Review your defaults
Check each default your workspace was prepared with, fix anything marked Needs attention, then confirm it.
Your workspace starts with sensible defaults so you are not facing empty screens. They are starting points, not decisions made for you. The Review your defaults card on the Setup checklist lists each one so you can check it and confirm it.
What your workspace was prepared with
- Attendance policy: a standard policy with an 8-hour full day and a 4-hour half day, web, mobile and manual capture, and a 7-day regularization window.
- Workweek & shift: a Monday–Friday, 40-hour workweek and a default general shift from 09:00 to 18:00 with a 60-minute break.
- Holiday calendar: an empty starter calendar. Your company adds its own holidays.
- Leave plan & policies: a standard leave plan. Your company installs or adds its own leave policies.
- Payroll group & salary components: a pay group in your company’s currency.
The card also covers Company details, Departments & locations, Leave approval routing, Statutory registrations (India) and Roles & access.
- Go to Home → Setup checklist and find the Review your defaults card.
- Read what each item shows as set today.
- If an item is flagged Needs attention, something is missing — for example, no holidays added yet, no leave policies, or no salary components. Select Open to go to the screen where you change it.
- Make your changes on that screen, then come back to the Setup checklist.
- When you are happy with an item, select Confirm.
Only the owner or an administrator can confirm items. The HRPortal platform team can see how many items are confirmed, so they know how far your setup has come.
Confirming does not lock anything. You can still change any setting later from its own screen.