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Human Resource Management

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Category: Human Resource Management

The HRM Module in MokoCRM provides centralized tools for managing internal departments, employee contracts, job roles, and satisfaction tracking. It integrates with other HR-related modules like Users, Leave Requests, Expense Reports, and Recruitment for complete personnel oversight.

🧾 Enabling the Module

  1. Navigate to:
    Home → Setup → Modules → Human Resources Management (HRM)
  2. Click Activate

Once enabled, HRM interacts with modules like Users, Members, Recruitment, and Leaves to enrich employee data and organizational structure.

🏢 Managing Departments

Define departments or internal teams for structural organization:

  • Go to HRM → Departments → New Department
  • Assign a name, manager (linked to a user), and optional parent department

This enables hierarchical employee management and role-based filtering across modules.

📄 Employee Contracts

Create and track employment agreements:

  1. Navigate to HRM → Contracts
  2. Add:
    • Employee (linked to a user)
    • Job title and department
    • Contract type (e.g., Permanent, Temporary)
    • Start and end dates
    • Compensation and notes

Attach documents like signed PDFs or onboarding forms as needed.

😊 Satisfaction Tracking

Optionally track employee engagement or workplace feedback:

  • Add survey responses, periodic reviews, or notes
  • Use for internal performance or HR audits
  • Can be manually added or imported from external tools

🔗 Integrated Modules

The HRM module connects with:

  • Users & Groups: to define active staff
  • Leave Requests: for time-off tracking
  • Expense Reports: for reimbursement histories
  • Recruitment: to convert candidates into employees
  • Members: if managing volunteers or non-staff members

Employee dashboards can show contract info, department assignment, leave balances, and submitted reports.

📌 Best Practices

  • Assign contracts to all active users for audit readiness
  • Use department hierarchies for permissions and reporting
  • Attach all contract revisions to maintain records
  • Regularly update compensation fields for budgeting accuracy
  • Coordinate onboarding through Recruitment + HRM together
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