HR Director / Manager Guide

The HR module is one of the most comprehensive in CMO ALTO. It covers the entire employee lifecycle and provides powerful analytics for workforce planning.

Core capabilities

• Employee records and organisational structure
• Attendance tracking with check-in/out, shifts, and overtime
• Leave management with configurable policies
• Payroll processing with multi-country support
• Onboarding and offboarding workflows
• Performance reviews, career paths, and succession planning
• HR analytics and workforce insights

As HR Director, your home is the HR Dashboard.

Key widgets include:

• Headcount Overview — total, new hires, exits this period
• Attendance Summary — present, absent, on leave today
• Pending Approvals — leave requests, expense claims
• Payroll Status — current cycle progress
• Upcoming Events — birthdays, anniversaries, contract renewals

• /hr — HR overview dashboard
• /hr/global-dashboard — Multi-branch HR metrics
• /hr/employees — Employee directory and profiles
• /hr/attendance — Attendance records and shifts
• /hr/leaves — Leave requests and policy management
• /hr/payroll/cycles — Payroll processing cycles
• /hr/onboarding — New hire onboarding workflows
• /hr/offboarding — Exit processes and offboarding
• /hr/analytics — HR analytics and reports
• /hr/career-path — Career development paths

Onboarding a New Employee

1. Go to HR → Employees → Add Employee.
2. Fill in personal details, role, department, branch, and start date.
3. Assign an onboarding workflow (document checklist, IT setup, orientation).
4. The employee receives an invitation to set up their account.
5. Track onboarding progress from HR → Onboarding.

Running Payroll

1. Navigate to HR → Payroll → Cycles.
2. Create a new payroll cycle (monthly, bi-weekly, etc.).
3. Review auto-calculated salaries, deductions, overtime, and bonuses.
4. Send for approval if multi-level approval is configured.
5. Process payroll and generate payslips.
6. Sync with Finance for journal entry creation.

Managing Leave Requests

1. Open HR → Leaves → Requests.
2. Filter by pending status to see awaiting approvals.
3. Review leave balance, team calendar conflicts, and supporting documents.
4. Approve or reject with a comment.

• Configure leave policies early — set accrual rates, carry-over limits, and approval chains before inviting employees.
• Use bulk import for initial employee data migration (CSV upload).
• Set up shift templates if your organisation uses shift-based scheduling.
• Enable payroll-finance sync to automatically create journal entries after payroll processing.
• Review HR analytics monthly to identify attrition trends early.