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Employee lifecycle

Everything from a new hire's first day to their last, in one record.

Onboarding​

Add Employee (Admin / Super Admin) creates the person, assigns a role and reporting line, and grants login access — credentials are emailed on activation. Onboarding has a status (NOT_STARTED → IN_PROGRESS → COMPLETE) and captures structured onboarding answers, an offer-letter upload, and ID-card generation as it progresses.

Employee documents & OCR​

Employees and HR upload personal documents — ID proof, address proof, education, past employment. With OPENAI_API_KEY set, the OCR extraction service reads an uploaded image or PDF (up to 3 pages) and pulls out structured fields — names, numbers, dates in several formats — so the employee confirms rather than retypes. Without a key, upload still works; extraction is skipped.

HR documents​

HR-issued letters, generated and stored per employee:

OFFER_LETTER · JOINING_LETTER · APPOINTMENT_LETTER · CONFIRMATION_LETTER · SALARY_REVISION_LETTER · WARNING_LETTER · RELIEVING_LETTER · EXPERIENCE_CERTIFICATE · NON_DISCLOSURE_AGREEMENT · EMPLOYMENT_CONTRACT · POLICY_DOCUMENT · ONBOARDING_CHECKLIST · OTHER

Each has a status so an unsigned or unacknowledged letter is visible as outstanding. HR_DOCUMENTS_MANAGE issues them; HR_DOCUMENTS_VIEW_ALL reads across the company.

Org hierarchy​

Org Hierarchy is the company's reporting tree — each node carries a name, role, designation, department, photo and the projects that person is on. HR_HIERARCHY_MANAGE edits the structure; everyone can view it. It's the reference the rest of the app uses for "who approves this" and "who is on this team".

The exit portal​

An employee starts their own departure from the Exit Portal:

Stage
Employee submitsReason and intended last day. Only one active request at a time.
Team-leader reviewApprove or reject (TEAM_LEADER_REJECTED is terminal)
HR reviewApprove or reject (HR_REJECTED is terminal)
CompletionCOMPLETED — access is wound down, final settlement and the relieving letter follow

The employee tracks it live on Exit Status. HR sees every in-flight exit alongside the rest of the lifecycle.

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