Setting Up TriblockHR

If you're configuring TriblockHR for the first time, do it in this order. Each step depends on the ones before it — skipping ahead is the main cause of rework.

Why order matters

TriblockHR is layered. Pay codes need to exist before you can build time-off types; employment levels need to exist before you can set overtime rules; employees need bank accounts and tax IDs before payroll will run clean. Set things up bottom-up and the first pay run almost runs itself. Set them up out of order and you'll be backtracking.

The setup sequence

1. Company foundation. Confirm your payroll country (it picks your tax engine), then build your org structure — divisions, departments, hierarchy — and the employment catalogs: employment levels, work titles, job codes, user statuses. (Company & Organization)
2. Payroll rules. Set overtime thresholds and payslip layout per employment level, create your pay codes (regular, overtime, holiday, leave types) with their tax switches, and build the allowance and deduction catalogs. (Payroll Configuration)
3. Time-off rules. Build leave types, then policies with tenure thresholds, then blackout dates, calendar privacy, and your working week. (Time-Off Configuration, with the full build order in this how-to)
4. Time clock, if you use it. Punch rules, break types, hardware devices, and how imported hours behave. (Time Clock Configuration)
5. Payroll groups. Define who's paid on what frequency. (Payroll Groups)
6. People. Create employees — or bulk-import them — making sure each has compensation, pay frequency, tax identifiers, a time-off policy, and a bank account. (Creating Employees)
7. Approvals and communications. Set up any approval chains, email templates, notifications, and announcements you want before go-live. (Communications)
8. The first pay run. Run it, clear every flag, and parallel-run against your old system for one cycle before going live alone. (Running Your First Pay Run)

Beyond the core

Once payroll is running, the other modules are self-contained — set each up when you need it: Performance, Recognition & Rewards, Learning, Recruitment, Documents, Forms, Invoices, and Revenue Share. Each has its own guide.

New to the words?

If terms like pay code, accrual, or effective date are unfamiliar, the glossary explains the vocabulary in plain language. Worth a five-minute read before you start.