Setup
Get your People software up and running
41 articles
E+1Written by Sarah Mills, Josh Kirwan, Edward Dixon and 1 other


Do I have the Authorisation Workflow license?

Written by Sarah Mills. Updated over a week ago
New Starter Tasks
Create your new starter checklist
Written by Sarah Mills. Updated over a week ago
Upload employee photo
Uploading an employee photo to your record
Written by Sarah Mills. Updated over a week ago
New Starter Wizard (Add New Employee)
Creating an employee record and calculating their entitlement
Written by Sarah Mills. Updated over a week ago
Multi-Authorisation Workflows
Build multi-authorisation workflows for any request type
Written by Sarah Mills. Updated over a week ago
Default Holiday Settings
(Admin Only) Set up default holiday settings per location
Written by Sarah Mills. Updated over a week ago
Settings - Licenses
(Admin Only) What you'll find in the licenses tab
Written by Sarah Mills. Updated over a week ago
Ready To Go Live?
(Admin Only) Set up your People and make your system live.
Written by Sarah Mills. Updated over a week ago
Employee Photo Bulk Upload
Uploading a number of employee photos in bulk
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.
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.
Written by Sarah Mills. Updated over a week ago
Employee/Manager Settings
Can a managers view Salary, Date of birth, Contact details etc.?
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.
Written by Sarah Mills. Updated over a week ago
Upload a Company Logo
Company Settings
Written by Sarah Mills. Updated over a week ago
Company Planner - Who Can View What?
How to edit company planner access for users
Written by Sarah Mills. Updated over a week ago
Dashboard - Staff Turnover
(Admin Only) How Staff Turnover is calculated on the dashboard
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.
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
Written by Sarah Mills. Updated over a week ago
Organisation Chart
How to view, and filter the org chartE
Written by Edward Dixon. Updated over a week ago