HR settings#

The HR Settings screen is the firm-wide configuration that the rest of the HR module reads from. The page header reads HR Settings with the subtitle Firm-wide configuration for attendance, leaves, holidays, expenses, and reimbursement rates.

Before you start#

• HR settings tabs are gated by permissions. If you do not have the matching permission, the tab does not appear and the screen may be hidden from your sidebar entirely.
• Changes here apply to everyone immediately. Discuss with the team before changing things mid-month.

Open the screen#

1. Open Human Resources in the sidebar.
2. Click HR Settings. The page opens with tabs across the top.

The tabs#

• General — manual versus automatic attendance mode and the working-day pattern for the firm.
• Leave Types — the list of leave types employees can apply for, with their paid or unpaid behaviour.
• Holidays — public and firm-specific holidays that show up on every calendar.
• Expense Categories — the categories users pick from when raising a voucher.
• Petrol Rate — the per-kilometre rate used to calculate travel allowance. See Logging expenses.
• Salary Timeline — the salary cycle settings used by the salary tab.
• Travel Location — the locations users can pick from when logging travel, including any fixed start location.

Add a leave type#

1. Open the Leave Types tab.
2. Open the Add Leave Type modal.
3. Set the Name and a short Code (for example, CL or ML).
4. Pick Leave Compensation — Paid Leave or Unpaid Leave.
5. Optionally tick Allow Attachments so employees can attach medical certificates and so on.
6. Save.

The leave type becomes available the next time someone opens the Apply for Leave form — see Applying for leave. When editing, you can also toggle Active; inactive types do not appear in the leave picker.

Add a holiday#

1. Open the Holidays tab.
2. Open the holiday modal.
3. Set the date and reason.
4. Save.

The holiday appears on every user's calendar.

Set the petrol rate#

1. Open the Petrol Rate tab.
2. Open Add Petrol Rate Revision.
3. Set Rate per kilometre (₹), the Effective From date, and an optional Reason.
4. Save.

Travel entries logged on or after the effective date use the new rate. Past entries keep their frozen rate.

Common questions#

Where do I assign approvers?#

Approver routing is not configured here. It follows the reporting structure (who reports to whom) and the leave or expense approval permissions on each user's account.

What happens to existing leaves if I change a leave type?#

Existing leave records are not retroactively changed.

Why is a salary tab visible but empty?#

Either no salary record has been added for the user, or the salary timeline has not been configured. Open the Salary Timeline tab to set it up.