Base HRM: App Overview and List of Features in

Đã sửa đổi vào: Sat, 24 Tháng 5, 2025 lúc 9:41 SA


1. Introduction to Base HRM

Base HRM addresses how an organization should operate — defining the authority, responsibilities, and roles of each individual, accompanied by effective HR policies.

On Base HRM, you can:

  • Organization Chart: Visualize the organizational structure to reflect the internal hierarchy of the company, as well as the relationships between departments and individuals.

  • Position: Standardize job titles, job descriptions, and requirements for each position so that every employee understands their role.

  • Job Function: Systematize the tasks that the company needs to perform, align them with the current workload of employees to effectively allocate, manage, and optimize resources, and make timely, informed recruitment decisions.

  • Work Rules and Policies: Maintain a scientifically designed, transparent, and clearly documented system of policies that serve as a foundation for decision-making.

  • Document: Store essential documents that employees need to understand and use during their work and development at the company, such as handbooks and competency profiles.


2. Table of Contents

1. Permissions & Settings

 Decentralize operations on HRM

Admin app permissions for HRM+ app cluster

Create company information on HRM

Customize the view on the Personnel List screen

2. Office, Timekeeping

How to create a company office on HRM

Decentralize/Restrict access management to offices you do not manage

Create different types of client check-ins in each office

Set up Web checkin client

Set up timekeeping via Mobile

3. Organizational design

How to build an organizational structure

Set up Area/ Specialization (department/section) on HRM

How to create a new job position and assign it to employees

How to add new business

Delegate tasks to personnel

4. Human Resources/Accounts

Settings - Personnel Classification

How to create new staff on HRM

Change email for staff on HRM

Add timekeeping code for staff

Suggest the nearest employee code when creating a new employee

Edit timekeeping code for employees

How to add virtual account on HRM

Attach personnel records to virtual accounts

Create custom data fields

How to add and edit the content of other information fields in each employee

Allows HR to update information changes on HRM

Set up Reason for Leaving

Set up a Resignation Decision template on HRM

Add resignation decision for staff

How to handle temporary leave (maternity leave, long-term sick leave...)

Allow employees to resign (quit) on HRM

Adjusting staff who have been temporarily laid off or on leave to return to work

Instructions for adding dependents

How to delete personnel information from the system

5. Contract

Settings - Contract Classification

Set up labor contract template on HRM

Add employment contract for employee

Contract file signing

How to send contract emails to multiple employees

Set expiration reminders for each contract type

Operation to print personnel contract

Bulk delete contracts

6. Salary

Set up salary policy

Install and use the salary component

7. Career development

Create a new human resources policy (appointment, recruitment...)

Add hiring decision for staff

Appointment/Salary Increase/Transfer/Demotion Operations

Operation to create salary increase decision for employees

Personnel transfer operations

Downsizing operations

Development planning for human resources

Set a deadline for PIC to review career development reviews

Mass approval/change/delete of Appointment/Salary increase/Transfer/Demotion/Planning/Improvement request

Set up a career development decision print template

8. Work schedule

Set up work schedule on HRM

Edit work schedule

Add new and edit work schedules for staff

Create and edit work shifts

9. Benefits

How to create a benefits policy

How to assign welfare policies to employees

10. Holidays

Create holiday

11. Insurance

Add insurance policy

How to assign insurance policies to employees

12. Taxes

How to create a tax policy

How to assign tax policies to employees

13. Leave/Compensatory leave

Create annual leave policy

Add annual leave policy for each employee

Import license data from excel file

Edit annual leave for staff

Set up automatic allowances with Monthly Allowance Policy

Set up automatic permissions with Annual Permit Policy

How to set up and run seniority

Set up seniority based on official employee date

Set up automatic annual leave accrual schedule

Convert current leave to remaining leave (manual)

Delete existing data

Export leave data

Check history and notify when there is a change in employee leave information

Create a Compensatory Leave Policy

Add Compensatory Leave policy for employees

Clear offset data

Report on changes in number of leave days during the cycle

14. Achievements and Contributions

How to create awards on HRM

How to create an award, achievement form 

Award for 1 staff

Import nominations from excel file

15. Periodic payroll

Create payroll cycle

Add custom fields for each salary policy

Synchronize payroll from Payroll to HRM

Configure payroll synchronization from Payroll

16. Regulations - Policies

Add work rules group

Create work rules

How to manage violations on HRM

Document classification

Create paper records for personnel

Set up a bulletin board

17. Base Me - HRM mobile app

Introducing Base Me interface

How to use Base HRM app to check attendance and send leave request






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