Core HR | PeopleForce help center

Core HR

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

75 articles

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

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 PeopleForce_{2 articles}

Preboarding form_{3 articles}

Self-service request forms_{2 articles}

People data 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

Leave policies

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

Best practices_{2 articles}

People 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

Work pattern

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

Compensation

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.

Terminate the employee

Create termination types and reasonsLearn how to create termination types and reasons

Terminate the employeeLearn how to terminate the employee, edit the termination data or how to activate the employee after termination

Knowledge base managment

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

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

Assets importBrief instructions on how to properly import assets into the system

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.

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