HR settings
Configure leave types, holidays, tax bands, salary components, expense types, and review templates.
Overview
The HR module's behaviour is driven by a handful of configuration tables. Set these up once at the start; revisit annually.
Prerequisites
- Owner, Admin, or HR Manager role
hr_modulefeature flag- Knowledge of country labour law basics
Steps
Open HR Settings. HR → Settings.
Configure leave types. Annual (default 21 days), Sick, Maternity, Paternity, Compassionate, Unpaid. Per type: annual allocation, accrual, max carryover.
Configure public holidays. Calendar of holidays for the year. Drives attendance defaults and leave-day calculation.
Configure tax bands. PAYE bands per country (Nigeria's progressive bands; Ghana's flat rate). Updates annually with budgets.
Configure salary components. Allowance and deduction templates — Transport, Housing, Pension, NHIS. Tax-treatment per component.
Configure expense types. Categories for expense claims; per-category limits and approval rules.
Configure performance review templates. Per-role rubrics — competencies, weights, scoring scale.
Configure approval workflows. Who approves leave (direct manager? HR? both?), expense claims, performance reviews.
Save. Changes apply forward; existing records preserve their original config.
Expected outcome
- HR module's behaviour matches your clinic's policies and country law
- Self-service flows respect configured workflows
- Reports use correct tax and leave calculations
Troubleshooting
| Symptom | Likely cause | Fix |
|---|---|---|
| Tax bands outdated | Annual budget changes | Update yearly |
| New leave type not picked up | Cache | Refresh; may take a minute |
| Approval workflow inconsistent | Different rules per type | Configure per leave/expense type |
| Holidays wrong | Country mismatch | Verify country setting in Settings → Clinic Profile |
| Want pro-rating for new joiners | Pro-rating built-in for annual leave | Date-of-joining in employee record drives it |