Settings

Account Configuration and Settings - all you need to know

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28 articles in this collection
Written by Rebecca Fahy and Andrew Fitzsimons
Employee Settings

Employee Personal Settings

Learn how to turn on and off fields within the employee personal settings
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Written by Rebecca Fahy
Updated this week

How to bulk update your Employees' Profiles

You can bulk update fields in your employees' profiles. This will save time at a head office level.
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Written by Andrew Fitzsimons
Updated over a week ago

How to create an Employee Position

How to create a new Employee Position, How to add a new employee position
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Written by Andrew Fitzsimons
Updated over a week ago

How to add and edit Leaver Reasons

How to add and edit Leaver Reasons
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Written by Andrew Fitzsimons
Updated over a week ago

How to edit types of Employee Issues and Actions

How to edit Employee Issue types
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Written by Andrew Fitzsimons
Updated over a week ago

Create an Onboarding Checklist

Learn how to create an onboarding checklist as part of the HR process for a new employee that starts with your business.
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Written by Andrew Fitzsimons
Updated over a week ago

Creating a Daily Task list

Learn how to create and configure a daily task list for employees to complete at the end of a day/shift.
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Written by Andrew Fitzsimons
Updated over a week ago

Adding new Employee Training Types

Add new employee training types within the settings.
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Written by Andrew Fitzsimons
Updated over a week ago

Deleting Employee Training Types

How to delete a training type permanently from the system
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Written by Andrew Fitzsimons
Updated over a week ago

What are the existing drop-down fields in the 'Personal Tab' in an Employee Profile?

To help you ensure that employee upload files run smoothly, here is a list of pre-entered fields that can appear in the employee profile.
Andrew Fitzsimons avatar
Written by Andrew Fitzsimons
Updated over a week ago