Human resources

• Attendances
  • Access rights
    • Approvers
  • Configuration
    • Modes
    • Extra Hours
  • Overview
  • Filters and groups
    • High-value filters
    • Insightful groupings
  • Attendance log details
    • Main details
    • Check in/check out details
  • Attendance errors
    • Check in and out
      • Check in
      • Check out
    • Kiosks
      • Configuration
        • Modes section
        • Kiosk Settings section
      • Kiosk mode
      • Check in and out with a kiosk
        • Badge
        • RFID
        • Manually
          • PIN
        • Confirmation message
    • Work approvals and overtime
      • Management dashboard
      • Approvals and refusals
        • Partial approvals
      • Create attendance records
    • Hardware
      • Kiosk devices
      • Badges
        • Barcode scanners
      • RFID key fob readers
    • Attendance reporting
      • View report
      • Use case: monthly overtime
      • Use case: absenteeism
• Employees
  • Settings
    • Employees
    • Work organization
    • Employee update rights
      • New employees
        • General information
        • Resumé tab
          • Resumé
          • Skills
            • Skill types
        • Work information tab
          • LOCATION
          • APPROVERS
          • REMOTE WORK
          • SCHEDULE
          • PLANNING
        • Private information tab
          • PRIVATE CONTACT
          • EMERGENCY
          • FAMILY STATUS
          • CITIZENSHIP
          • EDUCATION
          • WORK PERMIT
        • Payroll tab
        • Settings tab
          • STATUS
          • APPLICATION SETTINGS
          • ATTENDANCE/POINT OF SALE
      • Onboarding
        • View onboarding plan
          • Onboarding plan steps
        • Modify onboarding plan
        • Create onboarding plan
        • Launch onboarding plan
      • Departments
        • Create new departments
        • Departments dashboard
          • Kanban view
          • List view
          • Hierarchy view
      • Certifications
        • View certifications
          • View certifications by expiration status
        • Log a certification
      • Badges
        • View available badges
        • Create badges
        • View employee badges
        • Grant badges
      • Equipment
        • Individual employee equipment
        • All employee equipment
        • Add equipment to an employee record
      • Offboarding
        • View offboarding plan
          • Offboarding plan steps
        • Modify offboarding plan
        • Create offboarding plan
        • Launch offboarding plan
        • Archive an employee
          • Send HR documents access link
      • Employee retention report
        • Employee retention rate comparison report
• Performance
  • The five modules
  • Who does what
  • Setting it up the first time
  • What the application deliberately refuses to do
    • Confidentiality
      • Who can see what
        • The confidential assessment
        • What is written in the log of a review
      • What the employee can always see
      • Answering a subject access request
      • Retention and the purge
        • Running a purge
        • Legal hold
      • What this does not protect you from
    • Configuration
      • Rating scales
        • Why a level carries a number
        • Creating a scale
        • Starting from a scale somebody else wrote
        • Nothing is shipped, on purpose
        • A scale that has been used is frozen
      • Questionnaires
        • Sections
        • Audiences
        • Questions
        • The “shared with the employee” decision
        • Releasing and versioning
        • Which questionnaire a review uses
      • Company settings
      • Reminder templates
    • Objectives
      • Where they live
      • Creating an objective
      • Measuring an objective
      • Alignment, and why it is not roll-up
      • Who can see an objective
      • Check-ins
        • Keeping the rhythm
      • Templates and bulk assignment
      • Who can do what
    • Review cycles
      • Cycle types
      • Setting a cycle up
      • The population, and what the launch tells you first
      • Stages and deadlines
      • Reminders and escalation
      • Launching
        • What can no longer change
      • Tracking a cycle
      • Closing a cycle
      • Reviews outside a cycle
      • Changing the reviewer
    • Conducting a review
      • The lifecycle
      • What is on a review
      • Opening the review
      • The self-assessment
      • The manager assessment
        • Preparing well
      • The review conversation
      • Sharing the review with the employee
      • Sign-off: acknowledged, or disagreed
      • Closing the review
      • The development plan
        • Carry-forward
