Initial configuration
Initial configuration
1. Complete ERPNext and HRMS foundations
Configure Company, Branch, Departments, Designations, Employees, users, letterheads and holiday information required by your HR processes.
2. Assign roles
Primary IR roles are IR Manager, IR Officer and IR User. Training functions additionally use Training Manager, Training Administrator and Training Facilitator. Anonymous reporting uses Anonymous Report Investigator.
3. Configure IR Role Restrictions
Use IR Role Restrictions to define designation restrictions and notification recipients. The highest applicable IR role is used where a user holds multiple IR roles.
4. Review supplied master data
Review Employee Rights, Offence Outcome, Type of Incapacity, Grounds for Appeal, Contract Type, Contract Section, dispute-resolution records and termination reasons. Supplied fixtures are a starting point, not a substitute for organisational policy and legal review.
5. Test a complete process
Create an intervention, generate an enquiry or notice, submit an outcome, inspect the employee history, verify permissions and confirm scheduled notifications.