Frequently asked questions

HIRE

When an employee refers an applicant from Hire Module, will the employee be able to know the interview status of his referral?

• Yes, go to the Hire module and click on Referrals.

• On the right hand side of the page there is a status option which shows you the status of your referral.

Can we link our website's career page to the PeopleHum portal?

• Yes we can, go to Organization settings and click on Hire.

• Under the Careers page tab, copy the script provided to your website’s career page.

• Paste it and get it linked to the peopleHum portal.

What will the screening automation consider?

• The Screening automation would consider the Must have skills and the Good to have skills of an applicant for a particular job profile.

• It would then consider only the mentioned must have skills and good to have skills which are added when the job is created.

Where can you assign a recruiter, hiring manager role while creating a job? Also, can I add multiple Recruiters and Hiring managers in a Job?

• Go to the Hire module and click on Jobs to select the New Job tab.

• Under Recruitment settings, you can add the recruiters and hiring manager.

• Employees with Hiring manager and recruiter role access only can be added.

• You can add multiple hiring managers, but only 1 recruiter can be added while creating a new job.

How to schedule an Online Interview for Applicants in Hire?

• Go to the Hire module and click on Applicants.

• Click on any one of the first 3 buckets of the recruiting funnel.

• From the list of applicants, click on the name of the applicant that you want to schedule an interview with.

• Go to the 3 dots on the top right corner and click on Schedule.

• Under Interview type, select Online from the drop down.

• Add the date, time & assign interviewers.

• Click on Schedule to set up the interview.

While scheduling an interview if the time zone is appearing as UTC for the Applicants what should be done?

• This is because the Default Shift Configuration under the Organization setting’s Manage tab is set as per UTC time zone.

• However, you can just mention the time zone if you want to by adding it to the mail body for different applicants while sending emails to the candidates while scheduling interviews for them.

While scheduling interviews in Google calendar, for the interviewers selected to conduct the online interview, will their other meeting schedule time be viewed too?

• Yes, it shows the schedule for the interviewer for the given day, so that the HR can schedule it accordingly.

How does email sourcing work?

• In the Email Sourcing feature, the applications (containing a resume) which are mailed to a certain mail id, are automatically added as an applicant in the hire tab.

• So the HR doesn't have to manually add applicants in the portal.

• To activate Email Sourcing, the client has to set up an email forwarding rule to phats@peoplehum.com and they need to reach out to connect@peoplehum.com for activation.

Can we create different interview stages and different tests/assessments in the system?

• In the Organization settings in the Hire tab there is a section called as Interview Stages, where all the required interview stages applicable for a company’s recruitment policies can be created.

• You can also create different assessment stages in the same section as well.

• These interview stages and assessments will appear in the dropdown while scheduling an interview for the applicant.

Can we create different data fields/questions in the Job Application form in the careers page?

• Yes, In the Organization settings in the Hire tab there is a section called a Custom field where all the required questions which the candidate needs to fill in the application form can be created and can also be made mandatory for the application.

Can we set up different email templates in the portal for Hire Module?

• Yes, go to Organization settings and click on a tab called Email templates.

• You can create different email templates for different purposes and then those email templates can be used in the Hire Module at different applicant stages.

Can we allow rejected candidates to reapply again for a specific job profile?

• Go to Organization settings and click on the Hire Tab.

• You can allow candidates to re-apply for a specific job after a specific duration of time set by you.

How to create different source links for Jobs created in the portal?

• Hover your cursor on Hire Module 

• Click on Job Function

• Click on any of the required Active Jobs 

• Scroll towards Job Application Links

• Select the Source Type options from the dropdown

• Enter the name of the source Type

• Click on Generate Link

• Click on Copy Link

How to integrate your careers page?

• Click on the profile icon on the extreme right side of the web page

• Click on Organization Settings 

• Click on Hire Tab

• Scroll towards Careers Page

• Click on Edit option

• Select the toggle as yes to export all jobs created in portal to client’s career page

• Click on Save 

• Copy the script and embed the script in your client’s website page.

How to score an applicant in Interview stage?

• Go to the ‘Hire Module’ and select ‘Interviews’.

• Under the ‘Active’ section, select the candidate that you want to provide scores for.

• Go to the 3 dots on the top right corner and click on ‘Score the interview’.

• Pick a ‘Thumbs up’ or ‘Thumbs down’ depending on whether the candidate has qualified the round.

• Score the candidate across multiple parameters, on the rating scale.

• Add the pros, cons or any comments regarding the interview.

• Once done, click on ‘Send Score’.


How to bring back rejected candidate to the main application funnel?

This activity will help you to bring back rejected candidates to New stage in Applicant Function


• Hover your cursor on Hire Module 

• Click on Applicant Function

• Click on the Drop-Off Tab in the Application Stage.

• Click on Actions Tab of any selected Applicant 

• Click on Edit option

• Click on the Update Tab (You can change details if required i.e Job profile)

• Click on Actions Tab

• Click on Revert

• Click on Proceed Anyways

How to set up Create Offer for Applicant?

This function helps you to get approval from the HR or Owner access role for any offer letter offered to an applicant who has cleared all interview stages and is good enough to be hired.


• Hover your cursor on Hire Module 

• Click on Applicant Function

• Click on Actions Tab of any selected Applicant in the Evaluating Stage

• Click on Create Offer option from the dropdown

• Enter all the required mandatory salary data fields 

• Upload the offer letter or any other important document related to Hiring process of the candidate

• Select the bottom left toggle if you want all details to be shown to shown to approver

• Click on Send for Approval

How to conduct an Interview for an Applicant?

Interviews can be conducted in any stage(New/Screening/Evaluating). Once the interview is conducted the applicant will then be in the Evaluating Stage.


• Hover your cursor on Hire Module 

• Click on Applicant Function

• Click on Actions Tab of any selected Applicant

• Click on Schedule options from the dropdown

• Select the required Interview Stage from Interview Stage

• Select the required Interview Type (Online/Face to Face/Telephonic/Group) from the Interview Type

• Enter all the required mandatory details

• Enter the required personnel would be taking the Interview in the Interviewer Section data field

• Enter comments if required

• Check the Send email to Candidate

• Click on Send

How to screen an Applicant?

• Hover your cursor on Hire Module 

• Click on Applicant Function

• Click on Actions Tab of any selected Applicant

• Select Send for Screening from the dropdown

• Enter the required personnel would be screening resume in the Reviewer Section data field

• Enter comments if required

• Click on Send

How to create Applicant?

• Hover your cursor on Hire Module 

• Click on Applicant Function

• Click on New Application

• Upload the resume

• Select the options from dropdown in Source Type (Required for Insights View in Hire Module) 

• Enter the Source Name (Required for Insights View in Hire Module)

• Enter all the required mandatory details

• Click on Publish

How to create Referral?

• Hover your cursor on Hire Module 

• Click on Referral Function

• Click on Refer Someone

• Upload the resume 

• Enter all the required mandatory details

• Select the desired Job Profile for which you are providing Referral (Select the Dont Know checkbox if you are not sure or which profile the candidate profile would be fit for)

• Select the options from dropdown in Relation with Applicant

• Click on Refer

How to create a job?

