HR

The HR Manager logs in at hr.manager@hospital.com / admin123 and lands on a stripped kiosk shell pinned to the /hr page. There is no sidebar — the HR module is the entire surface — and a single “Human Resources” tab in the top bar reminds the manager what they’re operating. Notifications and the user pill are kept; everything clinical is hidden.

The HR kiosk is not a department-bound shell like ICU / Maternity / Lab. Anyone with users.role = 'hr' lands here regardless of users.department, so HR can use whatever departmental string the org prefers (“HR”, “Human Resources”, “People Ops”).

What you own end-to-end

You are responsible for everything about a hospital employee’s lifecycle except the day-to-day clinical work itself:

Screen layout

┌────────────────────────────────────────────────────────────────────┐
│ ▢ Mando · HR     Human Resources                  🔔  Hala (HR) ⏻ │  ← top bar (kiosk)
├────────────────────────────────────────────────────────────────────┤
│ HR banner: 215 employees · 198 active · 7 pending leaves · 5      │
│ credentials expiring · 3 trainings due                            │
│                                                  [+ <Tab Action>] │
├────────────────────────────────────────────────────────────────────┤
│ ⚠ 5 license/credential(s) expiring in the next 60 days...         │
│ ⚠ 3 training certification(s) expiring soon...                    │
├────────────────────────────────────────────────────────────────────┤
│ OVERVIEW    [Dashboard]                                            │
│ PEOPLE      [Employees] [Org Chart] [Recruitment] [Onboarding 4]   │
│             [Exit]                                                 │
│ TIME        [Leave 7] [Attendance] [Shifts] [Leave Balances]       │
│             [Time-off Calendar] [Birthdays]                        │
│ COMPLIANCE  [Credentialing 5] [Training 3] [Occ. Health]           │
│             [Reviews] [Disciplinary 1] [Contracts] [Documents]     │
│ FINANCE     [Payroll] [Doctor Shares] [Loans] [Reports]            │
│ LIFECYCLE   [Job History] [Assets]                                 │
│ CONFIG      [Company Setup]                                        │
├────────────────────────────────────────────────────────────────────┤
│                                                                    │
│                    ─── current tab content ───                     │
│                                                                    │
└────────────────────────────────────────────────────────────────────┘

The badges next to tab names ([Onboarding 4], [Leave 7], etc.) are live counts that pull from the dashboard endpoint — they tick down as items get cleared.

Day flow (typical)

1. Open with the Dashboard. The headcount/expiry strip across the top tells you what needs attention before you do anything else: pending leaves, expiring credentials, expiring training, open disciplinary actions, onboarding tasks still pending. Three banners on top (red / amber) repeat the most urgent of these so you can’t miss them.
2. Clear the inbox: pending leaves. Open the Leave tab → approve / reject any pending requests. The dashboard count drops live.
3. Renewal sweep: Credentialing & Training. Anything with a yellow/red “Days Left” column needs HR to start the renewal conversation now. Click Edit, push the expiry date out once the renewal is in hand, and flip the status if needed.
4. Onboarding follow-up. Anyone with un-ticked tasks shows up in the Onboarding tab; check the boxes as IT / Facilities / Training confirm completion. Each card shows a per-employee progress bar.
5. Time-off Calendar. When clinical managers ask “who’s off in week 18?”, the calendar tab is the one-screen answer.
6. Payroll / Loans. Around the 25th–28th: open the Payroll tab for the current month, generate or edit rows, then Export to Accounting once approved. Active loans deduct automatically through the regular payroll deductions field.
7. Reviews & job-history. When a promotion or raise is approved, record it in Job History — that one action also updates the employee’s current position / department / salary, so the directory stays in sync.

