Configuration
The Employee Configuration section offers a comprehensive set of tools to manage and personalize employee-related settings in the system. These settings help ensure compliance, improve user experience, and provide flexibility for organizational requirements.
General Settings:
Core HR> Employee > Configuration > General SETTINGS
Employee Code & Unique Identifier: Set rules for generating employee codes and manage unique references for each employee.
Property Library: Create and manage properties(i.e. input fields that can be used in multiple dynamic forms) that can further be imported into organisation units and forms library.
Team & Probation Settings: Define team structures and configure probation rules.
Mobile Settings: Enable and customize mobile app behavior for employees.
Appraisal Reminder Applicability: Determine when and to whom appraisal reminders should be sent.
Employee Settings:
Core HR> Employee > Configuration > Employe Settings
Enable Edit Profile Checker – Tracks when employees make changes to their profiles.
Display Only RM-Designated Employees Under Task Assignment – Limits task assignments to employees under the same Reporting Manager.
Enable Entity-Wise Dashboard Configuration – Allows dashboards to be customized per entity.
Enable Two-Factor Authentication – Adds extra security to employee login via two-step verification.
Enable Business Code – Activates the use of a business code field (e.g., 123456).
Set Minimum Age Limit for Employee – Sets the minimum allowable age for creating an employee (e.g., 18 years).
Enable Employee Creation for Past Dates – Allows creation of employee records with a joining date in the past (e.g., up to 90 days).
Set Retirement Age for Employees – Defines the retirement age for employees (e.g., 0 means not set).
Restrict Timeline Visibility in Employee Profile for SubAdmin/Admin – Hides the profile timeline from SubAdmins/Admins as needed.
Employee Data Visibility Control:
Core HR> Employee > Configuration> Employee data visibility control
| Setting Name | Action/Navigation | Description | Scope |
|---|---|---|---|
| Show Employee Directory to Employees | Toggle | Allows employees to view the Employee Directory. | – |
| Show Organisation Chart | Toggle | Allows employees to view the Organisation Chart. | – |
| Define Employee of Highest Hierarchy for Organisation Chart | Manage → Define Highest Hierarchy | Select the employee who appears at the top of the Organisation Chart. | – |
| Exclude Employee from Org Chart | Click on + Add icon | Add employees to be excluded from the Organisation Chart. | – |
| Set Default Organisation Chart & Employee Directory | View / + Add | Set default display of Org Chart & Directory. | – |
| Manage Employee Data Permissions – Celebration Widget | Admin Panel | Control employee data visibility in the Celebration widget on dashboard. | Company Level / Department / Location |
| Configure Data Access – Insights Widget (Leave, WFH, OD) | Admin Panel | Manage visibility for Leave, WFH, OD data on dashboard Insights. | Company Level / Department / Location |
| Employee ID Card Customization Configuration | Set Up / Modify | Customize employee ID card layout and company contact details. | Company Level / Department / Location |
Employee ID Card Customization Configuration:
Core HR> Employee > Configuration > Employee ID Card Customization Configuration
| Setting Name | Action/Navigation | Description |
|---|---|---|
| Set Up Employee ID Card Information | Manage | Configure employee details shown on the ID card. |
| Modify Company Contact Info on ID Card | Modify Company Info | Update company address and contact details displayed on the ID card. |
| Set Custom Background Color for ID Card | Change Background Color | Set a custom background color for the ID card layout. |
| Display Entity-Specific Logo on ID Card | Toggle | Enable or disable displaying entity-specific logos on employee ID cards. |
