The Setup template adds functionality to help you configure functionality added by other templates, such as Time Off and Journeys. It adds the Setup page and the Setup menu.
Procedure
- Assign yourself the HRSS role.
- Install the Setup template and then add a global menu with a link to the Setup page so you can quickly access it.
Page
This template adds the Setup page, which contains a menu block with links to other pages installed by other templates and where you can configure all the other functionality added by other templates.
Menu
This template adds the global Setup menu, which contains menu items that open pages for the other templates. See our knowledge base article, Add menu items to your global or a sub-menu.
Follow-up tasks
Install and configure these other templates:
- Searchable navigation
- App library
- Content library pack
- Personas
- Journeys
- Skills - added with the Profile template
- Certifications - added with the Profile template
- Documents - added with the Profile template
- Schools - added with the Profile template
- Badge cabinet
- Time off pack
- Pension providers
- Employee benefits
- Learning
- Task summary
- Countries
- Languages - added with the Profile template