The HR Module in RISPER CRM allows you to manage employees, assign roles, departments, and control employee portal access efficiently.

Accessing the HR Module

Log in to RISPER CRM.

From the left-side menu, click on HR.

Expand the HR dropdown to view employee-related options.

Adding a New Employee

Go to HR → Employees.

Click on Add Employee.

Fill in the employee details based on your organization’s requirements (name, email, contact details, etc.).

Login Allowed Option

While adding an employee, you will see an option called Login Allowed.

Yes

The system will automatically send the login credentials (email, username, and password) to the employee’s registered email address.

The employee can use these credentials to access the Employee Portal.

No

The employee will be added only for record purposes.

No login credentials will be created or sent.

Choose this option based on whether the employee needs system access.

Assigning User Role

After adding the employee:

Go to the User Role section.

Select the appropriate role for the employee.

Note:
Roles control system permissions (for example: Manager, Staff, Admin) and are different from designations.

Assigning Department

Departments help organize employees based on their working teams.

Creating Departments

Go to the left-side menu → Departments.

Add departments such as:

Marketing

Sales

Customer Support

HR

Finance

Assigning Department to Employee

Select the required department while adding or editing an employee.

Multiple employees can be assigned to the same department.

Example: Three employees can all be assigned to the Marketing department.

Designation Management

Designation defines the employee’s title within the company and is different from roles and commissions.

Examples of Designations:

Marketing Manager

Senior Marketing Manager

Sales Manager

Support Executive

You can create designations according to your company’s internal structure and assign them to employees as needed.