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HR overview and HR reports

The HR home page that shows what needs attention today, and nine reports on staff, contracts, documents, birthdays, service, leavers and payroll cost.

Checked on the ShuleOS demo school Who: School admin, HR clerk 6 min read

HR Overview

HR → HR Overview is the first HR page to open each morning. The number on the menu item counts what needs attention.

HR Overview

At the top you see People at the school (how many are active) and how many are on leave today. Under it, cards each show a count and a short hint, and a click takes you straight to the place that deals with it:

Card What it counts Where it takes you
Leave waiting for a decision Leave requests that are still pending. The Leave list, to approve or reject.
Contracts ending or ended Fixed-term contracts that end within 90 days, or already have. The Contracts ending report.
Documents expiring Employee documents that expire within 60 days, or already have. The Documents expiring report.
Employees with missing details Active people with details still to fill in. The Missing details report.
Birthdays this month Staff birthdays in the current month. The Birthdays report.
Payroll (this month) Whether this month's payroll has been prepared, and its status. The payroll run, or the page to prepare it.
Employees without a salary Active people who have no basic salary set. The Salaries page.

The payroll cards only show if your school has payroll and you are allowed to see it. A green card means nothing needs doing.

HR Reports

Reports → HR (also reachable from the HR menu) has one page for all HR reports. Pick a report from the row of buttons at the top. Each one has Export and Print.

HR Reports

Report What it tells you
Headcount How many people work at the school, by category and by department, with male, female and gender-not-set counts.
Contracts ending Fixed-term contracts that end within 90 days or have already ended, with the contract type, end date and how long is left.
Documents expiring Employee documents that expire within 60 days or already have.
Birthdays Whose birthday falls in a month. Choose the month. Shows the day, the person, and the age they turn.
Missing details Active employees with details still to fill in, and what is missing for each.
Length of service How long each active employee has worked at the school.
Leavers People who left the school in a year, when, why and after how long. Choose the year.
Payroll cost What each payroll of the last twelve months paid and cost the school: gross pay, net pay, PAYE, NSSF (both shares) and the total cost. Only for people allowed to see payroll.
Salary changes Every salary set or raised in a year, with before and after. Only for people allowed to see payroll.

Leave and attendance have their own pages: see Leave requests and balances and Staff attendance and the check-in desk.

If something goes wrong

What you see What it means and what to do
A report button is missing Payroll reports need permission to see payroll.
A card shows a number you do not expect Click it: it opens the list behind the number.
Missing details lists many people Open each person and fill in what is listed. The report checks: phone, gender, date of birth, date of joining, department, job title, next of kin, bank account, NSSF number (unless they do not pay NSSF) and TIN.

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