• Hover your cursor on Hire Module 

• Click on Jobs Function

• Click on New Job

• Fill in the all the Required Information

• Enter the required keywords in the Must Have Skills and Good to have Skills, the Screening Automation Bar will screen out this skills in the resumes of Applicant

• Set the Evaluation Parameters (This are the parameters on which the Candidate would be rated for job profile)

• Set the Screening Automation Bar and adjust the score bracket for High, Medium and Low .

• Set the required Candidate Fields (The required fields which the candidate will have to provide for Job Application)

• Click on the required section in the Candidate Field and tick the checkboxes and select the toggle if you want it make the data field mandatory while applying for any job profile

• Click on Post (If Hiring Manager creates a job then tab would say Request)

MANAGE

When an employee who is a reporting manager has submitted his resignation, where is the option to assign a new reporting manager?

• After the employee submits resignation it goes for an approval, and the approver can assign a new reporting manager in his place and automatically that reporting manager's reportees would get a new reporting manager as set by the approver.

How to change Email IDs in the peopleHum portal? What if the user has to add another email Id in the portal?

• To change the email ID for any user, only the owner has the access to change it.

• Go to the User’s profile, click on the top right Pencil to edit

• Under contact details email Id section, add the other email Id and select confirm. Before Clicking on Confirm – Note: (Once the new email Id is added the user cannot login from the previous email Id)

• While Login in PH portal the user has to enter the new email Id and click on forgot password.  

• The user will receive an email.

• He needs to check his email inbox and click on the link to enter the new password  and login again with the new credentials.

How to create sub teams?

  Kindly follow the below-given steps:

• Go to the Manage module and click on people.

• Under the Team section, click on New Team.

• Enter the team's name  and add the category as Sub Team.

• Select the Parent Team and your new Sub team will be created.

How to submit a resignation through peoplehum?

• In the Peoplehum portal, look at the top right corner of the portal, near the bell icon, there would be your profile initials.

• Click on the three dots on the extreme right of the My Profile page and select Submit resignation.

What does rotation means while creating a roster?

• If we have toggled the option to yes, it would mean that for each day we can assign a different shift.

• But if the option is toggled to no, it would mean that one shift is assigned to the group selected.

Where will groups be used?

• Groups are used for adding Rosters, assigning a notice Period, in the learn Module and for marking the attendance.

Can we generate Survey reports?

• Survey reports can be generated from the Analytics module.

• In Analytics under the Manage tab, when you scroll down you can see an overall report or a detailed report.

If an employee is terminated, will his reporting manager get a request to approve or reject the termination?

• An employee can be terminated by their Reporting Manager, HR or the Owner.

• Since the termination is a sensitive issue, the HR and Manager could discuss it amongst themselves and either one of them can terminate him.

• The termination would not go for further approval.

Are there certain leaves for which we can make the attachment mandatory?

• You can make attachment compulsory for certain leaves.

• While creating a leave we have the option of an attachment at the bottom.

• If you want to make that attachment mandatory, kindly check the box to yes.

Why is the salary column not included while uploading the existing data file?

• Salary is broken down into fixed salary and variable salary.

• Since these columns are not included in that excel sheet, we need to delete the column.

• There is a different excel sheet where the salary can be updated or mentioned.

Can we create an unlimited number of shifts?

• Yes, we can create an unlimited number of shifts.

Are teams different from departments?

• The portal has the universal name of Teams.

• To create a department, go to the Manage module and click on people.

• Under the Teams section, click on New teams.

• Select the team type as Department.

• Thus, you can differentiate between teams and departments.

Can the Reporting Manager approve or reject the task assigned to his reportee?

• No, currently we do not have that functionality.

Can I download the hierarchy for users?

• Yes, you can download a JPEG.

How does the location tracking reflect in the reports?

• The location will be shown as shown in the Google Maps

How will the remote employees mark their attendance?

• They can Clock-In/Clock-Out from their laptops or phones.

What happens when you disable a leave?

• The leave gets deleted/disappears from the employees leave bucket

How will the approvals go for leaves?

• The reporting manager gets a notification on the bell icon.

• He can also check for it by going to the Manage module and scrolling to the Leaves section after clicking on Approvals.

When a users' account is deactivated, do we lose the data of that employee?

• No, you will not lose the employees data once their account gets deactivated.

How to mark onboarding tasks as completed?

• Go to the Manage module and click on Tasks.

• Click on any task you wish to mark as complete.

• Click on the three dots on the extreme right of the portal besides the Actions tab and mark the task as completed.

Are policies and documents only available for 30 days?

• No, that is applicable only for Announcements and Recognitions

How to bulk upload salary?

• Hover your cursor on Manage Module

• Click on People Function

• Click on Update Salary

• Download the document

• Remove the rows which you want to ignore/Add new employees and their salary details/Update the existing batch of employee details.

• Upload the file



How to terminate an employee?

• Search the employee name in the search name

• Click on the three dots at the extreme right side of the web page

• Select the option Terminate

• Enter the last working date

• Enter the Notice Period Status

• Select the options from the dropdown in Termination Reason data field

• Select the options from the dropdown in Settlement Type data field

• Assign the new reporting manager and his starting date

• Enter the approval comment

• Enter required reason

• Click on Submit Tab




How to change a reporting manager?

• Click on Home Function

• Click on the Name of the employee in top left corner of the screen

• Click on edit option next to Hierarchy

• Select the Reporting Manager from the list

• Click on Confirm



How to create Groups?

• Hover your cursor on Manage Module

• Click on Groups Function

• Enter Group Name

• Select the required group visibility

• In the Add Rule section select the required attribute of the batch of employees whom you want to be considered for this group.

• Add multiple rules to refine the group and include more people

• Click on New Group



How to apply Attendance Regularization in peopleHum portal?

Hover your cursor on Manage Module

• Click on Attendance Function

• Click on View Details

• Select the date for which you have forgotten to clock in and clock out

• Click on Edit option for the particular date

• Select Present from the dropdown

• Enter the start time and end time

• Click on the Tick Icon



How to apply leaves in peopleHum portal?

• Hover your cursor on Manage Module

• Click on Attendance Function

• Scroll to Available Leaves and Holiday

• Click on Apply for the required Leave Category from which you want to apply leaves

• Enter the dates in From and To date section(Dates on which you have to apply leave for)

• Enter the Reason comment (The reason for Leave Application)

• Enter the colleague/workmate whom you want to notify your leave absence in Notify Other data field

• Click on Apply



How to create Roster?

• Hover your cursor on Manage Module

• Click on Shift Function

• Click on Add Roster Tab

• Enter Roster Name

• Enter the number of days, after which the Shift repetitions would occur

• Select the weekly off options (First option would enable PeopleHum Org Settings weekly off, second option would allow you to set different weekly off in the calendar)

• Enter the Effective Date and End Date of the Roster (Select Never End if you want to continue the roster for indefinite period of time)

• Click on Save and Continue

• Click on Save and Continue again(Holiday List if it appears in the Roster Time Duration)

• Click on + sign and add the required shift and likewise for every day you can shifts accordingly(Also you can include weekly off for any particular day)

• Click on Save and Continue

• Select the Applicable for (First option would enable this for all the users in the system, Second option would allow you to enable this roster for certain users and groups)

• Click on Publish



How to create Task?

