> ## Documentation Index
> Fetch the complete documentation index at: https://docs.hitaji360.com/llms.txt
> Use this file to discover all available pages before exploring further.

# HR settings

> HR settings is where you switch on the automated reminders Hitaji 360 sends about your people, and configure the employment-contract e-signature flow.

HR settings is where you switch on the **automated reminders** Hitaji 360 sends about your people — upcoming birthdays, work anniversaries, contracts about to expire, employee documents about to expire, and public holidays — and decide how many days' notice you want for the expiry reminders. It also hosts the **Employment Contracts** card, where you configure the template and signatory behind the [employment contract e-signature flow](/hr/user/employees/employment-and-contracts#the-e-signature-envelope). The heavier HR configuration (leave policies, attendance/geofencing, overtime types) lives in its own sibling sections, which this page links you across to.

**You'll find this at:** `/settings/erp/people/hr-general` — the **HR General & Reminders** card under the **People** group of ERP Settings (`/settings/erp`).

> 📷 *Screenshot: HR General & Reminders settings — the toggle rows with the "days in advance" inputs and the Save Changes button — to be added.*

***

## How these settings are scoped

> ⚠️ **Important — these settings are per-tenant, not per-business.** Unlike employees, contracts and payroll (which are isolated per business), the reminder toggles on this page are stored as a **single record for your whole organisation (tenant)**. Changing a toggle here changes it for **every** business under your account, not just the one currently selected in the business switcher. The first time anyone opens the page, a settings record is created with sensible defaults. Keep this in mind if you run several businesses and expected per-business reminder control — that is not how this screen works today.

The leave and attendance configuration reached from the same People group **is** managed separately (per the rules of those areas); only the reminder settings on this page are the shared, tenant-wide record.

***

## What you can configure

The page is a list of toggle rows. Each reminder can be switched on or off; the two **expiry** reminders also let you set how many days **in advance** you want to be warned.

| Setting                        | What it does                                     | Default | Notice (days in advance)                    |
| ------------------------------ | ------------------------------------------------ | ------- | ------------------------------------------- |
| **Birthday reminders**         | Sends reminders for upcoming employee birthdays. | On      | —                                           |
| **Work anniversary reminders** | Sends reminders for employee work anniversaries. | On      | —                                           |
| **Contract expiry reminders**  | Warns you before an employee's contract expires. | On      | Yes — set the lead days (1–365, default 30) |
| **Document expiry reminders**  | Warns you before an employee document expires.   | On      | Yes — set the lead days (1–365, default 30) |
| **Holiday reminders**          | Sends reminders for upcoming public holidays.    | Off     | —                                           |

For the two expiry reminders, the **Days in advance** box only becomes editable once the reminder itself is switched on. The value must be between **1 and 365** days.

> ⚠️ **Current state — Holiday reminders are disabled.** The Holiday reminders toggle is greyed out on the page with the tooltip *"Requires a holiday calendar to be configured."* Even though the underlying setting exists, you cannot turn it on from this screen until holiday-calendar support is wired up. Configure your public holidays under [Holiday lists](/hr/user/leave/holiday-lists) in the meantime.

After changing any toggle or lead-day value, press **Save Changes**. You'll get a confirmation toast; if a value didn't take, the page tells you so rather than silently failing.

***

## Employment Contracts

> ⚠️ **Unlike the reminders above, this card is per-business, not per-tenant.** Each business configures its own employment-contract template and signatory; switching business shows that business's own settings.

This card configures the [employment contract e-signature flow](/hr/user/employees/employment-and-contracts#the-e-signature-envelope) — the agreement that's auto-sent for signature every time a new employment record is created for this business (via [Add Employment](/hr/user/employees/employment-and-contracts#adding-an-employment-record) or by [accepting a job offer](/hr/user/recruitment/job-offers#accepting-an-offer-this-creates-the-employee)).

| Field                                    | Notes                                                                                                                                                                                                                                                                                                                          |
| ---------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Default employment contract template** | Which document to render and send when an employment type has no override of its own. Only **Active**, **Employment**-category templates are listed. If none exist yet, the dropdown tells you so with a link to **Manage templates** (see [Employment contract templates](/hr/user/employees/employment-contract-templates)). |
| **Per employment type**                  | An optional template per type — **Full-Time**, **Part-Time**, **Contract**, **Intern**. Leave a type on **"Same as default"** to use the default above.                                                                                                                                                                        |
| **Employer representative (signatory)**  | Which employee signs on behalf of the business. Search by name.                                                                                                                                                                                                                                                                |

Press **Save Changes** once the default template and the signatory are set. Until they are, new contracts for this business show **"Not sent"** rather than actually going out.

