Setup

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

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

(Video) Setup public holidays for your locations

Learn how to add and assign additional public holiday tables for additional locations.

Written by Sat Sindhar
Updated over a week ago

(Video) Change date format base currency

Setup your own date format to use and base currency.

Written by Sat Sindhar
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

Organisation Chart

How to view, and filter the org chart

Written by Jason Sturman
Updated over a week ago

(Video) Stop welcome emails

Deactivate self service to stop employees getting emails while you setup your People system.

Written by Sat Sindhar
Updated over a week ago

(Video) What the employee login screens look like

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

Written by Sat Sindhar
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

Advanced Document Loader Using CSV File

Download and learn how to run the advanced document loader

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

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

Basic People Settings

This article outlines settings

Written by Jason Sturman
Updated over a week ago

Creating a Test Employee/Manager

Test People® functions on a fake 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 over a week ago

Dashboard - Overview

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

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

Written by Gareth Davis
Updated yesterday

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