• Hover your cursor on Manage Module

• Click on Task Function

• Click on New Task Tab

• Enter the Title

• Enter the name of the personnel who would be responsible for completion of this Task in

• Assign to data field

• Upload any documents or links if required

• Click on Save



How to create survey?

• Hover your cursor on Manage Module

• Click on Survey Function

• Click on Survey Template

• Click on New Template

• Enter the Title

• Enter the name of the personnel in Add Collaborators data field who can modify and add questions and options along with you

• Enter the required questions

• Enter the required category to the appropriate questions

• Click on the Multi Select Questions dropdown and select the required required scale/likert scale

• Click on Save

• Click on Survey List

• Click on New Survey

• Select the required template which you have saved earlier or select any other template if required.

• Enter the Title

• Click on Next

• Enter the Start Date and Start Time(Mandatory Field)

• Select Yes if this Survey needs to recurred again

and then select the frequency and number of time the survey should recur

• Click on Next

• Select the required batch of employee(User/Team/Organization/Shareable Link)

• Select the required checkbox If you want to show the responder name or keep it anonymous.

• Click on Create



How to add a physical office property in the system?

• Hover your cursor on Manage Module 

• Click on Asset Function

• Click on Asset Tab

• Enter the Category Name

• Enter the Asset Name

• Scroll bottom to Assign to data field to enter the name of the personnel who would be handed over this property

• Enter the required mandatory data field

• Click on Save

How to approve Leaves/Resignation/Job Request/Offer?

• Hover your cursor on Manage Module 

• Click on Approval Function

• Select the required Tab (Leaves/Resignation/Job Request/Offer)

• Click on the required approval request

• Add any comments if required.

• Click on Approve/Reject Tab

How to add teams or Sub teams in the peopleHum portal?

• Hover your cursor on Manage Module

• Click on People Function

• Click on Team Click on New Team at the top right corner of the screen

• Enter the Team Name Select the Team Type(Team/Division/Department/Vertical based on User Definition)

• Add the user who would be part of that team

• Click on Create Tab For Sub Team

How to bulk upload Employee Data Sheet in the system?

• Hover your cursor on Manage Module 

• Click on People Function

• Click on Invite Employees Tab

• Select Upload File

• Download the required document from the appropriate section(If the employee data migration is occurring for the first time then Start from Scratch document should be used, if the existing employee database needs to be updated then Update Existing Database document should be downloaded)

• While updating the excel sheet these 4 mandatory fields should always be there

  1. First Name
  2. Email Id
  3. Status(If you are adding user for first time the status would be Invited, if the user is already active and currently using the system the status would be Active)
  4. Date of joining(It should always be in dd-mmm-yyyy format)
  5. For Updating Existing Document, before uploading make sure AH column Salary should always be deleted.

• Upload the document 

• To check the status of the document, click on Profile Icon again

• Select Upload Status

• You can see the status of the upload, you can also download the document to see where the error has occurred.

• If the status is Completed, the upload is successful 

How to Quick Add user in the peopleHum portal?

• Hover your cursor on Manage Module 

• Click on People Function

• Click on Invite Employees Tab

• Select Quick Add

• Fill in the all the required mandatory details

• Click on Invite Tab at bottom right side of the webpage

PERFORM

How to bulk Upload Goals?

• Hover your cursor on Perform Module

• Click on Goals Function

• Click on Everyone’s Goals

• Click on New Goal Button

• Click on Upload File

• Click on Download the Sample file link in the instructions

• Enter the details in the file accordingly

• Upload the file



How to create Team Goals?

• Hover your cursor on Perform Module

• Click on Goals Function

• Click on Organization Goals

• Click on New Goal

• Enter the Goal Title

• Enter the Goal Description if required

• Select the required start Target and end Target

• Select the required quantitative metric

• Select Impact Category if required

• Select Team Goals option from the dropdown in Goal Type data field

•Select required Team option from the dropdown in Applicability for data field

• Enter the required levels in the Levels Data Field by unchecking Applicable to all Fields radio box

• Select the required start date and end date within which the goals needs to completed

Select the required Appraisal Cycle from the dropdown in which you want this Goals to be assigned

• Select the required Strategic Objective from the dropdown

Assign a weightage for this Goal

• Click on Create



How to add Individual Goals from Goals Library?

• Hover your cursor on Perform Module

• Click on Goals Function

• Click on My Goals

• Click on New Goal

• Enter the personnel name for whom the goals would be created for or you can create goals for self purpose as well.

• Click on Create a copy from Library check box

• Select the required Goals from the Dropdown in Goal Title data field

• Enter the Goal Description if required

• Select the required start Target and end Target

• Select the required quantitative metric

• Select Impact Category if required

• Select the required start date and end date within which the goals needs to completed

• Select the required Appraisal Cycle from the dropdown in which you want this Goals to be assigned

• Select the required Strategic Objective from the dropdown

• Assign a weightage for this Goal

• Click on Create



How to add goals in the goals library?

• Hover your cursor on Perform Module

• Click on Goals Function

• Click on Goal Library

• Click on Manage Library

• Click on Quick Add

• Enter Goal Title

• Enter description if required

• Select the required batch of employees in the Applicable For Data field

• Select the required Levels

• Click on Add button



How to check the results of a review cycle?

• Hover your cursor on Perform Module

• Click on Review Cycle Function

• Select the required Review Cycle from the stages

• Click on View Result on the top right corner



How to check feedback history?

• Hover your cursor on Perform Module

• Click on Feedback History Function

• Click on Received Function to see the feedback given to your performance

• Click on View Feedback

• Click on Given Function to see the feedback you have given to other

• Click on View Details of the selected Individuals

• Click on View Feedback for the required Appraisal Cycle



How to create Feedback Template?

• Hover your cursor on Perform Module

• Click on Feedback Template Function

• Click on New Template

• Enter the title of the template

• Select the required Feedback Pointer scale (Rating to be given out of 5 or out of 10)

• Configure the Feedback pointer scale description according to your needs

• Enter the required question

• Select the required Category group (i.e Questions related to certain categories. I.e questions that are aimed at getting to know the Skill Set can be categorized as Skill Rating, questions that are aimed at getting to know interpersonal skill set can be categorized as Team Work)

• Select the required option (First option is pointer scale if you want ratings to be determined, choose the second option if you want subjective feedback)

• Click the option if you want to mark the question as mandatory

• Click on Add Follow Questions

1.Never - If you don't want the follow up questions to be asked

2.Option Based -  The system will trigger a follow up question based on the input provided by the reviewer

3.Always - Irrespective of any outcome, follow up question will be asked

Click on Define Applicability

• Select the required Job Function for whom the question would be applicable for and not any one else in the organization

• Click on Restrict Respondents

• If you want everyone to answer the question, then select the first option.

• If you want only the required personnel to answer this question and not any one else, select the required personnel from the options list.

• Click on Save



How to create 1 - on - 1’s?

