HR Setup
Company-wide settings for day rates, working hours, leave balances, employee codes and loans, and naming your salary parts.
HR Setup holds the company-wide settings that decide how payroll, leave balances, loans and employee codes behave, and what your salary parts are called. It is usually set once, when you start using HR, by the HR manager or the implementation team.
Open HR Setup. It has four tabs.
General tab
These settings apply to the company you are logged in to. Change them and click Update; they take effect straight away.
Payroll calculation
| Setting | What it does | Typical value |
|---|---|---|
| Days as per month | Ticked: a day's pay = monthly amount ÷ the real number of days in the month (28–31). Unticked: ÷ Days in month | Unticked |
| Days in month | The fixed number of days used when Days as per month is unticked | 30 |
| Daily working hours | Used to turn a day's pay into an hourly rate for overtime and absence | 8 |
| Payroll generation day | The cut-off day of the month used for timesheets and payroll | 25 |
Basic 6,000, 2 unpaid days in February (28 days):
| Setting | Day rate | Deduction for 2 days |
|---|---|---|
| Days in month = 30 | 6,000 ÷ 30 = 200.00 | 400.00 |
| Days as per month ✔ | 6,000 ÷ 28 = 214.29 | 428.57 |
Leave balances
| Setting | What it does |
|---|---|
| Up to date vacation balance calculation | Ticked: the yearly leave is earned day by day, so in March an employee with 30 days a year has earned about 5–7 days. Unticked: the whole year's days are available from 1 January |
| Combine annual vacations | Ticked: all leave types marked "Deduct Leave From Annual Vacation" share one balance |
Employees and loans
| Setting | What it does |
|---|---|
| Enable employee autocode generation | Ticked: new employees get their code automatically when saved. Unticked: you type a code (3–10 letters or digits) |
| Include Grade validation | Ticked: employees get a grade, and salaries must stay inside the grade range (see Grades) |
| Default max loan deduction % | The starting value of each new employee's Max Loan Deduction Percentage – the most loan instalments can take from a month's salary |
| Enable finance module | Ticked: you choose the cash/bank account on loan entries and loan settlements |
Settings on this tab not listed above are reserved for future features; leave them at their defaults.
Earnings and Deductions tab
Bizmagnet has 15 earning slots and 10 deduction slots per company. Here you give them names and decide which are used.
- Choose the Company.
- For each earning you pay, type Description En and Description Ar, tick Visible, and tick Print to show it on payslips.
- Leave unused slots unticked – they won't appear anywhere.
- Click Update.
| Field Name | Type | Description En | Description Ar | Visible | |
|---|---|---|---|---|---|
| Earnings1 | EARNING | Basic Salary | الراتب الأساسي | ✔ | ✔ |
| Earnings2 | EARNING | Housing Allowance | بدل السكن | ✔ | ✔ |
| Earnings3 | EARNING | Transport Allowance | بدل النقل | ✔ | ✔ |
| Earnings4 | EARNING | Food Allowance | بدل الطعام | ✔ | ✔ |
| Earnings5 | EARNING | Bonus | مكافأة | ✔ | ✔ |
| Deduction1 | DEDUCTION | Absence | الغياب | ✔ | ✔ |
| Deduction4 | DEDUCTION | Loan | السلف | ✔ | ✔ |
| Deduction6 | DEDUCTION | Other Deductions | استقطاعات أخرى | ✔ | ✔ |
Below the grid, Other Deduction for payroll chooses which deduction slot receives other deductions when vacation salary is generated. Tick Have other deduction, choose the slot (e.g. Other Deductions) and click Save OtherDeduction.
Dynamic Format tab
Only needed if you import monthly timesheets from Excel (see Timesheets). Describe the layout of your sheet:
| Field | Example (Bizmagnet template) |
|---|---|
| Worksheet Name | Sheet1 |
| Employee code column | 1 |
| Branch Column | 3 |
| Project Column | 4 |
| 1st Date Column | 5 |
| Is Active / Have Grand Total Row | ✔ / tick if the last row of the sheet is a total |
Click Create. The format then appears in the Excel Format list of Import Excel Timesheet.
Live Status tab
Lists the employee statuses Bizmagnet shows (Active, Inactive, Vacation, Terminated, Absent) with their colours. They are set automatically from what is recorded for each employee; this tab is for reference.
Example: a typical Saudi trading company
- General: Days in month 30 · Daily working hours 8 · Up to date vacation balance ✔ · Autocode ✔ · Default max loan deduction 25%.
- Earnings: Basic, Housing, Transport, Food, Bonus, Other Allowance visible; the rest hidden.
- Deductions: Absence, Loan, Other Deductions visible.
- Dynamic Format: only for the site that sends Excel timesheets.