HR Masters

Go to: HR → Setup → HR Masters

HR Masters hold shared lookup values used across employee records and related screens. This includes Employee Levels (grades/bands such as E1–E4 or M1–M2), Employee Group Types (what an employee group is used for), Employment Types (how an employee is engaged, e.g. Full-time, Contract), and Separation Reasons (why an employee left, used when recording an exit).

Employee Levels

Go to: HR → Setup → HR Masters → Employee Levels

Employee Levels are grade or band values assigned to employees. They help you classify roles consistently (junior → senior → management).

Concept	What it means
Level name	Display value (e.g. L1, L2, Supervisor)
Where used	Employee record → Employee Level
Link to designation	A designation can restrict which levels are allowed

Open Employee Levels

Navigate to HR → Setup → HR Masters → Employee Levels.

Add levels you use

Create the values your company uses (for example E1, E2, M1). Keep names short and consistent.

Map levels on designations (recommended)

On each Designation, set which levels are valid. This prevents assigning an invalid grade to a role.

When you change an employee’s level or designation, the system may refresh job history. Choose the level carefully and ensure it is allowed for that designation.

Employee Group Types

Go to: HR → Setup → HR Masters → Employee Group Types

Employee Group Types classify what an Employee Group is used for. Every group must have one.

Concept	What it means
Type name	Display value
Where used	Employee Group → Group Type (required)

Every organization starts with these values, and you can add your own:

Attendance & Shift
Payroll
Leave
Benefits
Performance
Notification Group

Employment Types

Go to: HR → Setup → HR Masters → Employment Types

Employment Types describe how an employee is engaged by the company (e.g. Full-time, Contract, Intern).

Concept	What it means
Type name	Display value (e.g. Full-time, Part-time, Contract)
Where used	Employee record → Basic Info → Employment Type

Every organization starts with these values, and you can add your own:

Full-time
Part-time
Probation
Contract
Intern
Consultant

Open Employment Types

Navigate to HR → Setup → HR Masters → Employment Types.

Add the types you use

Create the values your company uses to describe how people are engaged (for example Full-time, Contract, Intern).

Set it on the employee record

On the employee’s Basic Info tab, select the appropriate Employment Type. This is used across employee lists and reports to segment the workforce.

Separation Reasons

Go to: HR → Setup → HR Masters → Separation Reasons

Separation Reasons capture why an employee left the company. They are recorded on the employee’s Exit tab alongside the leaving date and an optional explanation.

Concept	What it means
Reason name	Display value (e.g. Resignation, Retirement)
Where used	Employee record → Exit → Reason

Every organization starts with these values, and you can add your own:

Resignation
Termination
Layoff
Retirement
End of Contract
Company Closure

Open Separation Reasons

Navigate to HR → Setup → HR Masters → Separation Reasons.

Add the reasons you use

Create the values your company uses to classify why an employee left (for example Resignation, Layoff, Retirement).

Record it on exit

When offboarding an employee, go to the employee’s Exit tab and set the Leaving Date, Reason (from this list), and an optional explanation.

The Separation Reason and Leaving Date on an employee’s Exit tab drive offboarding reports. Pick the closest matching reason rather than leaving it blank, so exit reporting stays accurate.

Tips

Create levels before bulk-importing employees.
Prefer a small, stable set of levels rather than many one-off names.
Use the same naming style everywhere (all L1 or all Level 1, not mixed).