• Hover your cursor on Perform Module

• Click on 1 on 1’s Function

• Click on My Team 1 on 1’s

• Click on Schedule Tab

• Select the purpose of the 1 on 1 (First option would regularly conduct 1 on 1 after specified time frame selected in the dropdown and second option would let you conduct 1 on 1 immediately)

• Select the Individual Name and click on the Record 1 on 1 tab

• Enter the details

• Create Task if required

• Click on Complete 1 on 1 Tab




How to create Competencies?

• Hover your cursor on Perform Module

• Click on Competencies Function

• Click on New Competencies

• Click on Competencies Name

• Select the required competency group (i.e Google Analytics competency can be clubbed under Digital Marketing Competency similarly Email Writing can be clubbed under Soft Skills Competency)

• Select the required Job Function for which this Competency will be aligned to (Multiple Job Functions can be aligned to a single competency)

• Assign weightage to each Job function separately

• Select the required pointer scale (Rating to be given out of 5 or out of 10)

• Enter the required question

• Assign appropriate weightage to those questions

• Click on Save



How to create Individual Goals?

• Hover your cursor on Perform Module

• Click on Goals Function

• Click on My Goals

• Click on New Goal

• Enter the personnel name for whom the goals would be created for or you can create goals for self purpose as well.

• Click on Create a New One check box

• Enter the Goal Title

• Enter the Goal Description if required

• Select the required start Target and end Target

• Select the required quantitative metric

• Select Impact Category if required

• Select the required start date and end date within which the goals needs to completed

• Select the required Appraisal Cycle from the dropdown in which you want this Goals to be assigned

• Select the required Strategic Objective from the dropdown

• Assign a weightage for this Goal

• Click on Create



How to create Review cycle?

• Hover your cursor on Perform Module

• Click on Review Cycle Function

• Click on New Cycle Tab

• Enter the required Cycle Name

• Select the required option from the dropdown from the Applicability for data field

• Select the toggle for Responder’s Visibility if you want Admin access to view all feedback scores and responder’s name as well

• Select the required checkbox to select what details would the Individual see when the feedback is shared with them

• Click on Next Step

• Select the required checkboxes to select who the reviewer should be for feedback cycle

• Select the required checkboxes to select the flow of the feedback cycle, the first option would enable the feedback template to filled by both the individual and reporting manager at the same time, second option would enable the individual to fill the self rating first and only then the reporting manager would be fill in the feedback template for leadership evaluation

• Select the toggle as yes if you want to initiate 1 on 1’s after the appraisal cycle, select the number of days in the below options within which the 1 on 1’s should be completed

Click on Next Step

• Select the required feedback option form the Performance section and assign weightage to feedback option (360 Degree is a Peer to Peer feedback, Leadership Feedback is Individual to Reporting Manager Feedback and External Feedback is Client Side/On Site Feedback done by External Stakeholder)

• Select the toggle as yes in Goals to include Goals rating in this particular cycle

• Select the required Goals option form the Goals section and assign weightage to Goals option (Individual Goals/Team Goal/Organization Goals)

• Click on Next Step

• Click on Create a Custom Settings

• Select the required Job Function and levels and create a custom Performance Matrix for that particular job function.(By changing the Goals and Performance Counter)

• Click on Next Step

• Click on the toggle as Yes if you want to include Competency in the Review Cycle

• Select the required option from the checkboxes for whom the competency would be rated.

You can move the counter to adjust the ratings of Potential and Performance

You can also the change the names in the 9 box grid according to your requirements

Click on Next Step

• Enter the start date and end date of the Appraisal Cycle time (Within this time frame the appraisal cycle should be completed)

• Select the checkboxes if you want the employee to select his/her reviewer for particular feedback (You need to enter the time frame within which the reviewers should be selected by the Individual)

• Select the checkboxes if you want the Manager to select or approve reviewer for his reporting individual and for particular feedback (You need to enter the time frame within which the reviewers should be selected or approved by the Manager)

• Select the required date by which all the employee details required for this review cycle should be confirmed

• Select the start date and end date of the Feedback cycle(This is the date within the feedback of the entire organization (Self Feedback and Manager Feedback) should be completed.

Click on Next Step

• Select the toggle as Yes if you want to repeat this Review Cycle on a periodic basis

• Select the frequency from the dropdown

• Enter the number of times you want to recur this review (You can still change the dates of the recurred review cycles shown after entering all details)

• Select the Cycle Evaluation Stage pointer scale from the dropdown (The overall scale i.e 4.5/5 or 9.2/10)

• Select the Goal Evaluation Stage pointer scale from the dropdown[If Goals are added in the Performance Matrix] (The overall scale i.e 4.5/5 or 9.2/10)

• Select the required checkboxes to assign the required feedback template (Feedback Template can be assigned on the basis of Team/Location/Job Function, Select the required checkbox and the select the template from the dropdown)
• Click on Next Step

• You can see the employee details set in for this Review Cycle in this stage, you can ahead and change evaluators if required.(Just click on anyone profile in the left quadrant of the screen and the profile would then appear in the right quadrant, you can remove or add evaluators)

• Click on Publish



Engage

Will the users get to know the moderators for the Employee Voice ?

• No, the moderators are added by the Owner/HR Access role only.

Can we add customized questions like FAQ's or employee benefit policies in Phia?

• Yes, you can add customized questions but it will be at an additional cost since it is an add-on entitlement.

How are channels created in Chathum on peopleHum?

• There is a default channel created for the reporting manager and his reportees.

• Channels can be created from Challenges, Ideas, Hire, Tasks.

How do we link an idea to a challenge?

• Go to the Engage module and click on Ideas.

• Select an idea from the idea board.

• Click on Actions and select Tag challenge from the dropdown

• Choose a challenge that you have already created and then click on Tag challenge.

How to create a challenge?

• Go to the Engage module and click on Ideas and then Challenges.

• Click on New challenge and mention the challenge name.

• You can invite everyone or selective users to participate in the challenge.

• Mention the start date and the end date(optional) and then click on create.

Can we stop the employees from making irrelevant suggestions?

• Yes, you can appoint moderators who will be responsible for posting the suggestion once an employee makes a suggestion.

• If the moderator feels that a suggestion is not appropriate for the company, they can choose to delete it.

• To appoint moderators, go to Organization settings and click on the Engage tab.

• Click on edit and select yes for the following question: Do you want to moderate incoming Employee Voice Suggestions?

• Proceed to add moderators.

How do we make a suggestion on peopleHum?

• Go to the Engage module and click on Employee voice.

• Click on Make a suggestion and add a title

• If you have allowed the suggestions to be posted anonymously in Organization settings, you can choose whether or not to submit the suggestion anonymously.

• You can also add files or links in support of your suggestion.

Can we customize the categories of Recognitions?

• Yes, you can create your own recognition categories.

• Go to Organization settings and click on the Engage tab.

• Under Engage, click on edit, add and mention the category, upload an image and click on save once done.

What does the recognition feature mean on PeopleHum? How do you recognise someone on peopleHum?

• The Recognition feature on PeopleHum has been designed to acknowledge the efforts of an employee towards a task. It could be a good presentation, helping hand, good work etc.

• To create a Recognition, go to the Engage module and click on the Recognitions tab.

