Main

Use this sub tab to set defaults and other module-wide options.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Email reply address

Enter an email address to use for all emailed HR and payroll reports that have a module membership starting with HR.

Use Masterfile Audits

Select this option if you want for Greentree to audit and journal changes to masterfiles and transactions. If this checkbox is selected you then have the option to define the last journal number to be used and incrementally updated by Greentree Desktop when an audit journal is created.

View

Select the default view to be used by the Human Resources module when a new employee record is created. You can change this setting when entering data.

Employee Status

Select the default employee status to be used by the HR module when a new employee record is created. You can change this setting when entering data.

Branch

Select the default branch to be used by the Human Resources module when a new employee record is created. You can change this setting when entering data.

Profit Centre

Select the default profit centre to be used by the Human Resources module when a new employee record is created. You can change this setting when entering data.

Use Working Calendars

Select this option if you use Working Calendars. A Working Calendar specifies the work days and work hours per day. It also contains the list of custom or non-work days.

If:

Selected, you can select the default Working Calendar to be used. This fields default to the Employee Maintenance > Balance Tracking tab.
Not selected, the Use Working Calendar fields are not displayed on the Employee Maintenance > Balance Tracking tab.

The Working Calendar determines the number of days/hours of leave for the leave period

Default Public holiday option on employee

Select this option to pay public holidays when an employee is created.

Auto-create CRM Contact on new Employee

Select this option to create a CRM Contact each time you create a employee.

Default Organisation

Select the default CRM Organisation to attach the contact to when the contact is created from the employee form. You can change this when you enter a contact.