Employee Management

What's New with Employee Management

• What's New with Employee Management

HR FAQ

• Is There A Way For An Inactive/On Leave Employee To Complete Digital Onboarding As They Are Returning?
• Why Does The Work Permit Fields Only Pop Up For Certain Employees?
• Why Do I Keep Getting A Duplicate Error Message?

Forms

• Forms FAQ
• How To Upload Forms
• How To Build Forms
• How To Copy, Edit, And Delete Form Fields
• How To Update The Form Visibility On A Form
• How To Request Forms To Be Copied

Employee Onboarding Setup

• Employee Onboarding Setup FAQ
• How To Create And Edit An Employee Attribute
• How To Create And Edit File Categories
• How To Update Onboarding Settings
• How To Invite An Employee To Begin Digital Onboarding
• How To Review The Status Of A Pending Employee
• How To Activate A Pending Employee Profile

Employee Management

• How To Update Employee Profile Editing Settings
• How To Upload, View, & Download Employee Files As An Administrator
• How To Update An Employee's Payment Method
• How To Add/Update Emergency Contact Information For An Employee
• How To Setup Direct Deposit Into Multiple Bank Accounts For An Employee
• How To Add/Update An Employees Work Permit Expiration
• See all 14 articles

Deactivating Employees

• Managing Employee Deactivations
• How To Reactivate An Inactive/On Leave Employee
• How To Bulk Reactivate Employees
• How To Edit The Inactive Date After Deactivating An Employee Profile
• How To Edit The End Date Of A Position
• How To Delete A Pending Employee Profile
• See all 7 articles

HR Employee Tasks

• Managing Employee Forms, Policies, and Tasks
• How To Add HR Tasks Presets
• How To Add A Form HR Task
• How To Add A Video HR Task
• How To Assign A HR Task To An Employee
• How To Bulk Assign Employee Tasks

Milestones & Statistics

• How To View Employee Milestones
• How To View Employee Statistics

Message Centre

• How To Create And Edit Ongoing Clock In/Out Notifications
• How To Send Enterprise Messages To Multiple Companies
• How To Send A Message As An Administrator

Employee Management (HR) Reports

• Employee Management (HR) Reports FAQ
• How To Run An Enterprise Employee Information Report
• How To Run An Employee Information Report
• How To Generate The Employee Emergency Contacts Report
• How To View The Employee Files Report
• How To Generate An Employees Notes Report
• How To Generate An Employee Tasks Report

HR Alarms

• How To Set Up An Alarm When Employee Onboarding Is Completed
• How To Set Up An Alarm When A Pending Employee Is Activated
• How To Set Up An Alarm When An Employee Is Deactivated
• How To Set Up An Alarm For Employee Attribute Dates
• How To Set Up An Alarm For When An Employees Work Permit Expires
• How To Set Up An Alarm For An Employees Date Of Hire Anniversary
• See all 8 articles

Employee Management (HR) Team Administrator Permissions

• How To Give Team Administrators Permissions To Add Employees
• How To Give Team Administrators Permissions To View/Update An Employees Position
• How To Give Team Administrators Permissions To View/Update An Employees Work Permit