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HR Initial Set-up

The order that makes the HR module work end to end for a new company:

  1. Departments, job titles, ranks — Settings → HR lookups. Ranks carry a weight (seniority) used across HR.
  2. Working periodworking hours per weekday and overtime rate; attendance maths depends on it.
  3. Leave types & allocations — see Leave Configuration; allocate days per rank or per employee.
  4. Employeesadd or bulk-upload your people, with department, rank, manager and status set.
  5. Management rolesassign who approves leave and who holds discipline authority.
  6. Discipline catalogue — seeded automatically; review it under Discipline → Setup.
  7. Portal invitations — send from the Employee List so staff can activate self-service.
  8. Attendance device / notifications — if you clock with a device, register it under Attendance Device.

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