### Why a template per employment type

An intern agreement and a senior full-time contract differ in their **clauses**, not just their dates — merge variables can't express that, so each needs its own document. Set only the types that genuinely differ; the rest fall through to the default.

At send time the template is resolved most-specific-first: the **override** for that contract's employment type, then the **default**, then (only if neither is set) the tenant's single Active employment template if there is exactly one.

> A business that has only ever set the default template keeps working exactly as before — the per-type pickers all start on "Same as default".

### Templates are validated when you save

An employment contract is always addressed to two signers, `employee` and `employer_rep`, and signature blocks bind to them **by exact role name**. Selecting a template whose signer roles differ is **rejected**, with an error naming the roles it actually has. The same check runs again when a contract is sent, so a template edited after selection can't quietly produce an unsignable contract. See [Signer roles are fixed](/hr/user/employees/employment-contract-templates#signer-roles-are-fixed).

**Send contracts for signature** — below the two fields, a one-off action that runs Generate & Send for **every Active contract in this business that doesn't already have a current envelope** — useful for employees hired before this feature existed, or before you'd configured it. Confirm in the dialog, and you'll get a summary of how many were **Sent**, already had one (**Already sent**), or are still **Not configured** (if you ran it before setting the template/signatory).

***

## Permissions

| Action                                                               | Permission                                          |
| -------------------------------------------------------------------- | --------------------------------------------------- |
| Open the HR General & Reminders section                              | `erp-settings:read` (the ERP Settings section gate) |
| Read the HR settings record                                          | `hr:read`                                           |
| Save changes to the settings                                         | `hr:write`                                          |
| View, save, or run the backfill on the **Employment Contracts** card | `hr-employment:config`                              |

So a manager with `hr:read` can open the page and see the current settings, but needs `hr:write` to save changes. (These coarse `hr:*` slugs are deliberate: the finer `hr-settings:*` slugs are only granted to full-admin role templates, so gating on `hr:*` lets ordinary HR-admin roles use the page.) The Employment Contracts card is gated separately on `hr-employment:config`.

***

## Related People settings

The same **People** group in ERP Settings holds the other HR configuration areas — these are separate sections, each with its own permissions:

* **Leave Policies** (`/settings/erp/people/leave`) — leave types, policies, entitlements, periods and block lists. See [Leave types & settings](/hr/user/leave/leave-types). *(Requires `hr-leave:config`.)*
* **Attendance & Geofencing** (`/settings/erp/people/attendance`) — clock-in rules and geofences. See [Attendance](/hr/user/attendance/attendance).
* **Overtime Types** (`/settings/erp/people/overtime-types`) — overtime multipliers and their salary-component mapping. See [Overtime](/hr/user/attendance/overtime). *(Read `hr:read`, write `hr:admin`.)*

***

## Related

* [Leave types & settings](/hr/user/leave/leave-types) — leave policy configuration
* [Holiday lists](/hr/user/leave/holiday-lists) — set up the public holidays behind holiday reminders
* [Payroll settings](/hr/user/payroll/payroll-settings) — per-business payroll configuration
* [Attendance](/hr/user/attendance/attendance) — attendance & geofencing configuration
* [HR reports hub](/hr/user/reports/overview)
* [Employment records & contracts — the e-signature envelope](/hr/user/employees/employment-and-contracts#the-e-signature-envelope) — what the Employment Contracts card actually drives
* [Employment contract templates](/hr/user/employees/employment-contract-templates) — build the document this card sends
* [Accessing HR — businesses, roles & permissions](/hr/user/getting-started/accessing-hr)