• Under New recognitions, select a user or team you wish to recognize.

• Mention the reason behind this recognition and the category under which it falls.

Do we get email notifications for announcements?

• Yes, you get email notifications as well as bell notifications when an announcement is made on the peopleHum portal.

How is an announcement made and for whom is it made?

• Go to the Engage module and click on Announcements.

• Mention the Announcement title and the content.

• You can attach documents, pictures, audio and video files.

• You can make it applicable for everyone in the organization or a team, but you cannot make an announcement for specific users or groups.

Can we add additional recognition categories and images?

• Yes, go to Organization settings and click on Engage.

• The admin access employees can make several Recognitions based on the company’s policies and also name those categories and add relevant images to it as well.

Can we set up Moderators for Employee Voice, to streamline the feature?

• Yes, go to Organization settings and click on Engage.

• The admin access employees can add moderators.

• These moderators can then permit publishing an Employee voice in the portal.

Can employee voice used by employees of the organization be anonymous?

• Yes, go to Organization settings and click on Engage.

• Under that is a setting where the employees using the Employee voice can be anonymous.

How to create a Mission in a Game?

• Hover your cursor on Engage

• Click on Games

• Click on Missions

• Click on New Mission Button

• Enter the Mission Name



How to include Pulse Survey?

• Click on the profile icon on the extreme right side of the web page

• Click on Organization Settings

• Click on Engage Tab

• Scroll towards Pulse Survey

• Click on Edit option at the extreme right side of the web page

• Select the toggle as Yes for Enable Pulse Survey

• Enter the required percentage of people for whom this Survey would be included for

• Click on Save



How to enable Upvote in Ideas?

• Click on the profile icon on the extreme right side of the web page

• Click on Organization Settings

• Click on Engage Tab

• Scroll towards Idea settings

• Click on Edit option at the extreme right side of the web page

• Select the toggle as Yes for Enable Idea Upvote

• Click on Save



How to enable Moderation in Employee Voice?

• Click on the profile icon on the extreme right side of the web page

• Click on Organization Settings

• Click on Engage Tab

• Scroll towards Employee Voice settings

• Click on Edit option at the extreme right side of the web page

• Select the Yes option to enable Moderation for the Second Question

• Click on Save



How to make Employee Voice anonymous?

• Click on the profile icon on the extreme right side of the web page

• Click on Organization Settings

• Click on Engage Tab

• Scroll towards Employee Voice settings

• Click on Edit option at the extreme right side of the web page

• Select the Yes option to make the Employee Voice anonymous for the First Question

• Click on Save



How to add Moderators in Employee Voice?

• Click on the profile icon on the extreme right side of the web page

• Click on Organization Settings

• Click on Engage Tab

• Scroll towards Employee Voice settings

• Click on Edit option at the extreme right side of the web page

• Enter the name of the personnel whom you want to add as Moderators

• Click on Save



How to shortlist an Idea in a Challenge?

• Hover your cursor on Engage Module

• Click on Ideas Function

• Click on To-Do

• Click on any of the Open Challenge which you are interested in

• Click on any of the idea in the Idea Posted Tab

• Click on Shortlist


• The idea will now appear in the Shortlisted Tab in the Challenge Board



How to untag an Idea from the Challenge?

• Hover your cursor on Engage Module

• Click on Ideas Function

• Click on To-Do

• Click on any of the Open Challenge which you are interested in

• Click on any of the idea in the Idea Posted Tab

• Click on Actions Tab at the top right corner of the screen

• Select Untag Idea from the dropdown



How to upvote an Idea?

• Hover your cursor on Engage Module

• Click on Ideas Function

• Click on Idea

• Click on any Idea listed in the Idea Board Tab

• Click on Thumbs Up Icon to Upvote the idea



How to create a task for an idea tagged to a challenge?

This option is only available to Owner/HR and Challenge Creator



• Hover your cursor on Engage Module

• Click on Ideas Function

• Click on To-Do

• Click on any of the Open Challenge

• Click on any of the idea in the Idea Posted Tab

• Click on Actions Tab at the top right corner of the screen

• Select Create Task from the dropdown

• Enter the Title

• Enter the name of the personnel who would be responsible for completion of this Task in Assign to data field

• Enter the Due Date and Due Time

• Upload any documents or links if required

• Click on Save



How to create Announcement?


This option is only available to Owner/HR and Lead Role access employees



• Hover your cursor on Engage Module

• Click on Announcement Function

• Enter the announcement Title

• Select the required options (All/Teams) from the dropdown of Available of Data field

• Selec the toggle as Yes if you want employees to comment on this announcement post

• Enter the required announcement content

• Select any one of the options below to attach Audio/Video/Image/Document in this post

• Click on Post Button



How to moderate an employee voice?

This option is only available to people who are added as Moderators in Employee Voice


• Hover your cursor on Engage Module

• Click on Employee Voice Function

• Click on Moderate

• Click on the required Employee Voice in the Open Tab

• Click on Publish button on the top right corner of the screen (If you think if the Employee Voice is relevant)



How to create Employee Voice?

• Hover your cursor on Engage Module

• Click on Employee Voice Function

• Click on My Suggestion

• Enter the Employee Voice Title

• Enter the description if required

• Select the required options if you want to submit your voice anonymously in Submit •Anonymously data field

• Select the required options (User/Team) from the dropdown in Assign data field

• Enter the personnel name/ Team name to whom you are raising this issue

• Add the required files/URL/Tags

• Click on Submit



How to Edit Email Templates?

• Click on the profile icon on the extreme right side of the web page

• Click on Organization Settings

• Click on Email Templates Tab

• Select the required section(Hire/Onboarding/Today’s Hum) from the dropdown in Select Category Data Field

• Click on any of the required email template from the list view

• Click on Action Button

• Click on Clone

• Enter the required changes in the Body Section

• Enter the required name if the template in the Subject Section

• Click on Save button



How to add Recognitions?

• Hover your cursor on Engage Module

• Click on Recognition Function

• Click on New Recognition Button

• Select the required options for whom Recognition is created for

• Enter the User/Team

• Enter the required content as to why are you recognizing this User/Team

• Select the appropriate badge

• Click on Recognize Button



How to post an Idea?

• Hover your cursor on Engage Module

• Click on Ideas Function

• Click on Idea Button

• Enter the Idea Title

• Add required Files and Documents

• Select the required challenge from the dropdown in Tag Challenge data field (You can also leave it empty)

• Enter the name of the personnel in the Add Collaborators data field (User who you included in this data field, will be able to add or modify details in this Idea)

• Select the required options for whom this Idea will be applicable for

• Select options Yes or No if you want to be a part of this project.

• Click on Post



How to post an Idea to a challenge?

• Click on Home Icon

• Scroll down to To Do section

• Click on Open Challenge

• Click on Actions of the required challenge

• Click on Post Idea from the options

• Enter the Idea Title

• Add required Files and Documents

• Enter the name of the personnel in the Add Collaborators data field (User who you included in this data field, will be able to add or modify details in this Idea)

• Select the required options for whom this Idea will be applicable for

• Select options Yes or No if you want to be a part of this project.

