HR Settings
HR Settings is one workspace of tabs holding the policies the rest of HR runs on: General, Member Groups, Leave Types, Benefits, Elections, Holidays, Shift Patterns, Daily Tasks, Compliance and Documents. It's for HR admins. This page covers General, Member Groups, Leave Types, Daily Tasks, Compliance and Documents; holidays and shift patterns are on their own pages, and benefits and elections on Benefits.
Several tabs have a seeding button that loads a country's standard set — seed first, then edit.
General
- Payroll GL Accounts — the five ledger accounts payroll posts to. All five must be mapped before payslips can be approved. See Payroll Overview.
- Payroll Defaults — the Pay-change reporting threshold (%): when an employee's base pay changes by more than this, a social-insurance change filing is opened for countries that require one (Korea).
- Employer Classification — for Korean companies, the industry class and employer flags that set statutory insurance rates.
- Re-run the Setup Wizard — walks you back through the guided setup without erasing what you've configured.
Member Groups
A member group is the policy bundle you attach to employees — for example "Full-time office" or "Warehouse shift". Name and Code are required, and one group is marked Default for new members.
| Axis | What you set |
|---|---|
| Work Type | Standard, Flexible, Remote, Shift or Short Time |
| Work Rules | Timestamp Tracking (Manual Button or No Tracking), clock-in and clock-out times, break, work days, and the overtime policy |
| Leave Types | Which leave types the group's members receive |
| Benefit Types | Which benefits the group's members receive |
| Salary Type | The pay structure used for the group |
Weekly hours are calculated, not typed — clock-out minus clock-in minus break, times the number of work days. An overnight schedule such as 22:00 to 06:00 counts as ending the next day. With No Tracking, the group's members don't punch a clock and the clock fields are hidden.
Overtime policy. Choose Allow, Approval Required or Prohibited, plus an optional Max Daily OT (Hours) and Max Weekly OT (Hours):
- Prohibited — the group's members can't file overtime at all.
- Otherwise overtime requests go to the employee's manager for approval, and the caps limit the total overtime per day and per week (Monday to Sunday). Every overtime request that day or week counts toward the cap, so several small requests can't add up past it; a request landing exactly on the cap is allowed. The caps are checked again when a manager approves.
- Business trips and work-hours corrections don't count toward the caps.
The leave, benefit and pay-structure pickers let you create a new entry without leaving the group. Saving a group, or assigning members to it, recalculates its members' leave balances.
Leave Types
Each leave type sets what the leave is and how much of it employees get. Name and Code are required.
- Category — Paid Leave, Unpaid Leave, or Compensatory (granted for overtime worked).
- Default Days per Year and Accrual Method — Annual (the yearly days, prorated by month in the hire year), Monthly, Tenure-based (Korean statutory annual leave, 15 to 25 days a year by length of service, with monthly days in the first year), or None (the full yearly days regardless of hire date). Worked examples are on Time Off & Leave.
- Allow Carry Over — moves what's left of a year into the next, up to Max Carry-Over Days if set.
- Request rules — Requires Approval, Document Required, Min Days per Request, Advance Notice (Days) and Max Consecutive Days. Leave a number empty for no rule. Day counts are working days.
- Country — optionally tags a type to one country.
Initialize Defaults seeds the standard leave types for your company's country; standard sets are provided for Korea and the United States. Types marked System came from seeding — their name, code and category are locked, but days, accrual and rules stay editable.
Changing a leave type doesn't rebuild existing balances by itself — save the member group that uses it, or use Recalculate leave balances on a member.
Daily Tasks
Daily Task Templates define the recurring checklist people see in the Daily Task Guide on their Daily Hub.
| Field | Options |
|---|---|
| Category | Work, Payroll, Compliance or Document |
| Frequency | Daily, Weekly, Monthly, Quarterly or Once |
| Required Role | Employee, Manager, Admin or Payroll — decides who sees the task |
| Icon | Shown next to the task |
| Link URL | The screen the task opens when selected |
| Sort Order | Where the task sits in the checklist |
Every active template reaches everyone who holds its role, switched on until they switch it off. Initialize Defaults seeds a starter set — leave the country blank to use your company's country, or pick one.
Compliance
A read-only list of the statutory rules ianaiERP applies for your country — leave, overtime, tax, insurance, minimum wage and more — each with a country and state, category, rule code, version and effective dates. Select a rule to see its description, and Show rule config (JSON) for its underlying settings.
- Init Country Compliance loads a country's rule set. Rule sets are available for the United States and Korea.
- Compliance Template Sync compares your rules with the latest published templates and counts them as in sync, update available, customized, missing, unverified or in conflict. Review & sync lets you pick exactly which updates to apply, and view compares your version with the template side by side. Rules you've customized are protected — they're only overwritten if you tick Overwrite customized rules (advanced).
- Auto-apply statutory components — when on, a payslip missing a required statutory tax or insurance component gets it added automatically from the employee's country and work location.
- Backfill Night Hours — recalculates night-shift hours on past attendance for a date range you pick. A one-off correction tool.
Documents
Chooses the Default Template for each HR document — communication broadcasts and every certificate type. Add opens the visual designer on a new template; Edit and Copy work on the selected one. Add Custom Type creates your own certificate type with a display name and a code. Company-wide print defaults live under Settings → Print. See Broadcasts & Certificates.
Common problems
- Weekly Hours shows a dash — set clock-in and clock-out times, a break shorter than the shift, and at least one work day.
- A copied group, leave type or task won't save — copies arrive with the code cleared; enter a new, unique code.
- An employee can't request a leave type — add it to their member group and save the group.
- Payslips can't be approved — map all five Payroll GL Accounts on General.
- Compliance sync skipped a rule — it's customized; tick Overwrite customized rules (advanced) if you really want the template version.