Human resources¶ Attendances Access rights Approvers Configuration Modes Extra hours Overview Views Filters and groups Filters Groups Attendance log details Main details Check in/check out details Errors Reporting Check in and out Check in Check out Kiosks Configuration Kiosk Mode section Kiosk Settings section Kiosk mode Check in and out with a kiosk Badge RFID Manually PIN Confirmation message Hardware Kiosk devices Badges Barcode scanners RFID key fob readers Employees New employees General information Required fields Optional fields Additional information tabs Resumé tab Resumé Skills Skill types Work information tab Private information tab HR settings tab Documents Departments Create new departments Departments dashboard Kanban view List view Hierarchy view Certifications View certifications View certifications by expiration status Log a certification Offboarding Archive an employee Send HR documents access link Employee retention report Employee retention rate comparison report Appraisals Configuration Settings Feedback templates Appraisals Appraisals plans 360 feedback Evaluation scale 360 feedback New appraisals Appraisals dashboard Create an appraisal Ask for feedback Appraisal form Employee’s feedback Manager’s feedback Skills tab Private Note tab Schedule a meeting Complete an appraisal Goals New goal Completed goals Appraisal analysis Group by status Use case: view only the user’s appraisals Skills evolution Skills evolution report Use case: Identify employees with specific skills Use case: Assess highest improvement Frontdesk Configuration Stations Options tab Side Message tab Drinks Station dashboard Kiosk setup Reporting Visitors Visitor list Planned visitors Visitor flow Visitor check in Drinks Notifications Check out Fleet Settings End Date Contract Alert New Vehicle Request Manufacturers Add a manufacturer Vehicle models Preconfigured models Add a new model Information tab Model section Salary section Engine Vendors tab Model category Add a new model category New vehicles Vehicle form fields Driver section Create a new driver General information Contacts & Addresses tab Sales & Purchase tab Sales section Misc Internal Notes tab Vehicle section Tax Info tab Fiscality Contract Model tab Note tab Services Create service records Create service type Create vendor General information Contacts & Addresses tab Sales & Purchase tab Sales Misc Internal Notes tab List of services View services List view Add a service Kanban view Schedule activities Add a service Graph view Pivot view Activity view Schedule an activity Accidents Structure Log accidents and repairs Service stages Service record Kanban view Accident reporting Services dashboard Reporting dashboard Manage accident repairs Payroll Settings Accounting Localizations Time off Payroll Contracts Templates Salary information tab Pre-tax benefits and post-tax deductions Employment types Work entries Work entry types New work entry type General information section Display in payslip section Unpaid section Valid for advantages section Time off options section Reporting section Working schedules New working schedule Salary Structure types New structure type New default working hours Structures Rules Top section General tab Conditions Computation Company contribution Description tab Accounting tab Rule parameters Other input types Salary package configurator Benefits General information section Display section Activity section Sign section Description tab Personal info Resumé Jobs Job positions Contracts New contract form General information section Contract Details tab Sign section Accounting section Part Time section Notes section Modify a contract template Modifying contract templates Salary information Personal documents Save and send the contract Salary attachments Work entries Add a new work entry Conflicts Time off conflicts Resolve on work entry Resolve on time off request Regenerate work entries Generating payslips Printing payslips Time off to report Defer multiple time off entries Defer individual time off entries Salary attachments Salary attachment types Create new salary attachment types Create a salary attachment Manage salary attachments Completed salary attachments Cancel salary attachments Payslips To pay Create a new payslip Payslip form Worked days & inputs tab Salary computation tab Other info tab Process the new payslip All payslips Batches Create a new batch Process a batch Generate warrant payslips Reporting Default reports Payroll Line chart Bar chart Pie chart Pivot table Filters Work entry analysis Work entry analysis comparison Use case: overtime report comparison Salary attachment report Compare to previous year Time Off Configuration Time off types Create time off type Time Off Requests section Allocation Requests section Configuration section Negative Cap section Payroll section Timesheets section Display Option section Accrual plans Create accrual plan Rules Public holidays Create public holiday Mandatory days Create mandatory days Overview Reporting By employee By type Allocations Allocate time off Request allocation Request time off My time Dashboard My time off My allocations Management Manage time off Manage allocations Recruitment Settings Job posting Recruitment process Send interview survey Send SMS CV display CV digitization (OCR) Salary package configurator Kanban view Customize stages New stage Modify stage Edit stage form Delete stage Email templates Job positions Create a new job position Edit a new job position Create interview form Recruitment flow New Resumé Send interview Initial qualification First interview Second interview Contract Proposal Contract Signed Refuse applicant Add new applicants Quick add New applicant form Applicant section Job section Contract section Application Summary tab Skills tab Schedule interviews Recruitment team scheduled interviews New event pop-up window More options Send meeting to attendees Applicant scheduled interviews Modify stage Send email Schedule interview Offer job positions Contract proposal Universal fields Send offer Configure your package Contract signed Create employee Refuse applicants Refuse reasons Create or modify refuse reasons Send refusal email View refused applicants Source analysis reporting Open report Source effectiveness report Medium Recruitment analysis Recruitment analysis report Pivot table view Use case: applicants with referrals Hired through referrals Time in stage analysis Time in stage analysis report Use case: comparing times by month Team performance reporting Open report Pivot table view Use case: recruiter performance over time Referrals Onboarding Modifying onboarding slides Hired referrals Modify friends Levels Modify levels Level up Share job positions View Jobs Refer friends Share a job Link Facebook X (formerly Twitter) LinkedIn Email a friend Referral points My referrals Points Rewards Create rewards Redeem rewards Alerts Create an alert Dismiss an alert Reporting Employees referral analysis report Use case: hired referrals Lunch Settings Locations Alerts Vendors Vendor information Availability Orders Extras Configure extras Add extras Products Product categories Orders Order Your Lunch Placing orders Add products to an order Errors Your Order summary Submit an order Track an order Receive an order My Orders My Account Manage user accounts Cash Moves Add funds Control Accounts Lunch management Today’s Orders Cancel orders Send orders Confirm orders Notify employees Control Vendors
