HR Records plugin for RISE CRM

- Employees not shown in the Chart are most likely employees created in the Setup-> Staffs screen and not created in the HR Record screen. Therefore, it is possible that the employee's information is missing some important fields for the system to display the employee on the Chart (Job position). So you can edit the employee's information and update the "Job position" field more information.

- Another case is the manager of your employees who is currently in the Inactivity state. Employees who are in Inactivity state will not be displayed on the chart


To include the employee's salary in the contract, we need to declare the values in Settings. The contract will take values from two types: Salary type and allowance type

- Step 1: Select HR Records -> Settings -> select the Salary type screen -> Proceed to create fixed salary values (Image 1)

- Step 2: Continue creating values in the Allowance type screen (Image 2)

From there will be the salary value for the employee's contract (Image 3)


Currently, when closing payslips, the system does not send emails or notices to employees. If you use HR Record module, your employees will see closing payslips information in HR record -> View information -> Payslip. Or we can print pay slips and send them to employees


- When creating a Contract, the Signature Date field will automatically display the signing date (Image 1). So when you look at the contract, you will see the signing date is recorded but there is no signature (Image 2). If when creating, you delete the date in the Signature Date field, it will not be displayed to avoid misunderstandings.

- To be able to display the Signature and name of the signer, you choose the Sign function (Image 3) -> Draw a signature (Image 4) -> Image of signature, Signer and signing time will be updated (Image 5)


- For the problem you are having, we can currently imagine that there may not be a suitable training program for the respective job position of the employee for whom you are creating the respective Onboarding

- Training Program will be taken according to employee's job position

=> Solution, please check if there is a training program corresponding to the employee's job position, if not, create a training program for the employee's corresponding job position, then recreate onboarding => select employee => select "training type" => "training program"




In Hr Records, when creating training for a group of employees, you can choose the Additional training program for staff function

 - Step 1: Select the screen Training programs -> Add

- Step 2: Enter the necessary data -> Select the function Additional training program for staff

- Step 3: Select the names of the employees who need to do the training




- To get data for Training program item you need to create data for Training libraries screen first

- When creating data for the Training libraries screen, we will choose the Training type for the library of questions (Image 1) (The training type field in the Add Training libraries screen is taken from the Type of trainings screen in HR Record/Settings)

- Then when creating a training program -> Select Training type -> the system will filter the Training libraries of the Training  type created in image 1

Simply put, the Training program item is obtained from the Training libraries


- Currently, the Status field in the employee information only has the current values, "Custom field" does not support additional options for this "Status" field. 

"Custom field" only supports adding a separate field - with predeclared values => and you can assign it with Employee

- You can create Custom field named "Staff Status" => have values as "status1" - "status2" - "status3" - "..."


I want to clarify the operation procedure so you can check the system again

1. To be able to display the Job position in the Chart, the employee selected as the Unit Manager must be declared Job position and 2. Employees must be declared Member departments

-> Select the HR record screen -> Select the Edit employee information function -> Enter the information marked by me

The system will take the Job position of the employee selected as the unit manager to display at 1