• Click on Post



How to create Challenge?

• Hover your cursor on Engage Module

• Click on Ideas Function

• Click on Challenge

• Click on New Challenge Button

• Enter the Challenge Name

• Add required Files and Documents

• Invite the required options who can participate in this Challenge

• Enter the Start Date and Start Time and End Date and End Time

• Select the required options if you want to display ideas tagged to this challenge on the idea board

• Select the required options if you want to Add collaborators in this challenge

• Enter the name of the personnel in the Add Collaborators data field (User who you included in this data field, will be able to add or modify details in this challenge)

• Click on Create



How to create Quiz?

• Hover your cursor on Engage Module

• Click on Quiz Function

• Click on New Template

• Enter the required Question of the Quiz

• Enter the required options (You can also upload Images as options)

• Click on + icon to add more options for the particular question

• Select the option which is correct

• To add more questions Click on Add Question Button

• Click on Next Button

• Enter the template name

• Enter the name of the personnel in the Share Template With data field (User who you included in this data field, will be able to add or modify questions in the template)

• Click on Save Button

• Click on Quiz List

• Click on New Quiz

• Select the template which you want to go ahead with

• Click on Proceed Button

• Enter the Quiz Name

• Enter the Start Date and Start Time and End Date and End Time

• Select Yes or No if you want the end user to have restricted time while attempting Quiz

• Enter the required Duration (Hours/Minutes/Second)

• Enter the required passing percentage value (Minimum Criteria for users to pass in the quiz)

• Enter the required Number of attempts the end user will have for this quiz

• Select Yes or No if you want to display the result to the user

(If the above option is selected as yes, then select the required option if you want the end user to view their submitted response for the quiz)

• Select Yes or No if you want to randomize the order of the quiz

• Select Yes or No if you want to randomize the order of options for all the questions of the quiz

• Select the required batch of the end users whom you want to roll out the quiz

• Click on Create



ORGANIzation settings

How do we limit the access of our employees to the portal?

• For this, we provide the employees with the Roles.  

• Go to Organization settings and scroll down to the user tab.

• Under Role Access, we can create the clone roles and give access to what functionality the employees can use.

• This way we can restrict the employees with the portal functionalities.

Is there a limit on the number of Role Access?

• No, there is no limit to the number of roles that can be created.

Why will the client create a new Role?

• In case the organization wants to provide different features to different individuals and want them to have access to various other functionalities on the portal.

Can we set different Notice Periods for different job functions and teams all across the organization?

• Go to Organization settings and click on Notice period.

• You can set up different Notice Period duration for different job functions, teams and for specific users as well.

Do we have an automated onboarding and offboarding process in the portal?

• Yes, we do have an automated onboarding and offboarding process in the portal, it’s  based on the Joining Date/ Last Working Date of the employee.

• You can set up respective tasks for personnel to take up during the onboarding and offboarding process and there will be notifications to remind the personnel to complete their respective tasks.  

• Different task groups can be created for different Job Functions as well.

How can we restrict employees from accessing various modules of the portal?

• Go to Organization settings and click on user roles.

• We provide more than 7 standard roles which you can clone and provide access to them according to your discretion.

• You can also provide access to different settings in the portal.

Can we create different User Attributes/ Employee Details/ Employee Information?

• Yes, go to Organization settings and click on User attributes, where additional employee Attributes/Details/ Information can be created.

• The Attributes/Details/ Information can be in the form of Dropdown/Yes or No/Document/Text/Numeric/ Date.

• You can place these Attributes/Details/Information in the Personal, Professional or Onboarding section of the portal.

How does Social Integration work?

The Admin access has to first select the required official account from the Organization Settings in the peopleHum portal.

• After selecting the account, employees won't have to use login credentials (Password, Email Id) to login to peoplehum portal.

• They can just select the required account and they will be able login into peopleHum.

What is the difference between Job Functions and Teams in the portal?

• Teams and Sub Teams are the verticals under which the Job Function may be included.

• For example, Customer Success Associate and Customer Success Manager are under one Job Function that is Customer Success and then Customer Success Job Function can be under Product Management Team.

Can we upload Policies and Company/Firm/Organization Document in the portal for employees to read?

• Go to Organization settings and click on Policies&Documents.

• This allows you to upload Documents and Policies.

• The content can be added in the form of a link or any doc file.

• These policies and documents will then appear in the Home page.

Can all employee Notifications cease/stop from the portal?

• Yes, this feature is available.

• Click on Organization settings.

• Turn off the Employee notifications.

• Now, any notifications via email won’t be triggered.

Can we add the company logo in the portal?

• Yes, we can add one company logo in the portal.

• There are 3 formats which you can choose from to upload your logo.

Can we add the company name in the portal?

• Yes, we can add one company name in the portal, but we cannot add multiple company names in one account.

How to add Recognition Badges?

• Click on the profile icon on the extreme right side of the web page

• Click on Organization Settings

• Click on Engage Tab

• Scroll towards Recognition Category

• Click on Edit option at the extreme right side of the web page

• Click on + icon

• Upload the required file

• Enter the required text in the data field

• Click on Save



How to set up a 9 box grid?

• Click on Profile Icon

• Click Organization Settings

• Click on Perform Tab

• Scroll down to 9 Box set up

• Click on Edit

• Move the counter to decide the High/Medium/Low score in Potential bar

• Move the counter to decide the High/Medium/Low score in Performance bar

• Enter the required name the on Grid based on your requirement





How to set up Leave Setting?

• Click on the profile icon on the extreme right side of the web page

• Click on Notification Settings

• Click on Manage Tab

• Scroll towards Leave Setting

• Click on Add on the extreme right side of the web page

• Enter the Category Name

• Enter Description if required

• Select the leave start month (Generally if the Leave calendar is Jan and Dec, we select Jan. If the Leave Calendar is according to Fiscal Year, we select Mar)

• Select the Effective From Date (This can be the current date or previous date which means leave setting would be active from the said date,  you can also launch the leave setting on a future date)

• Select the required batch of employee from Applicability Dropdown for whom this leave would be applicable for

• Select the required type of leave units Days or Hours

• Enter the Standard Limit (Total Number of leaves given to employees in a year )

vSelect the Accrual by from the dropdown (For Yearly, all leaves will be credited at once. For Monthly, leaves would be credited monthly. For Manually, assigned personnel will add leave manually)

• Enter the Number of leaves to be carried forward.(For example if someone hasn't taken any of their leaves for the entire year, they will be able to carry forward the number of leaves entered in data field to the next year)

• Enter the Maximum Number of leaves apply together. (This the cap limit applied to this leave category, which means there would be specific number of leaves which employees can apply at once and not more than tha)

• Select the toggle Include Holidays/Weekly off in leave count if you also wants Holidays and Weekly off to be included in the leaves count while applying leaves

• Select the toggle Allow different category of leaves to be applied continuously if you want employees to apply leaves from different category and increase the leave duration

• Select the toggle Allow Manual Adjustments if you want HR or Owner Access role to manually add or subtract leaves from an individual’s leave category balance

• Select the toggle Allow Negative Leave Balance in Leave Balance if you want Employees to apply leaves even if they have 0 leaves in their leave balance, the balance in this scenario would be - negative.

