Chapter 3: Setup and Configuration of People Management Before the People Management module can be fully used, it must be properly configured to align with the company’s policies and structure. This setup phase ensures that the Organisation Structure, access permissions, and data fields are tailored to meet business needs. This chapter covers the essential steps for configuring the module, including setting up user roles, defining reporting lines, and customising data fields to capture relevant employee information. It also provides guidance on integration with other modules, such as Organisation Structure, Learning Management, and Performance Management, to create a seamless experience. Proper setup is crucial for ensuring that the People Management module functions effectively. By following best practices, companies can streamline processes, maintain data accuracy, and optimise HR operations. Prerequisites for this Module The  People Management  module is essential for setting up other modules in the system. Therefore, the only prerequisite for the  People Management  module is to configure the email server if the default Signify email server is not used for notifications. This is explained in the  Ruleset Setup guide. People Management Implementation Guide People Management is a system that contains profiles of all individuals within an organisation. Each person has a unique profile that can be updated and managed as needed. Users can view others' profiles within their team, department, and the entire company, as well as update their own profile. People Management also allows users, such as administrators, to have elevated rights to perform their daily tasks effectively. Additionally, People Group access enables the management of individuals within a designated group. The following section provides a step-by-step outline for implementing People Management . Step 1: Update the Master Data Library The  Master Data Library serves as the foundational control layer for all standardised organisational data used across the system. Its purpose is to ensure that key reference data are centrally defined, consistently applied, and tightly governed. Default values have been added to the Master Data Library , which can be used in People Management. Master data types with defaults include: Asset Items Asset Types   Citizen ship   Disabilities   Genders   Home Languages Initials   Marital Statuses   Permit  Types   Races   Relationships   Titles   User File Categories Click here for details on how to update the  Master Data Library . Step 2: Manage the People Management fields Data fields linked to  People Management  can be activated/deactivated as required. To configure these fields, we will use the  Product Setup  functionality of  People Management . Click the  gear icon  to access the  Setup and Configuration  menu. Click  Product Setup  in the drop-down menu.  Find the  People Management  product card and click on it. Click  Activate  to ensure the product is active on the system. Click  Product Setup  to configure the module. Let us look at each section individually. Particulars Usernames can be auto-generated with predetermined prefixes. A default password can be configured for use when creating new users. Fields   can be marked as: Required Viewable and/or editable by Administrators Viewable and/or editable by users when doing self-service. Biographical A unique feature is the validation of ID numbers in the system, which can be activated/deactivated using the drop-down menu. Fields   can be marked as: Required Viewable and/or editable by Administrators Viewable and/or editable by users when doing self-service. Contact Details and Social Contact Details Fields   can be marked as: Required Viewable and/or editable by Administrators Viewable and/or editable by users when doing self-service. Employment History at Previous Companies and Appointment History at Current Company Fields   can be marked as: Required Viewable and/or editable by Administrators Viewable and/or editable by users when doing self-service. User Assets  Fields   can be marked as: Required Viewable and/or editable by Administrators Viewable and/or editable by users when doing self-service. Additional Sections Fields   can be marked as: Required Viewable and/or editable by Administrators Viewable and/or editable by users when doing self-service. Reporting Lines Fields   can be marked as: Required Viewable and/or editable by Administrators Viewable and/or editable by users when doing self-service. Step 3: Create People Groups A target audience, or a  People Group , can be created to identify users based on specific criteria. For a detailed guide to creating people groups, click here . Step 4: Create People Groups Roles People Group Roles come with specific permissions that can be assigned to individuals. These permissions allow a person in this role to manage specific aspects of a group. For a detailed guide to creating people group roles, click  here . Success! Congratulations! You have successfully implemented the People Management module. For more details on how to use the module, view the next chapter: Chapter 4: Using the People Management module .