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

Purpose Statement

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


HR Settings Tab

  1. From the Admin tab, go to Company Settings>Global Setup>Company Setup then click on the HR Tab

Note: The model comes with a list of default configuration settings enabled.

 

2.        a. Treat Pay Grade Violation As: Allows you to specify what should happen if there is a pay                 grade violation based on the employee’s base compensation and the pay grade assigned.                   The drop-down allows you to Ignore a violation, to show a Warning message but still                       allows the pay to be assigned, or to show an Error that will not allow the combination of                   pay grade and base compensation to be saved on the employee’s record.
           b. Manager to Use For Organization Chart Generation: Allows you to specify the manager                    level that should be used when the chart is generated
           c. Document Type Required: Requires Document Types to be assigned to any document                       uploaded in WFR.
          d. Termination Details: Allows you to specify what information should be gathered or                           required when an employee is terminated.
          e. OSHA: This controls the formatting of the OSHA forms available under My                                          Employees>Forms>OSHA. You can set the number you would like the OSHA Case #’s to                auto-increment from, and their format. Those numbers can then be designated to reset                    after a defined number of calendar years, if desired. These are optional settings.
          f. GTLI: This section contains the federally defined values and are pre-populated for use in                 GTLI calculations. The values are the federal standards, which can be modified if                               necessary by selecting the pencil icon. To reset the edited values to the federally defined                   defaults, click Apply Defaults.