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Job Details

The Job Details section defines an employee’s organizational structure, reporting hierarchy, and time & attendance configuration.

This section is critical for:

  • Organizational hierarchy
  • Leave management
  • Attendance tracking
  • Shift assignment
  • Probation handling
  • Policy enforcement

Prerequisites​

Before configuring Job Details, ensure the following setup is completed in the system.

If these are not configured, dropdown fields may appear empty.

1️⃣ Organization​

Configure the following from the Organization Management section:

  • Organization
  • Business Units
  • Locations
  • Departments
  • Designations

Dependency Flow

  • Business Unit → Depends on Organization
  • Location → Depends on Organization
  • Department → Depends on Organization
  • Designation → Depends on Department

Without Organization setup, Job Details cannot be configured.

2️⃣ Number Series​

Create at least one Number Series if:

  • You want automatic employee number generation
  • You want structured employee ID formatting

If not configured:

  • Employee numbers must be entered manually.

3️⃣ Leave Plans​

At least one Leave Plan must exist if:

  • Leave management is enabled
  • Employees are allowed to apply for leave

Without Leave Plan:

  • Leave functionality may not work correctly.

4️⃣ Shift & Weekly Off​

Ensure the following are created:

  • Shifts
  • Weekly Off policies

Without these:

  • Attendance calculations may be incorrect.

5️⃣ Attendance Tracking Policy​

At least one Attendance Tracking Policy must be created.

This defines:

  • How attendance is recorded
  • How working hours are calculated
  • Break tracking rules

This field is mandatory.

6️⃣ Probation Policies​

If your company uses probation:

  • Configure Probation Policies first.

Otherwise:

  • Leave probation fields empty.

7️⃣ Notice Period Policies​

Create Notice Period policies if applicable.

8️⃣ Overtime Policies​

Create Overtime policies if your organization tracks overtime.

Section Overview

Job Details is divided into two main sections:

  1. Job Configuration
  2. Time & Attendance Settings

Job Configuration​

Enable Onboarding Flow​

Enable if the employee must complete onboarding tasks.

If enabled:

  • Onboarding Flow selection becomes mandatory.

Organization​

Defines which organization the employee belongs to.

Changing Organization will dynamically update:

  • Business Units
  • Locations
  • Departments

Business Unit​

Filtered by selected Organization.

Location​

Filtered by selected Organization.

Department​

Filtered by selected Organization.

Designation​

Filtered by selected Department.

Reporting Managers​

Select one or more managers.

The employee cannot assign themselves as manager.

Number Series​

Defines which number format to use for employee ID.

If selected:

  • Employee Number may auto-generate.

Employee Number​

Unique employee identifier.

System validates:

  • Required
  • Availability
  • Duplicate prevention

Job Title​

Custom title for the employee role.

Probation Policy​

If selected:

  • Probation Start Date becomes required
  • Probation Completion Date becomes required
  • Completion date may auto-calculate based on policy duration

Notice Policy​

Optional notice period rule.

Time & Attendance Settings​

Leave Plan​

Defines employee leave entitlements.

Shift​

Defines working hours.

Weekly Off​

Defines default weekly holidays.

Holiday List​

Assign official holiday calendar.

Attendance Tracking Policy​

Controls:

  • Attendance capture logic
  • Break calculation
  • Work hour rules

Overtime Policy​

Optional. Defines overtime calculation rules.

Common Errors & Solutions​

IssuePossible Cause
Dropdown is emptyPrerequisite setup missing
Cannot save formRequired fields missing
Employee number errorDuplicate employee number
Designation not visibleDepartment not selected

For first-time system setup:

  1. Create Organization
  2. Add Business Units
  3. Add Departments
  4. Add Designations
  5. Add Locations
  6. Configure Leave Plans
  7. Configure Shifts
  8. Configure Attendance Tracking Policy
  9. Configure Number Series
  10. Then create Employees

Summary​

The Job Details section connects an employee to:

  • Organizational hierarchy
  • Reporting structure
  • Leave rules
  • Attendance policies
  • Overtime rules
  • Probation & notice policies