People Management Module

Overview of the Module

The People Management module simplifies employee and team management, offering tools to handle leave requests, schedules, bank holidays, employee data, and team organization. Its user-friendly dashboard and customizable fields ensure you can tailor the module to meet your company’s specific HR needs.

Key Features

• Leave Requests, Working Schedules, Bank Holidays: Manage leave types, set work schedules, and define company-specific holidays.
• Employee Data: Centralized storage for all employee information, including statuses, roles, and contact details.
• Teams: Organize staff into teams with flexible hierarchies and assign cost centers.
• Visual Dashboard: Track schedules and leave in an intuitive calendar view.
• Custom Fields: Create fields to capture specific information about employees or processes.
  
  

Instructions

1. Creating Employee Statuses and Types

• Navigate to Settings.
• Click Edit under "Employee Statuses" or "Employee Types."
• Input the following details:
  • Title: Name of the status/type.
  • Description: Brief explanation of its purpose.
  • Text and Background Color: Customize for easy identification.

2. Adding Custom Fields

• Go to Settings and click Edit under "Custom Fields."
• Enter the following:
  • Name: Title of the field.
  • Help Text: Add instructions or context for the field.
  • Placeholder: A hint or example of the input.
  • Field Type: Select from available options (e.g., text, number, dropdown).
  • Required Field: Indicate whether this field is mandatory.

3. Configuring Leave Request Types

• In Settings, click New under "Leave Requests."
• Fill in the details:
  • Title and Description: Name and purpose of the leave type.
  • Icon and Color: Customize for easy recognition.
  • Deductible Allowance: Specify if the leave counts against the employee’s leave balance.
  • Availability: Assign the leave type to specific companies, teams, or staff.
  • Approval Workflow:
    • Add steps, each with a Title, Description, and approver(s).
  • Attachments: Include required documents (e.g., sick leave note), with Title, Description, and Minimum Files.

4. Adding Working Schedules

• In Settings, click New under "Working Schedules."
• Input the following:
  • Title: Name of the schedule.
  • Schedule: Specify working hours for each day (Monday to Sunday).
  • For non-working days, set Hours to "0" and Where From to "Off."
  • For variable hours, set Hours to "0" and select Anywhere or Office.

5. Managing Bank Holidays

• In Settings, click New under "Bank Holidays."
• Enter:
  • Title: Name of the holiday.
  • Date: Specify the holiday date.
  • Visibility: Assign the holiday to relevant companies.

6. Adding Teams

• Navigate to Teams and click New.
• Enter the details:
  • Title: Team name.
  • Parent Team: If applicable, select the team hierarchy.
  • Cost Center: Assign a cost center.
  • Tags and Avatar: Add tags and upload a visual identifier for the team.

7. Adding People

• Go to People and click New.
• Fill in the details:
  • Personal Information: First name, last name, email, phone, and picture.
  • Job Details: Job title, employee type, reports to, department/team.
  • Dates: Hire date and exit date (if applicable).
  • Company Information: Hiring company and staff ID.
  • Other Details: Cost center, PRO allowance, work schedule, tags, and attachments.

8. Leave Requests

• Navigate to Leave Requests and click Request.
• Select the leave type and provide the necessary information (based on the leave type and company settings).

9. Viewing the Dashboard

• Click on Dashboard to access the calendar view.
• Filter by week or month to view working schedules and leave details.
  
  

Additional Resources

HR Admin Instructions:

Employee User Guide: