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HR Codes

Company Tracker action: implementation-setup-hr-codes Milestone: Human Resources / Module Setup (milestone_id=10, core_milestone_id=2) Order: 4 Estimated duration: 0.5 hours Typical owner: Payroll

Purpose​

Complete the Human Resources Module Setup action for HR Codes so client decide/load/accept is clear before live use. Form field detail stays on the Vista article.

Prerequisites​

  • Know which classifications you need.
  • For PTO, have matching PR leave codes ready.

Vista configuration article​

See the detailed Vista guide:

Setting Up HR Codes

Field meanings and form steps live there. Do not restate them on this page. If Phase 1 Vista depth is still incomplete for a subtopic, keep Tracker thin and link the module intro rather than inventing fields.

Implementation guidance​

  • What they are: HR codes come pre-loaded. They are the status codes and identifiers used on HR records, and the client can adjust them.
  • Term reason: termination reasons are code type N (Reason), which covers both termination and salary adjustment reasons. They are used on HR Resources and HR Resource Salary History.
  • Not employment status: employment status has its own form. See HR Employment Status.
  • Decide / load / accept: review the pre-loaded codes with the owner, adjust them to fit the client, and accept.

Done when​

  • In-scope setup for this action is loaded (or explicitly N/A / hidden when optional and out of scope).
  • Owner accepts the decide/load result for go-live.
  • Linked Vista configuration matches what was accepted.