Set up HR for your workspace
Import a starter pack of leave types, shifts, holidays and approvals, then adjust it.
The written steps below are complete. The Video script tab shows exactly what the video will cover.
Attendance, leave and payroll all depend on a few policies: what kinds of leave exist, when people are expected to work, which days are holidays and who approves requests. The setup wizard imports a sensible set in one step.
By the end you can
- Import a starter pack
- Know what a pack contains
- Find where to change each part afterwards
Screens used
Steps
- 1
Open the setup wizard
On: /hrmsOpen the Ops hub, choose HRMS, and under Workspace setup choose HR setup wizard.
You should see: A page titled "HR & Attendance Setup".
- 2
Compare the packs
On: /settings/hr/setupUnder Pick a starter pack each pack lists its Leave types, Shift schedule, Holidays, Approval steps, when the financial year starts and the Timezone. One is marked Recommended.
You should see: You have chosen the pack closest to how you work.
- 3
Import it
On: /settings/hr/setupPress Import this pack.
You should see: "HR setup is complete".
- 4
Adjust the parts
On: /hrmsBack on HRMS, under Workspace setup, open Holidays, Shifts, Payroll settings and Attendance rules to change what was imported.
You should see: Each opens its own page.
Tips
- Once setup is complete the packs are tucked under Re-import or switch starter pack.
- Importing is additive: existing entries are kept and only new ones are added, so Re-import this pack is safe.
- Put people into departments before relying on HR rosters. See Organise your team into departments.
Troubleshooting
- "Only the workspace Owner can run HR setup"
- Ask the workspace owner to import the pack. HR staff can adjust holidays, shifts and rules afterwards.
- The imported holidays or leave types do not match your company.
- A pack is a starting point. Open Holidays, Shifts and the other pages under Workspace setup and change what differs.
One row per shot, in the same order as the guide. Estimated length 1:35, recorded signed in as Owner. Use made-up data only. How to record
Say: Set up HR for your workspace. Import a starter pack of leave types, shifts, holidays and approvals, then adjust it.
Hold until you see: Lesson title on screen for three seconds.
Say: Open the Ops hub, choose HRMS, and under Workspace setup choose HR setup wizard.
Hold until you see: A page titled "HR & Attendance Setup".
Say: Under Pick a starter pack each pack lists its Leave types, Shift schedule, Holidays, Approval steps, when the financial year starts and the Timezone. One is marked Recommended.
Hold until you see: You have chosen the pack closest to how you work.
Say: Press Import this pack.
Hold until you see: "HR setup is complete".
Say: Back on HRMS, under Workspace setup, open Holidays, Shifts, Payroll settings and Attendance rules to change what was imported.
Hold until you see: Each opens its own page.
Say: That is set up HR for your workspace. The written steps are on this lesson's page in the ItzSEO course.
Hold until you see: End card with the lesson link.
Reference articles on this topic
Mark it complete to keep your place in the course.
Related lessons
Put members into departments, share an apply-to-join link and assign several people at once.
Add the year's holidays and define shifts for the workspace, a department or one person.
Read the Workload page to see open tasks and requests by department and by person, and rebalance before deadlines slip.