Access PeopleHR

Do I have the Authorisation Workflow license?

New Starter Tasks

Uploading an employee photo to your record

Upload employee photo

Creating an employee record and calculating their entitlement

New Starter Wizard (Add New Employee)

Build multi-authorisation workflows for any request type

Multi-Authorisation Workflows

(Admin Only) Set up default holiday settings per location

Default Holiday Settings

(Admin Only) What you'll find in the licenses tab

Settings - Licenses

(Admin Only) Set up your People and make your system live.

Ready To Go Live?

Uploading a number of employee photos in bulk

Employee Photo Bulk Upload

(Admin only) Set a specific duration in which users will have to reset their password.

Company Password Settings

(Admin Only) Learn how to set up PTO / accrual rules for your employees.

Configure Your PTO Policy and Accrual Rules

Can a managers view Salary, Date of birth, Contact details etc.?

Employee/Manager Settings

(Admin Only) Adding/editing options from drop down lists - ex. Company, Location, Department, Job role.

Managed Lists / Drop Downs

Upload a Company Logo

How to edit company planner access for users

Company Planner - Who Can View What?

(Admin Only) How Staff Turnover is calculated on the dashboard

Dashboard - Staff Turnover

Giving edited access rights to the Settings area for a specific location.

Proxy Access to System Settings

Watch a quick video showing what an employee sees when they login

(Video) What the employee screen look like

Organisation Chart

Sarah Mills

Edward Dixon

Gareth Moss

Setup

A video guide to logging in to People® for the first time

First Time Login Essentials

A broad look at People® and it's capabilities

People® Overview - Admin

If you missed the 'Lets Go' Video when logging in, check it out here

"Let's Go' Video

A video overview of the profile a manager will have access to.

People® Overview - Manager

People® Overview - Employee

Induction Videos

Access Identity 2FA

This article will help you to ensure your employees are providing you with correct bank details

Bank Account Validation

An overview of the authorisations tab for administrators, managers and employees

Authorisations

Test People® functions on a test employee or manager

Creating a Test Employee/Manager

Here is a video overview of the dashboard from an employees perspective

Dashboard - Employee Overview

A walkthrough of the dashboard from an administrators, and employee perspective - and calculations

Dashboard - Overview

As part of your implementation we offer a complimentary data load - see the files included in this article for more details

Data Load Instructions

Edit employees access to People® functions

Edit / Elevate Access Rights

Learn the dimensions and our recommendations to use when uploading an employee photo to People®

Employee Photo Best Practice

Set a reminder to alert the manager before a booked holiday if it is still pending.

Holiday reminder email

System Backup

A walkthrough of how to active/deactivate self service, and send welcome emails

Self Service and the Welcome Email

Setting up approvals and set parameters for the Assignment Project, Task and Detail types.

Timesheet/Assignment Project Settings

Add two new fields in the personal tab to specify any additional information.

User defined fields (Analysis Codes)

Set up a validation for entering company National insurance or Social Security Number.

Validating Company NI/SSN

Details for whitelisting our address when People® emails are in your spam folder or not arriving