• Select the toggle Attachment Option for this leave type if you want Employees to attach any document while applying for the particular category of leave.



How to set up Attendance?

• Click on the profile icon on the extreme right side of the web page

• Click on Notification Settings

• Click on Manage Tab

• Scroll towards Attendance

• Click on Edit on the extreme right side of the web page

• Select the toggle to Enable Attendance

• Select the first option if you only want track attendance of employees (They will be just marked as Present)

• Select the second option if you want track clock in and clock out of employee (The employees clock in and clock out time will be tracker)

• Select the Location Tracking checkbox if you want to track GPS of the employee

• Select the required batch of employees from the dropdown for whom the Location Tracking would enabled

• Select the QR Code Attendance check box if you want to track attendance using QR Code(peopleHum Mobile App would be required to scan the code)

• Click on the Generate QR Code tab for the required location

• Click on the Download QR Code Tab and place the QR code at the entry point of the organization

• Click on Save



How to create Levels?

• Click on the profile icon on the extreme right side of the web page

• Click on Notification Settings

• Click on Manage Tab

• Scroll towards Levels

• Click on Edit on the extreme right side of the web page

• Click on + icon to add a new Level(Can accept Numeric, Alpha or Alpha-Numeric data)

• Click on Save



How to create Identifications? (Present in Personal Section in Profile Page of the Employee)

• Click on the profile icon on the extreme right side of the web page

• Click on Notification Settings

• Click on Manage Tab

• Scroll towards Identification

• Click on Edit on the extreme right side of the web page

• Click on + icon to add a new Identification

• Click on Save



How to create Designations?

• Click on the profile icon on the extreme right side of the web page

• Click on Notification Settings

• Click on Manage Tab

• Scroll towards Designations

• Click on Edit on the extreme right side of the web page

• Click on + icon to add a new Designation

• Click on Save



How to create 9 Box Setup?

• Click on the profile icon on the extreme right side of the web page

​​• Click on Notification Settings

• Click on Perform Tab

• Scroll towards 9 Box Setup

• Click on Edit on the extreme right side of the web page

• Move the counter to set the required High/Medium/Low Bracket for Performance

• Move the counter to set the required High/Medium/Low Bracket for Potential

• Select the required Grid in the graph and assign the name for the Grid

• Click on Save



How to create Target Metrics Unit?

• Click on the profile icon on the extreme right side of the web page

• Click on Notification Settings

• Click on Perform Tab

• Scroll towards Target Metrics Unit

• Click on Edit on the extreme right side of the web page

• Click on + icon to add a new Target Metric

• Click on Save



How to create Impact Category?

• Click on the profile icon on the extreme right side of the web page

• Click on Notification Settings

• Click on Perform Tab

• Scroll towards Impact Category

• Click on Edit on the extreme right side of the web page

• Click on + icon to add a new Impact Category

• Select the toggle if you want to include Impact Category while creating goals for Individual

• Click on Save



How to set up Goals Settings?

• Click on the profile icon on the extreme right side of the web page

• Click on Notification Settings

• Click on Perform Tab

• Scroll towards Goals Settings

• Click on Edit on the extreme right side of the web page

• Select the first option if everyone individual in the organization can see each others goal

• Select the second option if only hierarchy in the organization can see goals of their reportees

• Select the toggle if you want the employees to only choose goals from the Goal Library

(Enabling this will make sure that the employees only have goals which are a part of the goal library)

• Click on Save



How to set up Email Sourcing?

• Click on the profile icon on the extreme right side of the web page

• Click on Notification Settings

• Click on Hire Tab

• Scroll towards Email Sourcing

• Click on Edit on the extreme right side of the web page

• Enter the mail id where the applicants will be sending their resume for Job Application

• Select the required source type from the dropdown

• Enter the appropriate Source Name

• Please set up an email forwarding rule from your hiring mailbox to phats@peoplehum.com and reach out to connect@peoplehum.com for activation.

• Click on Save



Create Interview Stages in Applicant Function

• Click on the profile icon on the extreme right side of the web page

• Click on Notification Settings

• Click on Hire Tab

• Scroll towards Interview Stages

• Click on Edit on the extreme right side of the web page

• Select the required checkboxes for Interview and Test Type

• Enter the name of the Interview/Test Stage

• Click on 6 dots of the particular Interview stage and drag it above or below to decide the order in the dropdown

• Click on Save





How to set up Screening Automation Bar?

• Click on the profile icon on the extreme right side of the web page

• Click on Notification Settings

• Click on Hire Tab

• Scroll towards Screening Automation

• Click on Edit on the extreme right side of the web page

• Select the toggle to enable the Screening Automation bar

• Move the counter to set the required High/Medium/Low Bracket

• Click on Save



How to create Custom Field?

• Click on the profile icon on the extreme right side of the web page

• Click on Notification Settings

• Click on Hire Tab

• Scroll towards Custom Field

• Click on Create Field Tab on the extreme right side of the web page

• Select the option (Profile Info/Work Experience/Education Details/Other) from the dropdown, •the custom field would then be visible in the selected option

• Select the Field Type input method (What Applicant would fill in this particular custom field), i.e if the company asks for a latest joining date, the input method would be Date. If the company is asking for a government or non government document to upload, the input method would be Document in that case.

• Enter the Field Name(What is latest Joining Date, Do you want to relocate to India)

• Select the toggle if you want this field name to be filled by the applicant in the Job page

• Select the toggle if you want this field name to be mandatory for all jobs while applicant is applying

• Click on Save Tab



How to set up Re-Apply process for rejected candidates?

• Click on the profile icon on the extreme right side of the web page

• Click on Notification Settings

• Click on Hire Tab

• Scroll towards Re-Apply

• Click on Edit on the extreme right side of the web page

• Select the toggle as Yes to allow candidates to reapply

• Enter the number of months after which the candidate will be able reapply

• Click on Save



How to enable welcome email for applicants who have applied for a job?

• Click on the profile icon on the extreme right side of the web page

• Click on Notification Settings

• Click on Hire Tab

• Scroll towards Welcome email to all candidates

• Select the toggle to right to enable this option



How to change the Due Date to a specific onboarding task?

• Click on the profile icon on the extreme right side of the web page

• Click on Organisation Settings

• Click on User Tab

• Scroll towards Offboarding Settings

• Click on the Add on the extreme right side of the web page

• Click on Actions Tab of the required task for which you need to change the Due Date

• Select the required Before/After/On option from the dropdown

• Select the required number of days from the date of joining

• Click on Save



How to change the individual/role/hierarchy assigned to a specific offboarding task?

• Click on the profile icon on the extreme right side of the web page

• Click on Organisation Settings

• Click on User Tab

• Scroll towards Offboarding Settings

• Click on the Add on the extreme right side of the web page

• Click on Actions Tab of the required task for which you need to change the individual/role/hierarchy

• Click on Edit

• In the Add individual/role/hierarchy section click on the cross icon to remove the existing assignee and put the required individual/role/hierarchy.

• Click on Save



How to create offboarding task?

