People Management Module

Ioana Cretu -

1. 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.

2. 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.

3. Instructions:

4. 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.

5. 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.

6. 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.

7. 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.

8. 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.

9. 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.

10. 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.

11. 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).

12. Viewing the Dashboard:

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

13. Video Tutorials:

Click below for full video guides: