Setup

Do I have the Authorisation Workflow license?

Written by Sarah Mills
Updated over a week ago

Localization / Languages

Set up the default language you wish the system to be displayed in and also set up your own language preference.

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

Activate/Deactivate SSO For Specific Employees

Specify who should log in through Single Sign On, per employee record

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 chart

Written by Jason Sturman
Updated over a week ago

First Time Login Essentials

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

Written by Jason Sturman
Updated over a week ago

People® Overview - Admin

A broad look at People® and it's capabilities

Written by Jason Sturman
Updated over a week ago

"Let's Go' Video

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

Written by Jason Sturman
Updated over a week ago

People® Overview - Manager

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

Written by Jason Sturman
Updated over a week ago

People® Overview - Employee

Induction Video

Written by Jason Sturman
Updated over a week ago

Access Identity 2FA

How to set up 2FA and FAQs

Written by Sarah Mills
Updated this week

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

Authorisations

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

Written by Sarah Mills
Updated over a week ago

Creating a Test Employee/Manager

Test People® functions on a test 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 today

Dashboard - Overview

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

Written by Jason Sturman
Updated today

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 Sarah Mills
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 Sarah Mills
Updated over a week ago

System Backup

Details of the People® backup procedure

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

Timesheet/Assignment Project Settings

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

Written by Sarah Mills
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 Sarah Mills
Updated over a week ago

Two Factor Authentication (2FA)

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