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Core HR
Streamline essential processes and centralise HR data for seamless company operations.
73 articles
Self-implementation
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
The basics
This collection contains information about some basic actions on the platform.
Help your people to log in PeopleForceLearn how to send invitation to your employees or reset the password for them
Post an announcementLearn how to schedule and post announcement
Create a pollLearn how to create and publish a poll
Engage your employees to use PeopleForceIn this guide we will give you some tips and tricks how to engage your employees use PeopleForce
Reset another employee's passwordLearn how to send a password reset email to the employees
General settings
This collection provides instructions on the self-implementation of Core HR module, guiding you through the setup process before you start using all its functions.
Configure company settingsLearn how to configure your company details such as time zone, default languages and others
Set default system languageLearn how to set a default language in the system
Customize your company account with a logo, cover image and action button colorLearn how to add your company logo, home page cover image and allow your employees upload their own cover photos
Enable time-off tracking, assets management, knowledge base and other Core HR featuresLearn how to enable Core HR features across the company
Set up mood-trackingLearn how to set up mood tracking in your system
Forms
Tailor forms to meet your unique company needs
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
Configure auto-approval for leaves on demand in the leave policy settings
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
Split and distribute PDF filesLearn how to upload multiple PDF files, split and automatch them with employees