CCorelyHR

Goal 3 guided onboarding

Organization setup

Complete the organization operating structure before employee, attendance, leave, or payroll transactions are introduced. Each route is permission-aware and backed by tenant-scoped APIs.

Organization

Organization profile

Capture legal, localization, and contact details without changing the immutable slug.

Permission: organization.profile.manage

Open section

Organization

Legal entities

Create tenant-owned legal entities for future employment and payroll references.

Permission: legal_entity.create

Open section

Structure

Departments and teams

Build department hierarchy first; teams remain optional within departments.

Permission: department.create

Open section

Structure

Work locations

Configure office, branch, remote, hybrid, and field locations.

Permission: location.create

Open section

Structure

Job titles

Define organization-specific job titles before employee records exist.

Permission: job_title.create

Open section

Structure

Employment types

Define configurable employment categories and future default eligibility flags.

Permission: employment_type.create

Open section

Work rules

Workweek

Set organization-wide workweek defaults without creating attendance calculations.

Permission: workweek.manage

Open section

Work rules

Work schedules

Create reusable schedule templates and daily schedule patterns.

Permission: schedule.create

Open section

Work rules

Holiday calendars

Create reusable holiday calendars and prepare safe CSV import previews.

Permission: holiday_calendar.create

Open section

Controls

Employee numbering

Configure and preview future employee-number generation without creating employees.

Permission: employee_numbering.manage

Open section

Controls

Approval policies

Configure future approval chains without executing approval workflows.

Permission: approval_policy.create

Open section

Experience

Branding

Configure safe tenant branding with strict image and color validation.

Permission: branding.manage

Open section

Experience

Notification defaults

Review organization-level defaults for current and future event categories.

Permission: notification_settings.manage

Open section

Review

Review readiness

Validate setup blockers without auto-marking the tenant pilot-ready or complete.

Permission: organization.readiness.validate

Open section