Feature Reference

Platform Features

Comprehensive HR management covering the full employee lifecycle, from recruitment to offboarding.

Feature Categories

HR Modules

RBAC

Access Control

Compliance Focus

Core HR Payroll Time & Attendance Leave & Absence UK Statutory Talent Recruitment Learning Benefits Case Mgmt Documents UK Compliance GDPR Analytics Workflows Notifications Security Additional

Core HR

A single source of truth for all employee data. Manage the entire employee lifecycle from hire to retire with effective-dated records that preserve complete history. Build your organisational structure with hierarchical units, positions, and reporting chains.

Employee Profiles Org Chart Contract Management Effective Dating Multi-Entity Concurrent Employment

Employee Lifecycle Management

Full lifecycle: hire, transfer, promote, status transitions (pending, active, on_leave, terminated), termination, rehire.

packages/api/src/modules/hr/

Effective-Dated Records

Personal info, contracts, positions, compensation, manager, status, addresses all tracked with effective_from/effective_to. History preserved, never deleted.

packages/shared/src/utils/effective-dating.ts

Organizational Structure

Hierarchical org units, positions with salary ranges, org chart with nodes/edges, reporting chain traversal, direct reports.

packages/api/src/modules/hr/routes.ts

Concurrent Employment

Multiple position assignments with FTE percentages.

packages/api/src/modules/hr/routes.ts

Employee Addresses

UK address records with postcode, effective dating, history.

migrations/ + hr/routes.ts

Payroll

Process payroll with full UK compliance built in. Automated PAYE and National Insurance calculations, pension contributions, and statutory deductions. Generate journal entries and payslips with complete audit trails.

PAYE Calculations National Insurance Pension Contributions Pay Schedules Journal Entries Payslip Generation

Payroll Runs

Full lifecycle: draft, review, approved, submitted, paid. PAYE/NI/pension calculations.

packages/api/src/modules/payroll/routes.ts

Pay Schedules

Weekly, monthly, biweekly. Employee assignment to schedules.

payroll/routes.ts

Journal Entries

Double-entry accounting journal generation from payroll runs.

payroll/routes.ts

Period Locking

Lock/unlock payroll periods to prevent retrospective changes.

payroll/routes.ts

Tax Details

UK PAYE tax codes (P45, P46, cumulative/week1), NI categories, student loan plans.

tax-codes/, ni-categories/ modules

Salary Sacrifice & Deductions

Salary sacrifice schemes, deduction management.

salary-sacrifice/, deductions/ modules

Payslips

Payslip data per employee per payroll run.

payslips/ module

Time & Attendance

Track working hours with precision and flexibility. GPS-enabled clock-in with geofencing, configurable shift patterns, and streamlined timesheet approvals keep your workforce accountable and compliant.

GPS Clock-In Geofencing Shift Scheduling Timesheet Approvals Overtime Tracking TOIL Management

Timesheets

Timesheet management with line items, approval chains.

packages/api/src/modules/time/routes.ts

Shift Management

Shift definitions, shift assignments to employees.

time/routes.ts

Geofencing

Location-based attendance verification.

geofence/ module

Overtime

Overtime request and authorization workflow.

overtime-requests/ module

TOIL

Time Off In Lieu tracking.

toil/ module

Leave & Absence

Automate leave policies end to end. Configurable accrual rules, intuitive team calendars, and multi-level approval workflows reduce manual effort. Bradford Factor scoring helps identify absence patterns early.

Leave Requests Accrual Rules Team Calendar Approval Workflows Bradford Factor Bank Holidays

Leave Requests

State machine workflow: draft, pending, approved/rejected/cancelled.

packages/api/src/modules/absence/routes.ts

Leave Policies & Types

Configurable leave policies, multiple leave types.

absence/ module

Bank Holidays

Configurable UK bank holidays per tenant.

bank-holidays/ module

Carryover Rules

Leave carryover configuration.

migrations/0204_leave_carryover_rules.sql

Bradford Factor

Absence pattern analysis.

packages/shared/src/utils/bradford-factor.ts

UK Statutory Leave

Full compliance with UK statutory leave entitlements. Automatically calculate SSP, maternity, paternity, shared parental, adoption, bereavement, and carer's leave with correct pay and duration rules.

SSP Maternity Leave Paternity Leave Shared Parental Adoption Leave Bereavement Leave

SSP

Statutory Sick Pay eligibility and calculations.

ssp/ module

Family Leave

Maternity, paternity, adoption, shared parental. KIT days, curtailment, payment schedules.

family-leave/, parental-leave/ modules

Bereavement Leave

Bereavement leave management and tracking.

bereavement/ module

Carer's Leave

Statutory carer's leave entitlement and management.

carers-leave/ module

Statutory Notice

ERA s.86 notice period calculation.

hr/routes.ts (statutory-notice endpoint)

Talent & Performance

Drive growth with structured review cycles, OKR tracking, and calibration sessions. Empower managers with 360-degree feedback, competency frameworks, and development plans to build leadership pipelines.

