Help category
Organization setup
Configure departments, job codes, position rules, compensation, fields, approval stages, and request settings.
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01How toOrganization settingsConfigure the organization name, historical baseline date, time zone, support contact, email policy, and import-number format.02How toDepartmentsBuild the department structure, control position and job code availability, and schedule accounting-code changes by date.03How toJob codesCreate and maintain job codes, reporting structure, pay suggestions, pay grades, department availability, and change dates.04How toPosition settingsConfigure organization-wide position labels, headcount behavior, department access, funding, pay guidance, and display rules.05How toPosition numbers and external IDsConfigure position-number display and connect Position records with identifiers from an HRIS, payroll service, or another source.06How toSet up FTE optionsCreate standard FTE choices, control when they are available, and maintain many choices with the Schedules import.07How toSet up HR handoff stepsConfigure the checklist HR handoff coordinators use after a new Position request is approved.08How toCompensation settingsConfigure annual hours, pay grades, pay ranges, and the pay assumptions used in position costs.09How toPosition adjustmentsConfigure ordered FTE, pay rate, and annual cost adjustments, including bases, percentages, fixed values, limits, and availability.10How toFields and choicesConfigure standard fields, custom fields, option sets, labels, required values, display order, and availability.11How toApproval workflows and requestsConfigure stages, Reason choices, intake requirements, and department approvers for each position request type.12How toSet up requester filesCreate reusable file fields, control who can open uploads, and add required or optional documents to approval workflows.