Guide · Running HR

Settings: organisation, lists and leave policies

For the HR lead: the organisation's details and the lists that records choose from.

Updated 31 October 2026

Settings is for the HR lead.

Organisation

  • Name and Time zone. When the organisation's details are kept in Core home, change them there.
  • A full-time week, in hours: used for FTE in reports.
  • Currency: one per organisation. It cannot be changed here.

Choose Save.

The lists

The other tabs hold the lists that records choose from. On each, choose Add, or Edit or Archive beside an item. Archiving takes an item off the choices; records that already use it keep it.

ListWhat you give it
Legal employersName and jurisdiction
DepartmentsName
LocationsName and time zone
Cost centresName and code
RolesTitle and description
Pay policiesName
Leave policiesName, jurisdiction, hours granted a year, and when the leave year starts

Leave policies

Hours granted a year is a fixed grant set by the employer. Leave year starts (month) and Leave year starts (day) set when each leave year begins.

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