HR Module within SugarCRM

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HR Module within SugarCRM

Human Resource Management System is a software which helps an organization to handle and manage the data of employees regarding all the different aspects of them. HRMS manages and joins different departments like leaves, payroll, project, billing, recruitment so that the entire system doesn’t have any discrepancies. It helps HR department of an organization to access and use all that data easily and effectively. Small and medium companies may want to leverage SugarCRM to manage their HR function apart from managing sales and marketing.

 

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This document represents how to maintain Employee Payroll information in SugarCRM, to maintain this payroll information we need to have some related modules those are Employee, Attendance, Leave Management, Salary, Earnings and Deductions, Training, Recruitment, and Resignation.


Modules required for maintaining payroll information in SugarCRM

There are few modules which are required for maintaining payroll. They are listed below in a sequential manner.

Attendance

This module will provide accurate time spent by the staff member at his/her job, here we are maintaining the information about employees in time, out time, time spent and extra hours spent in the office. Here extra hours will be calculated if an employee spends more than 9 hours a day in an office.

This information will be used in payroll module to calculate the pay for a particular employee based on extra hours spent in an office.

Attendance module

Leave Management

This module contains the information about the employees leave details. There are two kinds of leaves which are annual leave and sick leave, for each type of leave fixed amount of days will be allocated. Here we are maintaining particular employee leave start date, end date and type of leave taken.

These details are used in the payroll calculation, if the number of leaves taken by an employee exceeds the fixed amount of leaves allocated for that type of leave then the pay of that particular employee as per his salary will be deducted for those respective days automatically and monthly payments will be calculated accordingly.

Leave Management module of HRMS

Salary

This module is used to maintain the employee salary details. Here we are maintaining a history of salary details of a particular employee. If the status of the employee is active then we can recognize it as current salary

Salary module of HRMS

 


Employee

This module is used to maintain the details such as name, title, address and email address for employees in the organization. Here we can add new employee, modify the existing employee and delete the existing employee.

Here we can consider all Sugar users are employees.

In this module we need to maintain three kinds of information, that is

  1. Personal Information
  2. Contact Information
  3. Employee Status

In the personal information, it consists of the information about the employee name, employee title, etc. In the contact information, it consists of the information about the employee address, phone numbers, etc. In the employee status, it consists of the information about the status of the employee, department, etc.

Employee Module of HRMS

Earnings and Deductions:

In this module, we are maintaining the information regarding all allowances and deductions that are applicable to any employees in the organization.

Here we will provide the details of name and type of allowance/deductions with respective value in amount/percentage, the details would be linked to user module to calculate the pay slip.

Earnings and Deductions module of HRMS

Payroll:

Payroll module is used to maintain the employee monthly pay; here we will be able to view employee basic salary and total salary after adding allowances and deducting tax and PF.

This module is related with employee module to retrieve all the information regarding employee attendance, leaves, allowances, deductions, and yearly salary package details.

Payroll module of HRMS

Training:

This module is used to maintain the employee schedule about the training conducted in the organization for the particular employee.

Here we require the name of the training, type of training (certification, soft skills, Team training, technical), training Start date and End date and description of the training.

Training module of HR

Resignation:

This module contains the information about the ex-employees who have worked for the organization. Here we need to maintain the information such as employee name, current contact information (email, phone number), joining date and resigning date. This information is used to contact the ex-employees in case of emergency in which project they have already involved.

Resignation module of HR

Recruitment:

This module is used to maintain the recruitment details of the organization.

Here we should maintain the information about the position name, number of positions, the department in which the position resides, recruitment date, whether the position is full-time or part-time, annual salary, and whether that position is freshers or experienced people

Recruitment module of HR

 


Benefits of the solution

This HRMS solution on SugarCRM helps a small and medium company to manage their HR functions in a comprehensive manner within SugarCRM. This encompasses attendance, leave management, salary, earnings, and deductions, employee and payroll modules.

  • Attendance module is required to store daily attendance record of the employees.
  • Leave Management module contains the information about the employees leave details
  • Salary module is used to maintain the history of employee salary details.
  • Employee module is used to maintain employee personal information, contact information and status information.
  • Earnings and Deductions module is used to maintain the information regarding all allowances and deductions.
  • Payroll module is used to maintain the employee monthly pay.
  • Training module is used to maintain the employee schedule about the training conducted in the organization for the particular employee.
  • Resignation module contains the information about the ex-employees who have worked for the organization.
  • Recruitment module is used to maintain the recruitment details of the organization
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By | 2018-03-26T17:12:58+00:00 January 4th, 2018|CRM, SugarCRM|0 Comments

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Shoukath likes writing about new technology trends, specially in the area of enterprise applications like CRM , ERP and eCommerce. He also likes arranging events and interacting with new minds.