# Chapter 8 — Human Resources (HRM)

## 8.1 How HRM works

The HRM module manages **paid church staff**:

```
Employees (staff records)
  ├── Salaries (per employee)
  ├── Payroll Items (allowances / deductions)
  └── Payroll Runs (monthly pay processing)
```

HRM is separate from **Members** — employees are staff on payroll, not necessarily congregation members.

---

## 8.2 Employees

**Menu:** HRM → **Employees**

![Employees list](../assets/screenshots/21-hrm-employees.png)
*Figure 8.0 — Employees module*

### View employees

1. Open **Employees**.
2. Browse the list — name, role, status, salary.
3. Click a name for the full profile.

---

## 8.3 Add and edit employee records

### Add an employee

1. **Employees → Add**.
2. Fill in:
   - Name, email, phone
   - Job title / role
   - Employment start date
   - Status (Active / Inactive)
3. Save.

### Edit an employee

1. Open employee profile → **Edit**.
2. Update fields → Save.

### Delete an employee

1. Open profile → **Delete** → confirm.
2. Blocked if active payroll records exist.

---

## 8.4 Payroll items (allowances / deductions)

**Menu:** HRM → **Payroll Items**

Payroll items are reusable line types applied during pay runs.

| Type | Examples |
|------|----------|
| **Allowance** | Housing, transport, bonus |
| **Deduction** | Tax, pension, loan repayment |

### Create a payroll item

1. **Payroll Items → Add**.
2. Enter name, type (Allowance/Deduction), default amount or percentage.
3. Save.

---

## 8.5 Employee salaries

**Menu:** HRM → **Salary** (or Employee profile → Salary tab)

Set each employee's base salary:

1. Open the employee → **Salary** section.
2. Enter base salary amount and pay frequency (monthly, weekly).
3. Save.

---

## 8.6 Run payroll

**Menu:** HRM → **Payroll**

![Payroll dashboard](../assets/screenshots/12-payroll.png)
*Figure 8.1 — Payroll dashboard*

### Step-by-step

1. Open **Payroll** → click **New Run** (or **Run Payroll**).
2. Select **pay period** (month/year).
3. Click **Generate** — system creates line items for each active employee.
4. Review each employee's line:
   - Base salary
   - Allowances added
   - Deductions subtracted
   - Net pay calculated
5. Adjust individual lines if needed.
6. Proceed to payment.

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## 8.7 Mark payroll as paid

1. After reviewing the payroll run, click **Mark as Paid**.
2. Confirm payment date and method.
3. Run status changes to **Paid** — locked from further edits.

---

## 8.8 Payment reports

**Menu:** HRM → **Payment Report**

1. Open **Payment Report**.
2. Filter by date range or employee.
3. View payment history.
4. Export if permitted.

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[← Chapter 7](07-branches-hq.md) | [Next: Chapter 9 — Administration →](09-administration.md)
