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Setup
Setup
Get your People® software up and running
+2
44 articles in this collection
Written by
Jason Sturman,
Abbi Melville,
Gareth Davis
and 2 others
New Starter Wizard (Add New Employee)
Creating an employee record and calculating their entitlement
Written by
Abbi Melville
Updated over a week ago
Default Holiday Settings
(Admin Only) Set up default holiday settings per location
Written by
Abbi Melville
Updated over a week ago
Settings - Licenses
(Admin Only) What you'll find in the licenses tab
Written by
Abbi Melville
Updated over a week ago
Ready To Go Live?
(Admin Only) Set up your People® and make your system live.
Written by
Abbi Melville
Updated over a week ago
Employee Photo Bulk Upload
Uploading a number of employee photos in bulk
Written by
Abbi Melville
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
Abbi Melville
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
Abbi Melville
Updated over a week ago
Employee/Manager Settings
Can a managers view Salary, Date of birth, Contact details etc.?
Written by
Abbi Melville
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
Abbi Melville
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
Abbi Melville
Updated over a week ago
Upload a Company Logo
Company Settings
Written by
Abbi Melville
Updated over a week ago
Company Planner - Who Can View What?
How to edit company planner access for users
Written by
Abbi Melville
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
Abbi Melville
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
Induction Videos
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
Setup
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
Abbi Melville
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 - An Overview
A walkthrough of the dashboard from an administrators, and employee perspective
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 over a week ago
Edit / Elevate Access Rights
Edit employees access to People® functions
Written by
Abbi Melville
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
Abbi Melville
Updated over a week ago
Notifications
(Admin Only) Edit notification settings for administrators, managers and employees.
Written by
Jason Sturman
Updated today
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
System Backup
Details of the People® backup procedure
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
Abbi Melville
Updated this week
User defined fields (Analysis Codes)
Add two new fields in the personal tab to specify any additional information.
Written by
Abbi Melville
Updated over a week ago
Two Factor Authentication
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