---
title: "Overview"
space: "Industrial Relations Documentation"
url: "http://www.buff0k.co.za/ir-docs/overview"
updated: "2026-08-17"
---

# Industrial Relations

Industrial Relations extends Frappe, ERPNext, and HRMS with connected processes for the full lifecycle of workplace discipline, incapacity, and poor-performance management, employment contracts, employee changes, training, disputes, and workforce planning - all built around the HRMS **Employee** record.

## What you can do with it

- Run a full **disciplinary**, **incapacity**, or **poor-performance** process from an opened case through a hearing notice, a written outcome, a formal sanction, and (if appealed) a reversal - see **Opening a Case** onward.
- Manage **contracts of employment**, including fixed-term contract expiry tracking.
- Handle **status changes**, **site transfers**, and **terminations** as their own tracked documents.
- Design a site's **workforce plan** visually - a reusable Site Plan template, a Shift Design roster, and a site-specific Site Organogram populated from it - and cost it with a Site Budget.
- Run **KPI Reviews** at the individual and area level.
- Track **employee inductions and training** compliance, with automatic expiry reminders.
- Manage **external disputes** (CCMA, Labour Court, and similar forums) and receive **anonymous workplace reports** through a public, no-login whistleblower channel.
- Keep every notification email honest: a purpose-built permissions layer (**Designation Limits** and **Branch Limits**) narrows both who sees a record directly and what a weekly digest email shows them, consistently.

## The data model, in one sentence

Every process here is ultimately about one **Employee**. A Disciplinary Action, Incapacity Proceedings, or Poor Performance case names an accused employee; an NTA Enquiry, Written Outcome, and sanction form all link back to that same case; a Contract of Employment, Status Change, Site Transfer, or Termination Form each describe a change to that employee's own record. The **Site Organogram** and **Site Budget** are the exception - they describe a *site's* structure and cost, not one person - but even there, actual employees get slotted into organogram positions.

## Where to go next

- New to the app? Start with **Installation & Requirements**, then **Roles & Access Model**.
- Setting up who can see what? See **IR Role Restrictions - Designation Limits & Branch Limits**.
- Running your first disciplinary case? See **Opening a Case**.
- Building a site's workforce plan? See **Shift Design**.
