Tenant Administrator — HR guide
Set HR up once so nobody has to work around it.
Configures HR for everyone else — the structure, the templates, the policies and who may do what.
What you will be able to do
- Shape departments and positions
- Own the onboarding and offboarding templates
- Set document types and the retention that follows them
- Decide who approves which kind of request
What this role can and cannot do
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3 steps, each one carried out in the product on .
Shape departments and positions #
Where HR » Departments
- Open Departments.
- Set the manager on each.
- Open Positions and keep the titles tidy.
You should see Scope follows structure: a manager sees the departments they manage, so the structure is an access decision as much as an org one.
Watch out Changing a department's manager changes who can see those people, immediately.
Decide who approves which request #
Where Settings » Requests
- Open the request types.
- Set the approvers per type.
You should see The approval chain is configuration, so a change of process is a setting rather than a development request.
Set each employer's jurisdiction #
Where Settings » Employers
- Open Settings, then Employers.
- Choose the jurisdiction and press Save.
You should see The change reaches every employee of that employer, and the end-of-service quote.
You build the rails. Day-to-day people work belongs to HR — and a template you edit never disturbs a journey already in flight.