Core HR | PeopleForce help center

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.

55 articles

New hire form

Add a new employee to the system using the New hire formLearn how to use and edit the default hire form

Set up New hire formLearn how to create employees using the "New hire" form and customize the form according to your company's specific needs and requirements.

Preboarding form

Set up a customized preboarding experience for every employeeLearn how to customize your Preboarding process with step-by-step guidance.

Setting up automatic delivery of the Preboarding form to employeesLearn how to set up automatic sending of the Preboarding form to a new employee.

Probation policy

How to 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, 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

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

Employee change request form

Setting up employee change request forms: A step-by-step guide for administratorsLearn how to set up the employee change request

A comprehensive guide to employee change requests for managers

Approving or rejecting an employee change requestLearn how to approve or reject the request in the system

Self-service request forms

Setting up employee self-service forms: A step-by-step guide for administrators

A comprehensive guide to self-service change requests for employees

Approving or rejecting a self-service change requestLearn how to approve or reject the request in the system

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.

Mood tracking

How to set up mood tracking in your system?Learn how to set up mood tracking in your system

How to track the dynamics of mood in the company?Learn how to monitor the dynamics of mood of the team or organization through reports

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

Assets. Adding and assigning 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

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.

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

Webhooks

Getting started with webhooks

Exploring PeopleForce webhooks

Employee directory & org chart