HRMS Configuration

Configure departments, designations, and work shifts for your human resource management system.

Overview

The HRMS Configuration page allows administrators to set up the foundational structure for staff management. This includes:

• Departments - Organizational units grouping staff members
• Designations - Job titles with associated permissions
• Shifts - Work timing schedules for attendance tracking

![HRMS Configuration Page - Screenshot placeholder showing the configuration page with tabs]

Accessing HRMS Configuration

1. Navigate to Settings → Configuration → HRMS
2. Or use the direct URL: /settings/config/hrms
3. Select a tab to manage the specific configuration

Configuration Tabs

Departments

Departments represent organizational units within your institution (e.g., Administration, Academics, Finance).

Viewing Departments

The Departments tab displays a table with:

Creating a Department

1. Click Add Department button
2. Fill in the required information:

3. Click Create to save

![Add Department Dialog - Screenshot placeholder showing the add department form]

Editing a Department

1. Find the department in the table
2. Click the Edit (pencil) icon
3. Modify the department details
4. Click Update to save changes

Activating/Deactivating a Department

1. Find the department in the table
2. Click the Toggle (X or checkmark) icon
3. Confirm the status change in the dialog

Note: Deactivating a department does not remove staff assignments but hides the department from selection lists.

Designations

Designations define job titles and their associated system permissions. Each staff member is assigned a designation that determines their access level.

Viewing Designations

The Designations tab displays:

Creating a Designation

1. Click Add Designation button
2. Fill in the required information:

3. Click Create to save

![Add Designation Dialog - Screenshot placeholder showing the add designation form]

Cloning a Designation

To create a new designation based on an existing one:

1. Find the source designation in the table
2. Click the actions menu (⋮) → Clone
3. Modify the name, code, and other details
4. The new designation will inherit permissions from the source

Use case: Create similar roles quickly (e.g., “Junior Teacher” from “Senior Teacher”)

Managing Designation Permissions

Each designation has an associated set of permissions that control system access.

Viewing Permissions

1. Click on a designation row or select View from the actions menu
2. The permission detail page shows:
   • Permission Summary: Total, granted, and access percentage
   • Module-wise Permissions: Expandable sections for each module

Permission Structure

Permissions are organized hierarchically:

Module (e.g., SIS)
└── Feature (e.g., Students)
    └── Policies (e.g., viewStudent, editStudent, deleteStudent)

Editing Permissions

1. Navigate to the designation detail page
2. Use the search bar to find specific permissions
3. Toggle individual policies on/off
4. Use bulk actions:
   • Grant All Module: Enable all permissions for a module
   • Revoke All Module: Disable all permissions for a module
   • Grant All Feature: Enable all policies for a feature
   • Revoke All Feature: Disable all policies for a feature
5. Click Save Changes to apply

![Designation Permissions - Screenshot placeholder showing the permission management interface]

Tips:

• Use Expand All / Collapse All to navigate large permission lists
• Search for specific features or modules
• Review the access percentage to understand overall role scope

Shifts

Shifts define work timing schedules for staff attendance tracking. Staff members can be assigned to shifts for accurate attendance monitoring.

Viewing Shifts

The Shifts tab displays:

Creating a Shift

1. Click Add Shift button
2. Fill in the required information:

3. Click Create to save

![Add Shift Dialog - Screenshot placeholder showing the add shift form]

Common Shift Examples

Editing a Shift

1. Find the shift in the table
2. Click the Edit (pencil) icon
3. Modify shift name or timings
4. Click Update to save

Activating/Deactivating a Shift

1. Find the shift in the table
2. Click the Toggle icon
3. Confirm the status change

Note: Staff assigned to a deactivated shift will need to be reassigned to an active shift.

Best Practices

Department Setup

• ✅ Create a clear department hierarchy
• ✅ Assign department heads for accountability
• ✅ Use meaningful codes (e.g., “ADMIN”, “FIN”, “ACAD”)
• ✅ Keep descriptions concise but informative

Designation Setup

• ✅ Plan your permission structure before creating designations
• ✅ Start with broad roles and refine permissions
• ✅ Use cloning for similar designations
• ✅ Review permissions periodically
• ✅ Follow principle of least privilege

Shift Setup

• ✅ Cover all working hours with defined shifts
• ✅ Name shifts clearly (avoid generic names)
• ✅ Consider part-time and flexible arrangements
• ✅ Align shifts with attendance policies

Troubleshooting

Common Issues

Error Messages

Permissions Reference

Related Documentation

• HRMS Overview - Human Resource Management System guide
• Employees - Staff management
• Leave Management - Leave policies and requests
• Payroll - Salary and compensation
• Onboarding - Initial setup guide

Quick Reference

Navigation

URL Parameters

Access specific tabs directly using URL parameters:

Last updated: Documentation version 1.0