Skip to main content
Human Resources (HR for short) holds your employees and everything about their work: time, leave, pay, hiring and the rules behind them. It is part of Softbooq Pro.

How HR is organised

HR has five sections along the top: HR also keeps positions and job grades, skills, courses and credentials with their renewals, surveys and succession plans. People without HR admin rights see Me first: their own time, leave and documents.

Common tasks

Add an employee

1

Team → Directory → Add Employee

2

Fill in the essentials

Name, email, position, department and team, who they report to, cost center and hourly rate.
3

Invite them to sign in (optional)

Tick the invitation and choose their role. An employee record without a sign-in does not use a paid seat.
Personal details and salary are added afterwards on the employee’s profile.

Run payroll

1

Operations → Payroll → New Payroll Run

2

Bring in tax and deductions

By default Softbooq does not calculate tax. Your payroll provider works out tax and statutory deductions, and you import the results. Softbooq records the run and posts it to your accounts; use certified payroll software for statutory filing.
3

Process Run, then Post to Accounting

4

Send payslips, then Mark paid

To leave someone out of a run, use Leave out of this run on their line.

Request and approve leave

An employee chooses Request Leave, then Submit Request. Whoever approves it, as set in Approval Policies, chooses Approve Request or Reject Request; a rejection needs a reason. Kinds of leave are set in Governance → Leave Types, each marked as annual, sick, unpaid, parental or other: sick leave stays private, and unpaid leave reduces pay automatically.

Track time

Everyone can clock in and out, with breaks, from the clock at the top, and see their hours under Me → My time. Managers check attendance under Operations → Attendance and approve hours under Time Approvals. Approved hours are what projects and billing use.

When someone leaves

Open the employee’s profile and the Lifecycle tab: choose the exit policy and type, work through the checklist, check what still needs a new owner, then Finalize Exit & Release Access. Equipment assigned to them goes back into the asset register.

Hire

Publish a role in Talent → Job Openings; it appears on your careers page. Applicants move through the Candidate Pipeline. See Careers.

FAQ

Salaries, payslips and payroll totals need the sensitive-HR permission. Everyone sees their own payslips under Me → My documents.
No. Tax and deductions come from your payroll provider. Softbooq records the run, posts it to your accounts and sends payslips.

See also

Projects

Where approved hours are used.

Careers page

Your public job listings.

Finance

Where payroll is posted.