HRMS Settings

Configure HRMS policies and setup options for your practice. Log in to CA Cloud Desk PartnerDesk, open Profile Settings, then select HRMS Settings to access Holiday, Shift, Leave, Blacklist Leave, Leave Quota, Club Rules, HR Attendance, Summary, View-Lock, Unlock Timesheet, and No Dues Form.

Path

PartnerDesk → Profile Settings → HRMS Settings

Step-by-step instructions

Log in to CA Cloud Desk PartnerDesk and open Profile Settings

After login, click Profile Settings from the top/right area of the screen (or your profile menu) to open the settings section.

PartnerDesk — open Profile Settings.

From Profile Settings, select HRMS Settings

In Profile Settings, click the HRMS Settings tile/tab to open the HRMS configuration page.

Profile Settings — select HRMS Settings.

Review the HRMS Settings tabs and configure as needed

After opening HRMS Settings, you’ll see multiple tabs. Use each tab to review and configure the relevant policies and options.

HRMS Settings page showing tabs like Holiday, Shift, Leave, and more

HRMS Settings — tabs and options.

HRMS Settings tabs

These are the sections available inside HRMS Settings:

Available tabs

Holiday — Manage holiday calendars and holiday lists for your practice.
Shift — Configure office shifts and shift timings.
Leave — Manage leave types and leave policy settings.
Blacklist Leave — Define restricted/blocked leave dates as per policy.
Leave Quota — Set leave quotas/allocations for different leave types.
Club Rules — Configure clubbing rules between leave types (as per HR policy).
HR Attendance — Attendance-related configuration and settings for HR.
Summary — View a quick overview/summary for configured settings.
View-Lock — View lock status and locked periods.
Unlock Timesheet — Unlock timesheets when changes are required.
No Dues Form — Configure and manage no-dues form setup.