{"id":4139,"date":"2023-10-30T10:40:55","date_gmt":"2023-10-30T10:40:55","guid":{"rendered":"https:\/\/usermanual.csmarx.com\/?post_type=docs&p=4139"},"modified":"2026-07-05T10:53:59","modified_gmt":"2026-07-05T10:53:59","password":"","slug":"workflow","status":"publish","type":"docs","link":"https:\/\/usermanual.csmarx.com\/fr\/docs\/workflow\/","title":{"rendered":"Basic Data Settings"},"content":{"rendered":"

The Basic Data Settings page allows administrators to configure and manage global classifications that structuralize employee career information, organizational divisions, and professional track assignments. Through this page, administrators can systematically standardize structural metrics like career levels, specific sectors, operational tracks, and internal department levels according to institutional requirements.  <\/p>\n\n\n\n

This page serves as a centralized configuration hub to ensure the HR system operates efficiently and aligns with the organization’s policies and operational needs.  <\/p>\n\n\n\n

To access the Basic Data Settings page, follow these steps:  <\/p>\n\n\n\n

    \n
  1. From Human Resources page.  <\/li>\n<\/ol>\n\n\n\n
      \n
    1. Click System Setting. <\/li>\n<\/ol>\n\n\n\n
        \n
      1. Select Basic Data Settings. <\/li>\n<\/ol>\n\n\n\n
        Main Configuration Categories <\/h5>\n\n\n\n

        The Basic Data Settings area organizes core foundational data into four major master tabs located at the top of the interface: <\/p>\n\n\n\n

          \n
        • Work Data Settings: Houses the structural configuration data for organizing the institution’s personnel, containing sub-classifications such as: <\/li>\n<\/ul>\n\n\n\n
            \n
          1.  Path <\/li>\n<\/ol>\n\n\n\n
              \n
            1.  Main Section <\/li>\n<\/ol>\n\n\n\n
                \n
              1. Sections <\/li>\n<\/ol>\n\n\n\n
                  \n
                1. Job Levels <\/li>\n<\/ol>\n\n\n\n
                    \n
                  1.  Job Category <\/li>\n<\/ol>\n\n\n\n
                      \n
                    1.  Specialization Details <\/li>\n<\/ol>\n\n\n\n
                        \n
                      1.  Sectors <\/li>\n<\/ol>\n\n\n\n
                          \n
                        1.  Specialization <\/li>\n<\/ol>\n\n\n\n
                            \n
                          1. Careers <\/li>\n<\/ol>\n\n\n\n
                              \n
                            • Basic Settings: Allows management of general baseline system parameters and master institutional variables.  <\/li>\n<\/ul>\n\n\n\n
                                \n
                              • Preparing Contracts Documents\u00a0and\u00a0Qualifications:\u00a0Used to define formal documentation constraints, employee qualification tiers, and\u00a0classifying the type of employment contract approved within the\u00a0contract generation.\u00a0\u00a0<\/li>\n<\/ul>\n\n\n\n
                                  \n
                                • Insurance Company: Enables setup and indexing of health and social insurance providers linked to employee benefit deductions.  <\/li>\n<\/ul>\n\n\n\n
                                  Managing Data Within the Page <\/h5>\n\n\n\n

                                  When any master configuration category is active, users can interact with structured tables using the following toolbar controls and inline action rules: <\/p>\n\n\n\n

                                  Common Interface Actions<\/em> <\/h5>\n\n\n\n
                                    \n
                                  • Add a New Record: Click the green + Add button at the top left to launch a creation pop-up window to submit a new entry configuration. <\/li>\n<\/ul>\n\n\n\n
                                      \n
                                    • Export to Excel: Click the Excel icon at the top right of the data panel to export the visible classification log directly into an .xlsx file sheet. <\/li>\n<\/ul>\n\n\n\n
                                        \n
                                      • Export to PDF: Click the PDF icon adjacent to the search input box to render and export a clean, printable document containing active table rows. <\/li>\n<\/ul>\n\n\n\n
                                          \n
                                        • Show\/Hide Columns: Click the green Database\/Eye icon to open a field layout list where checking or unchecking fields dynamically changes table column visibility. <\/li>\n<\/ul>\n\n\n\n
                                            \n
                                          • Clear Filter: Click the Create Filter \/ Clear Filter link found at the bottom left of the grid view to drop active column queries and reset data parameters back to default. <\/li>\n<\/ul>\n\n\n\n
                                              \n
                                            • Edit a Record: Click the blue Edit (pencil) icon on the far right of any specific data row to alter its information fields. <\/li>\n<\/ul>\n\n\n\n
                                                \n
                                              • Delete a Record: Click the red Delete (trash bin) icon on the far right of a row to wipe that record permanently from the system database. <\/li>\n<\/ul>\n\n\n\n

                                                Note: Changes made to system settings may affect multiple HR modules. It is recommended that only authorized administrators modify these settings. <\/p>","protected":false},"excerpt":{"rendered":"

                                                The Basic Data Settings page allows administrators to configure and manage global classifications that structuralize employee career information, organizational divisions, and professional track assignments. Through this page, administrators can systematically standardize structural metrics like career levels, specific sectors, operational tracks, and internal department levels according to institutional requirements.   This page serves as a centralized configuration […]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"doc_category":[31],"doc_tag":[],"class_list":["post-4139","docs","type-docs","status-publish","hentry","doc_category-basic-data-settings-basic-data-settings"],"year_month":"2026-08","word_count":527,"total_views":"71","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"n thabet","author_nicename":"n-thabet","author_url":"https:\/\/usermanual.csmarx.com\/fr\/author\/n-thabet\/"},"doc_category_info":[{"term_name":"Basic Data Settings","term_url":"https:\/\/usermanual.csmarx.com\/fr\/docs-category\/basic-data-settings-basic-data-settings\/"}],"doc_tag_info":[],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/docs\/4139","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/comments?post=4139"}],"version-history":[{"count":5,"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/docs\/4139\/revisions"}],"predecessor-version":[{"id":5257,"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/docs\/4139\/revisions\/5257"}],"wp:attachment":[{"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/media?parent=4139"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/doc_category?post=4139"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/doc_tag?post=4139"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}