      • Printing a review
      • Correcting a finished review
        • Cancelling
    • Multi-rater (360) reviews
      • Rater roles
      • Configuring a round
      • The anonymity threshold, and what it refuses to do
        • Refused at launch, not at release
      • Nomination and approval
      • What a rater does
        • Internal raters
        • Outside raters
        • What every rater is told
      • What each person sees at the end
        • The reviewer
        • The employee
        • HR officers
    • Competencies
      • Behavioural anchors
      • The per-job requirement matrix
      • Competencies in a review
      • Writing agreed levels back to the employee
      • Competency evolution
    • Trial-period reviews in Hungary
      • How the plan counts from the contract
        • Running a probation cycle
      • The probation decision
      • Why a termination carries no stated reason
      • The printed decision
      • Hungarian master data
        • The rating scale
        • The questionnaires
        • Company defaults
    • Reporting
      • The cycle dashboard
      • Tracking completion
      • Scores and rating analysis
      • Development plans
      • The rest
      • Who may see which report
• Fleet
  • Models & manufacturers
    • Manufacturers
      • Add a manufacturer
    • Models
      • Add a model
      • Information tab
        • Model
        • Salary
        • Engine
      • Vendors tab
    • Model category
      • Add a new model category
  • Adding vehicles
    • Settings
      • End Date Contract Alert
        • Responsible parties
      • New Vehicle Request (Belgian Payroll - Fleet)
    • Add a vehicle
    • Vehicle form fields
      • Driver
        • Create a new driver
      • Vehicle
      • Tax Info tab
        • Fiscality
        • Contract
      • Model tab
      • Note tab
  • Services
    • Create service records
      • Create service type
      • Create vendor
    • View services
  • Accidents
    • Structure
    • Log accidents and repairs
    • Service stages
      • Service record
      • Kanban view
    • Accident reporting
      • Services dashboard
      • Reporting dashboard
    • Manage accident repairs
  • Cost analysis report
    • Total costs
    • Cost by vehicle
    • Cost by driver
    • Detailed comparison
• 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 holidays
    • Mandatory days
      • Create mandatory days
  • Overview
    • Allocations
      • Allocate time off
        • Accrual start date behavior
        • Multiple requests
      • Request allocation
    • Request time off
      • Submit time off request
        • Time off fields
    • My time
      • Dashboard
      • My time off
      • My allocations
    • Management
      • Manage time off
      • Manage allocations
    • Reporting
      • By employee
      • By type
      • Balance
• Recruitment
  • Settings
    • Process
      • Send interview survey
      • Salary package configurator
      • Résumé display
    • In-App Purchases
      • Send SMS
      • Résumé digitization (OCR)
  • 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
          • Recruitment tab
          • Job summary tab
          • Application info tab
        • Create interview form
    • Post job positions
      • Publish to website
      • Post on job boards
        • Job board settings
        • Publish on job board
          • Job board emails
            • Create job board emails
        • View job board listings
    • 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
        • Candidate section
        • Notes tab
        • Details tab
          • Applicant section
          • Salary package section
          • Job section
          • Sourcing section
        • 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
        • Self-scheduled interview
    • Offer job positions
      • Contract proposal
        • Universal fields
        • Send offer
        • Configure your package
        • Management signatures
      • Contract signed
      • Create employee
    • Refuse applicants
      • Refuse reasons
        • Create or modify refuse reasons
      • Send refusal email
      • View refused applicants
    • Applicant analysis
      • Applicant analysis report
        • Pivot table view
          • Use case: applicants with referrals
            • Hired through referrals
    • Source analysis reporting
      • Open report
      • Source effectiveness report
        • Medium
    • Velocity analysis
      • Velocity analysis report
        • Use case: comparing times by month
    • Team performance
      • Open report
        • Pivot table view
      • Use case: recruiter performance over time
• 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