Nov 25, 2021 Create Orchestra HR Customizing FAQ

Download, Fill and Import Config Excel

Once you have created your Orchestra HR Instance, it is now you can start configuration of system and import your master data and organization data. Although configuration settings can be made from "Settings" menu with admin user login, we advise you can make all steps in following excel file and import it directly to Orchestra. This reduces your effort time and provide you to share with business partners to contribute on customizing decisions. For example, you may ask HR business partners about education types that to be tracked, address types to store. Then, you can import sheets separately of combine them as one excel file and import it.

First download excel file and read this article to learn objective of each sheet.

Download Orchestra HR Excel Config Template

If you do not want to fill any sheet in the excel, please delete the sheet or hide it.

Excel File Sheets in Detail

Although excel file sheets have specific detail, we also explained here for each sheet.

Sheet	Purpose of usage
CCodes	Define your company codes, as code and title, company code should have 4 char code and title, please keep 4 char in coding. Each company code should be unique. For example; 1000 HRSP Company 1100 HRSP Support Center Company 1200 MRSP Marketing Company
PAreas	Determine the personnel areas related to your company codes. Personnel areas are geo. regions with workplaces. Each personnel area should be again 4char code and title, also please assign a company code for each.
PSubAreas	Define the personnel sub-areas connected to the personnel areas. Personnel subareas are legal workplaces under personnel areas. It is again with 4char code and title and personnel area assignment.
EmpGroups	Define the employee groups, it should generally be enough, but you can add additional ones.
EmpSubGroups	Define employee groupings that differ in terms of payroll and time evaluation.
EmpGroupAss	Match employee groups with employee subgroups.
People	Define the information of the active personnel as of today. At the same time, you can define user names and, if desired, their initial passwords on this page.
EmpComm	Define personnel contact information. Subtypes must be created on the infotype subtypes page.
EmpAddress	Define personnel adress information. Subtypes must be created on the infotype subtypes page.
EmpObj	Define personnel object information. Objects must be created on the subtypes page.
EmpShifts	Define personnel shift information. Shift types must be defined in Mws.
EmpBanks	Define personnel bank information. Subtypes must be created on the infotype subtypes page.
EmpSalary	Define personnel salary information. Salary wage type must be defined in the WageTypes table.
EmpSSK	Define the types of insurance.
EmpQuotas	Define the types of employee quotas.
Absences	Define the types of absences.
WageTypes	Define the types of wage types.
Holidays	Define the types of holidays.
Dws	Define the types of daily work schedules.
Pws	Define the types of periodic work schedules.
Mws	Define the types of monthly work schedules.
Attendances	Define the types of attendances.
AbsQuotas	Define the types of absence quotas.
SchoolTypes	Define the types of school types.
EduTypes	Define the types of education types.
Certificates	Define the types of certificates.
Sectors	Define the types of sectors.
PrevJobTypes	Define the types of previous employer job types.
PrevContTypes	Define the types of previous employer contract types.