Set up HR

The first-time setup for the HR module: every setting HR needs, in the order the work meets it, with the real editor mounted inside each step. It is for the person setting the account up — an Owner or Admin with the HR settings key — and it is a second door to the HR settings tabs, never a second copy: what you save here is what the tab shows. Nothing is blocked while it is incomplete; every screen works on its defaults, and each step makes them yours.

You enter

The settings themselves, step by step: job roles, your sites and their Xero organisation, the standard working day, how people check in, whether workers approve their own timesheets, the Xero coding, a bank file template, leave approvers, the expense policy, the contract counter-signer, who is told about HR events, what new workers can do in the app, and your first worker.
Two steps are doors to another place: your companies' CIS references (Accounts → Company Structure → CIS) and connecting Xero (Settings → Xero sync & coverage).

Saral fills in

Whether each step is done, read off the live store every time the page loads or you move on — never from a flag, and never because Next was pressed.
Which steps do not apply yet (the Xero coding and site-to-organisation steps while Xero is not connected) — shown struck through and not counted.
The next step to do, blocking ones first; the hint under each step saying what is still missing.
What each line of work can do now: onboarding and contracts, time to pay, and compliance, leave, expenses and CIS.

It produces

A module ready for daily use: attendance that can be recorded, invoices that can be generated, pushed and paid, workers who can sign in.
The setup strip on the Action Centre, Workers and Site Register disappears by itself once every applicable step is done.

What this page is for

A new subscriber should never have to find fourteen settings across nine tabs to get a first invoice out. This page puts them in one path, in the order the code needs them, and mounts the real editor in each step so nothing is typed twice. It reads the live stores to say what is done, so it is equally a checklist for an account that was set up by hand: open it any time to see what is still on the standard defaults.

Doors, never copies

Every step renders the component its HR settings tab renders, and saves through that component's own route. There is no second store and no setting that exists only here: change a value on the tab and the wizard shows it; change it here and the tab shows it. Two steps cannot be edited inside HR because their store belongs elsewhere — CIS references are on each company's record in Accounts, and the Xero connection is an account-level setting — so those steps say what to do and open the owning page.

What blocks and what is optional

Only two steps are needed before HR works at all: at least one job role and at least one site. With Xero connected, the Xero coding becomes needed too, because a push with no account code is refused. Everything else is a prompt: timesheet self-service is off until you switch it on, leave requests go to every Admin until approvers are named, the expense policy and the standard working day use industry-standard figures until you save your own. A skipped step is remembered only as not done; the wizard never marks a step done for you.

The order, and why

Companies and Xero first, because invoices are addressed to a company and pushed to its organisation. Then roles and sites, because every worker hangs off a role and every attendance record off a site. Then how time becomes pay, how people check in and whether workers approve their timesheets — the attendance-to-timesheet half. Then Xero coding and the bank file — the invoice-to-payment half. Then leave, expenses, contracts and notifications, which can wait until the first people are in. Workers and CIS verification come last because they need the rest.

Where the settings live

HR → Settings owns almost every step (Job roles, Sites, Time & Pay, Check-in & Sites, Timesheets & Invoicing, Xero Coding, Expenses, Contract templates, Notifications, Onboarding). The bank file template and paying accounts are account-wide on Settings → Bank files & paying accounts. Leave approvers are on HR → Leave approvers. CIS references are in Accounts → Company Structure → CIS, and the Xero connection on Settings → Xero sync & coverage. The wizard is also linked from the HR settings rail as Setup wizard and from the Getting started card on Settings.

Next screen: /hr/settings

Not what you needed? Inside Saral, ask Kuku (Alt+K) — if it cannot answer, “Ask a human” sends the question to Saral support with the chat attached.