HR setup overview

See the whole setup flow in the Configuration center.

WbizManager's HR side has three groups of guides:

• HR administration (this module): the setups and the HR and finance steps.
• My workspace: what every employee does for themselves. See My workspace overview.
• Managers and approvers: what line managers do for their team. See Managers overview.

Staff can only use self-service once the setups below are done. Do them in this order: each one uses what the one before it created.

Setup checklist

#	Setup	Who	Why it comes here	Guide
1	Branches, departments, job titles, employment types, pay grades and public holidays	HR	The employee form needs these lists, and leave days leave out public holidays.	Set up HR settings
2	Employees and their supervisors	HR	Every request is routed by the employee's Reporting To person (line manager). The email must match the employee's sign-in.	Set up employees and supervisors
3	Leave types, groups and balances	HR	Staff can only apply for active leave types, and their days come from here.	Set up leave
4	Expense policy, categories, types, rates and GL accounts	HR and finance	Claims and advances read every value from here. Needs the chart of accounts first.	Set up expenses
5	Loan types and rules	HR and finance	Staff can only apply for the loan types set up here.	Set up loans
6	Financial year, appraisal cycles, templates, KPIs and goals	HR	Appraisals can only start once a cycle is launched.	Set up performance

How each request moves

Area	1. Setup (HR)	2. Employee	3. Line manager	4. HR or finance
Leave	Set up leave	Apply for leave, Track your leave, Cover for a colleague	Approve leave	Give HR approval for leave, Manage leave requests
Expenses	Set up expenses	Claim an expense	Approve expenses	Verify expenses, Pay out expenses
Loans	Set up loans	Apply for a loan	Approve loans	Explained in Approve loans
Performance	Set up performance	Complete your appraisal	Appraise your team	Review appraisals as HR

Where people find their screens

Who	Menu
Employees	My Portal (My Leaves, My Requests, My Performance and more)
Line managers	Manager Workspace (Leave Approvals, Team Appraisals) and Approvals in the left rail
HR	HR (Leave, Expense, Loan, Performance, Employee Record) and Settings › HR Settings

What each person sees depends on their role. The test account used for these guides is a Super User, which sees everything; an employee sees only My Portal, and a supervisor also sees Manager Workspace.