All Collections
Core HR
In this collection, you will find instructions on how to centralize all your HR data in one place, providing visibility and accessibility within the company.
61 articles
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
Configuring leave policies: best practices and examples
Configuring approval of leave requests in policies: best practices and examples
Balance rounding methods
Workflows
In this collection, you'll find a comprehensive guide to initiating workflows effectively, streamlining processes, and automating tasks to boost efficiency across your organization.
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