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How To -- Set Up HR Settings Tab (Global Settings)

Purpose Statement This document outlines how to set up the HR Settings Tab.

 

HR Configuration Options

1. Treat Pay Grade Violation As

This setting determines how the system responds when an employee’s base compensation does not align with the assigned pay grade.

Available options include:

  • Ignore – No notification is shown and the pay information can be saved.
  • Warning – Displays a warning message but still allows the pay to be saved.
  • Error – Prevents the pay grade and base compensation from being saved if they do not match system rules.

2. Manager Level for Organization Chart Generation

This option allows you to specify which manager level should be used when generating the organization chart.

3. Document Type Required

When enabled, this setting requires users to assign a Document Type to any file uploaded into WFR. This ensures documents are properly categorized and managed.

4. Termination Details

This setting determines what information must be collected or completed when processing an employee termination. Administrators can specify which fields should be required.

5. OSHA Settings

These settings control the formatting and numbering of OSHA forms, found under:

My Employees → Forms → OSHA

You may configure:

  • The starting number for OSHA Case # auto‑increment
  • The format for case numbers
  • Optional reset rules, allowing case numbers to restart after a specified number of calendar years

All OSHA options are configurable but not required.

6. GTLI (Group-Term Life Insurance)

This section contains federally defined GTLI values that are pre‑populated in the system.

Administrators can:

  • Modify the values if needed using the pencil (edit) icon
  • Restore values to the federal defaults at any time by selecting Apply Defaults