How-to tasks

One short article for each thing you do in HCM: who may do it, what must exist first, the steps with every field explained, and what to do when it does not work. For the order to follow on day one, see Onboard your organization.

Core HR

• Add a category
• Add a cost center
• Add a department
• Add a designation
• Add a document (Cost Centers)
• Add a document (Departments)
• Add a document (Locations)
• Add a job grade
• Add a location
• Add a position
• Add a reporting line (Job Positions)
• Add a skill Category (Skill Categories & Skills)
• Add an employee
• Add an employment Type
• Add contact details (Locations)
• Cost Centers: Assign manager
• Departments: Map a location
• Employee Categories: Assign employee
• Employee Categories: Move all employees
• Employees
• Job Grades: Set a new pay range
• Job Positions: Assign employee

Employee Documents

• Contracts
• Digital Signatures: Request signatures
• Employee Documents: Reject
• Employee Documents: Upload document
• Employee Documents: Upload new version

Employee Services

• Add a goal
• Add a key result (My Goals)
• Add a milestone (My Goals)
• Add a requirement (My Documents)
• Add a time entry (My Timesheet)
• Add a window (My Benefits)
• Add an item (My Expenses)
• Add an offer (My Benefits)
• Add this document (My Benefits)
• Create a leave Request (My Leave)
• Create an expense
• My Documents: Document settings
• My Documents: Upload a document
• My Expenses: Claim mileage
• My Performance: Acknowledge review
• My Performance: Complete self assessment
• My Training
• My Training: Request training

HCM Settings

• Add a field
• Add a form
• Add a legal Entity (Organization Settings)
• Add a sequence

Learning & Development

• Add a provider
• Add an employee Skill
• Add an instructor
• Create a certification
• Create a course
• Create a path
• Create a program
• Create a report
• Create a request
• Create a skill (Competencies)
• Create an assessment
• Employee Learning (Assignments): Assign Learning
• Training Calendar: Schedule Event

Leave Management

• Carry Forward
• Carry Forward: Process Carry Forward
• Create a leave Type
• Create a policy
• Leave Accrual
• Leave Accrual: Run Accrual
• Leave Balance (admin/manager)

Organization

• Add a legal entity
• Add a registration (Legal Entities)
• Add a tax reporting unit (Legal Entities)

Payroll

• Bank Transfer
• Bonuses
• Create a batch (Bank Transfer)
• Create a btn (Incentives)
• Create a btn (Overtime (Payroll))
• Create a btn (Payroll Adjustments)
• Create a compensation
• Create a deduction
• Create a salary Component
• Create a salary Structure
• Create bonus
• Earnings & Deductions
• Employee Compensation
• Payroll Accounting: Generate Journal
• Payroll Lock
• Payroll Lock: Lock a Run
• Payslips: Generate Payslips
• Salary Components
• Salary Structures

Recruitment

• Background Verification
• Background Verification: Record Consent Decision
• Candidate Pools
• Candidate Pools: Pause
• Candidates: Blacklist
• Careers: Site Settings
• Create a candidate
• Create a page (Careers)
• Create a pool
• Create a requisition
• Create a source
• Create a verification
• Create an agency
• Create an offer
• Create an opening
• Job Openings: Hold
• Job Openings: Unpublish
• Job Requisitions: Cancel Requisition
• Job Requisitions: Put On Hold
• Offer Approvals
• Offers: Record Rejection
• Offers: Withdraw
• Recruitment Agencies: Suspend
• Recruitment Sources: Deactivate
• Resumes
• Resumes: Replace (New Version)
• Resumes: Upload Resume

Separation

• Add an action (Exit Interviews)
• Asset Return
• Exit Interviews
• Experience Letter
• Relieving Letter

Time & Attendance

• Add a break (Shifts)
• Add a comment (Field Work)
• Add a kind (Field Work)
• Add a requirement (Scheduling)
• Add a schedule (Rosters)
• Add a stop (Field Work)
• Add an availability (Scheduling)
• Create a from attendance (Overtime)
• Create a request (Regularization)
• Create a shift
• Create an exception (Late & Early Records)
• Create an overtime
• Late & Early Records: Approve
• Late & Early Records: Ask to excuse
• Overtime: Approve
• Regularization: Approve
• Regularization: Change and send again
• Rosters: Approve or turn down
• Rosters: Make a roster
• Scheduling: Make a schedule
• Shifts: Assign

Travel

• Travel Requests

the HCM menu

• Create a permission
• Create a quiz
• Hcm Permissions