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HR Masters

HR Masters are the foundational reference data that the entire HR & Payroll module depends on. They define organizational structure (departments, designations, cadres), leave rules, payroll components, and other configuration elements. These masters must be set up before employee records, payroll, attendance, and leave management can function correctly.

HR Masters 0:19
Navigation Path

HR & Payroll → Masters

Masters Directory

The Masters page displays a paginated list of 23 master categories. Click the > arrow button on any row to open that master's detail page where you can view, add, edit, or delete records.

How to Configure HR Masters 0:40
HR Masters page showing a list of master categories including Cadre, Department, Designation, Leave Type, Staff Disability, Staff Document, Holiday, Skills, Staff Insurance, Separation Reason with right-arrow buttons to navigate into each
HR Masters directory page showing the list of 23 master categories (page 1 of 3)

Master Categories Reference

JobNext provides 23 HR master categories, organized below by function:

Organizational Structure

MasterDescriptionUsed By
CadreStaff levels/categories (e.g., Worker, Officer, Staff, Management). Determines salary bands, leave eligibility, and welfare allowance precedence.Staff Directory, Payroll, Leave, Allocation
DepartmentOrganizational departments (e.g., Civil Engineering, Marketing, IT, Accounts). Each department has a name and code.Staff Directory, Reporting, Allocation
DesignationJob titles and roles (e.g., Project Manager, Site Engineer, Mason, Electrician). Links to leave eligibility and welfare allowances.Staff Directory, Leave, Payroll, Allocation
Employee GroupCustom groupings of employees for welfare and payroll purposes. Links to Welfare types for group-specific deductions/contributions.Payroll (Welfare)
Department master detail page showing a grid with Department name and Department Code columns, plus Edit and Delete action icons per row, and an Add button
Department master detail page showing department list with code and action buttons

Leave & Attendance

MasterDescriptionUsed By
Leave TypeCategories of leave: Annual, Sick, Maternity, Emergency, LOP, etc. Each type has rules for paid/unpaid, carryover, max leave per year, max at a time, and eligibility restrictions (gender, nationality, religion).Leave Management, Payroll (Accrual)
HolidayCompany-wide and regional holidays. Used by attendance finalization, OT calculation, and leave processing to identify non-working days.Attendance, Timesheet, Payroll

Payroll & Finance

MasterDescriptionUsed By
Welfare CategoryCategories for payroll welfare heads: Fixed, Temporary, Provisional. Determines how welfare amounts behave during payroll calculation.Payroll (Welfare)
Air SectorAir travel routes/sectors used for air ticket calculations in leave settlement and separation.Leave Settlement, Separation

Staff Documents & Compliance

MasterDescriptionUsed By
Staff DocumentTypes of documents that can be stored in the staff directory (e.g., Passport Copy, Visa Copy, Educational Certificates, Trade Certificates).Staff Directory (Documents sub-page)
Staff DisabilityDisability types for recording employee disability information (for HR records and compliance).Staff Directory
Staff InsuranceInsurance plan types and configurations available for employees.Staff Directory (Insurance sub-page)

Recruitment & Skills

MasterDescriptionUsed By
SkillsTechnical and professional skills (e.g., Welding, Electrical, Plumbing, AutoCAD). Used for training course linking and allocation match scoring.Training, Allocation (Match Score), Staff Directory
Competency LevelProficiency levels for skills (e.g., Beginner, Intermediate, Expert). Linked to skill assessments.Staff Directory (Skills sub-page)
Recruitment TypeCategories of recruitment: Internal, External, Agency, Referral. Used when recording how an employee was hired.Staff Directory

Separation & Exit

MasterDescriptionUsed By
Separation ReasonReasons for employee exit: Resignation, Termination, End of Contract, Retirement, Absconding, etc.Separation
ReasonGeneral-purpose reason codes used across HR processes (e.g., reasons for transfers, disciplinary actions).Various HR processes

Personal & Demographic

MasterDescriptionUsed By
Marital StatusMarital status options: Single, Married, Divorced, Widowed. Used in staff demographic records.Staff Directory
Blood GroupBlood group classifications (A+, A-, B+, B-, AB+, AB-, O+, O-). Emergency medical information.Staff Directory

Compliance & Statutory

MasterDescriptionUsed By
Establishment BranchStatutory establishment/branch codes for labor law compliance and government reporting.Staff Directory, Statutory Reports
Branch ActivityBusiness activities registered for each branch (for statutory reporting).Statutory Reports
SponsorVisa sponsor records (relevant for companies operating in countries with sponsorship requirements).Staff Directory (Visa sub-page)

Operational

MasterDescriptionUsed By
Box Serial NoSerial number tracking for physical storage boxes (used for archived employee documents).Staff Directory (Documents)
Missing Leave BalancesUtility to identify and correct employees who are missing leave balance entries. Helps ensure leave integrity.Leave Management, Payroll

Managing Master Records

All master categories follow a consistent pattern:

Viewing Records

  1. Navigate to HR & Payroll → Masters
  2. Click the > arrow on the desired master category
  3. The detail page shows a grid of all records for that master, with searchable and sortable columns

Adding a New Record

  1. Open the master category detail page
  2. Click the Add + button at the bottom of the grid
  3. Fill in the required fields (typically a name/description and a code)
  4. Click Save

Editing a Record

  1. Click the Edit (pencil icon) on the record row
  2. Modify the fields as needed
  3. Click Save

Deleting a Record

  1. Click the Delete (red trash icon) on the record row
  2. Confirm the deletion
Impact of Changing Masters

Master records are referenced by employee records, payroll, leave, attendance, and other modules. Changing or deleting a master record affects all references. For example, renaming a Department will update all employees in that department. Deleting a Designation that is in use may cause errors. Always verify impact before modifying master data.

Best Practices

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  • Set up masters before onboarding — Configure all masters (Cadre, Department, Designation, Leave Types, etc.) before adding employee records
  • Use consistent naming — Follow a naming convention for codes and descriptions to avoid duplicates and confusion
  • Don't delete in-use masters — Instead of deleting, consider marking records as inactive if your configuration supports it
  • Review after organizational changes — When the organization restructures, update Department, Designation, and Cadre masters accordingly
  • Configure Leave Types completely — Set all rules (paid/unpaid, carryover, max limits, eligibility) when creating Leave Types to avoid payroll issues
  • Use Missing Leave Balances utility — Periodically run this to identify and fix employees with missing leave balance entries