Configuration
Configuration holds the settings that every module depends on. Set these up first, in this order.
| Order | Area | What it controls | Article |
|---|---|---|---|
| 1 | Module configuration year | The working year for each module. Leave and attendance requests need it. | Module configuration year |
| 2 | Organization masters | Divisions, departments, locations, designations, grades and the other lists employees are placed in. | Organization masters |
| 3 | Employee codes | How employee codes are created. | Employee codes |
| 4 | Employee detail fields | Extra fields collected for each employee. | Employee detail fields |
| 5 | App roles | What each role can see and do. | App roles and permissions |
| 6 | Approval workflows | Who approves each kind of request. | Approval workflows |
| 7 | Reasons and lookups | Reasons employees pick on requests, and your own wording for list values. | Reasons and lookup overrides |
| 8 | Users and sign-in security | User accounts, data access, two-step verification and single sign-on. | Users and data access, Sign-in security |
Background jobs that run on a schedule are in Job schedules.