---
title: "Managing Local HRs"
slug: "managing-local-hrs"
tags: ["IT Pro"]
updated: 2023-07-13T09:19:24Z
published: 2023-07-13T09:19:24Z
canonical: "help.lanteria.com/managing-local-hrs"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.lanteria.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Local HRs

Go to **Settings >** **Settings and Configuration** > **System Settings** > **Roles and Permissions** and click **Edit** next to **Local HRs** setting name. ![](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/img564(1).png)

You can create a new local HR directly in the spreadsheet view![](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/img565.png)or use the new item button and fill in the form that appears.![](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/img566(3).png)

1. Enter the name of the area under the local HR's responsibility into the **Title** field.
2. Select the employee who will perform the role from the drop-down list in the **Employee** field.
3. The **Companies**, **Countries**, **Locations** and **Org Units** fields act as filters for initial selection of employees whom this local HR will manage. If all these fields are left blank, all employees will be selected.
4. Select the necessary job roles in the **Except Job Roles** field to exclude certain job roles from selection. Please note that this filter cannot be applied if all initial filters (Companies, Countries, Locations, Org Units) are left blank.
5. Select the **Exact Match for Employees** check box if you need to grant Local HR access only to employees who fit all the criteria. If the box is cleared, all employees who meet at least one criterion will be included into selection. This setting will be applied when the employees or employee information is to be displayed to Local HR (Employee Chart, employee absences and so on).
6. Select the **Exact Match for Org Units** check box if you need to grant Local HR access only to org units that fit all the criteria. If the box is cleared, all the org units that meet at least one criterion will be included into selection. This setting will be applied when the org units or org unit information is to be displayed to the Local HR (Org Structure, org unit goals, and so on).
7. Select the necessary Lanteria HR functional role from the drop-down list in the **Role** field. It can also be used  if you need specific restrictions on access to system modules for local custom roles, such as Local Training Manager, Local Recruiting Manager, etc.

After a new local HR has been created, the role will automatically become available either immediately or after the corresponding system job runs, depending on the **Sync LocalHR Employees** setting. ![](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/img567(1).png)

To view or change the Local HR Employees synchronization mode, go to **Settings** > **Settings and Configuration** > **General** > **Company Settings** and see the **Sync LocalHR Employees** setting on the **Development** tab.![](https://cdn.document360.io/c315c68d-2799-4fcc-9a39-084315b58f14/Images/Documentation/img568(2).png)If it is set to **Immediately**, then the data is synchronized runtime and the role becomes available to the employee right after creation, if it is set to **Scheduled**, then the synchronization is done by a system job and you either have to wait for it to run or run it manually from **Settings** > **Settings and Configuration** > **System Settings** > **System Jobs**.

To change the local HR synchronization mode, select the necessary option and click the **Apply Changes** button.

You can adapt the system modules, menu sections and menu items that the local HR can access to your specific needs by using [**Permissions Editor**](/v1/docs/permissions-editor), [**Menu Sections**](/v1/docs/menu-sections) and [Menu Items](/v1/docs/menu-items) settings.

## Related

- [Local HR](/local-hr.md)