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Learn how to turn on and off fields within the employee personal settings

Employee Personal Settings

You can bulk update fields in your employees' profiles. This will save time at a head office level.

How to bulk update your Employees' Profiles

Required Fields on Employee Profiles

Learn how to set up Unavailability an how to allow your Managers access to Unavailability

Unavailability settings and permissions

How to create a new Employee Position, How to add a new employee position

How to Create an Employee Position

How to add and edit Leaver Reasons

How to edit types of Employee Feedback and Actions

Learn how to create an onboarding checklist as part of the HR process for a new employee that starts with your business.

Create an Onboarding Checklist

Add new employee training types within the settings.

Adding new Employee Training Types

How to delete a training type permanently from the system

Deleting Employee Training Types

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.

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

Employee Settings

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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