User Profiles and Options
Resume
Add every employee's resume to their personal profile. You can then use the search and filter options on the dashboard to find employee’s based on their work experience, education and certifications.
Skills
Enrich each employee's profile with measurable skills. Skill types can be customized and updated to track employee development over time.
Onboarding/offboarding plans
Create and implement onboarding and offboarding plans whenever an employee joins or leaves the organization. Each plan triggers a preset series of activities, across different applications, to ensure a smooth transition.
Request Appraisals
Allow both employees and managers to request a performance review through the Appraisals app directly from an employee record at any time, even if it does not coincide with the company schedule.
Request Time Off
Allow employees to request time off directly from their employee profile or record, without opening the Time Off application.
Signature Request
Send a message to an employee requesting they review and sign a document from their employee record.
Work Information
Approvers
Assign the appropriate staff members who will be responsible for approving expenses, time off, and timesheets for an employee on their individual record.
Homeworking
Specify a default work location for each day of the week, whether an employee is in the office, working from home, or remotely from another location. Once configured, this schedule repeats itself every week.
Schedules
Specify working hours and schedules for each employee, as well as their timezone.
Planning Roles
Assign roles that an employee is qualified to fill shifts for in the Planning application.
Org Charts
Sort departments and teams into an easy to view organizational chart that is featured on every employee profile. Show where employees land on the company hierarchy, their manager, and their subordinates.
Smart Buttons
Time Off
See the number of days off an employee has remaining, and click on the smart button to be taken to the Time Off application.
Planning
Click on the Planning button to be taken to the Planning application and view the upcoming work schedule. You can also swap shifts with other employees (if you have the appropriate access rights).
Timesheets
The Timesheets button takes you to a list view of the past week's worth of timesheet entries, and provides you with the opportunity to add new entries.
Cars
If an employee has been assigned a company car, it will be listed on the Cars button. Click on it to be taken to the Fleet app to view more details, and make updates.
Equipment Count
The Equipment Count button notes if any tools, machinery, hardware, etc. has been assigned to an employee. This button connects to the Maintenance application and tracks costs, vendor information, and usage.
Contracts
The Contracts button lists the creation date of an employee's most recent contract. If the contract is active, the text of the button will be green. If it has expired, it will be red.
Documents
Once an employee has signed any documents through the Sign application (such as an employee handbook, NDA, offer letter, etc.), it will be noted on the Documents button.
Courses
eLearning courses that have been assigned to an employee can be tracked via the Courses smart button. As an employee completes their assigned courses, the button will update to reflect their progress.
Organization
Access Rights
Configure different access levels for employees, managers, and team leads to keep private information private.
Employee Editing
Allow employees to edit their own data. (Or prevent them from doing so).
Departments
Create departments and sort employees based on responsibilities. Departments can be assigned to a “parent” department for further organization.
Contracts
Store employee contracts, and track their status. Create contract templates that can be used in the Payroll and Recruitment applications.
