Setup

Get your People software up and running

Sat Sindhar avatar Josh Kirwan avatar Gareth Davis avatar +2
43 articles in this collection
Written by Sat Sindhar, Josh Kirwan, Gareth Davis and 2 others

Do I have the Authorisation Workflow license?

Sarah Mills avatar
Written by Sarah Mills
Updated over a week ago

New Starter Tasks

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

Upload employee photo

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

New Starter Wizard (Add New Employee)

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

Multi-Authorisation Workflows

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

Default Holiday Settings

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

Settings - Licenses

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

Ready To Go Live?

(Admin Only) Set up your People and make your system live.
Sarah Mills avatar
Written by Sarah Mills
Updated over a week ago

Employee Photo Bulk Upload

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

Employee/Manager Settings

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

Upload a Company Logo

Company Settings
Sarah Mills avatar
Written by Sarah Mills
Updated over a week ago

Company Planner - Who Can View What?

How to edit company planner access for users
Sarah Mills avatar
Written by Sarah Mills
Updated over a week ago

Dashboard - Staff Turnover

(Admin Only) How Staff Turnover is calculated on the dashboard
Josh Kirwan avatar
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.
Sarah Mills avatar
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
Sat Sindhar avatar
Written by Sat Sindhar
Updated over a week ago

Organisation Chart

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

Authorisations

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

Creating a Test Employee/Manager

Test People® functions on a test 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 - Overview

A walkthrough of the dashboard from an administrators, and employee perspective - and calculations
Jason Sturman avatar
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
Sarah Mills avatar
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®
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.
Sarah Mills avatar
Written by Sarah Mills
Updated over a week ago

System Backup

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