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Implementation information required for legacy HR

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Implementation information required for legacy HR

After deciding how to configure the HR application, obtain lists of the information to input or import into HR modules, for the non-scoped version of HR.

Obtain these lists from existing systems or databases, or ask department heads to compile the list of information for their department. Use the information as outlined to develop lists that are ready for input into the Human Resources application.

  1. Gather the following information.
    • List of positions within your organization.
    • HR areas of expertise, for example, benefits, payroll, policies, and so on.
  2. Use the list of HR areas of expertise to compile the following lists.
    HR roles
    Roles identify the parts of the system that each user can access.

    Typically, users are placed in groups and then roles are assigned to groups. Every user in a group receives the permissions assigned to the group. Several roles are predefined for you, such as HR admin, specialist, and generalist roles. Review the predefined roles and identify new roles you need to add.

    HR groups
    The HR group is predefined to contain all HR users. Identify the additional groups you need. You can often start with a list of the email groups defined in your organization. You can assign roles to a group, and every member added to the group is assigned the associated roles.
    Note: HR groups can be set up in a hierarchy. A user assigned to a child group gets the roles assigned to the parent and child groups.
    HR skills
    Compile a list of skills that HR users may have. These can be for areas of expertise and other skills, such as foreign languages spoken. You can assign skills to both groups and users. As with roles, skills assigned to groups are assigned to every member of the group.
    Note: HR skills can be set up in a hierarchy. A user assigned to a skill receives the skill and all skills that are contained by it.
  3. Obtain a hierarchical list of HR users. For each user, identify the following information. The list will be used as an input document for the HR implementation.
    • User’s HR group membership
    • User’s HR skills
    • If a user will not assigned as a member of a group, a list of HR roles to assign to the user
    • User’s location, if applicable
    • Whether the user should approve HR cases. For example, a region’s HR generalist may need to approve offboarding HR cases.
  4. Outline any articles to include in the knowledge base, and the source of the information for each article.