Core HR
Streamline essential processes and centralise HR data for seamless company operations.
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
- Create holiday policy and assign it to the locationLearn how to create holiday policy and assign it to the location
- Company‑wide Holidays and Workdays Calendar
- How to customise the overview widget in personal profiles
- Create a pollLearn how to create and publish a poll
- Post an announcementLearn how to schedule and post announcement
Forms
Tailor forms to meet your unique company needs
- New hire formCreate a New hire form to add an employee to PeopleForce2 articles
- Preboarding formLearn how to customize your Preboarding process with step-by-step guidance.4 articles
- Self-service request formsLearn how to set up the employee self-service forms3 articles
- People data change request formLearn how to set up the employee change request3 articles
- Custom formLearn how to create custom request forms for your company unique needs1 article
- Termination formLearn how to create termination forms for your company unique needs1 article
- 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
- Assign the policyLearn how to assign the policy to an employee
- 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
- Enable the leave based on total work experience
- Future leave balance
- 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 people fieldsLearn how to create custom tables in the employee profile
- Add custom columns for Position and Work status tables
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
- Split and distribute PDF filesLearn how to upload multiple PDF files, split and automatch them with 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
Tasks
This collection contains information about settings and managing tasks
The basics
This collection contains information about some basic actions on the platform.
- Help your people log in to PeopleForceLearn how to send invitation to your employees or reset the password for them
- 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
Core HR reports
Use reports to take control of your company's progress through timely, automated analysis and reporting.
Roles and permissions
Learn how to configure permissions within the CoreHR product
