A.O.M HR Management

Clients

Client is a person who employs or retains an attorney to represent him or her in any legal business. Admin can create clients, update / delete existing clients and also can export list of clients. Admin can also create custom fields for clients if needed by Custom Fields section.

Clients Page

Add Client

To add new client, press on the “Add New” button, fill the fields in the form

• Name - Name of the Client.
• Profile Picture - Picture of Client.
• Gender - Gender of Client.
• Date Of Birth - Date of Birth of Client.
• Email - Email of Client.
• Username - Username of client.
• Password - Personlize Password to login into system.
• Confirm Password - It should be same as Password.
• Phone - Phone number of Client.
• Address - Address of Client.

Then press “Save”

Note: Username and Password will be used to login into the system

Add Client Page

When the Client logs in to the system, he will only be able to see his cases and be able to send messages to the admin.

Employees

A person who is hired to provide services to a company on a regular basis in exchange for compensation and who does not provide these services as part of an independent business. Admin can create employees, update / delete existing employees and also can export list of employees. Admin can also create custom fields for employees if needed by Custom Fields section.

Employees Page

Add Employee

To add an employee, click on the “Add New” button, fill in the employee form

• Name - Name of the Employee.
• Profile Picture - Picture of Employee.
• Gender - Gender of Employee.
• Date Of Birth - Date of Birth of Employee.
• User Role - User Roles of System User which is coming from HR Management -> User Roles.
• Departments - Department (Ex. HR Department, Sales Department) of Employee which is coming from HR Management -> Departments.
• Designation - Designation (Ex. Sales Manager, Database Administrator) of Employee which is coming from HR Management -> Departments.
• Date Of Joining - Date of Joining to Company of Employee.
• Joining Salary - Salary of Employee.
• Email - Email of Employee.
• Username - Username of Employee.
• Password - Personlize Password to login into system.
• Confirm Password - It should be same as Password.
• Phone - Phone number of Employee.
• Address - Address of Employee.
• Status - Set Active if you want to assign tasks otherwise you cannot.

When done click “Save”

Note: Employee ID will be automatically generated which is started by already set in Administrative -> General Settings -> HR Settings

Add Employee Page