Field reference
HR Settings
How to use HR Settings in Employees: access, working steps, fields, related records and troubleshooting.
Purpose and access
Maintain the Employee master, active status, company and User ID link. Organizational assignments, reporting lines and approvers influence related HR workflows. An ERP login without an active linked Employee cannot use employee self-service.
This page is a settings page in Human Resources → Employees. Use the link above to open the configured destination; permissions are checked by the destination service.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
Before you start
Review the current settings or existing records and prepare the information needed for the change.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open HR Settings from Human Resources → Employees, or use ERP Search.
- Review the existing configuration before editing.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Employee Naming Byemp_created_by | Select Optional | Employee records are created using the selected optionAvailable choices
|
Standard Working Hoursstandard_working_hours | Float Optional | Enter a numeric value using the required unit and precision. |
Retirement Age (In Years)retirement_age | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Work Anniversariessend_work_anniversary_reminders | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Birthdayssend_birthday_reminders | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Holidayssend_holiday_reminders | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Set the frequency for holiday remindersfrequency | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Sendersender | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Email Account |
Sender Emailsender_email | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Auto Leave Encashmentauto_leave_encashment | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Leave Approver Mandatory In Leave Applicationleave_approver_mandatory_in_leave_application | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Prevent self approval for leaves even if user has permissionsprevent_self_leave_approval | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Show Leaves Of All Department Members In Calendarshow_leaves_of_all_department_members_in_calendar | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Send Leave Notificationsend_leave_notification | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Leave Approval Notification Templateleave_approval_notification_template | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Email Template |
Leave Status Notification Templateleave_status_notification_template | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Email Template |
Restrict Backdated Leave Applicationrestrict_backdated_leave_application | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Role Allowed to Create Backdated Leave Applicationrole_allowed_to_create_backdated_leave_application | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Role |
Expense Approver Mandatory In Expense Claimexpense_approver_mandatory_in_expense_claim | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Prevent self approval for expense claims even if user has permissionsprevent_self_expense_approval | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Unlink Payment on Cancellation of Employee Advanceunlink_payment_on_cancellation_of_employee_advance | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Enable Multi-Currency Expense Claimsenable_multi_currency_expense_claim | Check Optional | Allow expense claims to be raised in a currency other than the company currency |
Allow Multiple Shift Assignments for Same Dateallow_multiple_shift_assignments | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Allow Employee Checkin from Mobile Appallow_employee_checkin_from_mobile_app | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Allow Geolocation Trackingallow_geolocation_tracking | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Exit Questionnaire Web Formexit_questionnaire_web_form | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Web Form |
Exit Questionnaire Notification Templateexit_questionnaire_notification_template | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Email Template |
Check Vacancies On Job Offer Creationcheck_vacancies | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Send Interview Remindersend_interview_reminder | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Interview Reminder Notification Templateinterview_reminder_template | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Email Template |
Remind Beforeremind_before | Time Optional | Record the time in the format accepted by the field. |
Send Interview Feedback Remindersend_interview_feedback_reminder | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Feedback Reminder Notification Templatefeedback_reminder_notification_template | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Email Template |
Senderhiring_sender | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Email Account |
Sender Emailhiring_sender_email | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.