Use this checklist to confirm your Core HR system is properly configured and ready to support employee management, benefits administration, compliance reporting, and automated workflows.

Confirm Administrator Access

• Identify primary Core HR administrators
• Confirm administrator permissions are assigned
• Review user roles and security access
• Add additional HR or payroll administrators if needed

Restrict administrative access to users responsible for maintaining employee records and system configuration.

Review Company Setup

• Verify company profile information
• Confirm organizational structure (locations, departments, divisions)
• Review employment statuses and job classifications
• Confirm pay groups or employment categories if applicable

Accurate company structure improves reporting and data consistency across modules.

Review Employee Data Fields

• Confirm required employee demographic fields
• Review job and position fields
• Validate employee status categories (Active, Leave, Terminated, etc.)
• Ensure required compliance fields are captured

Consistent employee data ensures accurate benefits eligibility and ACA tracking.

Configure User Permissions

• Review administrator roles and permissions
• Configure HR user access
• Assign manager-level permissions if applicable
• Confirm employee self-service access settings

Define access levels carefully to maintain data security.

Review Benefits Configuration

• Verify benefit plan setup
• Confirm eligibility rules
• Review employee contribution settings
• Validate plan effective dates
• Confirm enrollment periods and rules

Accurate eligibility and contribution rules prevent enrollment errors during open enrollment or new hire enrollment.

Confirm ACA Tracking Setup

• Verify ACA measurement and stability periods
• Confirm employee eligibility tracking rules
• Review full-time status calculation settings
• Validate required employee data for ACA reporting

Ensure hours tracking and employment status updates are accurate to support ACA compliance.

Review Workflow Automation

• Identify processes that should trigger workflows
• Review existing workflow templates
• Configure approval chains if needed
• Assign responsible users for workflow tasks
• Test notification emails and reminders

Workflows help automate HR processes such as employee changes, approvals, and compliance tasks.

Test Key Processes

• Create or update a test employee record
• Run a sample employee change workflow
• Verify benefit eligibility triggers correctly
• Confirm ACA tracking captures employee status correctly

Testing ensures processes function correctly before relying on them in daily operations.

Train HR and Administrative Users

• Review employee profile management
• Demonstrate employee updates and status changes
• Show how to trigger workflows
• Review benefits enrollment management

Consistent HR processes improve data accuracy and system adoption.

Prepare for Ongoing Administration

• Establish internal processes for employee updates
• Schedule regular data audits
• Review reporting and analytics tools
• Attend Arcoro Learning training sessions for advanced features

Congratulations!

Your Core HR system is now configured to support employee data management, benefits administration, compliance tracking, and workflow automation.