Review Cycles Goal Tracking (OKRs) 360 Feedback Competency Frameworks Development Plans Succession Planning

Performance Reviews

State machine: draft, in_progress, calibration, complete.

talent/routes.ts

Goals

Goal management and tracking.

talent/routes.ts

360 Feedback

Multi-rater feedback.

feedback-360/ module

Competency Frameworks

Competency definitions with gap analysis.

competencies/ module

Development Plans

Employee development planning.

talent/routes.ts

Succession Planning

Succession plans, talent pools, readiness assessment.

succession/, talent-pools/ modules

Recruitment

Hire smarter and faster. Manage the entire recruitment pipeline from requisition approval through offer acceptance. Track candidates through customisable stages with collaborative scoring and interview scheduling.

Job Requisitions Applicant Tracking Interview Scheduling Offer Management Background Checks Agency Management

Job Requisitions

Requisition management.

recruitment/routes.ts

Candidate Management

Pipeline stages, stage events.

recruitment/routes.ts

Interviews

Interview scheduling and feedback.

recruitment/routes.ts

Offers

Offer management.

recruitment/routes.ts

Background Checks

DBS checks, background checks, reference checks.

dbs-checks/, background-checks/, reference-checks/ modules

Agencies

Recruitment agency management.

agencies/ module

Job Boards

External job board posting.

job-boards/ module

Learning (LMS)

Build a culture of continuous learning. Create versioned courses, define learning paths, track certifications and CPD hours, and ensure mandatory compliance training is never missed.

Course Builder Learning Paths Certification Tracking CPD Logging Compliance Training Quiz Engine

Course Management

Courses with versioning, catalogue.

lms/routes.ts

Learning Paths

Structured learning sequences.

lms/routes.ts

Certificates

Completion certificates.

lms/routes.ts

CPD

Continuing Professional Development logging.

cpd/ module

Training Budgets

Budget management per team/employee.

training-budgets/ module

Mandatory Compliance

Mandatory training tracking.

migrations/0194_mandatory_training_compliance.sql

Benefits

Simplify benefits enrollment and administration. Guide employees through plan selection with an enrollment wizard, manage pension auto-enrolment, and track beneficiary nominations and provider data exchanges.

Plan Management Enrollment Wizard Pension Auto-Enrolment Beneficiary Nominations Provider Integration Cost Analysis

Plan Management

Benefits plan CRUD.

benefits/routes.ts

Enrollment Wizard

Employee enrollment flow.

web/components/benefits/EnrollmentWizard.tsx

Beneficiary Nominations

Beneficiary nomination management.

beneficiary-nominations/ module

Benefits Exchange

Data exchange with providers.

benefits-exchange/ module

Income Protection

Income protection benefit management.

income-protection/ module

Pension Auto-Enrolment

Scheme management, eligibility, compliance dashboard.

pension/ module + web pension components

Case Management

Handle sensitive employee relations matters with full audit trails. Manage grievances, disciplinary procedures, whistleblowing cases, settlement agreements, and tribunal preparation with SLA tracking and escalation workflows.

Grievance Handling Disciplinary Process Whistleblowing Settlement Agreements SLA Tracking Tribunal Preparation

ER Cases

Grievance, disciplinary, performance, capability.

cases/routes.ts

Suspensions

Suspension management with pay implications.

cases/suspensions

Hearing Companions

UK right to be accompanied.

migrations/0204_hearing_companions.sql

Whistleblowing

Protected disclosure cases.

whistleblowing/ module

Disciplinary Warnings

Warning issuance and tracking.

warnings/ module

Settlement Agreements

Settlement agreement management.

settlement-agreements/ module

Tribunal Preparation

Employment tribunal preparation and tracking.

tribunal/ module

Documents & E-Signatures

Secure document storage with version control and access permissions. Generate letters and contracts from templates, collect digital signatures, and distribute policies with read-receipt tracking.

Document Storage Template Engine Bulk PDF Generation Digital Signatures Virus Scanning Policy Distribution

Document Management

S3 or local storage, access control.

documents/routes.ts

Letter Templates

Template-based document generation.

letter-templates/ module

Bulk PDF Generation

Batch document creation.

bulk-document-generation/ module

E-Signatures

Digital signature requests.

e-signatures/ module

ClamAV Scanning

Virus scanning on upload.

docker-compose.yml (clamav service)

Policy Distribution

HR policy read receipts.

policy-distribution/ module

UK Employment Law Compliance

Stay compliant with UK employment legislation. Automated Right to Work checks, Working Time Regulations monitoring, National Minimum Wage validation, gender pay gap reporting, and IR35 assessment tools.

