AIUNIFY CRM includes an HR & Payroll module with permission-controlled operational workspaces for employee and payroll-related activity.
Access can be granted as broader viewing access or as View Own access, so the information available to one user can differ from the information available to another.
The HR & Payroll module registers separate operational capabilities for areas including:
Later chapters cover Attendance, compensation-related records, Payslips, payroll processing, and Reports in more detail.
When one or more HR & Payroll operational capabilities are available to your account, the HR & Payroll menu can appear in the CRM navigation.
Only use the workspaces made available by your assigned permissions.
The module provides a Manage Employees workspace when the signed-in user has Employee view or View Own access.
This area works with employee information used by HR and payroll operations. It is distinct from creating CRM login accounts or changing CRM access roles.
The Employee workflow supports permission-based visibility.
A user with broader Employee view access can work with the employee information made available under that permission. A user with View Own access can be limited to information appropriate to that user's own operational scope.
When reviewing an Employee record, confirm that you are working with the correct person and reporting period before using the information in payroll-related activity.
Employee data can contribute to later workflows involving:
HR & Payroll operations frequently depend on a month or other payroll period.
Before reviewing or processing employee information, confirm the period displayed by the workspace. Using the wrong month can produce misleading conclusions even when the underlying employee information is correct.
Payroll-related workflows can use employee and department information from the CRM environment.
Use department context to understand organizational placement when it is presented, but always verify the individual employee record before acting on pay-related information.
The HR & Payroll module can work with information from related HR or timesheet components when those integrations are active in the tenant environment.
When integrated information is present, review the source activity before correcting payroll results. A discrepancy may originate in Attendance, Timesheets, Commission data, or another underlying operational record.
Employee and payroll data should be treated as restricted business information.
If an Employee or HR & Payroll area is not visible, consider whether your account has the applicable operational permission or View Own scope.
If an expected value is missing from a visible Employee record, review the applicable period and underlying operational source before assuming that the Employee record itself is incorrect.