PeopleForce

Import employees, candidates, leave requests, and assets to streamline data management in a single system.

Import

A quick manual on how to import leave requests into the system.

Leave requests import

Department levels import

A quick manual on how to import leave adjustment into the system.

Leave adjustments import

Brief instructions on how to properly import assets into the system

Assets import

A quick guide how to assign skills to people

Bulk skill assignment

Learn how to import skills into the system

Skills import

Brief instructions on how to properly terminate people in bulk

Bulk terminate people

Import for base compensation and additional compensation history

Learn how bulk-populate custom tables in employee profiles with your people data

Import for custom fields

Job profiles import

Import for position history

Work status history import

All imports related to the Core HR product

Core HR

Learn how to fill on all the system fields in the import template

Fill in the system fields in the import template

Learn how to add and fill in custom fields to import additional data about employees

Add custom fields for people data import into the system and import file

Learn how to import all employee date into the system

Import employees into the system

Update people profiles

Review import history

People import

A quick manual on how to import candidates into the system.

Import the candidates into the system

A quick manual on how to import candidate notes into the system

Candidate notes import

Import for assigning candidates to the pipeline stages

Create or update vacancies and assign pipelines

Vacancies import

All imports related to the Recruit product

Recruit

Import new Objectives and Key results or update existing data

All imports related to the Perform product

Perform

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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