open **HRM → Holiday**. Click a date, or drag across several dates, to mark a holiday. In **Add New Holiday**, enter the **Title**, choose the **Store** (or **All Stores**), the type (**National**, **Company** or **Collective Leave**), the **Start Date** and the **Finish Date**.




### Request a leave

Open **HRM → Leaves** and click **Request Leave**. Leave **Staff** as **Myself**, or pick a team member if you manage them. Choose the **Type** (**Annual**, **Sick**, **Unpaid** or **Other**), the **Start Date** and **End Date**, add a **Reason** and click **Submit**.




### Approve or reject the leave

A manager opens **HRM → Leaves** and clicks **Approve** or **Reject** on a **Pending** request. You can select several rows and decide them together. Pending requests also appear in the bell.




### Set the payroll defaults

Open **HRM → Payroll** and open **Payroll Settings**. Choose the default **Salary Payment Method**, the **Payday Date** and whether to **Include in Accounting**. These defaults fill new records.




### Add a payroll record

Click **Add Manual**. Choose the **Date** and the **Staff** member, enter the **Net Salary**, choose **Paid By** (**Bank Transfer**, **Cash** or **Cheque**), set the **Status** (**Unpaid** or **Paid**) and add a **Note**. Click **Create**.




### Send the payslip

On the payroll row, use the icons to **Download Payslip** as a PDF, **Send via Email** or **Send via WhatsApp**. Email needs an email address on the staff account, and WhatsApp needs a phone number.




### Post a job

Open **HRM → Recruit** and go to **Jobs**. Click **Add Job** and fill in the **Job Title**, **Department**, **Skills**, **Location**, **Total Openings**, **Job Type**, **Work Experiences** and **Job Description**. Choose which details applicants must give under **Required Field**, then save. The job is published while **Open for applications** is on.




### Review candidates and schedule interviews

Open the **Candidates** tab to read the applications and files. Move a candidate to **Interview**, **Hired**, **Rejected** or **Whitelisted**. Click **Schedule Interview**, pick **Interview at** and the **Interviewer**, then click **Schedule**. The **Interview Schedule** tab shows the month.




## How payroll and accounting connect

- Payroll in Bakasir is a record you enter: who, when, how much and how it was paid. It does not work out the salary from attendance for you.
- Saving a record as **Paid** writes a **Salary** expense when **Include in Accounting** is on. The accounting journal picks it up as **Salary expense**. Do not enter the same salary again in **Purchase → Expenses**.
- A record that stays **Unpaid** past its date shows **Overdue**.

## The careers page

Click **Career's Page** at the top of **Recruit** to open your public page, at your store address followed by `/careers`. Open jobs appear there, and people apply with the form. The page needs the HRM Suite and your Store URL, not the E-Commerce Suite.

<Callout type="warn" title="Candidate files are private">
    Photos, resumes and ID cards are for Owners and Managers only. Download them only when you need them, and do not share them. Set **Disclose Salary on Career's Page** only when you want the range to be public.
</Callout>

## Tips

- **Holidays.** They show on the Holiday calendar and under **Upcoming Holidays** on the HRM Dashboard.
- **Time zone.** Dates follow the time zone in **Settings → System**. Check it before you pay a period.
- **Correcting money.** If a payroll record is wrong, edit the record. Do not fix it with a separate expense.
- **Attendance.** Staff clock in and out in **HRM → Attendance**. See [Team](https://docs.bakasir.com/en/docs/portal/team.md).

## Next steps

- [Team: staff, roles and PIN](https://docs.bakasir.com/en/docs/portal/team.md)
- [Accounting](https://docs.bakasir.com/en/docs/commerce/accounting.md)
- [Plugins and Marketplace](https://docs.bakasir.com/en/docs/commerce/extensions.md)