HR Settings

Overview

HR Settings – Business Overview

HR Settings is a central control document in Dafater that defines how human resources policies and day‑to‑day HR activities are managed across the organization. It acts as the foundation for consistent people management by setting company-wide rules, defaults, and behaviors for HR operations.

What HR Settings Is Used For

HR Settings is used to standardize and control HR practices across the business. It allows management to define how employee-related processes should work, such as attendance handling, leave management, payroll-related behaviors, approvals, and general HR governance.

Instead of managing rules individually for each employee or department, HR Settings ensures that everyone follows the same framework, reducing errors, confusion, and policy exceptions.

Prerequisites Before Using HR Settings

Before configuring HR Settings, the business should have:

A clear HR policy framework (attendance, leave, working hours, approvals)
Defined organizational structure, such as departments and roles
Identified HR responsibilities, including who approves and manages HR actions
Agreement from leadership on standard HR rules to be applied company-wide

HR Settings should be configured early, before large-scale employee onboarding or payroll processing begins.

Typical Workflow and Role in Business Processes

Initial Setup
- HR leadership defines company-wide HR rules using HR Settings.
- These settings become the default behavior for HR activities in Dafater.
Daily HR Operations
- Employee attendance, leave requests, and HR approvals follow the rules defined in HR Settings.
- HR teams work more efficiently because decisions are guided by predefined standards.
Ongoing Governance
- As company policies evolve, HR Settings is updated to reflect new rules.
- Changes automatically influence future HR transactions and employee records.

HR Settings works quietly in the background, ensuring consistency without requiring repeated manual decisions.

Key Business Scenarios Where HR Settings Is Essential

Company Growth
- When hiring increases, HR Settings ensures new employees are managed under the same rules as existing staff.
Policy Compliance
- Helps enforce internal HR policies and regulatory requirements consistently.
Multi-Department Operations
- Ensures uniform HR practices across departments, branches, or locations.
Payroll and Attendance Accuracy
- Reduces payroll disputes by applying consistent attendance and leave rules.
Audit and Management Review
- Provides confidence that HR processes are controlled and standardized.

Important Considerations for Users

HR Settings impacts all employees, so changes should be made carefully.
Always review settings before payroll cycles or major HR events.
Align HR Settings with official HR policies and employment contracts.
Limit access to HR Settings to authorized HR or management personnel.
Document policy decisions internally so employees understand how HR rules are applied.

In Summary

HR Settings is the backbone of structured HR management in Dafater. By defining how HR processes should operate, it ensures fairness, efficiency, and consistency across the organization, allowing HR teams to focus on people rather than policy confusion.

Basic Information

Module: HR
Document Type: Other
Type: Single (Configuration)

Fields

Field Name	Label	Type	Options	Description
empcreatedby	Employee Naming By	Select	Naming Series, Employee Number, Full Name	Defines how employee records are named in Dafater.
standardworkinghours	Standard Working Hours	Float	-	Default daily working hours for employees in Dafater.
retirement_age	Retirement Age (In Years)	Data	-	Specifies employee retirement age for HR planning.
sendworkanniversary_reminders	Work Anniversaries	Check	-	Enable notifications for employee work anniversaries.
sendbirthdayreminders	Birthdays	Check	-	Send automated birthday greetings to employees.
sendholidayreminders	Holidays	Check	-	Notify employees about upcoming holidays.
frequency	Set the frequency for holiday reminders	Select	Weekly, Monthly	Defines how often holiday reminders are sent.
sender	Sender	Link	Email Account	Email account used to send HR notifications.
sender_email	Sender Email	Data	-	Email address displayed as notification sender.
sendleavenotification	Send Leave Notification	Check	-	Enable email notifications for leave activities.
leaveapprovalnotification_template	Leave Approval Notification Template	Link	Email Template	Template for leave approval notification emails.
leavestatusnotification_template	Leave Status Notification Template	Link	Email Template	Template for leave status update emails.
leaveapprovermandatoryinleave_application	Leave Approver Mandatory In Leave Application	Check	-	Require approver selection in leave applications.
restrictbackdatedleave_application	Restrict Backdated Leave Application	Check	-	Prevent submission of backdated leave requests.
preventselfleave_approval	Prevent self approval for leaves even if user has permissions	Check	-	Disallow employees approving their own leave requests.
preventselfexpense_approval	Prevent self approval for expense claims even if user has permissions	Check	-	Disallow employees approving their own expense claims.
roleallowedtocreatebackdatedleaveapplication	Role Allowed to Create Backdated Leave Application	Link	Role	Role permitted to submit backdated leave applications.
expenseapprovermandatoryinexpense_claim	Expense Approver Mandatory In Expense Claim	Check	-	Require approver selection for expense claims.
showleavesofalldepartmentmembersin_calendar	Show Leaves Of All Department Members In Calendar	Check	-	Display department-wide leaves in shared calendar.
autoleaveencashment	Auto Leave Encashment	Check	-	Automatically process leave encashment as per policy.
allowmultipleshift_assignments	Allow Multiple Shift Assignments for Same Date	Check	-	Allow assigning multiple shifts on same date.
check_vacancies	Check Vacancies On Job Offer Creation	Check	-	Validate job vacancies before creating job offers.
sendinterviewreminder	Send Interview Reminder	Check	-	Send automated reminders for scheduled interviews.
interviewremindertemplate	Interview Reminder Notification Template	Link	Email Template	Email template for interview reminder notifications.
remind_before	Remind Before	Time	-	Time before interview to send reminder.
sendinterviewfeedback_reminder	Send Interview Feedback Reminder	Check	-	Notify interviewers to submit feedback.
feedbackremindernotification_template	Feedback Reminder Notification Template	Link	Email Template	Email template for interview feedback reminders.
hiring_sender	Sender	Link	Email Account	Email account used for hiring communications.
hiringsenderemail	Sender Email	Data	-	Sender email address for hiring notifications.
exitquestionnaireweb_form	Exit Questionnaire Web Form	Link	Web Form	Web form used for employee exit questionnaire.
exitquestionnairenotification_template	Exit Questionnaire Notification Template	Link	Email Template	Email template for exit questionnaire notifications.
allowemployeecheckinfrommobile_app	Allow Employee Checkin from Mobile App	Check	-	Permit employees to check in using mobile app.
allowgeolocationtracking	Allow Geolocation Tracking	Check	-	Enable location tracking during employee check-ins.
unlinkpaymentoncancellationofemployeeadvance	Unlink Payment on Cancellation of Employee Advance	Check	-	Automatically unlink payment when employee advance is cancelled.

Permissions

Role	Read	Write	Create
HR User	✓
HR Manager	✓	✓
Employee	✓
System Manager	✓	✓	✓

DocType	Relationship	Module
Email Account	Links to	Email
Email Template	Links to	Email
Role	Links to	Core
Web Form	Links to	Website