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Human Resources overview

The Human Resources (HR) module maintains employees and applicants—codes, positions, benefits, training, schedules—and pushes selected salary and benefit changes to Payroll.

Typical flow

  1. Configure HR Company Parameters, then set up codes, employment status, positions, hiring locations, and benefit codes/groups.
  2. Maintain people on HR Resources (personal info, payroll link, dependents, contacts, benefits, salary history, training, schedule).
  3. Schedule training classes and track resource training records.
  4. Run HR Update Benefit/Salary to PR when salary or benefit changes should post to Payroll.

Before you use HR

  • Decide which employment history events and PR update options apply in company parameters.
  • Create HR codes before you classify history, skills, training, or schedule activity.
  • For payroll sync, link each resource to a PR company/employee and keep Update Payroll checked on benefit lines you want to send.