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Setup

Get your People software up and running

41 articles
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Written by Sarah Mills, Josh Kirwan, Edward Dixon and 1 other

Do I have the Authorisation Workflow license?

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Written by Sarah Mills. Updated over a week ago

New Starter Tasks

Create your new starter checklist
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Written by Sarah Mills. Updated over a week ago

Upload employee photo

Uploading an employee photo to your record
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Written by Sarah Mills. Updated over a week ago

New Starter Wizard (Add New Employee)

Creating an employee record and calculating their entitlement
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Written by Sarah Mills. Updated over a week ago

Multi-Authorisation Workflows

Build multi-authorisation workflows for any request type
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Written by Sarah Mills. Updated over a week ago

Default Holiday Settings

(Admin Only) Set up default holiday settings per location
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Written by Sarah Mills. Updated over a week ago

Settings - Licenses

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

Employee Photo Bulk Upload

Uploading a number of employee photos in bulk
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Written by Sarah Mills. Updated over a week ago

Company Password Settings

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

Employee/Manager Settings

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

Upload a Company Logo

Company Settings
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Written by Sarah Mills. 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 Sarah Mills. 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

Proxy Access to System Settings

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

(Video) What the employee screen look like

Watch a quick video showing what an employee sees when they login
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Written by Sarah Mills. Updated over a week ago

Organisation Chart

How to view, and filter the org chart
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Written by Edward Dixon. Updated over a week ago

Induction Videos

5 articles
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Written by Edward Dixon

Setup

17 articles
Sarah Mills avatarEGareth Davis avatar
Written by Sarah Mills, Edward Dixon and Gareth Davis