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HR settings

HR settings screen in Octibiz

Overview

Two catalogues: absence types and skills.

The absence types are the most consequential setting in the whole module. What happens is decided not by a type's name but by its markers — and those act on the leave account, capacity planning, approval requirement and proof all at once.

Core tasks

Maintain absence types. Per type: key, label, colour, sort order, active state — and the markers that matter:

MarkerEffect
Counts against leave accountthe days come off the leave balance
Requires approvalthe request needs a decision
Requires proof + proof from dayfrom when proof is demanded
Paidwhether the time is remunerated
Reduces capacitywhether the time drops out of availability
Half days allowedwhether half-day requests are possible

Two of these are regularly confused: paid and reduces capacity are independent. Paid training is paid and reduces capacity; a paid public holiday may be treated differently. Setting only "paid" produces planning figures that promise too much.

The key is stable. VACATION, SICK and the like are attached to existing requests and to automations — the label can change at any time, the key cannot.

Maintain skills. The cross-brand taxonomy with key, label, category, sort order and active state. It is the basis of the skill matrix.

Fields in detail

The What it does column answers what changes in the system — not what the field is called. The grey name behind the label is the API field: the same thing runs under that name through automation, import and AI tools.

Absence type

This mask decides the behaviour of every absence. The six switches are the actual business logic — not the name of the type.

FieldRequiredValues / formatWhat it does
Code codeyesshort, stable textThe technical identifier for reporting, payroll export and the interface. Do not change it once absences are booked on it.
Name nameyestextWhat the employee sees in the selection.
Deducts from the holiday account affectsBalancenoyes/noWhether days come off the annual entitlement. Yes for holiday, no for sickness — set wrongly, the whole house's holiday record is wrong.
Requires approval requiresApprovalnoyes/noSet to yes the request waits for a decision instead of applying at once. Sick notes usually run without.
Requires proof requiresProofnoyes/noWhether a certificate must be uploaded.
Proof from day proofAfterDaysnonumberFrom what duration the proof falls due — the usual "from the third day" rule lives here.
Paid paidnoyes/noWhether the time is remunerated. It feeds the payroll export.
Reduces capacity reducesCapacitynoyes/noWhether the person counts as absent in planning and utilisation. Almost always yes — exceptions are types that run alongside work.
Half days allowed allowHalfDaynoyes/noWhether the request may offer half days.
Colour colornocolour valueColour in the calendar and team availability.
Order sortOrdernonumberPosition in the selection.
Active activenoyes/noOff means no longer requestable; existing requests remain.

Absence status

FieldRequiredValues / formatWhat it does
Key keyyesshort, stable textTechnical identifier; do not change once requests sit on it.
Label labelyestextWhat employees and approvers see.
Category categorynoopen, active, done, cancelledThe business meaning behind your name. The system decides by it what is still awaiting a decision.
Colour colornocolour valueColour of the status marker.
Order sortOrdernonumberPosition in the selection.
Default isDefaultnoyes/noThe status a new request starts on.
Active activenoyes/noOff means no longer selectable.

Development goal status

The same catalog form as the absence status, for the verdict on a development goal: open, achieved and missed out of the box. The fields key, label, category, color, sortOrder, isDefault and active mean the same here as in the table above — with two differences: the default is the status a new goal starts on, and a status that goals still sit on cannot be deleted (only switched off).

Skill

FieldRequiredValues / formatWhat it does
Code codeyesshort, stable textTechnical identifier for the skill matrix; do not change once it is assigned.
Name nameyestextWhat the skill is called.
Category categorynotextGrouping in the matrix, such as languages, technology, certificates.
Description descriptionnotextWhat exactly is meant. The sentence that stops two people reading the same level differently.
Order sortOrdernonumberPosition in the matrix.
Active activenoyes/noOff means no longer assignable; existing assignments remain.

Settings & permissions

  • Module module.hr.
  • hr.absencetype.manage for absence types, hr.skill.manage for skills,

hr.config.manage for the remaining configuration.

  • Deactivate rather than delete — existing requests and skill levels keep their reference.
  • Public holidays come from the holiday calendar, not from this page.

FAQ & troubleshooting

Holiday is not deducted from the account. Check counts against leave account on the type.

An absence still shows as available in availability. Then reduces capacity is missing — independently of whether the time is paid.

Proof is demanded too early, or not at all. Check requires proof and proof from day.

Half days cannot be requested. Then half days allowed is not set on that type.

hr.settings · Available from version 0.5.0