Home Page Setup
Creating Auto-fill forms
Create Email notifications
Email notifications can be used to send out email alerts to other departments of pending employee actions.
For example, you may want to alert your IT department that you are terminating an employee next week. Your IT department can then prepare their termination process for this employee.
Select the data field(s) (over 50x data fields to choose from; age to zip code) to appear in the email alert such as name, manager, doh, title, etc. Name the "Receiver" email alert such as "IT - Termination Notice". In the "Receiver" window. You can enter up to 3x emails to receive this notification.
To send the email alert, go to the HRIS tab and select the employee. Click "ADD / EDIT", then email alert. You can also send a message with each email you send.
Admin - First Time Login
During sign up, a temporary placeholder profile was created with ID 99999 to allow initial administrative access to input, delete, and edit company data. After your first login, you must re create your own profile with your employee ID and position ID. Click the HRIS icon.
and select “ADD/EDIT”. Click “Employee ADD” and begin entering your profile.
Enter "1" to grant administrative access to the HRIS and System Settings.
Check the "Leader" button only if the employee is the goal leader; such as the ceo, president, general manager, etc. There can only be one goal leader per Company Code.
After you have created your own profile, Go to “Select Employee” and select yourself.
Once your name appears, go to “Access Level”.
You will see two side tabs on the left; HRIS and System Access.
You must change each access level from “0” to “1”, and then save. Go to the other access level and do the same. Refresh the screen and go back to access level while still under yourself and check if all windows show “1”.
Log out and login in using your new credentials.
After logging in using your new credentials, if you do not see the two icons below, log out and log in using the original log in credentials and repeat the steps again. Without Admin access, you will not be able to setup the system under your log in credentials.
Begin entering employee data.
Vertical Goal Alignment
Horizontal Goal Alignment
Real-time Employee Performance Management
Real-time Employee Training / Development Management
Real-time Job Description Management
Affirmitive Action Plan - Dashboard
We have over 50+ AAP metrics by organization and department in our dashboard. We encourage monitoring these important metrics not just for legal reasons if you are over 100+ employees, but research has proven that fostering a diverse workforce enhances creativity as well as organic education when employees are exposed to various demographics such as race and gender.