Getting started and account access
Set up your organization, invite the right people, and manage the basics of signing in and staying secure.
- →Set up your organization and first administrator
- →Invite employees and understand account access
- →Use password, two-factor, and passkey sign-in options
Employees and organization
Manage employee records, documents, positions, reporting relationships, and organization structure.
- →Add or update an employee profile
- →Manage departments, positions, and reporting relationships
- →Upload and manage employee documents
Payroll
Configure pay information, prepare payroll, review approvals, access reports, and understand payslips.
- →Set up employee pay information
- →Create, review, and approve a payroll run
- →Help employees find and understand their payslips
Attendance and timesheets
Record work time, manage attendance settings, use location-aware options, and review submitted time.
- →Clock in, clock out, and manage breaks
- →Set up attendance policies and geofences
- →Submit and approve a timesheet
Leave
Set up leave types and policies, view balances, request time off, and review leave decisions.
- →Create leave types and policies
- →Request leave and check request status
- →Review and act on a leave request
Recruitment
Create jobs, organize candidates, manage recruitment pipelines, schedule interviews, and progress offers.
- →Create a job and choose a recruitment pipeline
- →Move a candidate through recruitment stages
- →Schedule an interview and collect feedback
Performance and development
Set goals, run appraisal cycles, share feedback, recognize contributions, and explore learning.
- →Create and update employee or departmental goals
- →Set up an appraisal cycle and invite reviewers
- →Find courses, enrol employees, and view learning activity
Employee self-service and assets
Help employees manage their own information and requests, including assigned equipment and asset requests.
- →Use the employee self-service workspace
- →Request an asset and follow the approval status
- →Assign, return, repair, or report an asset
Projects and work management
Create projects, assign work, manage task progress, and connect timesheets to the work being delivered.
- →Create a project and add contributors
- →Create, assign, and complete tasks
- →Use project phases, checklists, and delivery tracking