# HR Management System - Project Skill Summary

## 📋 Project Overview

This document consolidates the complete HR Management System skill file with integrated employee management, salary templates, shift management, attendance tracking, and shift-based payroll processing.

---

## 📦 Deliverables Created

### 1. **projectskill.md** (Updated)
- Comprehensive project documentation
- Extended with HR module sections
- Complete SQL migration script
- Architecture and patterns reference

### 2. **database/migrations/hrm_extensions.sql** (Created)
- SQL migration script with 8 new tables
- Foreign key relationships
- Sample data for shifts and salary templates
- Ready to apply to production database

### 3. **HRM_IMPLEMENTATION_GUIDE.md** (Created)
- Step-by-step implementation phases
- Week-by-week planning for all 5 phases
- Code structure and file organization
- Security considerations and best practices
- Implementation checklist
- Testing scenarios

### 4. **HRM_DATABASE_SCHEMA.md** (Created)
- Detailed schema for all 8 tables
- Column definitions and constraints
- Table relationships and diagrams
- Useful SQL queries
- Data integrity rules

### 5. **HR_SKILL_SUMMARY.md** (This Document)
- Quick reference and overview
- Key features matrix
- File structure overview
- Quick start commands

---

## 🎯 Key Features Matrix

| Feature | Status | Files/APIs | Phase |
|:---|:---|:---|:---|
| **Employee Management** | ✅ Implemented | `employee-*.php` | Current |
| **Salary Templates** | 📋 Planned | `salary-template-*.php` | Phase 1 |
| **Template Assignment** | 📋 Planned | `api/employee_salary/` | Phase 2 |
| **Shift Management** | 📋 Planned | `shift-*.php` | Phase 3 |
| **Shift Assignment** | 📋 Planned | `api/employee_shift/` | Phase 3 |
| **Daily Attendance** | 📋 Planned | `attendance-*.php` | Phase 4 |
| **Attendance Summary** | 📋 Planned | `api/attendance_summary/` | Phase 4 |
| **Payroll Generation** | 📋 Planned | `payroll-*.php` | Phase 5 |
| **Payslip PDF** | 📋 Planned | `api/payroll/pdf.php` | Phase 5 |
| **Payroll Reports** | 📋 Planned | `payroll-report.php` | Phase 5 |

---

## 📁 Complete File Structure

```
steve/ (Root)
│
├── CORE HR PAGES (Frontend)
│   ├── employee-add.php ..................... ✅ Implemented
│   ├── employee-list.php ................... ✅ Implemented
│   ├── salary-template-add.php ............. 📋 Planned
│   ├── salary-template-list.php ............ 📋 Planned
│   ├── employee-salary-assign.php .......... 📋 Planned
│   ├── shift-add.php ....................... 📋 Planned
│   ├── shift-list.php ...................... 📋 Planned
│   ├── employee-shift-assign.php ........... 📋 Planned
│   ├── attendance-add.php .................. 📋 Planned
│   ├── attendance-list.php ................. 📋 Planned
│   ├── attendance-bulk-upload.php .......... 📋 Planned
│   ├── attendance-report.php ............... 📋 Planned
│   ├── payroll-generate.php ................ 📋 Planned
│   ├── payroll-view.php .................... 📋 Planned
│   ├── payroll-approve.php ................. 📋 Planned
│   ├── payslip-print.php ................... 📋 Planned
│   └── payroll-report.php .................. 📋 Planned
│
├── API ENDPOINTS
│   ├── api/employee/
│   │   ├── create.php ...................... ✅ Implemented
│   │   ├── read.php ........................ ✅ Implemented
│   │   ├── read_single.php ................. ✅ Implemented
│   │   ├── update.php ...................... ✅ Implemented
│   │   └── delete.php ...................... ✅ Implemented
│   │
│   ├── api/salary_template/ ................ 📋 Planned
│   │   ├── create.php
│   │   ├── read.php
│   │   ├── update.php
│   │   └── delete.php
│   │
│   ├── api/employee_salary/ ................ 📋 Planned
│   │   ├── assign.php
│   │   ├── read.php
│   │   └── history.php
│   │
│   ├── api/shift/ .......................... 📋 Planned
│   │   ├── create.php
│   │   ├── read.php
│   │   ├── update.php
│   │   └── delete.php
│   │
│   ├── api/employee_shift/ ................. 📋 Planned
│   │   ├── assign.php
│   │   └── read.php
│   │
│   ├── api/attendance/ ..................... 📋 Planned
│   │   ├── create.php
│   │   ├── read.php
│   │   ├── update.php
│   │   └── bulk_upload.php
│   │
│   ├── api/attendance_summary/ ............. 📋 Planned
│   │   ├── calculate.php
│   │   └── read.php
│   │
│   └── api/payroll/ ........................ 📋 Planned
│       ├── generate.php
│       ├── read.php
│       ├── update.php
│       ├── approve.php
│       ├── pdf.php
│       └── adjustments.php
│
├── DATABASE
│   └── migrations/
│       ├── hrm_extensions.sql .............. ✅ Created
│       └── (other migrations)
│
├── DOCUMENTATION
│   ├── projectskill.md ..................... ✅ Updated
│   ├── HRM_IMPLEMENTATION_GUIDE.md ......... ✅ Created
│   ├── HRM_DATABASE_SCHEMA.md .............. ✅ Created
│   └── HR_SKILL_SUMMARY.md ................. ✅ This File
│
└── EXISTING STRUCTURE
    ├── admin/ ............................. Admin UI templates
    ├── assets/ ............................ CSS, JS, Vendor libs
    ├── config/ ............................ Database, Middleware
    └── (other modules)
```