• Click on the profile icon on the extreme right side of the web page

• Click on Organisation Settings

• Click on User Tab

• Scroll towards Offboarding Settings

• Click on the New Task tab

• Enter the name of the Task

• Enter description

• In Assign to option select the required option Individual Name/Role/Hierarchy/Onboarding •Employee from the dropdown

• In Add section specify the Employee Name/Role/Level who would be responsible for this task

• Select Before/After/On option from the dropdown

• Select the number of days from the date of joining

• Click on Add Task



How to set up Offboarding Task?

• Click on the profile icon on the extreme right side of the web page

• Click on Organization Settings

• Click on User Tab

• Scroll towards Offboarding Settings

• Click on the Edit for Offboarding Activities section on the extreme right side of the web page

• Select the required Exit Survey from the dropdown which you want the employee to fill

• Enter the number of days you want the Exit Survey to be sent to employee before their last day

• Enter the number of days you want to deactivate the account after the last day

• Toggle the option if you want send a email to the employee with HR contact

• Click on Edit Template option to make any changes to email

• Enter Contact Name of the HR

• Enter Email of the HR

• Click on Save



How to set up the notice period of the employees in the organization?

• Click on the profile icon on the extreme right side of the web page

• Click on Organization Settings

• Click on User Tab

• Scroll towards Offboarding Settings

• Click on the Edit for Notice Period section on the extreme right side of the web page

• Select the required location(You can add multiple Location and it would applicable to all of    them)

• Select the required Employment Type(You can add multiple Employment Type and it would applicable to all of them)

• Enter the number of days as the notice period which the employee would be serving

• Click on Save



How to change the Due Date to a specific onboarding task?

• Click on the profile icon on the extreme right side of the web page

• Click on Organization Settings

• Click on User Tab

• Scroll towards Onboarding Settings

• Click on the Add on the extreme right side of the web page

• Click on Actions Tab of the required task for which you need to change the Due Date

• Select the required Before/After/On option from the dropdown

• Select the required number of days from the date of joining

• Click on Save



How to change the individual/role/hierarchy assigned to a specific onboarding task?

• Click on the profile icon on the extreme right side of the web page

• Click on Organization Settings

• Click on User Tab

• Scroll towards Onboarding Settings

• Click on the Add on the extreme right side of the web page

• Click on Actions Tab of the required task for which you need to change the individual/role/hierarchy •Click on Edit

• In the Add individual/role/hierarchy section click on the cross icon to remove the existing assignee and put the required individual/role/hierarchy.

• Click on Save



How to create onboarding task for specific job function?

• Click on the profile icon on the extreme right side of the web page

• Click on Organization Settings

• Click on User Tab

• Scroll towards Onboarding Settings

• Search the job function in search option in extreme left side of the webpage

• Select the required job function

• Click on the New Task section

• Enter the name of the Task

• Enter description

• In Assign to option select the required option Individual Name/Role/Hierarchy/Onboarding Employee from the dropdown

• In Add section specify the Employee Name/Role/Level who would be responsible for this task

• Select Before/After/On option from the dropdown

• Select the number of days from the date of joining

• Click on Add Task



How to create onboarding task?

• Click on the profile icon on the extreme right side of the web page

• Click on Organization Settings 

• Click on User Tab

• Scroll towards Onboarding Settings

• Click on the New Task tab 

• Enter the name of the Task

• Enter description 

• In Assign to option select the required option Individual Name/Role/Hierarchy/Onboarding Employee from the dropdown

• In Add section specify the Employee Name/Role/Level who would be responsible for this task

• Select Before/After/On option from the dropdown

• Select the number of days from the date of joining

• Click on Add Task

How to create onboarding documents?

• Click on the profile icon on the extreme right side of the web page.

• Click on Organization Settings 

• Click on User Tab

• Scroll towards Onboarding Settings

• Click on the Add on the extreme right side of the web page

• Enter the name of the Onboarding documents

• Enter description 

• Enter the URL link or Document as per requirement

• Click on Add

How to create Role Access?

• Click on the profile icon on the extreme right side of the web page.

• Click on Organization Settings. 

• Click on the User Tab.

• Scroll towards Role Access.

• Click on the Add on the extreme right side of the web page.

• Enter the appropriate name of the role.

• Enter the required description.

• Select the appropriate role from the dropdown which you want to clone.

• Click on Proceed.

• Click on the required checkboxes for the modules which you want to provide access for.

• Click on Proceed.

• Click on the required checkboxes for the attributes which you want to provide edit access and view access. 

• Click on Create.

How to create User Attributes in the portal?

• Click on the profile icon on the extreme right side of the web page.

• Click on Organization Settings. 

• Click on the User Tab.

• Scroll towards User Attributes.

• Click on the Add on the extreme right side of the web page.

• Enter the Attribute Name in the first data field.

• Enter the input method (What data employee would fill in this particular attribute), i.e if the company asks for a wedding anniversary, the input method would be Date. If the company is asking for a government or non government document to upload, the input method would be Document in that case.

• Select the section where this attribute would be visible (Personal, Professional and Onboarding section)

• Click on the check box to enable this User Attribute.

How to enable Social Integration?

• Click on the profile icon on the extreme right side of the web page

• Click on Organization Settings 

• Click on Organization Tab

• Scroll towards Social Integration

• Select the required Social Communication Medium, which your company is currently having (gmail, slack or Microsoft Outlook)

• Select the account from the drop down for sync user purpose.

• Select the first option if you want to directly add the user in the portal

• Select the second option if you want add users to pending invitation stage

How to Add Location?

• Click on the profile icon on the extreme right side of the web page

• Click on Organisation Settings 

• Click on Organization Tab

• Scroll towards Locations

• Click on Edit option at the extreme right side of the web page

• Click on + icon to add a new Location

• Enter the location name in the first data field

• Select the location from geographic dropdown in the second data field

• Select the appropriate time zone from the dropdown in the third data field

How to add Job Functions?

• Click on the profile icon on the extreme right side of the web page

• Click on Organization Settings

• Click on Organization Tab

• Scroll towards Job Functions

• Click on Edit option at the extreme right side of the web page

• Click on + icon to add a new Job Function

• Enter the Name of the Job Function in the data field

• Click on Save

How to upload Policies and Documents?

• Click on the profile icon on the extreme right side of the web page

• Click on Organisation Settings

• Click on Organization Tab

• Scroll towards Policies and Documents 

• Click on Add option at the extreme right side of the web page

• Enter the Name of the document 

• Enter the link or any document 

• Click on Add

How to enable Notification for all employees in the organization?

• Click on the profile icon on the extreme right side of the web page

• Click on Organization Settings

• Click on Organization Tab

• Scroll towards Employee Notifications

• Click on the toggle to activate the Notifications

• You will see a pop up at the top of the screen to send bulk invitation mails to invited user

• Select Yes or No according to your requirement

How to change Company Logo and Company Name?

• Click on the profile icon on the extreme right side of the web page

• Click on Organization Settings

• Click on Organization Tab

• Scroll towards the Company Name and Company Logo

• Click on Edit for Company Name 

• Mention the name in the data field

• Click on Save option 

• Click on Edit for Company Logo

• Upload the required logo and select the desired background 

• Click on Save option

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