Human Resources
View and Download Checklist Items
The Checklists report page, located under Teams > HR > Checklists > Checklists, includes options to view and manage checklists and checklist items for each employee. From this page, you can also assign a new checklist to one or more employees. ...
How to Mass Download Custom Forms
Using the main menu in the top left navigate to Team > HR > Forms > Other Forms. Choosing Submitted will show the employees that have completed forms available for download. Check the box next to the employee accounts with the forms you want to ...
How to Assign and Initiate Performance Reviews
In order to assign and initiate an Employee Performance Review, you must first assign the applicable Performance Review Profile to the employee's record. Navigate to Team > My Team > Employee Information Once on the Employee Information screen, ...
Creating and Adding Credentials to Employees
The first step is to create the credentials. This is done by using your full navigation menu in the upper left hand corner of your screen and going to Settings > HR Setup> Credential Types Once on the Credential Types page you will click Add New to ...
Approving I9s
When an employee submits an I-9, you will receive an email letting you know that you have forms that need approval. You will want to navigate to Team > HR > Forms > All Forms. Once inside the All Forms screen, look for I-9 forms that have a status of ...
How to Initiate an HR Action
HR Actions can be created and applied to specific employees, managers, or company admins complete. These requests include action items that are specific to the audience. For example, an HR Action request can be sent to managers to complete ...
How to Add a Job Title
In order to create a new company Job Title, navigate to Settings > HR Setup > Jobs. From there, click on the Add New in the top right corner. From there, you can name the new job title and select any other defaults you would like assigned. Employee ...
Adding a Custom Form and Adding to a Checklist
When adding a custom form, you'll first want to make sure the document you are uploading is saved as a PDF. Adding a custom form: 1. Navigate to Settings > HR Setup > Custom Forms. 2. Click the Add New button in the top right corner. 3. Name the ...
Surveys
Surveys This functionality allows you to create custom or pre-defined surveys to send to your employees. Surveys can be defined to collect information vital to your organization, can be used to gather information on processes your employees or new ...
Adding a Checklist to Employees
Checklists are used to walk an employee or payroll administrator through a specific company process. This could be something like new hire orientation or termination of a previous employee. Navigate to Team > Hr > Checklists > Checklists. Click ...
How to Add/Remove Items from Checklists
1. Navigate to Settings > HR Setup > Checklists to access the checklist page and click the pencil icon to edit the desired checklist. 2.Once Inside the checklist click the Add Checklist Item button in the top right corner. 3. First, select the ...