Organization Setup Guide

Set up your organisation in dependency order. Skipping steps causes import errors or empty employee records.

Recommended setup order

1. Organisation profile + country  (/hrms/onboarding)
2. Departments                       (/hrms/organization)
3. Working pattern + holiday calendar (created by onboarding template)
4. Leave policy                      (country onboarding + display on `/hrms/leave`)
5. Locations                         (via organisation / employee forms)
6. Managers (as employees)           (/hrms/people/new)
7. Workforce import or manual people   (/hrms/migration/workforce or /hrms/people)
8. Invites / activation              (/hrms/invites)

Organisation profile

Route: /hrms/organization

• Company name, slug (read-only after creation)
• Departments: add/edit via organisation page
• Not supported: legal entities, business units, cost centres as first-class objects

Country configuration

Route: /hrms/onboarding

Sets country_code, locale, currency_code, default_timezone, seeds leave policy and calendar templates.

Departments

Required before assigning employees. Default departments exist after provisioning. Reference by exact name in CSV import.

Job titles

Free text on employee records — no separate job-title master list.

Managers and reporting

1. Create manager as employee first (/hrms/people/new)
2. Assign manager role if they need team/leave approval access
3. Set manager_email on reports (import or edit)

Manager relationships resolve in import pass 2 after all rows exist.

Working patterns

Created by country onboarding (STANDARD 5-day week). Assign via import working_pattern_code or employee form.

Limitation: Leave engine has limited support for non-standard schedules.

Holiday calendars

Shell created at onboarding. Dates are operator-managed — no automatic public-holiday API. Assign holiday_calendar_code on employees.

Leave policies

Route: /hrms/leave (policy summary displayed; template applied at /hrms/onboarding)

One policy per organisation today. Fields: annual entitlement, carry-over cap, approval chain flags (manager → HR → payroll stage labels).

Configure before assigning leave_policy_code on employees.

Employee setup

• Manual: /hrms/people/new
• Bulk: /hrms/migration/workforce — see [Workforce Import](06_WORKFORCE_IMPORT_GUIDE.md)

User access

Import creates employee records with access_activation_status=imported. Invites (/hrms/invites) link login accounts. Activation is separate from import.

Dependencies summary

Help: /help/organization-setup