The HR module in OMBA covers every stage of the employee lifecycle. From the moment a vacancy is created through recruitment, onboarding, day-to-day management, and eventual exit, all records are centralized and connected. Approved leave, shift records, and compensation adjustments flow directly into the payroll engine, so HR and payroll teams work from a shared, consistent data set rather than separate spreadsheets.Documentation Index
Fetch the complete documentation index at: https://ombamanual.ombaerp.com/llms.txt
Use this file to discover all available pages before exploring further.
HR dashboard
The HR dashboard gives you a real-time snapshot of your workforce. Summary cards show total headcount, attendance for the current day, the number of pending approvals (spanning leave requests, recruitment stages, and setup items), and expiring documents within the next 30 days. The pending approvals table lists each item with its type, reference number, age, and current status so you can review and act on it without leaving the dashboard.Employee records
Each employee record is organized into six tabs:| Tab | What you configure |
|---|---|
| Personal | Staff number, full name, gender, date of birth |
| Contact | Address, phone numbers, email, TIN, SSF number; pay-SSF and pay-tax flags |
| Employment | Employment date, status, department, job title, pay group, grade, location, employment type, supervisor, confirmation date, probation end date, termination date |
| Payroll | Salary frequency (weekly or monthly), basic salary, hourly rate |
| Banking | Payment method, bank, branch, account number |
| Approvals | Expense approval level (None, Departmental, or Global) |
Keep the employment status, inactivity date, and termination date accurate. These fields control whether an employee appears in payroll runs and in self-service views.
Recruitment pipeline
Recruitment in OMBA follows a structured four-stage pipeline.Submit a recruitment request
Go to Recruitment Requests and create a new request with the department, position, number of positions required, and the reason for the hire. Set the approval status to Pending and save. Once a manager or HR admin changes the status to Approved, the request becomes available for the next step.
Create a vacancy
Open Recruitment Setup, select the approved request, and fill in the vacancy title, opening and closing dates, job description, and the number of candidates required. Save the vacancy. The vacancy status can be set to Open, Closed, On Hold, or Cancelled at any point.
Add and progress applicants
From the Vacancies list, click Applicants to open the applicant workspace for that vacancy. Record each candidate’s name, phone, email, and CV upload. Assign a stage — Applied, Shortlisted, Interview, Offer, Hired, or Rejected — and add a score and remarks. You can also link formal interviews from the Applicant Interviews page, where interview dates, panel members, and scores are recorded.
Leave management
Leave types are configured in Admin > Setup Leave Types. Each type has a name, the number of days entitlement per year, a maximum carry-forward allowance, and flags for whether the leave is paid and whether carry-forward is permitted. To record a leave request, go to HR > Leave Management and fill in:- Employee — the staff member taking leave
- Leave type — drawn from your configured leave types
- Start and end dates — the number of days is calculated automatically
- Approver — the person responsible for approving the request
- Approval status — Pending, Approved, Rejected, or Cancelled
- Reason — a free-text description; supporting documents can be attached via the attachment path field
Training programs
HR > Training manages training sessions linked to defined training programs. Each session record captures:- Training program — the broader curriculum or course catalogue entry
- Session title — the specific session name
- Start and end dates
- Location
- Cost — the per-session expenditure for reporting
- Status — Planned, Scheduled, In Progress, Completed, or Cancelled
Performance reviews
HR > Performance handles structured appraisal cycles. Each review ties an employee to a performance cycle and a named reviewer. The record stores:- Self score — the employee’s own assessment
- Manager score — the reviewer’s assessment
- Final score — the agreed outcome
- Recommendation — free text for development notes or outcomes
- Reviewer comments — narrative justification for the scores
- Status — Pending, Submitted, Finalized, or Cancelled
Disciplinary records
HR > Discipline records formal disciplinary cases. Each case has a unique case code and captures:- Employee involved
- Incident date
- Severity — Low, Medium, High, or Critical
- Case title and description — a full account of the incident
- Case status — Open, Under Review, Closed, or Cancelled
Exit management
When an employee leaves the organization, open HR > Exit Management and create a new exit case. The exit record tracks:- Exit type — for example, resignation or termination
- Last working date — the final day of employment
- Clearance progress — a percentage that updates as the clearance checklist items are completed
- Status — reflecting the current stage of the offboarding process
How HR connects to payroll
The employee record is the link between HR and payroll. The pay group and grade assigned on the Employment tab determine the payroll rules, tax codes, and allowance structures applied when payroll is run. Approved shift entries, overtime entries, benefit entries, deduction entries, loan repayments, and savings contributions all reference the employee record directly.Run payroll and manage compensation
Set up pay groups, grades, allowances, deductions, and loans. Record shift and overtime entries, then run and post payroll for each period.