Initial Human Resources Setup

Before you can add employee records, you must perform these tasks to set up the system:

  1. Set up HR parameters on the Human Resources Parameters form.
  2. Set up employee categories on the Employee Categories form.
  3. Set up military service codes on the Military Service form.
  4. Set up departments on the Departments form.
  5. Set up shift codes on the Shift Codes form.
  6. Set up position codes.

    See Setting Up Employee Positions.

  7. Set up payroll.

    See Payroll Setup.

  8. Set up recurring HR processes and tasks.

    See About the Process Manager.

Related topics
Human Resources Overview
Payroll Overview