OrangeHRM Module Summary

This document is intended to provide a useful overview of each of the modules offered by
OrangeHRM.

Core
OrangeHRM core modules are a set of essential modules which includes Administration
(Admin) module, Personnel Information Management (PIM) module and more.

Administration (Admin) module is the primary point of access that facilitates control of
your Organization’s core HR functions and includes an extensive set of tools to maintain
employee data. Organization specific information such as organization structure, locations,
cost centers, job titles and much more is maintained within this module. Administrators can
create user roles with different permission levels to control the access and visibility levels for
various groups of employees. Organization related news and important documents can be
shared among employees in desired regions, locations, or even throughout the entire
organization. Configurable email notifications allow employees to be notified based on
different actions, specific dates or even as scheduled reminders. The Audit trail component
allows administrators to track, in detail, changes made to records across all modules within
OrangeHRM regardless of whether such changes are made by ESS users, Supervisors or
HR administrators.

Personnel Information Management (PIM) ​module ​centralizes all your key employee data
such as names, titles, addresses, salary and position history, reporting structures and other
critical employee information. It also allows you to create an unlimited number of custom
fields to facilitate the tracking of any additional employee data that you may need. Powerful
reporting tools allow you to create both dynamic and pre-defined reports derived from
employee data in the system.

In addition to the key functionality above, the following features are also available as part of
the Core modules:
 Asset Tracker: Manage your company assets and inventory

Organization Chart: Graphical representation of your overall employees and reporting

relationships

Discipline: Disciplinary cases can be created for employees and tracked to

discourage unacceptable behavior

Leave Management
This module gives your Organization the ability to easily track employees’ leave requests,
whether it is paid time off or vacation. The highly customisable nature of this module means
that any custom leave type can be defined to meet specific business scenarios e.g. FMLA or
WFH leave types. Employees can apply for leave or managers can assign leave on their
behalf. The Leave Calendar gives employees visibility of who is in or out of the office thus
allowing them to plan their own leave time accordingly. The Leave Management module
effectively handles all the complicated calculations involving employee leave such as Leave
Balances, Accruals, Bradford Factor score and more. The reporting capabilities offered by
the Leave Usage report and Leave List allows the employee, supervisor, and HR admin to
review data relating to the leave status, balances and Entitlements of users within the
Organization.

Time & Attendance

This enables your Organization to track the time utilization, pay rules and overtime for
projects and assess employees’ work efficiency. Employees have the ability to register their
attendance directly via the web-based application or via integration with their preferred
biometric device. Timesheet capabilities allow employees to record their working hours
against projects and activities in summary or detailed format as per the Organizations
requirements. All complicated calculations such as overtime and pay rules will be handled
effectively by the system. Time and attendance reports will provide valuable insight into
employee time utilization that will help managers to assess strategic priorities and make
decisions accordingly.
Performance
OrangeHRM’s Performance module helps to monitor employees’ performance with
advanced metrics from OKRs (Objectives with Key Results) to dynamically assigned goals.
360-degree Appraisals allow employees to critically evaluate their own performance while
also identifying areas for improvement based on their Supervisor, Peer or Subordinate
feedback. Appraisal Cycles allow you to easily set up multiple appraisals at once
encompassing a large number of users via customizable templates. Performance reports
give you key metrics and an important insight into how your employees are performing and
this information can be leveraged allowing you to make the best decisions about your
employees.

Succession & Development

The Succession and Development module enables managers to identify, develop and retain
talent to ensure the long-term success of the Organization. This module will allow them to
evaluate their talent pool by mapping individuals against two factors – current performance
and future potential. In this way, Managers can identify different categories of employees
and use this information to tune individual development plans to better prepare these
employees for possible future roles or help to improve their performance in their current role.
As a Manager/Supervisor, this will provide you with the opportunity to watch your team grow
as they work through their development goals to improve their competencies.

Mobile App
The ability to access critical, everyday HR operations from the comfort of your Android/iOS
device. If you are planning to be on leave, you can simply update your Manager via the
mobile device. Managers will be able to approve their team’s leave requests or even assign
leave on behalf of users directly through the Mobile App. In addition, users have visibility of
leave for others on their team. The App also provides other leave related information such as
your leave usage, entitlements and leave balances.
Enhanced Reporting
Tracking changes to employees’ data over their life cycle is increasingly crucial in
data-driven business environments. Most HR admins need some way of seeing the changes
that have happened to an employee’s profile field over time. OrangeHRM’s Enhanced
Reporting tools allow HR admins to create reports to view employee data at a given point in
time (effective date) regardless of what changes may have happened for this user over time.

