# Organizational parameters

> Company-wide rules — reporting structure mode, investment declaration windows, payslip formats, profile editing, team lists, module access, automatic approvals and miscellaneous settings.

Source: https://intelliob.com/docs/accord/ehr-portal-management/organizational-parameters

**Set Organizational Parameters** holds the rules that shape how Accord behaves for everyone. Open **eHR Portal Management → Configure General Settings → Set Organizational Parameters**.

![Set Organizational Parameters](https://intelliob.com/docs-assets/accord/ehr-portal-management/09-organizational-parameters.webp)
*Set Organizational Parameters*

Each section has its own save button — save one section before moving to the next.

| Section | What you set | Save with |
|---|---|---|
| **Reporting Structure** | **Common** (one reporting structure across all companies) or **Company Specific**. | **Save Reporting Structure** |
| **Investment Options** | The months in which employees can submit assumed (projected) investments, until when they're considered, and from when actual declarations apply. | **Save Investment Options** |
| **Set Payslip Formats** | Which payslip views employees get — for example **Compact (Year-To-Date)** and **Income Statement** — and whether the compact payslip shows abbreviations. | **Save Report Options** |
| **Personal File Access** | Which My Profile sections employees can edit, and whether team leads can see team members' salary structure. | **Save Personal File Access** |
| **Knowledge Center Policies** | How many recent documents appear in Recent Documents. | **Save Knowledge Center Policies** |
| **Team List Options** | Which team-list views are available (Regularize Attendance, Mark Leave, Leave History, Team List Report). | **Save Team List Options** |
| **Module Access** | Which modules all users can access. | **Save Module Access** |
| **Automatic Approvals** | Request types that are approved automatically, without a manager. | **Save Auto Approvals** |

> **Warning:** Automatic approval skips managers entirely for that request type. Use it only for low-risk requests.

## Miscellaneous settings

Under **Other Configurations**, select **Miscellaneous Settings** for finer rules, including:

- Show the half-day option on leave requests.
- Allow back-dated leave from Self Service, per leave type (after approval only leave balances change; payslips are not affected).
- Make timesheet comments mandatory.
- Leave combination rules — for example *Cannot apply Casual Leave with Sick Leave*.
- Allow sick leave for future dates; hide the leave cancel option.
- Time-based outdoor duty.
- **Show All Team Attendance** or **Show Team Members Attendance** for managers.
- **Maximum advance in a year** and **Maximum Installment month's for Advance**.
- Compensatory off restrictions.

Select **Save Settings** when you're done.