6 Important Settings in HR

 
STEP 1 │ Work Hours
Your workplace’s work hours directly influence the team’s workdays, clock in/out times, flexible work times, etc. You can use the default work hours or you can create multiple work hours for different teams. Your call!

If you need to use the Attendance tool for employee clock in/out, please activate it first to for the related clock time settings to be available here.

STEP 2 │ Departments
Departments settings dictate how eForms are passed and signed. Properly set up your organization’s hierarchy and the employee requests will follow the set flow and get to the right person to be signed.

• Trial Period: We recommend you invite 1 to 3 people to help you test out the request flow, each with a different role and title.
• Adoption: Invite the rest of the teammates to join the workplace and assign them with the right roles and titles.

STEP 3 │ Employment Type
By default, WorkDo has 3 employment types, you can create, deactivate, or change them as you see fit. The employment type will affect certain tool privileges, ie, who are allowed to apply for overtime and how many leave days they are entitled to have each month/year. So don’t forget!

STEP 4 │ HR Calendar Management
Non-working days such as the federal holidays, special company events are set with the HR Calendar. A workplace’s HR calendar will determine whether employees are able to apply for leaves, overtime, or clock in/out normally.
A workplace is allowed to use multiple HR calendars for different teams, so you don’t worry about managing remote teams in different countries!

STEP 5 │ System Settings
The most important setting in the System Settings is that you don’t have to manually set each new employee is required to clock in/out. However, this function is not retroactive, meaning it only applies to new employees after the setting has changed.

You can always go to the Attendance tool and individually change this setting if you want, but if your workplace doesn’t require employees to clock in/out, you can bypass this step.

STEP 6 │ Import Employee Profiles
The aforementioned 5 steps are for the HR personnel to manage each employee, and each employee’s profile can be updated anytime. But to make life simpler, you can also batch import employee profiles by using WorkDo’s template file. This can drastically reduce the amount of time spent on profile setting and it’s the quickest way to get your workplace up and running!

Relevant Questions

HR Settings for New Employees
Problems importing employee profiles?
Why is there’s a member with two employee profiles?
What is the HR Calendar?
How do I create new departments in the organization?
Why do I have limited tool access?
What are the HR tool features?
Understand your tool role and what it does.

Unable to Apply for Leaves Troubleshooting

1 │ Leave Pro is not in the toolbox.
If some of your team members can’t find Leave Pro in their toolbox and the tool has been enabled, chances are that their role is set to No Role. Please adjust their roles to Employee or higher to fix it.

How to change team members’ tool role?

2 │ Members are seeing an error message when entering Leave Pro or they are missing certain type of leaves
Remember, the system will automatically dole out leaves base on rules and eligibility. If some employees are receiving their leaves, please check whether they have been set eligible to receive the leaves.

1. 1. Eligibility
      In most workplaces, some leaves are given based on seniority, positions, or gender-specific, in STEP 2 of the Leave Pro tool setup FAQ, eligibility plays a big role in who gets what types of leaves. Please make sure that you have properly selected the right type of employees for each leave type for them to receive their leaves.

What are the necessary settings of Leave Pro?

1. 1. Employee Profiles
      As mentioned, some leaves are doled out based on different factors, and the employee profiles are where you can find these settings for each employee. When everything is properly set, then everyone should be getting the correct leaves.

What are the necessary settings for each employee?

1. Employee Balance
   Steps 1 and 2 should handle most cases of employees who aren’t receiving their leaves. If all else fails and you have no idea why some employees are getting their leaves, you can use the Employee Balance function to grant leaves individually. But consider this as the last resort, so long the root cause is not found, you always have to manually grant leaves to these employees.

What are the necessary settings for Leave Pro?

3 │ HR Calendar
Don’t forget that the HR Calendar is connected to Leave Pro as well!

• Setting federal holidays and workdays throughout the calendar year will determine when employees can apply for leaves and how leaves are deducted.

So if employees’ leaves are incorrectly deducted, it probably has something to do with the company’s HR Calendar.

What does the HR Calendar do?

Relevant Questions

The Leave Pro tool setup.
Why are employees’ leaves don’t add up? How do I fix them?
Why do I have limited tool access?
About Apple ID verification.
The HR tool setup.
What settings in HR are required for new employees?
What’s the difference between “Leave” and “Leave Pro”?
What is the HR Calendar?