Settings

Account Configuration and Settings - all you need to know

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27 articles in this collection
Written by Cris De Souza and Andrew Fitzsimons
Employee Settings

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
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Written by Cris De Souza
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 Cris De Souza
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 Cris De Souza
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 Cris De Souza
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 Cris De Souza
Updated over a week ago

Adding new Employee Training Types

Add new employee training types within the settings.
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Written by Cris De Souza
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 Cris De Souza
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.
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Written by Cris De Souza
Updated over a week ago