Introduction
The HR configuration consists of settings for the HR hub, centered around the personnel list.
Options
The options under HR configuration are related to the lookup tables in the personnel list
- Status
- Job Title
Status
The status list is used as a lookup table in the Personnel List. The items listed here will appear as choices in the status field. Statuses may vary in wording per company, and the positions/titles of an employee often vary.
These statuses are intended as an employee's contractual position in the company. Values usually include
- Employee
- Job Seeker
- Sick Leave
- Resigned
ℹ️
Do not confuse this with personnel type on the BO configuration page. The personnel type is intended to deviate from a personnel entry in the lifecycle process.
Job Title
The job title list is used as a lookup table in the Personnel List. The items listed here will appear as choices in the title field.
The values in this list are personnel functions internally in your company. Values may include
- CEO
- QHSE Responsible
- Technical Support
- Developer
ℹ️
These positions are often linked to other company documentation, so try to be consistent with existing company materials when defining these.
Role List
The role list defines the different roles the internal resources can be assigned to on projects. This list is independent of the Personnel List and roles will only be available for those projects where the project type has a defined Project Plan Template. When an internal resource is assigned a role on a project, the tasks intended for that role will be assigned to the internal resource.
Roles may include
- Assistant
- Coordinator
- Advisor
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