HR Module Setup

Step 1: HR Directories

Path: Administration/HR Directories

The HR Directories Hub is a collection of separate specialized directories combined into a single navigation hub. Each directory has its own table, its own page, and clearly defined business logic. All HR directories share a unified set of basic fields that ensure a consistent approach to storing and displaying data. These fields are present in every directory regardless of its type:

Field	Description
Code	A unique code for this directory record.
Name	The name or description of this directory record.
Description (English)	The English‑language description of this directory record to support multilingual functionality.
Comment	A free‑text comment.

At the same time, some directories may contain additional fields specific only to their type. Such fields are used to store specialized information and are defined according to the purpose of each particular directory. Descriptions of these specific fields for each directory are provided below.

The hub serves as the starting page for the following HR directories:

1. Hire Conditions Contains a list of typical conditions under which an employee may be hired. Used when creating a Position.

2. Military Agencies This directory contains the classification of military registration groups used in military IDs and in personnel military service. Each group is marked with a letter code and defines a person’s affiliation with a specific branch of the armed forces, service, or category of conscripts.
Used to populate the corresponding field on the Person Card.

In addition to the basic fields, the following specific fields are available:

Field	Description
Full Name	A detailed (extended) name of the military agency group. The “Full Name” field is automatically populated from the “Name” field and can be edited.

3. Military Compositions Contains the classification of military rank categories (enlisted, sergeant, officer, etc.) used for maintaining military records of employees.
Used to populate the corresponding field on the Person Card.

4. Military Offices Directory of Territorial Recruitment and Social Support Centers.

Specific fields:

Field	Description
Full Name	The full official name of the TRSSC. Automatically populated from the “Name” field and can be edited.
Address Code	Specifies the Address Card with the type Military Office.

5. Tax Payer Categories Directory of taxpayer statuses.

6. Countable Service Adds. Contains the classification of periods that are included or excluded from insurance or employment length of service.

7. Causes of Disability Directory of reasons used when issuing paper sick leave certificates (illness, injury, childcare, etc.).

8. Aid Refusal Reasons Directory of grounds for denying payment of sick leave.

Specific fields:

Field	Description
e‑Sick Leave Sign	Used for reasons related to: • Being Intoxicated or • Violation of the Regime

9. Transfer Kinds Types of personnel transfers (transfer to another position, without salary change, technical transfer, etc.) used to specify the transfer type in the Labor Contract.

10. Leaderships A list of positions or persons who perform managerial functions within the company structure, used in HR documents.

Specific fields:

Field	Description
Full Name	A detailed (extended) name or description of the manager type. Automatically populated from “Name” and can be edited.

11. e-Causes of Disability Directory of reasons used when issuing electronic sick leave certificates.

Specific fields:

Field	Description
Default Time Activity	Default time activity code used when creating sick leave orders for sick leave with the status Ready for Payment.
Default Time Activity for Closed Sick Leave	Default time activity code used when creating other absence orders for sick leave with the status Closed.

12. Territorial Conditions Directory of territorial conditions.

13. HR Document Types - directory is needed for create records in E-labor activity. It is a document-basis for various HR events for an employee. In accordance with the legislation of Ukraine, there is a certain list of documents that serve as the basis for the created records in E-labor activity. These types of documents are used to create: • Labor Contract lines, • Vacation orders, • Other HR orders.

The list of documents can be expanded to meet individual customer requirements to create other HR orders.

It should be noted that the presence of regulated document types in the system is mandatory regardless of whether users use the E-labor activity functionality or not. Without a list of document types, users will not be able to approve Labor Contract lines.

14. Disabled Person Benefits Directory of privileges used to determine the status of a person entitled to 100% sick leave payment regardless of insurance service length.

15. Deregistration Reasons Codes of grounds for deregistering an employee from specific registries.

16. Termination Codes Codes of internal termination types used to classify termination events in the Employment Agreement.

17. Legal Termination Codes Codes of legal termination types used for classification in the Employment Agreement.

18. Conditions of Work Classification of working conditions. Used when creating a Position.

19. Training Profile A directory containing the classification of professional and service training profiles used in military accounting. A profile defines the training direction, specialization, or functional role of a conscript according to defense sector requirements.
Used to populate the corresponding field on the Person Card.

20. Military Dismissal Reasons

This directory contains the legally defined grounds for removal and exclusion from military registration, which are indicated on the Person card in the field of the same name.

Military Dismissal Reasons page

Field	Description
Code	The code of the removal/exclusion reason used in the system.
Description	A description of the removal/exclusion reason code.
Military Status	Indicates one of the options: • Excluded from the register; • Deregistered — for categorizing the corresponding reason.

21. Military Service Fitnesses (only for UA localization) Directory containing the classification of fitness statuses for military service. Each record defines the medical or functional status of a person regarding their ability to serve, need for treatment, or need for re‑examination.
Used to populate the corresponding field on the Person Card.

