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Setup
Get your People software up and running
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41 articles in this collection
Written by
Josh Kirwan,
Gareth Davis,
Sarah Mills
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 chart
E
Written by
Edward Dixon
Updated over a week ago
Induction Videos
First Time Login Essentials
A video guide to logging in to People® for the first time
E
Written by
Edward Dixon
Updated over a week ago
People® Overview - Admin
A broad look at People® and it's capabilities
E
Written by
Edward Dixon
Updated over a week ago
"Let's Go' Video
If you missed the 'Lets Go' Video when logging in, check it out here
E
Written by
Edward Dixon
Updated over a week ago
People® Overview - Manager
A video overview of the profile a manager will have access to.
E
Written by
Edward Dixon
Updated over a week ago
People® Overview - Employee
Induction Video
E
Written by
Edward Dixon
Updated over a week ago
Setup
Access Identity 2FA
How to set up 2FA and FAQs
Written by
Sarah Mills
Updated over a week ago
Bank Account Validation
This article will help you to ensure your employees are providing you with correct bank details
E
Written by
Edward Dixon
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
E
Written by
Edward Dixon
Updated over a week ago
Dashboard - Employee Overview
Here is a video overview of the dashboard from an employees perspective
E
Written by
Edward Dixon
Updated over a week ago
Dashboard - Overview
A walkthrough of the dashboard from an administrators, and employee perspective - and calculations
E
Written by
Edward Dixon
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 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®
E
Written by
Edward Dixon
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
E
Written by
Edward Dixon
Updated over a week ago
Self Service and the Welcome Email
A walkthrough of how to active/deactivate self service, and send welcome emails
E
Written by
Edward Dixon
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
Validating Company NI/SSN
Set up a validation for entering company National insurance or Social Security Number.
E
Written by
Edward Dixon
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
E
Written by
Edward Dixon
Updated over a week ago
Whitelist Our Email Server Using Office 365
Ensure emails from our server are being sent and received as normal
E
Written by
Edward Dixon
Updated over a week ago