User Profiles and Options
Curriculum Vitae
Add each employee's resume to their profile. This allows you to search and filter employees by experience, education, and certifications on the dashboard.
Abilities
Boost each employee's profile with measurable skills. Customize and update skill types to track development over time.
Staff onboarding and offboarding procedures
Implement onboarding and offboarding processes for new hires and departing employees, triggering a series of coordinated activities across various platforms for a smooth transition.
Request Assessments
Enable both employees and managers to initiate a performance review via the Appraisals app from an employee's record at any time, regardless of the company's scheduled review periods.
Request Time Off
Allow staff to submit time off requests straight from their employee profile, bypassing the Time Off application entirely.
Signature Request
Send a message to an employee requesting they review and sign a document from their employee record.
Employment Details
Approvers
Assign the designated staff who will handle the approval of expenses, time-off requests, and timesheets for each employee in their personal records.
Homeworking
Set a default work location for each day of the week, indicating whether an employee is working in the office, from home, or from another location. This schedule will recur weekly.
Schedules
Detail the work hours and schedules for every employee, along with their time zones.
Planning Roles
Allocate positions that an employee is capable of filling shifts for in the Planning application.
Org Charts
Arrange departments and teams into a straightforward organizational chart that appears on every employee's profile. Highlight the employee's role in the company hierarchy, their manager, and the individuals they supervise.
Smart Buttons
Break Time
Check an employee's remaining days off and click the smart button to open the Time Off application.
Project Organization
Click the Planning button to view the upcoming work schedule in the Planning application. You can also swap shifts with others if you have the right access.
Time Tracking Sheets
The Timesheets button directs you to a weekly overview of your timesheet submissions, allowing you to create new entries as needed.
Cars
Should an employee be assigned a company vehicle, it will be shown in the Cars tab. Click on it to enter the Fleet app for more information and to perform updates.
Inventory of Equipment
The Equipment Count function identifies whether any tools, machinery, or hardware have been designated to an employee. This function interfaces with the Maintenance application to keep track of expenses, vendor information, and usage records.
Agreements
The Contracts button shows the creation date of the latest employee contract. It will be green if active and red if expired.
Files
After an employee completes the signing of any documents via the Sign application (including items like the employee handbook, NDA, offer letter, etc.), this will be reflected on the Documents button.
Programs
Employees can keep track of their assigned eLearning courses using the Courses smart button. This button will update to show their progress as they complete each course.
Establishment
User Permissions
Implement different levels of access for employees, managers, and team leads to protect confidential information.
Employee Modification
Allow staff members to change their personal details. (Or disallow them from making such changes).
Sections
Create divisions and organize staff based on their duties. Departments may be connected to a "parent" department for better hierarchy.
Agreements
Manage employee contracts and monitor their progress. Develop contract templates for use in the Payroll and Recruitment systems.
Integration
Recruitment
