To help you get the most from your HR Planner system here are some quick guides and tasks that will set you off on the right track….
1. Branding
Upload your company logo and personalise your users log-in page.
Click here for a guide on Company Branding
Click here for a guide on Company Branding
2. Company and Departments
Setup your leave year start date and add your departments.
Tip: For speed you should add your departments before adding your employees
Click here for a guide on setting your leave year start date
Click here for a guide on adding departments
Tip: For speed you should add your departments before adding your employees
Click here for a guide on setting your leave year start date
Click here for a guide on adding departments
3. Adding Users
Start adding your users either manually or if you have many employees to add you can use the import spreadsheet found in Settings > Companies > Import.
Tip: Make sure you give each employee a Line Manager as many authorisation settings use this as a default.
Click here for a guide on adding new users
Tip: Make sure you give each employee a Line Manager as many authorisation settings use this as a default.
Click here for a guide on adding new users
4. Authorisers
Once you have added your employees you can set authorisers for a variety of tasks.
Often this is the employees Line Manager but now your employees are added you can assign specific people to these tasks too.
To set the default authoriser for all employees go to Settings > Authorisers or to specify different authorisers for each employee navigate to the Authorisation TAB for the employee profile.
Often this is the employees Line Manager but now your employees are added you can assign specific people to these tasks too.
To set the default authoriser for all employees go to Settings > Authorisers or to specify different authorisers for each employee navigate to the Authorisation TAB for the employee profile.
5. Employee Roles
Review the default permissions for your employees to control what features they have access to and what data they can view or edit.
6. Attributes
And finally, to fine tune your system you can add, remove and change the data fields for employee Profiles.
Click here for an introduction to Attributes
Click here for a guide on the diffrerent types of Attributes that you can use
Click here for a walkthrough on adding a new Attribute to the Employee Profile
Click here for an introduction to Attributes
Click here for a guide on the diffrerent types of Attributes that you can use
Click here for a walkthrough on adding a new Attribute to the Employee Profile