Once you created Orchestra HR instance, next step is to determine your orchestra application scope, meaning which functions your company or your clients is willing to use.
These steps are;
- Activate modules,
- Activate apps (screens),
- Activate workflows (processes),
- Activate reports,
- Activate KPI figures,
- Activate Trend Graphs,
Activate Modules
- Connect your instance by client admin user,
- Go to Settings > System Management > System Modules,
- Select row and click change button and make your preference,
Activate Apps
- Connect your instance by client admin user,
- Go to Settings > System Management > App Selections,
- Select row and click change button and make your preference,
Activate Workflows
- Connect your instance by client admin user,
- Go to Settings > System Management > Workflow Selections,
- Select row and click change button and make your preference,
Activate Reports
- Connect your instance by client admin user,
- Go to Settings > System Management > Select Reports,
- Select row and click change button and make your preference,
KPI Selections
- Connect your instance by client admin user,
- Go to Settings > System Management > KPI Selections,
- Select row and click change button and make your preference,
Graphics
- Connect your instance by client admin user,
- Go to Settings > System Management > Graphics,
- Select row and click change button and make your preference,
Note
- This step can be done also by your mobile device.
- Activating module or app checks related role on connected user. For example when you activate organization management, in order to be displayed user should have OMADMIN role in his/her profile.
Next Step