Setup

Get your People® software up and running

+2
45 articles in this collection
Written by Abbi Melville, Dan Moss, and Sat Sindhar and 2 others

Activate/Deactivate SSO For Specific Employees

Specify who should log in through Single Sign On, per employee record
Written by Abbi Melville
Updated yesterday

Upload a Company Logo

Company Settings
Written by Abbi Melville
Updated over a week ago

Who Can View What in The Company Planner?

How to edit company planner access for users
Written by Abbi Melville
Updated over a week ago

Company Password Settings

Set a specific duration in which users will have to reset their password.
Written by Abbi Melville
Updated over a week ago

Staff Turnover

How Staff Turnover is calculated on the dashboard
Written by Dan Moss
Updated over a week ago

Company Planner - Other Events Reasons

Choose whether employees can view other events reasons on the company planner
Written by Dan Moss
Updated over a week ago

Setup public holidays for your locations

Learn how to add and assign additional public holiday tables for additional locations.
Written by Sat Sindhar
Updated over a week ago

Customise your org chart menu

Use your own custom org chart or switch it off.
Written by Sat Sindhar
Updated over a week ago

Return to work form

Control which absence reasons require return to work forms to be completed by employees and managers.
Written by Sat Sindhar
Updated over a week ago

Managed lists / drop downs

Maintain the values shown in a drop down list.
Written by Sat Sindhar
Updated over a week ago

Organisation Chart

How to view, and filter the org chart
Written by Jason Sturman
Updated over a week ago

Change date format base currency

Setup your own date format to use and base currency.
Written by Sat Sindhar
Updated over a week ago

Proxy Access to System Settings

Giving edited access rights to the Settings area for a specific location.
Written by Abbi Melville
Updated over a week ago

Configure your PTO policy and accrual rules

Learn how to configure and set PTO / accrual rules for your employees.
Written by Sat Sindhar
Updated over a week ago

Stop welcome emails

Deactivate self service to stop employees getting emails while you setup your People system.
Written by Sat Sindhar
Updated over a week ago

Reassign Notifications Admin

Change which Administrator receives important system notifications
Written by Dan Moss
Updated over a week ago

What the employee login screens look like

Watch a quick video showing what an employee sees when they login
Written by Sat Sindhar
Updated over a week ago
Setup

Advanced Document Loader Using CSV File

Download and learn how to run the advanced document loader
Written by Jason Sturman
Updated over a week ago

Authorisations

An overview of the authorisations tab for administrators, managers and employees
Written by Abbi Melville
Updated over a week ago

Bank Account Validation

This article will help you to ensure your employees are providing you with correct bank details
Written by Jason Sturman
Updated over a week ago

Basic People Settings

This article outlines settings
Written by Jason Sturman
Updated over a week ago

Check & Update Holiday Entitlements

Learn how to check and update holiday entitlement via the bulk actions tab or through individual employee records
Written by Jason Sturman
Updated over a week ago

Creating a Test Employee/Manager

Test People® functions on a fake employee or manager
Written by Jason Sturman
Updated over a week ago

Dashboard - Employee Overview

Here is a video overview of the dashboard from an employees perspective
Written by Jason Sturman
Updated over a week ago

Dashboard - An Overview

A walkthrough of the dashboard from an administrators, and employee perspective
Written by Jason Sturman
Updated over a week ago

Data Load Instructions

As part of your implementation we offer a complimentary data load - see the files included in this article for more details
Written by Gareth Davis
Updated over a week ago

Edit / Elevate Access Rights

Edit employees access to People® functions
Written by Abbi Melville
Updated over a week ago

Employee Photo Best Practice

Learn the dimensions and our recommendations to use when uploading an employee photo to People®
Written by Jason Sturman
Updated over a week ago

Holiday reminder email

Set a reminder to alert the manager before a booked holiday if it is still pending.
Written by Abbi Melville
Updated over a week ago

Notifications

Edit notification settings for administrators, managers and employees.
Written by Jason Sturman
Updated over a week ago

Self Service and the Welcome Email

A walkthrough of how to active/deactivate self service, and send welcome emails
Written by Jason Sturman
Updated over a week ago

System Backup

Details of the People® backup procedure
Written by Jason Sturman
Updated over a week ago

Timesheet Data Uploads

This article describes how to download and install timesheet data loader and use it to upload previous clock in and clock out data.
Written by Jason Sturman
Updated over a week ago

Timesheet/Assignment Project Settings

Setting up approvals and set parameters for the Assignment Project, Task and Detail types.
Written by Abbi Melville
Updated over a week ago

User defined fields (Analysis Codes)

Add two new fields in the personal tab to specify any additional information.
Written by Abbi Melville
Updated over a week ago

Two Factor Authentication

Video demonstrating how to set up, activate and use two factor authentication with People®
Written by Jason Sturman
Updated over a week ago

Validating Company NI/SSN

Set up a validation for entering company National insurance or Social Security Number.
Written by Jason Sturman
Updated over a week ago

Whitelist our email server

details for whitelisting our address when People® emails are in your spam folder or not arriving
Written by Jason Sturman
Updated over a week ago

Whitelist Our Email Server Using Office 365

Ensure emails from our server are being sent and received as normal
Written by Jason Sturman
Updated over a week ago