Main Tab

Use this 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.

Use Masterfile Audits

Select this option to audit and journal changes to masterfiles and transactions.

If you select this option, you can define the last journal number to use and incrementally updated by Greentree Desktop when an audit journal is created.

View

Select the default view to use 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 use by the Human Resources module when a new employee record is created.

You can change this setting when entering data.

Branch

Select the default branch to use 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 use 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, which specify 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 use. This fields default to the Balance Tracking tab on the Employee Maintenance form .
Not selected, the Use Working Calendar fields are not displayed on the Balance Tracking tab on the Employee Maintenance form.

The working calendar determines the number of days or 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.