HR Settings - organisation setup

What this guide covers

HR Settings is the configuration hub behind the rest of HR. This guide covers the four tabs that define your organisation structure: Document Types, Departments, Job Positions and Organizations. (Leave Types and Leave Plans are covered in a separate guide - Leave types, plans & balances.)

Who can open it: HR Settings needs HR write permission.

The tabs

Document Types

The catalogue of document kinds you attach to employees (e.g. contract, ID, certificate). For each type you can set an expiry-alert rule so HR is warned before a document lapses. These types are what appear when you attach documents during onboarding or on a profile.

Departments

The department tree - the backbone of the org chart and of who-manages-whom. Here you:

Create departments and nest them under a parent (building the hierarchy).
Assign a manager to each department (that's what makes someone a line manager for the people beneath them).
Use the built-in diagram builder to rearrange the hierarchy visually.

The screen protects against loops (a department can't end up as its own ancestor). The structure you build here is exactly what the org chart renders and what scopes the manager screens (Manage hours / schedules / leave).

Full step-by-step: see Departments: build the structure and put people in them - how to create a department, build the hierarchy, assign a manager, and (the part people most often look for) how an employee gets linked to a department.

Job Positions

The roles employees are appointed to. A position has a title and a department, and its own sub-tabs for General, Job Description, a Scorecard (upload the role's KPI/scorecard PDF) and Access Rights (the role's default permissions). Positions are what you pick at onboarding step 3 - and a position's department is what an employee inherits by default (see the Departments guide).

Organizations

The legal/operating entities employees belong to (name and logo). Most sites have one; multi-entity setups use this to keep each organization's people separate in reports and payroll scoping.

How it fits together

Organization
  ?? Department (has a manager)
       ?? Job Position (title + scorecard + access rights)
            ?? Employee is appointed to a position

Set these up before onboarding people, so the wizard's Position and Department choices are ready. Changing a department's manager or parent here immediately changes the org chart and the manager-scoped screens.

Good to know

Departments drive management scope. If a manager can't see their team on the manager screens, check the department's manager assignment here.
Don't delete a department with people or sub-departments under it - re-home them first.
Scorecards uploaded on a position feed the KPI/review tooling for that role.

Departments: build the structure and put people in them - the deep-dive on creating departments and assigning people.
HR Settings - leave types, plans & balances - the other half of HR Settings.
Add & manage employees - where departments and positions get assigned.
The full org chart - the visual view of the structure you build here.