Organization and Workforce

Organization and workforce management is the foundation of HRAP. Keep this area accurate before using payroll, learning, outsourcing, reporting, or performance workflows.

Organization modules

• Companies.
• Branches.
• Departments.
• Positions.
• Organization structure.
• Custom fields.
• Settings.

Workforce modules

• Employees.
• Employee documents.
• Attendance.
• Shifts.
• Timesheets.
• Leave.

Setup sequence

1. Add company and branch information.
2. Create departments and positions.
3. Build the organization structure.
4. Add employees.
5. Attach employee records and required documents.
6. Configure attendance, shift, timesheet, and leave rules.
7. Invite employees into Lite where needed.

Best practices

• Use departments and positions consistently before creating reports.
• Keep manager relationships current.
• Review leave policy before approving requests.
• Use employee documents for compliance-critical records.
• Keep custom fields limited to fields that teams actually use.