HR tool configuration options

Introduction

There are three separate parts to the configuration of the HR tool admin panel:

The configuration options will reflect what can be viewed & edited from the front-end of the HR tool. Here we will go over how to set each configuration option and what it will look like from the front-end of the application.


All configuration areas can be found via Admin > HR > Configuration.

Custom Fields

The Custom Fields option allows for users to add up to an additional four fields to the HR Information and Payroll Information sections in the user's HR section:

 

To add a new field, type the name of the field in the Field name and check the Visible checkbox for it to appear on the front-end:

 

From the front-end of the HR tool, these added fields will be visible in the Personal and Contract tabs:

Reminder: This information will only be visible to those with permissions granted via the HR admin panel.

 

Document Types

The Document Types option allows for more options to be available from the Document Type list when adding a document in the user's HR section:

 

To add or edit a new document type, enter the Type on the list and save the changes for it to appear on the front-end:

 

From the front-end of the HR tool, any new document type added to this list will appear with any existing options upon uploading a new document:

Reminder: Only users with permissions via the HR admin panel will be able to add, edit, and /or delete documents from the front-end of the HR tool.

 

Benefits

Similar to the document types, the Benefits option allows you to select additional options from the Benefits Type list in the user's HR section:

 

To add or edit a new benefit type, enter the Type on the list and save the changes for it to appear on the front-end:

 

From the front-end of the HR tool, any new added benefits will be available for users to choose from:

Reminder: Only users with permissions via the HR admin panel will be able to add, edit, and /or delete benefits from the front-end of the HR tool.

 

To find out more about HR permissions, check out our guide here.

 

Last modified on 30 November 2023 by Hannah Door
Created on 27 July 2021 by Veronica Kim

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