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Set up HCM Cafe

Follow these steps in order. Complete the required configuration before creating employees or processing attendance and leave requests.

You can also follow this checklist inside the app from Dashboard → Admin guide.

1. Foundation configuration​

Create the master data required before employees are created.

  1. Organization and employee masters. Configure your organization structure in this order: Division → Category → Grade → Designation → Location → Department → Sub-department. Then set up App roles, Module configuration year and Employee field definitions.
  2. Employee configuration. Set up the employee code series.
  3. Payroll configuration. Set up the payroll policy, pay structure, salary components and other payroll settings.

2. Employee setup​

  1. Create employees and maintain their personal and official information.
  2. Assign configuration to each employee: category, segment, location, department, designation, grade, employment type, employee role, attendance group, base shift, week off, holiday calendar, leave group and app role.

3. Attendance setup​

  1. Shift – define working shifts and shift patterns.
  2. Week off – configure weekly off rules.
  3. Holiday – define the holiday calendar.
  4. Attendance group parameter – set attendance rules and calculation parameters.
  5. Request group parameter – configure request types and rules.
  6. Employee attendance requests – enable and manage requests such as swipe, on duty and permission.

4. Leave setup​

  1. Leave group – create leave groups.
  2. Leave type – define leave types and their properties.
  3. Leave group mapping – map leave types to leave groups.
  4. Leave configuration – set up credit, availing and year-end policies.
  5. Leave adjust – configure leave adjustment rules and approvals.

Next steps​