HR Management
Employees, contracts, leave and documents.
11 guides
11 videos · 8 min
Employees
3 guides
50 s
Add an employee
Create an employee record with their job, department, start date, salary and bank details, so HR, leave and payroll can use it.
5 steps Video guide Open →
57 s
Keep employee documents and expiry dates
Store passports, visas, work permits and contracts on the employee, with expiry dates, and see which ones need renewing.
4 steps Video guide Open →
38 s
Organise employees into departments
Put each employee in a department, find people by department and filter attendance and leave by team.
4 steps Video guide Open →
Leave
3 guides
41 s
Set up leave types and balances
Choose the kinds of leave your company gives, how many days a year each person gets, and which ones are unpaid.
4 steps Video guide Open →
36 s
Approve or refuse leave requests
See who asked for leave, check their balance and approve or refuse the request in one click.
3 steps Video guide Open →
34 s
Book leave for an employee
Record leave yourself, for example a sick day someone phoned in, and approve it at the same time.
4 steps Video guide Open →
Employee self-service
5 guides
42 s
Ask for leave (employees)
See your leave balance, ask for days off in My space and follow the request until it is approved.
4 steps Video guide Open →
29 s
Invite an employee to self-service
Give an employee a free login to My space, where they see their payslips, documents and leave, and ask for leave themselves.
3 steps Video guide Open →
33 s
Check and update your profile (employees)
See your job details and leave balance in My space, and keep your phone, address and emergency contact up to date.
4 steps Video guide Open →
34 s
See your documents (employees)
Find your passport, visa, contract and other papers that HR keeps for you, check when they expire and download a copy.
3 steps Video guide Open →
38 s
Protect your login with two-factor (employees)
Turn on two-factor login so you also enter a 6-digit code from an app on your phone, and keep your recovery codes safe.
4 steps Video guide Open →
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