Setup

Get your People® software up and running

Jason Sturman avatar Abbi Melville avatar Gareth Davis avatar +2
44 articles in this collection
Written by Jason Sturman, Abbi Melville, Gareth Davis and 2 others

New Starter Wizard (Add New Employee)

Creating an employee record and calculating their entitlement
Abbi Melville avatar
Written by Abbi Melville
Updated over a week ago

Default Holiday Settings

(Admin Only) Set up default holiday settings per location
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Written by Abbi Melville
Updated over a week ago

Settings - Licenses

(Admin Only) What you'll find in the licenses tab
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Written by Abbi Melville
Updated over a week ago

Ready To Go Live?

(Admin Only) Set up your People® and make your system live.
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Written by Abbi Melville
Updated over a week ago

Employee Photo Bulk Upload

Uploading a number of employee photos in bulk
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Written by Abbi Melville
Updated over a week ago

Company Password Settings

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

Configure Your PTO Policy and Accrual Rules

(Admin Only) Learn how to set up PTO / accrual rules for your employees.
Abbi Melville avatar
Written by Abbi Melville
Updated over a week ago

Employee/Manager Settings

Can a managers view Salary, Date of birth, Contact details etc.?
Abbi Melville avatar
Written by Abbi Melville
Updated over a week ago

Managed Lists / Drop Downs

(Admin Only) Adding/editing options from drop down lists - ex. Company, Location, Department, Job role.
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Written by Abbi Melville
Updated over a week ago

Activate/Deactivate SSO For Specific Employees

Specify who should log in through Single Sign On, per employee record
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Written by Abbi Melville
Updated over a week ago

Upload a Company Logo

Company Settings
Abbi Melville avatar
Written by Abbi Melville
Updated over a week ago

Company Planner - Who Can View What?

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

Dashboard - Staff Turnover

(Admin Only) How Staff Turnover is calculated on the dashboard
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Written by Josh Kirwan
Updated over a week ago

(Video) Setup public holidays for your locations

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

(Video) Change date format base currency

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

Organisation Chart

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

(Video) Stop welcome emails

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

(Video) What the employee login screens look like

Watch a quick video showing what an employee sees when they login
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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
Jason Sturman avatar
Written by Jason Sturman
Updated over a week ago

Bank Account Validation

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

Authorisations

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

Basic People Settings

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

Creating a Test Employee/Manager

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

Dashboard - Employee Overview

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

Dashboard - An Overview

A walkthrough of the dashboard from an administrators, and employee perspective
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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
Gareth Davis avatar
Written by Gareth Davis
Updated yesterday

Edit / Elevate Access Rights

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

Notifications

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

System Backup

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