HR Action Centre

The HR module's front door: every worker in the group at a glance, and everything waiting on you today. The top half is the dashboard — headcount, starters and leavers, absence, compliance and the worker-invoice pipeline, every figure across every company in the account. The bottom half is the live queues, and every row opens the record it is about. Anyone with HR access lands here; the office opens it first thing to see what needs doing.

You enter

Nothing is typed on this page. The decisions you make here are clicks: review a pending leave request, record a probation outcome (Pass / Extend / Fail), send a congratulations note on a work anniversary, resend portal invites, book a company-wide holiday.
The trend range (1, 2 or 3 years) for the charts — remembered in the page address so a refresh keeps it.

Saral fills in

Every number: workers on the books, new starters and leavers over twelve months, turnover, average length of service, compliance actions, leave awaiting approval, who is off today, onboarding in progress, uninvoiced workers and — for anyone with financial access — the draft, awaiting-approval and approved-not-yet-paid invoice values.
The charts: starters vs leavers, workforce size over time (reconstructed from start and leaving dates), absence by month in each worker's own working days, worker invoice value by month, the workforce mix by worker type, length of service, headcount by entity (hidden when the account has one legal company) and the compliance runway — documents by how long they have left to run.
The queues: compliance alerts ordered expired → critical → warning → notice, pending leave approvals, portal invites not yet activated, uninvoiced workers, timesheet variances, active offboarding, probation reviews due in the next 30 days, who is on leave, starting or leaving this week, birthdays and work anniversaries.
The setup strip at the top, while the first-time HR setup still has open steps — it names the next step and hides itself when every step is done.

It produces

A single picture of the workforce and its cost for the whole group, without opening a report.
A worked queue: each row is a link into the worker, the leave register, the invoice or the leaver's exit record, so the day's actions start here and end on the record.

What this page is for

An HR office has two questions every morning: how is the workforce doing, and what is waiting on me. This page answers both on one screen so neither needs a report or a search. The dashboard half is for the first — figures and trends across every company in the account, because the value of the module is the consolidated view. The queue half is for the second — every list is live, ordered by urgency, and every row is a door into the record where the work is actually done. Nothing is edited on this page except the handful of decisions that are a single click: a probation outcome, a congratulations note, a company holiday, a portal-invite resend.

Reading the figures honestly

Every figure is group-wide — one account, every legal company — and the entity breakdown only appears when there is more than one company to compare. Headcount over time is reconstructed from start and leaving dates, so it is only as right as those dates on the worker records. Absence is counted in each worker's own working days, not calendar days. Invoice values are the net of worker invoices by the period they cover; they are the module's own CIS and professional invoices, never payroll — payroll itself runs in your payroll app. Anyone without financial access sees counts in place of money, shown as a dash, because a zero would be a claim about the data.

The queues and where each one leads

Compliance alerts come from the documents the module tracks on each worker (right to work, insurance, CSCS card, driving licence and the rest) and are ordered expired first; each opens the worker's Compliance tab and the card's View all opens Workers → Compliance for everyone. Pending leave goes to the Leave register. Uninvoiced workers and timesheet variances open the invoice; the variance list shows hours only, never money, so it reads the same for every role. Offboarding opens the leaver's exit record. Probation reviews are decided on this page and the outcome is written to the worker's Admin tab. Portal invites not yet activated can be resent to everyone in one go, with a confirmation first.

The setup strip and the first week

A new account sees a slim strip above the tiles until the HR setup is complete: how many steps are done, which comes next, and Open setup to go there. The same strip appears on Workers and the Site Register. Hiding it is remembered in your browser only, and it reappears if a step the module needs is later undone. Once every step is done the strip is gone for good and the page is the dashboard alone. Until workers exist the Workforce mix panel says so and links to the setup rather than drawing an empty chart.

Where the settings live

This page has no settings of its own. The alert bands behind the compliance queue (30 days urgent, 60 days chased, 90 days on the radar) are the module's standard and every HR screen reads the same table; the reminder points that chase a renewal by email are set on HR → Settings → Compliance & Documents. What counts as leave and the approvers from HR → Settings → Leave & Absence and HR → Leave Approvers; how attendance becomes the timesheets in the pipeline from HR → Settings → Timesheets & Invoicing; birthday and anniversary notes from HR → Settings → Notifications; and the setup strip's steps from HR → Set up HR.

Next screen: /hr/setup

Not what you needed? Inside Saral, ask Kuku (Alt+K) — if it cannot answer, “Ask a human” sends the question to Saral support with the chat attached.