Travel & Expense

The Travel and Expense module manages employee travel requests, expense claims and
travel claims in a quick and easy manner. Employees can plan and provide estimates of the
cost of their travel via a Travel Request and receive up-front approval from their Managers.
Claim requests provide a structured and centralized approach for employees to submit their
expenses for Management approval. The reporting features give an in-depth insight into
company wide expenses. Additionally, Managers can create custom reports as per their
specific requirements and use the data derived from these reports to take decisions
accordingly.

Training
This module allows for the creation and management of physical training courses that your
Organization wants to offer its employees. ​Courses can be defined for different
departments and may be delivered by internal staff or an external trainer may deliver the
training to the employees. ​HR Admins can create and manage these training courses with
the help of training coordinators. Employees have the ability to easily track all the courses
that they have been assigned to, as well as leave feedback on training sessions received.
Online Training
An intuitive and easy to use module Learning Management System (LMS) that centralizes
and deploys all your online training resources. It allows for the distribution of online training
courses to staff worldwide. Training coordinators have the ability to create and manage
multiple courses enriched with learning materials such as videos and documents allowing
participants to access the material from anywhere around the globe. Flexible testing and
assessment options are included to allow participants to evaluate their progress thus giving
them a better overall learning experience.

321 Forms (North America only)

OrangeHRM integration with 321 Forms empowers new hires within the Organization to
quickly and easily complete their paperwork at their convenience from any location leading
to a more efficient and hassle free onboarding experience.

Request Desk
A centralized system with the capacity to record all requests that come to the HR Team.
Requests can be directly routed to the relevant HR Team member for handling purposes.
Separate request categories can be easily defined to meet specific Organizational HR
requirements. Requestors can easily track the progress of their requests. Discussions
between the relevant stakeholders for a particular request can be managed in the
Conversations area. Reports can be generated to allow analysis of the requests received.

Health Benefits (US only)

Manages insurance plans for all your employees. With the OrangeHRM insurance and
benefits module, it allows you to configure your insurance plans and benefit packages
electronically, saving you tons of time paperwork.
Recruitment
Our feature rich Application Tracking System (ATS) has been designed to help
Organizations effectively manage hiring pipelines, from vacancy creation, acceptance and
vetting of applications, shortlisting best fit candidates, right through to onboarding the new
hire. It allows you to create vacancies with unique hiring stages and publish them to the
Company website or any other candidate source. A candidate pool will assist HR managers
to compare and assess each candidate’s strengths and weaknesses. In addition, personality
insights and predictive analytics will allow managers to identify similar achievers and the
best fit candidates for the position.

Parallel Vacancies
This determines the total number of vacancies that can be posted at a time. This will
depend on your Organization’s requirements and will be driven by your specific
recruitment efforts.

Interview Assistant
Allows interviewers to create and follow a structured interview approach with
intelligent automated question prompting based on difficulty. Alternatively, use the
system to rate candidate responses as they respond during the interview process.

Job Boards
Posting your job to multiple job boards and social media sites used to take hours.
The OrangeHRM Recruitment module allows you to connect to 1000’s of job boards
and social media platforms for candidate sourcing with just a few clicks of a button.
Corporate Branding
Want to flaunt your corporate identity? You can customize your OrangeHRM to match your
corporate colors and company logo to create a more homely experience for your employees.

Authentication (LDAP/SAML)
OrangeHRM offers various single sign-on mechanisms including LDAP and SAML enabling
users to securely access the system.

Document Templates
Centrally manage all your important company documents in one place. It allows you to
publish new documents and edit existing documents as needed – quickly and easily. Create
different document templates such as employee contracts, appointment letters, employee
termination letters, etc. This functionality means it is easy to create, access, distribute and
store documents that are confidential or specific to a particular function such as onboarding
a new employee, completing a performance review or any other task.

E-Signatures
E-signature integration allows electronic sign-off during the performance appraisal process
between the main evaluator and the employee.