Step 2: Personal Information Codes

Path: Personal Information Codes

The classifier for personal information consists of several directories, facets. Each facet has the following structure:

• The first row in the facet with the code "empty" represents the facet name. • Other rows, until the next row with an empty code, correspond to defined dictionary values. Each facet is linked to specific fields in the Employee and/or Person tables.

Page: Personal Information Codes.

Field	Description
Group	The facet code.
Code	The code of the dictionary element within the current facet. The empty code means the row is the title of a new facet.
Name	A description of the dictionary/facet element.
Description (English)	A description of the dictionary/facet element in English.
Priority	Used to define the order of personal information codes, if needed.

Step 3: Qualification and skills

Path: Administration/Qualifications

This directory allows you to classify employee qualifications. For example, you can use the qualification directory to identify which employees possess specific skills, such as foreign language proficiency.

To create a new qualification code, click "New".

Qualification page.

Field	Description
Code	The qualification code used within the system.
Description	A description of the qualification code.

Qualified employees | The Yes value in this field indicates that there are employees with the specified qualification code. Clicking this value displays a list of employees who possess the specified qualification.

On the Related tab, using the Qualification Overview button, you can configure the Column Set and review which qualifications each employee in the company has.

The Qualification Overview Matrix page has a tabular structure. Rows correspond to the list of company employees, and the columns correspond to the list of qualifications. A Yes value at the intersection of a row and column indicates that the employee possesses the corresponding qualification.

Step 4: Relatives

The Relatives directory is used to enter information about an employee’s relatives.

Relatives page.

Field	Description
Code	The reference information code.
Description	A brief description of the reference information.
Description (English)	A detailed description of the reference information in English.

Step 5: Labor Contract Types

Path: Administration/Labor Contracts

The system allows users to manage a custom classifier for types of labor contracts. Users can define this classifier independently.

Labor Contracts page.

Field	Description
Code	The labor contract group code.
Description	A description of the labor contract group.
Number of Contracts	The number of active employees within this group. Clicking this field opens the Employee List page, displaying employees with this type of contract.

Step 6: Trade Unions

Path: Trade Unions

The system enables maintaining a directory of trade unions.

Field	Description
Code	The reference information code.
Name	A brief description of the reference information.
Description (English)	A detailed description of the reference information in English.
Phone	The contact phone number of the trade union.
Employees Q-ty	The number of active employees within this group. Clicking this field opens the Employee List page, showing employees who belong to this trade union type.

You can assign a trade union code to an employee on the Employee Card and generate the Employee - Trade Union report to view employees in specific trade unions.

Step 7: Miscellaneous Information Codes

Path: Adminnistration/Miscellaneous Information

The Miscellaneous Information directory enables users to create arbitrary codes and maintain records of various employee-related information.

Field	Description
Miscellaneous Info Code	The code for miscellaneous information.
Description	A brief description of the miscellaneous information.
Serial Number	The serial number of the miscellaneous information.
Valid from	The start date for the usage/effectiveness of the information.
Valid to	The end date for the usage/effectiveness of the information.
Active	A checkbox indicating whether the information is active.
Comment	Specifies whether the operation includes a comment (possible values: Yes/No).

Step 8: Combinations of types and attributes

Path: Attribute-Event Combinations

The system uses various attributes and events, as well as their combinations, for maintaining electronic labor activity (E-Labor Activity Scenario) and generating other HR orders (Other HR Orders Scenario). The system includes attributes and events regulated by Ukrainian legislation, necessary for approving:

• Labor Contract Lines, • Vacation Orders, • Other HR Orders.

The list of attributes and events, along with their combinations, can be expanded on the HR Attributes page to meet specific client requirements (depending on the types of other HR orders used in the organization).

HR attributes page

Field	Description
Type	HR Attribute Type: Attribute or Event.
Code	The HR attribute code. For legislatively regulated attributes and events, codes are based on normative acts and cannot be changed. For custom attributes and events, arbitrary codes can be specified.
Name	The name of the attributes and events.
Create E-Activity	This setting is specified only for the "Attribute" type. When enabled, a record in E-Labor Activity is created when the corresponding document is posted (E-Labor Activity scenario). Applicable only to legislatively regulated attributes.

The combination of attributes and events displays a matrix of possible event values ​​when selecting a specific attribute. For attributes and events regulated by the legislation of Ukraine, such a relationship is specified on the Attribute-Type Combination page. When adding any attributes by the user, it is necessary to specify possible event values ​​for them.

It should be noted that the presence of regulated attributes and events in the system is mandatory regardless of whether users use the functionality of E-labor activity or not. Without the presence of these attributes and events in the system, users cannot approve the lines of Labor Contracts.