Overview of setup

Overview of setup

Menu Path : Setup
Accessible to : Application Administrator

Only Application Administrator has access to Setup. The setup section is broken up into five sub sections.

1. Common Setup

This covers all the setup which is common across modules. Click on the "Run Setup" button on each sub-section to access the corresponding page. Articles detailing various features available in common setup are listed below.

1. General setup - this section covers aspects of software localization, system documents, custom documents, custom emails, password management, API management
2. Bank details
3. Creating calendars
4. Creating companies
5. Creating Contractors
6. Creating Departments / Divisions
7. Creating Levels
8. Creating Locations
9. Managing access control - Report design, Archive access, Widget and Chart visibility 
10. Managing Shifts
11. Managing Weekly Offs
12. Role Mapping

2. HR Setup

Details for managing setup specific to to HR modules are covered in this section. There are many subsections as shown below. Articles which give details of these module level pages are listed below.

1. HRIS
- HRIS setup

2. Onboarding and Separation
- Onboarding setup
- Separation setup

3. Attendance and Leave
 - Attendance setup
- Leave setup
- OD setup
- Tour setup
- Work from home setup

4. Advances and Expenses
- Advance setup
- Expense setup

5. Field Force Management
- FFM setup

6. Admin and Asset
- Admin and Asset setup

7. Project and Resource Management
- Projects setup

8. Timesheet Management
- Timesheet setup

9. Recruitment
- Recruitment setup

10. Training
- Training setup

11. Performance
- Performance
- Project Assessment

12. Surveys and Polls
- Surveys and Polls setup

13. Miscellaneous
- Role Mapping
- Alert setup
- Company values
- Custom fields

3. Payroll Setup

If India payroll is configured as module within EazeHR, setup of payroll is available in a different tab as shown below.


 For more details refer : Payroll Setup Overview 

4. Payroll Other

In this tab setup for other countries besides India is configured.


5. Helpdesk

If Advanced Helpdesk is configured then this tab is visible.


Linked articles are given below -

- Advanced Helpdesk General setup
- Managing Groups
- Setting up SLAs
- Defining SLA Plans
- Creating Assignment Rules