REC
//CLASSIFIEDOPS_COMPANION v3.0.1//CONSOLE.READY////
DEMO ENV
[R-05]

HUMAN RESOURCES

Employee records, certifications, training, timesheet review, and payroll export — with strict data isolation from operational modules.

// OPS_COMPANION FIELD MANUAL

The HR role in OPS Companion manages the people side of the operation — employee records, training and certification tracking, timesheet approval, and payroll data export. HR has no access to work orders, financial data, or fleet GPS — their data scope is limited entirely to HR-relevant records, enforced at the database level.

This strict isolation is by design: in Canadian regulated environments, HR data and operational data often have different privacy requirements, different retention policies, and different access control obligations. OPS Companion enforces these boundaries in the RLS policy layer — not through UI visibility tricks.

Employee Records

IDENTITY

Legal name, employee ID, hire date, department, direct manager, contact information

ROLE & ACCESS

Current OPS Companion role, language preference, GPS tracking consent status

CERTIFICATIONS

Equipment operation licenses, safety certifications, expiry dates, renewal alerts

TRAINING RECORDS

Completed training modules with dates and signatures. Required training compliance tracking.

EMPLOYMENT STATUS

Active, on leave, terminated. Leave type, expected return date.

EMERGENCY CONTACT

Emergency contact name and phone — accessible to HR and Administrator only

Certification & Compliance Tracking

Equipment operators in Quebec must hold valid provincial certifications for the machines they operate. OPS Companion tracks each certification's expiry date and generates automated renewal reminders before the expiry window.

COMPLIANCE ALERT
If a Technician's certification for a specific machine type expires, the system flags the work order — the Dispatcher is notified that the assigned technician may not be legally authorized to operate the equipment. HR is alerted to initiate renewal.
Certification renewal reminder at 60 days, 30 days, and 7 days before expiry
Automated email to employee, their manager, and HR at each reminder
Expired certifications flagged on the Dispatcher assignment screen
Training completion logged with digital signature from trainer
Compliance dashboard: % of team with current certifications by equipment type

Timesheet Review & Approval

HR reviews and approves the automatically generated timesheets from the Punch module. The approval workflow is structured: the employee reviews their own timesheet first, then it goes to HR for final approval before payroll export.

WEEKLY REVIEW

HR sees all timesheets for the pay period, filterable by employee, department, or status

GPS VERIFICATION

Punch-in/out GPS coordinates shown on map — visual verification of site attendance

OVERTIME FLAGS

Hours exceeding daily/weekly thresholds highlighted for HR review and approval

DISPUTE RESOLUTION

HR can annotate a timesheet with a correction note — both original and corrected values preserved in audit trail

BULK APPROVAL

One-click approval for all clean timesheets in a pay period

PAYROLL EXPORT

CSV export in format compatible with major Quebec payroll processors

Access Summary

Employee RecordsFULL — all HR fields for all employees
CertificationsFULL — view, add, renew, flag expiry
TimesheetsFULL — review, approve, export all employees
Work OrdersNONE
Fleet GPSNONE
InventoryNONE
FinancialsNONE
System ConfigNONE