The Users module is where you create login accounts, assign roles, and capture employee data (when applicable). It is the operational counterpart of the Roles module — once a role exists, you assign it to a user here.
📍 Open
Go to Users > Users from the main navigation menu (route /daai/users).
🛠️ Capabilities
- Add a new user (optionally as an employee).
- Edit user data and salary records.
- Toggle login access using the Is Active flag.
- Assign one or more roles to a user.
- Initiate the Employee Exit Process.
- Delete users (with caveats — see below).
📌 User vs Employee — Module Split
The User aside captures user-account fields only (name, login email, role, password, profile image, Is Active). When you tick Is Employee, the same record drives the HRM > Employee aside, where the employee-specific fields (designation, salary, exit, department, etc.) are edited. Both modules round-trip the other side’s data — edits from either screen update the same record.
🔁 Leave Allocation Behaviour
- If Is Employee = true at the time of creation, leave balances are allocated automatically as per the policy in Settings > Leaves.
- On edit, leave allocation runs again only on the false → true transition of the Is Employee flag — flipping it on later still allocates balances.
- Salary-cycle accrual is handled by the salary engine, not the user-create path.
📚 Articles in this section
🔗 Cross-references
- HRM > Employee — view/edit employee-specific tabs (some fields are only edited from the User aside; both round-trip the other side’s data).
- Users > Roles — define which permissions each user has via the role(s) assigned to them.
- HRM > Salary — for the canonical add-salary-data flow used by the salary engine.