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PeopleHR
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.
40 articles
Adding a new employee to the system using the New hire formLearn how to use and edit the default hire form
New hire forms: Streamline your employee creation processLearn how to create employees using the "New hire" form and customize the form according to your company's specific needs and requirements.
Preboarding form: Creating 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.
Custom fields: Tailoring your employee data to fit your needsLearn 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
Leave policiesLearn how to create and configure different types of the leave policies, and how to assign these policies to employees
Adding the accumulative and non-accumulative policyLearn how to add and set up the accumulative and non-accumulative policy
How to balance the amount of the leave days of the employees?Learn how to balance the amount of the leave days of the employees
How to delete demo data and add new leave types?Learn how to delete demo data and add new leave types
How to assign the policy to employees?Learn how to assign the policy to an employee
Configuring approval of leave requests in policies: best practices and examples
How to recalculate the leave policy?Learn how to recalculate the leave policies
Balance rounding methods: Tailoring precision for display
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.
Workflows: Automate your Onboarding process with workflowsLearn how to create and integrate Onboarding workflows to the New hire and Preboarding forms
Workflows: How to generate payslips in PeopleForceLearn how to set up a workflow to automize the payslips delivery to the employees every month