Right to Work Working Time Regs NMW Checks Gender Pay Gap IR35 Assessment Holiday Pay Rules

Right to Work

Document checking.

right-to-work/ module

Working Time Regulations

WTR monitoring.

wtr/ module

National Minimum Wage

NMW compliance checks.

nmw/ module

Gender Pay Gap

Reporting.

gender-pay-gap/ module

Flexible Working

Statutory request process.

flexible-working/ module

Contract Statements

S1 ERA compliance.

contract-statements/ module

Probation Management

Probationary period tracking and management.

probation/ module

Return to Work

Post-absence interviews.

return-to-work/ module

IR35

Off-payroll working determinations.

ir35/ module

Health & Safety

Health and safety management.

health-safety/ module

Analytics & Reporting

Real-time dashboards and a dynamic report builder give you full visibility into your workforce. Track headcount trends, absence patterns, turnover rates, and custom KPIs across your organisation.

Executive Dashboards Report Builder Field Catalog Tenant Statistics Headcount Trends Custom KPIs

Executive Dashboard

KPI cards, chart components.

web/components/analytics/ExecutiveDashboard.tsx

Dynamic Report Builder

Field catalog, column config, filter builder, sort/group, chart renderer, scheduling.

web/components/reports/ (7 components)

Usage Statistics

Tenant usage metrics.

usage-stats/ module

Workflows & Automation

Eliminate bottlenecks with a configurable workflow engine. Build visual approval chains, automate routing with conditional logic, and let employees submit change requests through self-service portals.

Visual Builder Approval Chains Conditional Logic Change Requests Auto-Routing Status Tracking

Workflow Engine

Definitions, versioning, instances, tasks, transitions.

workflows/routes.ts

Visual Builder

Frontend workflow builder.

web routes

Approvals

Configurable approval chains.

approvals/ module

Employee Change Requests

Pending HR approval.

employee-change-requests/ module

Notifications & Communication

Keep everyone informed with multi-channel notifications. In-app alerts, web and mobile push, email notifications, company announcements, and calendar sync ensure no important update is missed.

In-App Alerts Web Push Mobile Push Email Notifications Announcements Calendar Sync

In-App Notifications

Real-time in-app notification system.

notifications/routes.ts

Web Push (VAPID)

Browser push notifications.

web-push package

Firebase Push (FCM)

Mobile push notifications.

firebase-admin package

Email (SMTP)

Transactional email via Nodemailer.

api/src/lib/email.ts

Announcements

Company-wide announcements.

announcements/ module

Calendar Sync

iCal feed generation.

calendar-sync/ module

Security & Administration

Enterprise-grade security with granular role-based access control. Multi-factor authentication, API key management, SSO via SAML/OIDC, immutable audit logs, and authority delegation for holiday cover.

RBAC Multi-Factor Auth API Keys SSO (SAML/OIDC) Audit Logging Authority Delegation

RBAC

Role-based access control with field-level permissions.

security/routes.ts + rbac plugin

MFA

TOTP + backup codes, admin MFA enforcement.

auth-better.ts

API Keys

Hashed keys (sfra_ prefix), scoped per tenant.

api-keys/ module

SSO

SAML/OIDC enterprise SSO.

sso/routes.ts

Audit Logging

Every mutation logged with old/new values.

auditPlugin

Delegations

Authority delegation between users.

delegations/ module

Additional Modules

Extended functionality covering the complete employee experience. Self-service onboarding, bank details management, emergency contacts, equipment tracking, diversity reporting, and peer recognition.

Onboarding Bank Details Emergency Contacts Equipment Tracking Diversity Reporting Peer Recognition

Onboarding

Task checklists, dependencies, compliance.

onboarding/routes.ts

Data Import

CSV/Excel bulk import.

data-import/routes.ts

Bulk Operations

Batch processing.

bulk-operations/ module

Bank Details

Employee bank info.

bank-details/ module

Emergency Contacts

Emergency contact management.

emergency-contacts/ module

Equipment

Asset tracking.

equipment/ module

Diversity

Diversity data collection and reporting.

diversity/ module

Recognition

Peer recognition.

recognition/ module

1:1 Meetings

Manager-employee meetings.

one-to-one/ module

Global Mobility

International assignments.

global-mobility/ module

Secondments

Temporary assignments.

secondments/ module

Lookup Values

Tenant-configurable dropdowns.

lookup-values/ module