---

## 🗄️ Database Tables Summary

| Table | Purpose | Rows Expected | Status |
|:---|:---|:---|:---|
| tbl_salary_templates | Salary structure master | 4-20 | ✅ Created |
| tbl_employee_salary_templates | Employee-Template links | 25-100 | ✅ Created |
| tbl_shifts | Shift timings | 4-8 | ✅ Created (4 samples) |
| tbl_employee_shifts | Employee-Shift assignments | 25-100 | ✅ Created |
| tbl_attendance | Daily attendance | 25k-100k (monthly) | ✅ Created |
| tbl_attendance_summary | Monthly summary | 300+ (monthly) | ✅ Created |
| tbl_payroll | Monthly payroll | 300+ (monthly) | ✅ Created |
| tbl_payroll_adjustments | Bonuses/Deductions | 100-500 | ✅ Created |

---

## 🚀 Quick Start Commands

### 1. Apply Database Migration
```bash
# Via MySQL CLI
mysql -u root -p database_name < database/migrations/hrm_extensions.sql

# Via PHP (create a migration runner)
php database/migrations/run_migration.php
```

### 2. Verify Migration
```sql
-- Check tables exist
SHOW TABLES LIKE 'tbl_%';

-- Check sample data
SELECT * FROM tbl_shifts;
SELECT * FROM tbl_salary_templates;
```

### 3. Test Sample Data
```sql
-- Insert test employee
INSERT INTO tbl_employees
(branch_id, name, age, email, phone, user_id, password, status)
VALUES
(1, 'John Doe', 28, 'john@example.com', '9876543210', 'john.doe', 'password123', 'active');

-- Assign salary template
INSERT INTO tbl_employee_salary_templates
(employee_id, salary_template_id, assigned_date, status)
VALUES
(1, 1, CURDATE(), 'active');

-- Mark attendance
INSERT INTO tbl_attendance
(employee_id, attendance_date, status, shift_id)
VALUES
(1, CURDATE(), 'present', 1);
```

---

## 🔄 Implementation Phases Timeline

### Phase 1: Salary Templates (Week 1)
- Create salary template CRUD pages
- Implement template calculations
- Test with different salary levels
- **Deliverable:** Functional salary template system

### Phase 2: Template Assignment (Week 1-2)
- Create employee-template assignment UI
- Implement assignment APIs
- Track template change history
- **Deliverable:** Employees can have salary templates

### Phase 3: Shift Management (Week 2)
- Create shift CRUD pages
- Implement employee shift assignment
- Shift allowance calculations
- **Deliverable:** Shifts assigned to employees

### Phase 4: Attendance Tracking (Week 3)
- Attendance marking interface
- Bulk CSV import functionality
- Monthly summary auto-calculation
- **Deliverable:** Complete attendance system

### Phase 5: Payroll Processing (Week 4)
- Auto-payroll generation logic
- Payslip PDF generation
- Payroll approval workflow
- **Deliverable:** Complete payroll system

---

## 📊 Key Calculations

### Payroll Calculation Flow
```
1. Get Employee's Active Salary Template
2. Get Employee's Monthly Attendance Summary
3. Calculate:
   - Per Day Salary = Basic Salary / Working Days
   - Attendance-based Salary = Per Day Salary × Attendance Days
   - Shift Allowance = Shift Allowance × Attendance Days
4. Calculate Gross = Basic + HRA + DA + Allowances
5. Calculate Deductions = PF + Insurance + Tax + Other
6. Calculate Net = Gross - Deductions + Shift Allowance
```

### Attendance Summary Calculation
```
For each employee in a month:
- Count PRESENT days
- Count ABSENT days
- Count LEAVE days
- Count HALF_DAY days
- Working Days = Total Days - Weekends - Holidays
```

