TalinoHR

Getting Started with TalinoHR

5 min read

This guide walks you through the initial setup of your TalinoHR instance. Complete these steps before onboarding employees or running payroll.

Company Profile

Navigate to Settings → Company (/settings/company) to configure your company profile. This is the foundation for all payroll computations and government reports.

Required Company Information

  • Company Name - Your registered business name
  • TIN Number - Bureau of Internal Revenue tax identification number (format: 123-456-789-000)
  • SSS Employer Number - Social Security System employer registration (format: 34-1234567-8)
  • PhilHealth Number - Philippine Health Insurance Corporation employer number (format: 12-345678901-2)
  • Pag-IBIG Number - Home Development Mutual Fund employer number (format: 1234-5678-9012)

Company Address

Fill in the full business address including city, province, and zip code. This appears on payslips, Certificates of Employment (COE), and government remittance reports.

Pay Frequency Settings

Configure how often you pay employees:

  • Pay Frequency - Choose from SEMI_MONTHLY (most common in PH), MONTHLY, WEEKLY, or DAILY
  • First Cutoff - Day of month for first pay period cutoff (default: 15)
  • Second Cutoff - Day of month for second pay period cutoff (default: 30)

For semi-monthly payroll, the system generates 24 pay periods per year. The first half covers day 1 through the first cutoff, and the second half covers the day after first cutoff through the second cutoff (or last day of month).

Work Hour Defaults

  • Work Hours Per Day - Standard working hours (default: 8)
  • Work Days Per Week - Standard working days (default: 5)
  • Overtime Rounding Minutes - OT rounding increment (default: 15 minutes)
  • Grace Period Minutes - Late tolerance before marking tardy (default: 0)

These defaults apply company-wide but can be overridden per work schedule.

Departments

Navigate to HRIS → Departments (/organization/departments) to set up your organizational structure.

Creating Departments

Each department requires:

  • Name - Department name (e.g., "Human Resources", "Finance")
  • Code - Short code for reports and references (e.g., "HR", "FIN")

Department Hierarchy

Departments support a parent-child hierarchy. You can set a parent department to create nested structures like:

  • Operations
    • Manufacturing
    • Logistics
    • Quality Assurance

Department Head

Optionally assign a department head. This is used in reporting hierarchies and can be referenced in approval chains for personnel actions.

Positions

Navigate to HRIS → Positions (/organization/positions) to define job titles within your organization.

Creating Positions

Each position requires:

  • Title - Job title (e.g., "HR Manager", "Software Developer")
  • Code - Short code for internal reference (e.g., "HR-MGR", "IT-DEV")
  • Department - Which department this position belongs to
  • Level - Numeric level for hierarchy (1 = entry level, higher = senior)

Salary Range

Optionally set minimum and maximum salary for each position. This is used by the merit matrix in performance management to cap salary increases at the position range ceiling.

Locations

Navigate to Settings → Locations (/settings/locations) to set up your company's physical work locations.

Why Locations Matter

Locations affect several features:

  • Payroll - Payroll runs can be scoped to a specific location, processing only employees assigned to that branch
  • Holidays - Holidays can be national (all locations) or location-specific (e.g., local city holidays)
  • Attendance - Absence detection and time records are location-aware
  • Reports - Filter reports by location for branch-level analysis

Creating Locations

Each location requires:

  • Name - Location name (e.g., "Head Office", "Cebu Branch")
  • City - City where the location is situated
  • Province - Province or region

Work Schedules

Navigate to Time & Leave → Schedules (/attendance/schedules) to define work schedules that employees follow.

Default Schedule

The system comes with a default "Regular 8-5" schedule:

  • Monday through Friday: 8:00 AM to 5:00 PM
  • Saturday and Sunday: Rest days
  • 60-minute break

Custom Schedules

Create additional schedules for different shifts or departments:

  • Set time-in and time-out for each day of the week
  • Leave a day blank to mark it as a rest day
  • Configure break minutes (lunch break duration)
  • Set a per-schedule grace period that overrides the company default

Assigning Schedules

Schedules are assigned to individual employees on their 201 file. The schedule determines:

  • Which days are workdays vs. rest days (for absence detection)
  • Grace period for tardiness computation
  • Work hours per day for daily rate derivation in payroll

Holidays

The system comes pre-loaded with Philippine holidays for 2025 and 2026, including:

  • Regular holidays (New Year's Day, Maundy Thursday, Good Friday, Araw ng Kagitingan, Labor Day, Independence Day, National Heroes Day, Bonifacio Day, Christmas Day, Rizal Day)
  • Special non-working holidays (Ninoy Aquino Day, All Saints Day, Immaculate Conception, Last Day of the Year)
  • Islamic holidays (Eid al-Fitr, Eid al-Adha)

Adding Custom Holidays

You can add company-specific holidays or location-specific holidays. A holiday with no location assigned applies to all employees. A holiday assigned to a specific location only affects employees at that branch.

Next Steps

After completing the initial setup:

  1. Add employees (see Employee Management guide)
  2. Configure contribution tables for SSS, PhilHealth, Pag-IBIG (see Payroll Setup guide)
  3. Set up approval chains for personnel actions and payroll (see Personnel Actions guide)
  4. Configure the payroll calendar (see Payroll Setup guide)
  1. Company profile and settings
  2. Locations
  3. Departments
  4. Positions
  5. Work schedules
  6. Leave types (pre-configured with PH statutory leaves)
  7. Holidays (pre-loaded for 2025-2026)
  8. Contribution tables (SSS, PhilHealth, Pag-IBIG)
  9. Employees
  10. Payroll calendar and approval chains