Setting Up HR Codes

HR Codes classify HR records—accident tracking, scheduling, drug testing, history, skills, rewards, training, and related categories. Schedule-related codes can link to PR leave codes for PTO tracking.

Before you start

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

Steps

1. Open HR Codes.
2. Create codes for each HR activity type you use (history, skills, training, scheduling, and others).
3. For schedule/PTO codes, link each code to the corresponding PR leave code.
4. Save.
5. Use the codes on the related HR forms (resources, training, schedule, and so on).

Notes

• If schedule codes are not linked to PR leave, portal PTO requests will not tie to payroll leave correctly.
• Test a sample PTO request after you change leave linkages.