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HCM — user guide
Real, screen-by-screen documentation for the shipped HCM application, for the people who use it — HR admins, managers, and employees — not for plugin developers building or extending it. 76 HCM modules ship today; this guide is filled in module by module, most-used first.
Building or extending on top of HCM instead? See Extend a shipped application — it uses HCM as its worked example: when to reach for no-code Custom Fields vs. a companion plugin vs. a workflow/business rule, and a real, copy-pasteable example reading HCM's own employee table through a Data View, without touching HCM's shipped code.
Foundation (used across every module)
- HCM Dashboard
- HCM Navigation & Approvals
- HCM Roles & Permissions
- HR Settings
- HR Policies
- Holiday Calendar
Employee (hcm-employee)
- Employee Directory & Rosters
- Employee Profile
- Reporting Structure & Organization Structure
- Positions
- Employee Categories, Employment Types & Skills
- Employee Documents
- Onboarding — Prejoining, Joining & Confirmation
- Promotions, Demotions, Transfers & Internal Movement
- Resignation, Retirement, Termination & Exit
Attendance (hcm-attendance)
- Attendance — Dashboard, Daily Attendance, Register, Biometric & Devices
- Late & Early Records, Overtime & Regularization
- Field Work & Work From Home
- Attendance Policies
- Attendance Reports
Leave (hcm-leave)
- Leave Types & Leave Policies
- Leave Requests
- Leave Balance
- Leave Accrual & Carry Forward
- Leave Encashment
- Team Leave & Leave Calendar
- Leave Dashboard & Reports
Payroll (hcm-payroll)
- Salary Components, Salary Structures, Earnings & Deductions
- Employee Compensation, Bonuses, Incentives, Overtime & Adjustments
- Payroll Runs
- Payslips, Bank Transfer, Payroll Accounting & Lock
- Tax Management
- Payroll Dashboard, Reports & Country Rollup
Recruitment (hcm-recruitment)
- Job Requisitions, Job Openings & Careers
- Candidates, Candidate Pools & Resumes
- Applications, Screening, Interviews & Assessments
- Offers, Offer Approvals & Background Verification
- Recruitment Agencies & Sources
- Recruitment Dashboard & Reports
Organization (hcm-organization)
- Organizations
- Org Units, Legal Entities, Business Units, Divisions, Branches, Departments, Locations, Cost Centers & Profit Centers
- Job Classifications, Job Families, Job Levels & Job Grades
- Designations
- Teams & Organization Tags
Compensation (hcm-compensation)
- Compensation Cycles
- Salary Planning, Salary Review & Merit Increase
- Allowances & Benefits
- Bonus Plans & Incentive Plans
- Equity & Stock
- Compensation Dashboard & Reports
Performance (hcm-performance)
- Performance Cycles, Goals, Goal Plans & KPIs
- Appraisals, Self Assessment, Manager Assessment & 360 Feedback
- Continuous Feedback
- OKRs
- Ratings
- PIPs (Performance Improvement Plans)
- Performance Dashboard & Reports
Benefits (hcm-benefits)
- Benefit Plans, Health Benefits, Insurance & Retirement Benefits
- Employee Enrollment, Benefit Claims & Reimbursements
- Allowances (Benefits)
- Benefits Dashboard & Reports
Onboarding (hcm-onboarding)
- New Joiners & Onboarding Dashboard
- Onboarding Templates & Checklists
- Document Collection & Employee Verification
- Account Provisioning & Equipment/Assets
- Orientation & Probation
- Onboarding Reports
Compliance (hcm-compliance)
- Statutory Rules & Labor Law
- Certifications, Policy Acknowledgement & Compliance Documents
- Audit Management & Compliance Calendar
- Compliance Dashboard & Reports
Assets (hcm-assets)
- Asset Inventory & Asset Categories
- Asset Allocation & Returns
- Asset Maintenance
- Asset Audits
- Software Licenses
Communications (hcm-communications)
- Announcements & Employee Communications
- Email Templates, SMS Templates & Push Notifications
- Notifications
- Communication History
Expenses (hcm-expenses)
- Expense Categories & Expense Policies
- Expense Claims & Advances
- My Expenses, Team Expenses & Approvals
