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Core HR

Core HR

Streamline essential processes and centralise HR data for seamless company operations.

74 articles

Self-implementation plan

This collection outlines a step-by-step implementation plan for administrators to follow when setting up the system.

Part 1: Getting started with PeopleForce, initial set upLearn how to set up your PeopleForce account

Part 2: Automate your company workflows, import assets, and otherLearn how to set up your PeopleForce account

Part 3: Invite employees to the system, launching PeopleForceLearn how to invite employees to the system

General settingsThis collection provides instructions on the self-implementation of Core HR module, guiding you through the setup process before you start using all its functions._{5 articles}

The basicsThis collection contains information about some basic actions on the platform._{6 articles}

Tailor forms to meet your unique company needs

New hire formCreate a New hire form to add an employee to PeopleForce_{2 articles}

Preboarding form_{3 articles}

Self-service request forms_{2 articles}

Employee change request form_{3 articles}

Probation policy

Create a probation period and assign it to an employeeLearn how to add a probation policy and assign the created policy to employees

Configuring approval of leave requests in policies: best practices and examples

Configuring leave policies: best practices and examples

Deleting demo data and adding the leave typesLearn how to delete demo data and add new leave types

Configuring leave policiesLearn how to create and configure different types of the leave policies, and how to assign these policies to employees

Policy assignmentLearn how to assign the policy to an employee

How to recalculate the leave policyLearn how to recalculate the leave policies

How to balance the amount of the leave days of the employeesLearn how to balance the amount of the leave days of the employees

Balance rounding methods

Configure auto-approval for leaves on demand in the leave policy settings

Employee fields and tables

How to create custom fieldsLearn how to set up profile fields

How to use location picker for employee custom fieldsLearn how to assign specific locations to the employee custom fields

How to add custom tables for employee fieldsLearn how to create custom tables in the employee profile

How to add a work pattern and assign it to an employeeLearn how to add a work pattern and assign it to an employee

Creating and assigning pay schedulesLearn how to create a pay schedule and add it to an employee's card

Exploring additional compensations: Types and examples in companiesLearn how to create types of compensations that are used specifically in your company.

Employee termination

Termination types and reasonsLearn how to create termination types and reasons

The process of employee terminationLearn how to terminate the employee, edit the termination data or how to activate the employee after termination

Assets management

Add and assign assetsLearn how to add assets to the system and assign them to employees

Custom fields for assetsLearn how to create the assets field and use them to monitor extra details about company assets

In this collection, you'll find a comprehensive guide to initiating workflows effectively, streamlining processes, and automating tasks to boost efficiency across your organization.

Get started with the workflows for Standard package_{10 articles}

Get started with workflows for Professional package_{3 articles}

Document management

Managing documentsLearn how to manage the company documents

How to generate a document in the employee profileLearn how to create document templates using placeholders and generate them in an employee's profile.

Bulk upload and assign multiple employees for documentsLearn how to bulk upload and distribute documents to the multiple employees

Automatch documents with employeesLearn how to enable automatching and automatch your uploaded documents with your employees

Bulk actions for documents: Mass download, delete, request eSignatures, and send remindersLearn how to bulk download, delete, request eSignature and send reminders to sign documents

Split and distribute PDF filesLearn how to upload multiple PDF files, split and automatch them with employees

eSignature_{4 articles}

Employee creation

How to create an employee in the systemLearn how to create a new employee profile and send a welcome letter to a newcomer

How to rehire an employee or revert the terminationLearn how to rehire the employee in two methods

Employee directory & org chart

Employee directoryLearn how to efficiently access, manage, and utilize the people list

Explore your company's organizational chartLearn how to effectively utilize the org chart

Create categories and add articlesLearn how to create categories and add articles to them

Set up alertsLearn how to set up notifications for important events in your company

Announcements and polls

Announcements and pollsLearn how to publish and manage announcements and polls in your company