HR
Managing employees, tracking time off, and handling HR tasks.
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Employee resources
- Completing your onboarding tasks
- Requesting time off
- Reviewing and signing a document (HR)
- Managing your employee profile information
- Canceling time-off requests
- Calculating future time-off balances
Onboarding / offboarding
- Employee onboarding workflows
- Creating and managing onboarding tasks
- Onboarding new hires
- Onboarding tracking dashboard overview
- Monitoring onboarding tasks for employees
- Employee Offboarding
Employee and file management
- Creating and managing conditional employee profile fields
- Bulk updating employees via CSV
- Managing employee profile templates
- Adding and managing employees
- Bulk importing employees (from CSV)
- Viewing the Employee Directory and Org Chart
Documents and e-signatures
Approvals
Time-off management
- Adding and managing work schedules
- Adding and managing time off types and policies
- Adding and managing holiday calendars
- Assigning time-off policies to employees
- Viewing employee's time off (balances, history)
- Using the Work calendar
Time tracking
Performance management
Additional HR settings
HR admin FAQs
- How can I rehire an offboarded employee?
- Can I resend an onboarding email?
- Can I edit onboarding information if there was a mistake?
- How can I edit the visibility/editability of employee profile fields?
- How do I publish an employee profile?
- How can I manage historic entries for employee fields?
HR reports
- Using the Employee details report
- Using the Headcount report
- Using the Profile updates report
- Using the Time-off balances report
- Using the Time-off requests report