- Expense Dashboard & Reports
Travel (hcm-travel)
- Travel Policies, Travel Requests & Travel Approval
- Travel Bookings & Accommodation
- Travel Advances & Travel Expenses
- Travel Dashboard & Reports
Health & Safety (hcm-health-safety)
- Workplace Safety, Safety Incidents & Workplace Accidents
- Safety Training & Occupational Health
- Medical Exams & Medical Records
- Health & Safety Dashboard & Reports
Employee Relations (hcm-employee-relations)
- Employee Cases & Investigations
- Grievances, Complaints & Disciplinary Actions
- Workplace Conflicts & Employee Feedback
- Employee Relations Dashboard & Case Reports
Employee Services (hcm-employee-services)
- Employee Self Service — Overview, Requests & My Profile
- My Attendance, My Timesheet, My Leave & My Payslips
- My Benefits, Documents, Expenses, Goals, Training & Performance
- Manager Self Service
Talent (hcm-talent)
- Talent Profiles, High Potential Employees & Talent Pools
- Competencies & Skills
- Career Development & Career Paths
- Succession Planning, Successor Candidates & Talent Reviews
- Talent Dashboard & Reports
Learning (hcm-learning)
- Course Catalog, Learning Paths & Training Programs
- Employee Learning, Training Requests & Training Calendar
- Assessments & Quiz
- Certifications, Competencies & Skill Matrix
- Instructors & Training Providers
- Learning Dashboard & Reports
Workforce Planning (hcm-workforce-planning)
- Headcount Planning, Demand Forecasting & Budget Planning
- Scenario Planning & Skill Gap Analysis
- Org Design
- Workforce Dashboard & Reports
Separation (hcm-separation)
- Resignation & Resignation Approval (Separation module)
- Clearance, Asset Return & Offboarding Checklist
- Exit Interviews, Experience Letter & Relieving Letter
- Final Settlement
- Exit Reports
Settings Extended (hcm-settings-extended)
- General, Organization & Employee Settings
- Attendance, Leave, Payroll, Performance, Recruitment & Training Settings
- Approval, Workflow & Notification Settings
- Document Settings, Custom Fields, Custom Forms & Numbering Sequences
- Integrations
Admin Console (hcm-admin-console)
- System Logs, Audit Logs & Activity Logs
- HCM Users
- HCM Permissions Catalog
- Access Policies
- Approval Hierarchies
- Data Export & Data Import
Employee Information (hcm-employee-information)
- Personal Information, Employment Details & Bank Accounts
- Identity Documents, Passport, Visa, Driving License & Document Management
- Education, Work Experience, Certifications, Skills & Family Information
- Emergency Contacts & Tax Information
Employee Documents — full system (hcm-employee-documents)
- Employee Documents & Document Types
- Document Templates, Requests & Verification Lookup
- Offer, Salary, Experience Letters, Certificates & Contracts
- Digital Signatures & Signature Providers
- Document Dashboard, Reports & Expiry
Analytics & Reports (hcm-analytics-reports)
- HCM Analytics, Headcount, Attrition & Workforce Analytics
- Attendance, Leave, Payroll & Compensation Analytics
- Performance, Recruitment, Training, Productivity & Diversity Analytics
- Workforce Cost & Report Builder
AI & Intelligence (hcm-ai-intelligence)
- AI Dashboard, Employee Insights & Performance Insights
- Attrition Prediction, Workforce Forecasting & Employee Sentiment
- Recruitment Intelligence, Candidate Matching & Resume Screening
- Skills Intelligence, Compensation Intelligence, AI Assistant & Recommendations
Industry Packs
Other modules
- HR Helpdesk (
hcm-helpdesk) - Timesheets (
hcm-timesheets) - Shifts, Scheduling & Rosters (
hcm-shift-scheduling)
Country Packs (44 packs + hcm-country-pack-core)
- Country Packs — how the framework works, using India as the fully-worked real example; applies identically to all 44 packs
- Country Pack Admin — Packs Overview, Pack Detail & Rule Builder
- Country Pack Compliance Dashboard, Statutory Registrations & Holiday Calendar
- Master Data Formats, FX Rates & Employee Country Documents
This guide now covers all 76 HCM modules.