Peopleforce is an HRM system for your business with highly developed features and tools. In this article, we'll tell you how to properly prepare and configure the system for use according to your company's requirements.
After general and core settings, we recommend moving on to the PeopleHR module settings. To do this, go to ''Settings > PeopleHR.'' This section includes settings for leave policy, work patterns, compensation, onboarding, offboarding, probation policies, termination reasons and types, employee fields, asset categories and documents.
In the "Leave Policies" tab, you can easily create all the leave types used in your company. To get started, click the "Add leave type" button, fill in the Name field, and specify the tracking time in days or hours. Finally, save the data you've entered to set up your leave policies.
Important: When creating leave types in the system, it is crucial to specify whether they will be counted in hours or days, and this setting can only be defined during the initial creation of the type.
More information about the leave policies you can read in this article.
When you navigate to the Work patterns tab, you'll find the default standard schedule already set - 40 hours per week, 8 hours per day on weekdays. To create a new work schedule, click the "Add" button, or you can edit an existing one.
Want to know how to add a new work schedule and assign it to employees? Follow this link for more information!
To add various types of compensation paid to your company's employees, navigate to the ''Compensation -> Compensation types'' tab and click the "Add" button in the upper right corner. In the opened window, simply fill in the Name field and save the new type of compensation.
In the ''Payment schedules'' tab, you have the flexibility to add different types of payment schedules according to your company's policy. These schedules can include options such as monthly, bi-weekly, etc.
A probation period is a crucial phase for evaluating a new employee's suitability for a job, and in the PeopleForce system, you can easily create, edit, and delete various probation policies by navigating to "Settings > PeopleHR Probation Policies > Add button," where you can specify the policy name and its duration before saving the details.
In the employee card, go to the Job tab > Employment section, add the employment status. In the opened window, fill in the required information and save it.
Everything about creating probation policies can be found at this link.
Termination reasons and types
To add termination reasons, follow these steps: Go to the "Settings > Termination reasons > Add" button. In the window that appears, fill in the Name field and save it. When you terminate an employee, you can specify the reason for termination by selecting it from the drop-down list.
To add Termination types, follow these steps: Go to the "Settings" tab > section "People HR" > "Termination Types" > "Add" button.
You can read more about the employee termination process here.
Employee fields are essential pieces of information displayed on each employee's page. You have the flexibility to edit or disable existing fields, as well as add custom fields according to your specific requirements. These fields can cover a wide range of information, such as personal details, contacts, social networks, education, and more.
Learn how to create your own fields for employees and their types in this article.
Asset categories are classifications for grouping assets with similar characteristics, such as laptops, phones, tablets, headsets, monitors, etc. To fill in the categories, navigate to "Settings > Asset Categories" and click on the "Add" button in the upper right corner.
Done 😃 At this stage, we recommend that you proceed to setting up permissions before granting employees access to the system. You can find all the necessary information by following the link.