HR Tool Initial Setup and Configuration

Step 1: Set-up HR Administrators

After installation, the only user who can access HR Admin panel is the user with ID:1 which is typically the Claromentis Administrator.

As part of the onboarding process, you need to nominate at least 2 members of HR administrators. These users are going to have full access to the HR admin panel to configure the system further.

1. Navigate to Admin Panel > HR Admin

2. You will be prompted to set up to create new HR password

this password is an extra layer of security to access HR-related functionality.


Step 2: Set-up HR Roles & Rights

By default there are 4 roles available, click edit (pencil) icon to assign the following roles to the appropriate users.

HR Admin: These users will be able to view and edit all HR information belong to all member of staff.

Payroll: These users will be able to view Salary & Benefit tabs belong to all member of staff.

Staff: Set users who are going to be using HR tool (in most cases add the member of Intranet here)

Managers: These users will be able to see HR information on their subordinates only based on the OrgChart.  

Click on Rights tab to customise what each group can do further, this is an important step to ensure your system is secure, here is our recommended setup


Step 3: Populating HR Data

3.1 Manual Input

As an HR admin or user with permission to edit as defined in the permission matrix above,
simply by navigating on each user's profile and click on the HR Tool button



Click on the appropriate tab and complete the fields:

Only fields with value will be visible on the view mode.
The shield icon indicates that the following fields are encrypted in the database.


3.2 Bulk Import

If you have existing HR Data elsewhere using Import & Export feature is an efficient way to get these data populated.

Simply navigate to Admin > HR Admin > Import / Export Data



Step 4: Configure Custom Fields

Under configuration options, you can set the following items to personalise HR system for your company. These following fields are encrypted.

Custom Fields: Extra fields for HR and Payroll if required

Document Types: List of type of HR documents you wish to store in the system.

Benefits: List of available benefits that your company offer.


Step 5: Configure Notification

Notification is useful to alert relevant people for changes in the HR data, click on New Notification to start creating new notification rule.

Below is an example to notify the member of Payroll when there are changes in Bank Account detail.


Step 6: Configure Reminders

A reminder is useful to notify certain people regarding dates which are stored in HR, for instance, you may want to remind the line managers and member of HR admin 1 week before probation date is ended.


Step 7: Launch your HR System

The final step is to launch and tell your users about the HR system, under Users & Access you can see a list of users who have HR profile and current account status.

From this panel, you can send an invite to all inactive users or individually.


Created on 5 July 2018 by Michael Christian. Last modified on 17 September 2018

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