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HR Company Parameters

Company Tracker action: implementation-setup-hr-company-parameters Milestone: Human Resources / Module Setup (milestone_id=10, core_milestone_id=2) Order: 1 Estimated duration: 0.5 hours Typical owner: Payroll

Purpose​

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

Prerequisites​

  • HR codes for employment history events exist (or create them first in HR Codes).
  • Know which PR update options your company wants enabled.

Vista configuration article​

See the detailed Vista guide:

Configuring HR Company Parameters

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 to set: assign HR codes to the resource categories, such as resource skills and resource training.
  • Why it matters: those codes feed reporting and lookups across the HR forms.
  • Otherwise simple: beyond the code assignments, this form is straightforward.
  • Decide / load / accept: set the code assignments with the owner 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.