HR Initial Set-up
The order that makes the HR module work end to end for a new company:
- Departments, job titles, ranks — Settings → HR lookups. Ranks carry a weight (seniority) used across HR.
- Working period — working hours per weekday and overtime rate; attendance maths depends on it.
- Leave types & allocations — see Leave Configuration; allocate days per rank or per employee.
- Employees — add or bulk-upload your people, with department, rank, manager and status set.
- Management roles — assign who approves leave and who holds discipline authority.
- Discipline catalogue — seeded automatically; review it under Discipline → Setup.
- Portal invitations — send from the Employee List so staff can activate self-service.
- Attendance device / notifications — if you clock with a device, register it under Attendance Device.
