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This guide walks the minimum configuration you need before you can hire your first real employee and run a payroll-adjacent process end-to-end. The walk-through assumes a fresh BC company. If you ran the demo seeder, most of these lists already have starter records you can rename or extend.

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1. HR General Setup

Search for HR General Setup and pick your overtime calculation method. See HR General Setup for the full formula behind each option.

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2. Master data

Populate these lists once — they back the dropdowns on every employee card, document, and request. Open Tell Me and search for each: See Master data for fuller coverage.

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3. Shifts

For every distinct work pattern in your company, create a Shift Config:
  1. Search for Shift Config List → New.
  2. Fill code, name, total working hours, weekend days, workdays count.
  3. Tick Add to Roster if this shift should appear on the Visual Roster Board.
  4. Add Shift Config Lines for each time block — alternate Work / Break Time rows covering the day. The Roster Board uses these to render bars; payroll uses them to compute hourly rates.
See Scheduling & roster.

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4. Leave

Two-level setup:
  1. Leave Type Config List — define the type (Annual, Sick, Unpaid…). Tick Has Deduction Rules on the type to expose a deduction-rules subform on each plan; see Leave deduction rules.
  2. Leave Config List — define a plan per type: how many days, accrual cadence, probation rules, min/max consecutive days, contract type, hourly-leave equivalent, etc.
Assign each employee to one Leave Config row per leave type via the Employee Leave Card. See Leave management.

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5. Payroll-adjacent setup

Configure the following before posting any salary breakdown. None of these are mandatory; each adds a payroll module. See Payroll setup.

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6. Employee posting groups

To post HR journals to the G/L, every employee needs an Employee Posting Group with a Payables Account set — that is the standard BC field the posting engine reads. Open Employee Posting Groups, pick (or create) the group you’ll assign to most employees, and set its Payables Account. The extension also adds ten reference G/L account fields on the same page (Salary, Leave, Overtime, EOS, Loans, Loan Installment, Advance, Bonus, Deductions, Warnings). They are not read by the posting engine — they exist as a place to document which G/L account each HR transaction type should hit. You can fill them or leave them blank; the posting flow doesn’t care. See Employee Posting Groups for the full posting flow and the meaning of each reference field.

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7. Your first employee

  1. Search for Employees → New.
  2. Fill the standard BC fields (No., First Name, Last Name).
  3. Switch to the HR FastTab (added by this extension) and pick Branch, Department, Work Type, Position, Direct Manager, End of Probation date, Religion, Nationality.
  4. Save. From the employee card’s ribbon you can now open Documents, Family Members, Competencies, Contract, Salary Package, Shift, Leaves, Loans.

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Verifying the setup

Quick smoke test once you’ve completed the steps above:
  1. Open the Employee Card → Documents → upload a passport scan. The file is stored on the BC table.
  2. Open the Employee Card → Shift → assign the day shift for the rest of the month.
  3. Open Visual Roster Board — the employee should appear with their shift coloured in.
  4. Submit an annual-leave request via the leave card. The leave journal records the balance change.
If any of these fail, the relevant feature page (linked in steps 2–7 above) has a troubleshooting section.