BusinessHRM Help Center

Step-by-step guides for every part of BusinessHRM, organized to match your app's sidebar.

Terminology: a "Client" is a Contact; the sales pipeline is Deals (the old "Lead" module was removed).

• Getting Started — first-run setup, dashboards, calendar
• Sales (CRM) — contacts, companies, categories/tags, deals & pipeline
• Work — projects, tasks, boards, timesheet, contracts
• Finance & Products — proposals, estimates, invoices, payments, expenses, products
• Purchase & Orders — vendors, POs, bills, inventory, orders
• HR & Attendance — employees, roles, leaves, attendance, shifts
• Loans — loan types & terms, applying, approval, e-signature & payroll deduction
• Policy — company policies & acknowledgements
• Time Tracking — activity tracker, breaks
• Payroll — salaries, payroll runs, overtime
• Performance — objectives, OKRs, 1:1s
• Recruitment — jobs, applicants, interviews, offers
• Support — tickets, events, notice board, knowledge base
• Add-ons — assets, messages, QR, webhooks, Zoom
• Reports — every report explained
• Settings — every settings tab
• Developers & API — API keys, REST API, MCP for AI assistants