Before you start
The Talento Settings area contains the configuration that shapes the rest of the application. This is where you maintain company structure, employee options, and the rules for active modules.
A change often affects more than one screen. An office, for example, can be used in employee records, permissions, schedules, and reports; a category can determine the choices shown when your team creates a record.
Information
Settings only shows options available for the company's active modules and your access level. Different companies or employees may therefore see different options.
Configure companies, offices, and teams
Set up the structure before adding many employees:
- Review the required legal or organisational Companies.
- Create the Offices where the team works.
- Organise employees into Teams.
- Add shared Resources where the relevant module uses them.
- Assign these values in Employees.
Use recognisable names and avoid slight duplicates. Before deleting or deactivating a value, check which employees, permissions, reports, or records use it.
General account data—such as name, fiscal information, address, language, time zone, and logo—is maintained from the Account action in Settings. Review the impact because these changes can affect company-wide documents and communication.
Prepare shared categories and rules
Many features need configuration before use. Examples include:
- Document categories;
- Approval rules;
- absence, schedule, and contract categories and rules;
- lists used in CRM, projects, invoicing, or training.
See Approval rules to design conditions and approvers, and Custom fields to choose data types and options without duplicating standard information.
Create only choices the team will understand and use. Add a description where two categories may appear similar, and deactivate values that should no longer be selected for new records.
Warning
Changing a calculation, approval, or classification rule can alter future behaviour. Review existing records and communicate the change first.
Result
You can verify the result on the settings page, in the relevant list, or through the status described in the steps above.
Common issues
If an option is unavailable, check the active module, the specific permission, and the record scope. If the settings are correct and the issue continues, keep the displayed message and contact support.