Employee Profile

Discover how to maintain employee's profiles

Joe Sutcliffe avatar Abbi Melville avatar Jason Sturman avatar +1
24 articles in this collection
Written by Joe Sutcliffe, Abbi Melville, and Jason Sturman and 1 other

Management Walkthrough PDF

Read and download the PDF Management Walkthrough
Joe Sutcliffe avatar
Written by Joe Sutcliffe
Updated over a week ago

Planner - Delete a Holiday

How to delete a holiday on the planner.
Abbi Melville avatar
Written by Abbi Melville
Updated over a week ago

Employee Walkthrough PDF

Read and download our PDF employee walkthrough
Joe Sutcliffe avatar
Written by Joe Sutcliffe
Updated over a week ago

What Happens If I Delete An Employee Record?

(Admin Only) Complying with GDPR regulations and Auditing on deleted records.
Abbi Melville avatar
Written by Abbi Melville
Updated over a week ago

Add Training to an Employees Record

Enter training into an employees logbook
Jason Sturman avatar
Written by Jason Sturman
Updated over a week ago

Amend an employee

Learn how to edit the details within an employee record
Sat Sindhar avatar
Written by Sat Sindhar
Updated over a week ago

Amend employee details

How to select an employee and change their details.
Sat Sindhar avatar
Written by Sat Sindhar
Updated over a week ago

Timesheets (with/without virtual clock)

How to add a timesheet
Abbi Melville avatar
Written by Abbi Melville
Updated over a week ago

(Video) How to access my planner

Access your own planner to cancel holidays and book other events.
Sat Sindhar avatar
Written by Sat Sindhar
Updated over a week ago

Additional Reports To

Learn how to report an employee to more than one manager so they can access the record and receive holiday requests
Sat Sindhar avatar
Written by Sat Sindhar
Updated over a week ago

Training Matrix

A quick look at the training matrix and what the colours mean on the heat map
Jason Sturman avatar
Written by Jason Sturman
Updated over a week ago

Locate Leaver Record / Rehire a Leaver

Access and reactivate a leaver's record
Abbi Melville avatar
Written by Abbi Melville
Updated over a week ago

Reassigning Admin Status

Remove administrator status or reassign notifications to another administrator
Jason Sturman avatar
Written by Jason Sturman
Updated over a week ago

Amend Contact Details

Add, or edit your own, or an employees personal details.
Jason Sturman avatar
Written by Jason Sturman
Updated over a week ago

Flexible Benefits

Set up benefits for your employees, such as childcare, a pension scheme, or medical cover
Jason Sturman avatar
Written by Jason Sturman
Updated over a week ago

Cases

Two videos showing how to create and how to view a case. Cases can be used to record disciplinary action, grievances or suspensions, etc
Jason Sturman avatar
Written by Jason Sturman
Updated over a week ago

Delete an Employee

How to remove an employee from your People® system
Jason Sturman avatar
Written by Jason Sturman
Updated over a week ago

Viewing and Editing Personal Information

How to view an employees personal information as an administrator, or your own personal information as an employee
Jason Sturman avatar
Written by Jason Sturman
Updated over a week ago

Leaver Wizard

How to mark an employee as leaving, calculate remaining holiday and retrieve benefits, etc
Jason Sturman avatar
Written by Jason Sturman
Updated this week

Searching for an Employee

How to find an employee in People®
Jason Sturman avatar
Written by Jason Sturman
Updated over a week ago

Change who an Employee Reports To

Video & details on how to change who an employee reports to
Jason Sturman avatar
Written by Jason Sturman
Updated over a week ago

Add/Amend Employee Salary

Add, or amend an employees salary in their personal record
Jason Sturman avatar
Written by Jason Sturman
Updated over a week ago

Record a right to work expiry date

How to set VISA/Passport and other right to work details along with an expiry date and be reminded before the date expires.
Sat Sindhar avatar
Written by Sat Sindhar
Updated over a week ago

How to give administrator status to an employee

How to elevate security for an employee.
Sat Sindhar avatar
Written by Sat Sindhar
Updated over a week ago