HRM Settings HRM

Admin-only settings for leave, payroll and to-do reference numbering, attendance grace periods, and half-day leave-type mapping.

HRM Settings is visible only to business admins and covers configuration used across the Attendance, Leave, Payroll and To-Do screens. It sets prefixes used when generating reference numbers (leave_ref_no_prefix, payroll_ref_no_prefix, essentials_todos_prefix) and free-text Leave Instructions shown to employees when requesting leave.

Attendance grace periods can be set separately for check-in and check-out, each with a before and after allowance (grace_before_checkin, grace_after_checkin, grace_before_checkout, grace_after_checkout), so minor punctuality variance does not get flagged. Two dropdowns map which leave types count as the first and second half of a half-day leave (halfday_first_leave_type_id, halfday_second_leave_type_id).

A checkbox also controls whether a business location must be selected when logging attendance or leave, and whether sales-target commission is calculated with or without tax.

Step-by-step Workflow

1. Set numbering prefixesEnter the reference-number prefixes used for leave, payroll and to-do records.
2. Write leave instructionsAdd guidance text shown to employees when they submit a leave request.
3. Configure grace periodsSet the check-in and check-out grace windows so small time variances are not flagged.
4. Map half-day leave typesChoose which leave types represent the first and second half of a half-day leave.
5. Set location requirementsToggle whether a business location must be selected for attendance and leave entries.
6. SaveSubmit the form to apply the settings across the HRM module.