HR Settings

HR Settings allow global settings for HR-related documents.

To access HR Settings, go to:

Home > Human Resources > Settings > HR Settings

Introduction

Now that you set up the HR module, it's time to configure key settings for your organization.

1. Employee Settings

1.1. Retirement Age:

You can enter the retirement age (in years) for your employees.

1.2 Employee Records to be created by

The naming for employee documents is based on the value selected in this field.

• Naming Series: The employee documents created will be named using the naming series selected in the 'Series' field.
• Employee Number: The Employee Number field becomes visible in selecting this field, and the naming of the employee document happens based on this field.
• Full Name: The employee document is named using the full name of the employee.

1.3 Stop Birthday Reminders

An email is sent to all the employees of the company when an employee has a birthday. To stop this email from being sent you can check this option.

1.4 Expense Approver Mandatory In Expense Claim

In Expense Claim Document the 'Expense Approver' field is set to mandatory on checking this option.

Payroll Settings is part of the Payroll Module.

2. Payroll Settings

2.1 Calculate Payroll Working Days Based On

Working Days in Salary Slip can be calculated based on Leave Application or Attendance records. You can select the option based on what you want to calculate working days.

2.2 Max working hours against Timesheet

For salary slips based on the timesheet, you can set the maximum allowed hours against a single timesheet. Set this value to zero to disable this validation.

2.3 Include holidays in Total no. of Working Days

If checked, the total number of working days will include holidays, and this will reduce the value of salary per day.

2.4 Disable Rounded Total

You can enable this to disable rounding off the total amount in salary slips.

2.5 Daily Wages Fraction for Half Day

Based on this fraction, the salary for Half Day will be calculated. For example, if the value is set as 0.75, the three-fourth salary will be given for half-day attendance.

2.6 Email Salary Slip to Employee

An email with the salary slip is sent to the respective employee's preferred email address on submission of the salary slip.

2.7 Encrypt Salary Slips in Emails

The salary slip PDF sent to the employee is encrypted using the mentioned Password Policy.

2.8 Password Policy

This field becomes visible and mandatory on checking the above option for encrypting the salary slip in email.

Here is an example of how to set a Password Policy for the salary slip PDF.

Example:

SAL-{first_name}-{date_of_birth.year}

This will generate a password like SAL-Jane-1972

3. Leave Settings

3.1 Leave Approval Notification Template

On creating or updating a leave application with a leave approver, an email is sent to this leave approver notifying about the new leave application. The email template used for this purpose can be selected here.

3.2 Leave Status Notification Template

On Submission/Cancellation of a leave application, the employee receives an email with the updated status of their leave application. The email template used for this purpose can be selected here.

3.3 Leave Approver Mandatory In Leave Application

In Leave Application document the 'Leave Approver' field is set to mandatory on checking this option.

3.4 Show Leaves Of All Department Members In Calendar

The approved leaves of all employees in the same department are shown in the calendar view on checking this option.

3.5 Auto Leave Encashment

If checked, the system generates a draft Leave Encashment record on the expiry of the leave allocation for all encashable Leave Types.

3.6 Restrict Backdated Leave Application

If checked, the system will not allow making a backdated leave application.

3.7 Automatic Allocate Leaves Based On Leave Policy

If checked, leaves will be granted to the employees automatically based on the Effective From date as per the present Leave Policy Assignment.

4. Hiring Settings

4.1 Check Vacancies On Job Offer Creation

On the creation of a job offer for a particular position, vacancies present in the staffing plan for that position are checked to warn the user from over hiring for a particular position.