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The HR master lists — Departments, Positions, Nationalities, Document Types, and others — are the choices that appear in dropdowns throughout the system. Set them up once and you’ll see them as options on every employee card, on every document upload, and when targeting announcements.

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What you can manage here

  • Departments — your organisational units (Engineering, Finance, Sales, etc.).
  • Branches — physical locations or sites.
  • Work Types — Full-time, Part-time, Contractor.
  • Positions — approved job titles.
  • Nationalities — for visas, work permits, and air-ticket entitlement.
  • Religions and Genders — required for HR letters and reporting.
  • Document Types — the categories that show up when uploading a file to an employee record (Passport, ID, etc.).
  • HR Letter Types — the letters employees can request (employment letter, salary certificate, NOC).

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When you’ll touch this

Most of these lists are set up once and rarely changed. Open the relevant list when a new department is created, a new job title is approved by management, you need to track a new kind of document or letter, or you’re hiring an employee from a country you haven’t covered before.
Quick start for a new tenant: if you’re setting up a brand-new company, you can populate every list at once with starter values. See Seed demo data or Walkthrough 7 below.

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Walkthroughs

Every master list follows the same pattern: open the list, click New, fill in the fields, go back. Your changes save automatically when you leave the card.

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Walkthrough 1 — Add a department

Set up a new organisational unit so employees can be assigned to it and so you can send announcements scoped to that team.
  1. Search for Departments. The list opens.
  2. Click New on the toolbar. A blank department card opens.
  3. Fill in:
    • Department Code — a short identifier (e.g. MKT).
    • Department Name — the full name (e.g. Marketing).
    • Parent Department — leave blank, or pick another department if this is a sub-unit.
  4. Click Back in the top-left, or press Esc. The system saves automatically.
The new department now appears on the Departments list and is available wherever a department is chosen — on the employee card, in announcement targeting, on reports.
To add several at once, click Edit List on the toolbar — you can type rows directly in the grid.

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Walkthrough 2 — Add a job position

Approve a new job title so it can be selected on employee cards.
  1. Search for Employee Position List.
  2. Click New. A blank row is added at the bottom of the grid.
  3. In the Name column, type the position (e.g. DevOps Engineer).
  4. Press Esc or click outside the row to save.
The new position is immediately selectable when editing an employee.

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Walkthrough 3 — Add a nationality

Onboarding an employee from a country that isn’t in the list yet.
  1. Search for Employee Nationality List.
  2. Click New. A blank row appears.
  3. Fill in:
    • Code — short identifier (e.g. JO).
    • Country — full country name (e.g. Jordan).
    • Name — the nationality (e.g. Jordanian). This is what employees see on their card.
  4. Press Esc to save.
Used on the employee card and to drive air-ticket entitlement.

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Walkthrough 4 — Add a document type

A document type tells the system what kind of file an employee is uploading (Passport, ID, etc.).
  1. Search for Employee Doc Type List.
  2. Click New.
  3. Type the label in the Type column (e.g. Vehicle Registration).
  4. Press Esc to save.
The new type now appears in the dropdown when uploading a document for an employee.

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Walkthrough 5 — Add a letter type employees can request

Define a new type of HR letter (employment letter, salary certificate, etc.) that employees can request from their portal or that you can issue for them.
  1. Search for HR Document Type List.
  2. Click New.
  3. Fill in:
    • Code — short identifier (e.g. LOAN-LET).
    • Name — what the employee sees in the request screen (e.g. Bank Loan Support Letter).
    • Requires Approval — tick if HR needs to approve before issuing. Leave unticked for letters HR generates on demand.
    • Is Active — leave ticked. Untick to retire a letter type without deleting it.
  4. Press Esc to save.

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Walkthrough 6 — Add a branch

Branches are managed from the employee card rather than a dedicated list (this is intentional in the current version).
  1. Open any employee.
  2. On the Branch field, click the small dropdown arrow.
  3. In the lookup that appears, click + New.
  4. Fill the branch code and name.
  5. Save and pick the branch.
For bulk imports, ask your partner or BC administrator — they can load a list of branches via BC’s configuration package import.

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Walkthrough 7 — Populate everything at once (evaluation tenants only)

If you’re setting up a training or demo company from scratch, you can populate every master list in a single click.
  1. Search for HR Demo Data Generator.
  2. Click Run Demo Seed. A confirmation lists what was created.
This is intended for evaluation environments, not for production tenants.
See Seed demo data for what gets created. Master data appears throughout the system — on the employee card, in announcement targeting, in payroll setup for air-ticket entitlement by position and nationality, and in employee document uploads.