HR records setup

Goal

Configure tenant-wide HR records policies: employee numbering, org-chart display, document retention, sensitive-field gating, and catalogs for employment types and HR document types.

Who it is for

Tenant admin / HR admin with hr.admin (module hr_records).

Preconditions

• Module hr_records enabled; permission hr.admin.

Steps

1. Open HR & Time → HR records setup (left settings nav).
2. Options
   • Employee numbering: auto-assign on/off; optional number prefix.
   • Org chart: show vacant positions.
   • Documents: retention days.
   • Sensitive fields: require permission to view/edit sensitive attributes.
3. Employment types — add/deactivate classifications used on people records.
4. Document types — catalog of HR document kinds attached on the employee.
5. Save options when dirty (unsaved guard applies when switching sections).

Result

New employees respect numbering and catalogs; document and sensitive-field policies apply tenant-wide.

Related

• Employees overview
• Create an employee
• Lifecycle