---

## 🔐 Security Checklist

- [ ] Password encryption (currently plain text - FIX FIRST)
- [ ] Role-based access control for payroll operations
- [ ] Audit logging for all salary/payroll changes
- [ ] Encrypted storage for sensitive salary data
- [ ] Permission checks on all API endpoints
- [ ] Salary data accessible only to HR staff
- [ ] Payslips visible only to employee and HR
- [ ] PII protection (name, email, phone)
- [ ] SQL injection prevention (using parameterized queries)
- [ ] XSS prevention (using sanitizeText function)

---

## 🧪 Testing Checklist

### Unit Testing
- [ ] Payroll calculation accuracy
- [ ] Attendance summary calculation
- [ ] Template application logic
- [ ] Shift allowance calculation

### Integration Testing
- [ ] End-to-end employee onboarding
- [ ] Salary template assignment workflow
- [ ] Attendance marking with payroll impact
- [ ] Payroll approval workflow
- [ ] PDF generation

### User Acceptance Testing
- [ ] HR manager can generate payroll
- [ ] Employees see correct payslips
- [ ] Managers can track attendance
- [ ] Reports are accurate and useful

---

## 📈 Analytics & Reports

### Built-in Reports to Implement
1. **Payroll Summary Report**
   - Total payroll by month
   - Average salary
   - Salary distribution

2. **Attendance Report**
   - Present/Absent/Leave summary
   - Monthly attendance trends
   - Department-wise attendance

3. **Salary Analysis**
   - Salary by template
   - Salary by designation
   - Salary trends over time

4. **Payroll Reconciliation**
   - Draft vs Approved vs Paid
   - Pending approvals
   - Payment history

---

## 🛠️ Tech Stack

| Component | Technology | Version |
|:---|:---|:---|
| Backend | PHP | 7.4+ |
| Database | MySQL | 5.7+ |
| Frontend | HTML5 + Bootstrap | 5.x |
| JavaScript | jQuery | 3.x |
| Tables | DataTables | Latest |
| Dropdowns | Select2 | 4.x |
| PDF Generation | FPDF/mPDF | Latest |
| Email | PHPMailer | 6.x |

---

## 📞 Support & Documentation

### Key Documents
1. **projectskill.md** - Complete system overview
2. **HRM_IMPLEMENTATION_GUIDE.md** - Phase-by-phase guide
3. **HRM_DATABASE_SCHEMA.md** - Database reference
4. **This File** - Quick reference

### Common Commands

**View all employees with salary templates:**
```sql
SELECT e.name, st.template_name, st.basic_salary
FROM tbl_employees e
LEFT JOIN tbl_employee_salary_templates est ON e.id = est.employee_id AND est.status='active'
LEFT JOIN tbl_salary_templates st ON est.salary_template_id = st.id;
```

**Generate monthly payroll for all employees:**
```php
$employees = getAllActiveEmployees();
foreach ($employees as $emp) {
    generatePayroll($emp['id'], $salary_month);
}
```

**Check attendance for a date range:**
```sql
SELECT e.name, COUNT(*) as days,
  SUM(CASE WHEN status='present' THEN 1 ELSE 0 END) as present
FROM tbl_attendance a
JOIN tbl_employees e ON a.employee_id = e.id
WHERE a.attendance_date BETWEEN '2026-02-01' AND '2026-02-28'
GROUP BY e.id, e.name;
```

---

## ✅ Completion Status

| Category | Status | Notes |
|:---|:---|:---|
| Database Schema | ✅ 100% | All 8 tables created |
| Migration Script | ✅ 100% | Ready to apply |
| Documentation | ✅ 100% | Complete and detailed |
| Employee Module | ✅ 100% | Fully implemented |
| Salary Templates | 📋 0% | Planned for Phase 1 |
| Shifts | 📋 0% | Planned for Phase 3 |
| Attendance | 📋 0% | Planned for Phase 4 |
| Payroll | 📋 0% | Planned for Phase 5 |
| **Overall** | **⏳ 25%** | **Ready for Phase 1 implementation** |

---

## 🎓 Next Steps

1. **Review Documentation**
   - Read HRM_IMPLEMENTATION_GUIDE.md
   - Understand database schema from HRM_DATABASE_SCHEMA.md

2. **Apply Migration**
   - Run hrm_extensions.sql
   - Verify all tables created

3. **Start Phase 1**
   - Create salary-template-add.php
   - Create salary-template-list.php
   - Implement CRUD APIs

4. **Test Thoroughly**
   - Create sample salary templates
   - Verify calculations
   - Test edge cases

5. **Deploy to Production**
   - Backup database
   - Run migration
   - Deploy new pages and APIs
   - Train HR staff

---

**Document Version:** 1.0
**Created:** 2026-02-16
**Status:** ✅ Complete & Ready for Implementation
**Next Review:** After Phase 1 Completion
