Transition to a Live Company: Verify HR Management Settings

Verify HR Management settings when going live with your test company.

Benefits and Dependents

Select Admin > Admin Roles.
Verify that your Benefits Admin is listed with and has permission to the live company.

Select Admin > Admin Roles.
Verify that your Bulletin Admin is listed with and has permission to the live company.

Select Admin > User Access.
Ensure that users have access to Earnings (under Self Service), unless this module is already part of the default profile. See Change Default Modules for New Employees for details.

Select Admin > Admin Roles.
Verify that your Expense Admin is listed with and has permission to the live company.
Select Admin > User Access.
Ensure that the appropriate users have access to Expenses for your live company.
Note: Also ensure that each user's Expense Reviewer Group and Vendor are assigned to the live company.
Select Admin > Portal Settings > Expense > General Configuration.
Enable the appropriate companies in the following settings: PRCo to APCo map.
Select Admin > Portal Settings > Expense > Company Restrictions.
Enable the appropriate companies in the following settings:
- Enabled GLCos for Expense Input
- Enabled JCCos for Expense Input
- Enabled SMCos for Expense Input

Select Admin > Portal Settings > Onboarding / ATS.
Enable the applicable live companies in the following sections:
- General Configuration > Company number for Onboarding and ATS Logo (required)
- ATS > JC Companies for ATS Job / JC Department Assignment
Ensure that Employee Groups assigned in the following portal settings are assigned to your live company:
- General Configuration > User Group for Onboarding/ATS Administrator Permissions
- ATS > Recruiter User Group
- ATS > Recruiting Managers User Group

Select Admin > Admin Roles.
Verify that your Personal Info Admin is listed with and has permission to the live company.
Select Admin > User Access.
Ensure that users have access to Personal Info (under Self Service) for your live company, unless this module is already part of the default profile. See Change Default Modules for New Employees for details.

Select Admin > Admin Roles.
Verify that your Time Off Admin is listed with and has permission to the live company.
Select Admin > User Access.
Ensure that the appropriate users have access to Time Off for your live company, unless this module is already part of the default profile. See Change Default Modules for New Employees for details.

Select Admin > Admin Roles.
Verify that your Timecard Admin is listed with and has permission to the live company.
Select Admin > Portal Settings > Timecard > General Configuration.
Enable the applicable live companies in Enabled JCCos for Portal Timecard Entry.

If you have opted to set up your approval and timecard entry permissions through the Approval Permissions page, confirm assignments for your live company.
If you have opted to set up your approvals through the User Access page, confirm assignments for your live company.
If you have configured Job Approval, confirm the following:
- Your HQ Reviewers are tied to VA users in the live company (PR Company on the VA User Profile page in Vista).
- You have configured Job Approval for live companies on the Grid Timecard Settings page.

If you configured your standard timecard for your test company, copy that setup to your live company by selecting Employee Tools > Timecard Settings and then selecting the Import Settings button.
Note: Import Settings copies grid settings but not header settings (Time Worked Enabled, Enforce Pay Period Boundaries, and others). Be sure to enable all applicable settings.
Select Admin > User Access.
Ensure that the appropriate users have access to the HR Timecard for your live company, unless this option is already part of the default profile. See Change Default Modules for New Employees for details.

If you configured your grid timecard for your test company, copy that setup to your live company by selecting Employee Tools > Grid Timecard Settings and then selecting the Import Settings button.
Note: Import Settings copies grid settings but not header settings (Time Worked Enabled, Enforce Pay Period Boundaries, and others). Be sure to enable all applicable settings.
Set up the Grid Layout and Grid Template for each payroll group using grid timecards in the live company (these items are not set up when you import settings from your test company).
Select Admin > User Access.
Ensure that the appropriate users have access to the HR Grid Time for your live company, unless this option is already part of the default profile. See Change Default Modules for New Employees for details.

Select Admin > Admin Roles.
Verify that your Training Admin is listed with and has permission to the live company.