Each tab, in one paragraph

• Dashboard — KPIs, top-10 by department + position bar charts, upcoming birthdays + work anniversaries (next 30 days). One-screen overview.
• Employees — directory; search by name / employee no / email; filter by department, role, branch, or grade. The employee form now carries optional Branch and Job Grade dropdowns (populated from Configuration); pick them so the directory groups people correctly and so payroll can default the salary band. Clicking + Employee still offers the 12-task onboarding checklist seeder.
• Org Chart — auto-built from manager_id. Set each employee’s manager and the tree appears automatically with three depth-color tiers.
• Recruitment — applicant funnel: open → screening → interview → offered → hired/rejected/closed.
• Onboarding — per-employee checklist with progress bar; tick off tasks as they’re done.
• Exit — resignation / termination ledger. Setting a last working day automatically marks the employee as terminated.
• Leave / Attendance / Shifts — request → approve workflow, daily attendance records, shift schedule library. The shift form now has a Shift Template dropdown at the top — pick one (Morning / Afternoon / Night, defined under Configuration) and the name + start + end auto-fill so you only type once per template.
• Leave Balances — annual entitlement vs used per (employee, year, type), with a usage bar that turns amber at 80% and red at 100%.
• Time-off Calendar — month view with each leave coloured by type (annual blue, sick red, personal amber, maternity pink, unpaid grey), with pending leaves rendered semi-transparent.
• Birthdays — split view of upcoming birthdays + work anniversaries (next 30 days only).
• Credentialing — clinical licenses with their issuing authority and expiry. Critical for regulatory inspection.
• Training — BLS, ACLS, fire safety, infection control, HIPAA, etc. Each row is colour-tagged by type for quick scan.
• Occupational Health (Vaccinations) — HBV series, MMR, Tdap, flu, COVID-19, TB screening with result and lot numbers.
• Reviews — annual / quarterly review record with 1-5 star rating, KPI score, strengths, areas to improve, goals, status.
• Disciplinary — formal action trail (verbal → written → PIP → suspension → termination) with reason, action date, and outcome.
• Contracts / Documents — employee contracts + uploaded documents (ID, certificates, etc) with expiry alerts.
• Payroll / Doctor Shares — monthly compute, export to Accounting. The payroll form now has Allowance Type and Deduction Type pickers (catalogs from Configuration); selecting an allowance prefills Bonus with its default amount, selecting a deduction prefills Deductions. You can still override either number after the prefill.
• Loans — salary advances + employee loans, with automatic monthly deduction tracking.
• Reports — date-range attendance summary (present / absent / late / half-day rollup).
• Job History — promotion / transfer / raise log. Every entry also pushes through to the employee record so the directory stays accurate.
• Assets — physical items issued (badge, locker, scrubs, laptop, parking permit, vehicle); ensure all return on exit.
• Company Setup (under the Configuration section) — the one-time setup tab. Sub-sections in the left rail: Company Identity, Workforce Defaults, Branches, Job Grades, Shift Templates, Public Holidays, Leave Policies, Overtime Rules, Allowance Types, Deduction Types. See the next subsection for what each is for and when to touch it.

Configuration — the one-time setup tab

Configuration is where you tell the system how this company runs people: the legal name on every payslip, which days are weekends, which grades pay what, when the public holidays are, what allowances and deductions exist. You set these once at go-live, revise occasionally, and the rest of the kiosk reads from them. Everything in this tab is shared with Finance where it makes sense (legal name, working week, base currency).

The order on the left rail is the suggested go-live order: identity → workforce defaults → branches → grades → shifts → holidays → policies → rules → catalogs. Each step is independent — you can add branches before shift templates if you prefer — but later items often reference earlier ones (a leave policy can target a grade, so define grades first).

Notification triggers (HR-relevant)

• Pending leave → counter on the Leave tab; clears when you approve / reject.
• Expiring credential → red banner above the tab list when any active credential is within its alert window (default 60 days).
• Expiring training → amber banner ditto.
• Expiring contract → amber banner ditto.
• Disciplinary follow-up → counter on the Disciplinary tab badge for any action with status='open'.
• Onboarding pending → counter on the Onboarding tab badge for any unchecked task across any employee.

Common pitfalls

• Ignoring the alert window on credentials. A clinical license is meaningless to a regulator the day after it expires. The default 60-day alert is generous; some jurisdictions require longer. Override alert_days per credential when you know the issuing authority’s renewal lead time is longer than 60.
• Forgetting to set the manager. Without manager_id, the Org Chart tab is empty. Backfill by editing each employee and picking their manager.
• Setting last-working-day on a future date and assuming the employee is still active. Recording an exit with last_working_day set immediately marks the employee terminated even if the date is in the future. If you want to keep the employee active until that date arrives, leave last_working_day blank until the day-of and then update.
• Editing the employee’s salary directly to record a raise. This loses history. Use Job History → + Promotion / Change instead — it captures from-salary, to-salary, effective date AND updates the employee record.
• Recording leave used outside the Leave tab. Leave Balances tab tracks entitled vs used; you have to bump the used number manually since leave_requests and leave_balances are not auto-linked yet.