1. HR Portal Overview

The Medref HR Portal is the administrative interface for company HR managers. It allows full control over employee data, withdrawal request reviews, and service configuration.

2. Login & Authentication

The HR Portal uses OTP-based login via Odoo integration. Two login modes are available:

Company Manager Login

1. Navigate to /hr/loginGo to the HR login URL for your company.
2. Select "مدير الشركة" tabChoose the Company Manager tab.
3. Enter your registered phone numberThe phone number registered in the Odoo system.
4. Click "إرسال رمز التحقق"An OTP is sent via SMS.
5. Enter the 6-digit OTPValid for 5 minutes.

Team Member Login

1. Select "عضو الفريق" tabChoose Team Member tab.
2. Enter your invitation code or credentialsUse the details from your invitation email.
3. Complete OTP verificationEnter the OTP sent to your phone.

3. HR Dashboard

The dashboard gives an at-a-glance view of EWA activity in your company.

Dashboard Widgets

Widget	Description
Daily Requests Chart	Line chart showing withdrawal request volume over the last 30 days
Status Distribution Pie	Breakdown of requests by status: New, Review, Confirmed, Cancelled
Total Requests	Total number of EWA requests this month
Pending Reviews	Requests awaiting your action
Total Disbursed	Total amount of salary advances disbursed this month (SAR)

4. Employee Management

Manage your company's employee roster from the Employees page (الموظفون).

Adding a New Employee

1. Click "إضافة موظف" (Add Employee)Opens the new employee form.
2. Fill in employee detailsRequired fields: Full Name (Arabic & English), Phone Number, Monthly Salary, National ID, Bank IBAN, Job Title.
3. Set optional detailsHousing allowance, transport allowance, date of birth, employee number.
4. Save the employeeThe employee is created with status "Inactive".
5. Activate the employeeFind the employee and click "تفعيل" (Activate) to grant portal access.

Employee Status

Status	Meaning	Can Login?
Active (نشط)	Employee has full access	✅ Yes
Inactive (غير نشط)	Account exists but access is disabled	❌ No
Archived (مؤرشف)	Employee deactivated by HR	❌ No

Bulk Import via Excel

1. Click "استيراد Excel"Download the template file first.
2. Fill the templateSupports both Arabic and English column headers. Required: Name, Phone, Salary.
3. Upload the fileThe system validates and imports all records.
4. Review resultsImported employees appear as inactive and must be individually or bulk-activated.

Activate All Employees

Use the "تفعيل الجميع" (Activate All) button to activate all inactive employees in one click. Useful after a bulk import.

Edit Employee

Click the edit (pencil) icon next to any employee to modify their details. You can update salary, allowances, bank details, and contact information.

5. Managing Withdrawal Requests

All employee EWA requests appear in the Requests page (الطلبات). This is where you approve or reject salary advance requests.

All Requests Page

• Searchable and filterable table of all requests
• Each row shows: Request ID, Employee Name, Amount, Date, Status
• Click any row to view full request details
• Status badges with color coding (New: blue, Review: yellow, Confirmed: green, Cancelled: red)

Request Detail Page

Click on a request to see:

• Employee information (name, department, salary)
• Requested amount and calculated fee
• Bank account details for disbursement
• Request timeline and history
• Approve / Reject buttons (visible only for actionable requests)

Approving a Request

1. Open the request detail page
2. Review all employee and request information
3. Click "موافقة" (Approve)The decision is sent to Odoo for processing. The employee receives a real-time notification.

Rejecting a Request

1. Open the request detail page
2. Click "رفض" (Reject)
3. Enter rejection reasonA reason is required. It will be visible to the employee.
4. Confirm rejectionThe employee is notified instantly.

6. Creating Requests on Behalf of Employees

HR managers can create EWA requests on behalf of employees (طلب جديد).

1. Go to "طلب جديد" (New Request)
2. Search for and select the employeeUse the search box to find the employee by name or phone.
3. Enter the requested amountMust be within the employee's available balance.
4. Confirm the requestThe request is created and goes through the normal approval flow.

7. Company Services

View which Medref services are activated for your company from the Services page.

Service	Description
Earned Wage Access (EWA)	Core salary advance service
Fuel Advance	FUEL loan service for vehicle-related expenses
Loyalty Program	Employee access to merchant coupons and offers

8. Sub-Users & Team Access

You can invite additional HR team members to access the portal.

1. Go to "المستخدمون" (Users)
2. Click "دعوة مستخدم"Enter the team member's name, phone, and email.
3. Send invitationThe team member receives an email with an invitation link.
4. Team member acceptsThey complete the setup via the acceptance link (/hr/accept-invitation).

9. My Account

Access your HR profile from "حسابي" in the sidebar.

Feature	Description
View Profile	See your name, phone, company, and role
Change Password	Update your portal access credentials
Bank Info	Update company bank account details