Help Center

Product Specification

Core Functionality

People and Groups

v1.25.0

Manage all the users and groups in the organisation and access all user features for HR and Performance Management directly via the user account.

In Manage Mode

Dashboard

This Week
1. People statistics for this week (graph)
2. People statistics for this week (donut chart)
This Month
1. People statistics for this month (graph)
2. People statistics for this month (donut chart)
Sentiment Stats
1. Sentiment statistics for this month (graph)
2. Sentiment statistics for this month (donut chart)
3. Sentiment statistics for this week (graph)
4. Sentiment statistics for this week (donut chart)
People Stats
1. Top 5 departments by sentiment
2. Top 5 departments by likes
3. Top 5 departments by comments
4. Top 5 people by sentiment
5. Top 5 people by likes
6. Top 5 people by comments
7. Activates vs Available
8. Loggins In vs Activated
9. Usage vs Logged In
Skills Stats
1. Skills Summary
  1. Total Skills
  2. Skills in use
  3. Skills not in use
  4. Employees with Skills
2. Skills Matrix
  1. Show my team
Skills Gap Stats
1. Skills Gap Summary
  1. Total Skills
  2. Skills in use
  3. Skills not in use
  4. Employees with Skills
2. Skills Gap Dashboard
  1. Show my team
  2. Name
  3. Department
  4. Role

People

Select
Activation Status
Icon/Photo
1. Hover for smart card
  1. Tag
  2. Email
  3. Mobile
  4. Date of birth (age)
  5. Start date
  6. Skills
  7. Group
  8. Actions : Remove, Update, View
Name
Status
Role
Manager
Department
Site
Actions: View, Reset Password, Update, Remove

Update Person

Personal Information
1. Title
2. First Name
3. Middle Name
4. Last Name
5. Known as
6. External System ID
7. Date of Birth
8. Gender
9. Legal First Name
10. Legal Surname
11. Ethnicity
12. Nationality
Address and Contact
1. Address (2 lines)
2. Town/City
3. Postcode / Zipcode
4. Region/Area
5. Country
  1. Drop down list
6. Time zone
  1. Drop down list
7. International Dialling Code
8. Security warning
9. Use Mobile for secure comms (On/Off)
10. Email address (not editable)
11. Mobile phone
12. Work phone
13. Work Extension
14. Personal Email
15. Personal Phone
16. Personal Mobile
17. Alias (Tag)
Employment Overview
1. Employment Type
  1. Apprentice
  2. Contract full-time
  3. Contract Part-time
  4. Full-time
  5. Intern
  6. Part-time
2. Employment Status
  1. Associate
  2. Current
  3. Garden Leave
  4. Leaver
  5. Pre-joiner
  6. Secondment
3. Contract Type
  1. Agency
  2. Fixed Term
  3. Open-ended
  4. Permanent
  5. Temporary
4. Start Date
5. Worktime
  1. Start
  2. End
6. Status
  1. Generated from imported people data
7. Role
  1. List
  2. Action: Add role
8. Manager
9. Department
10. Site
11. Notes
Emergency Contact
1. Consent (On/Off)
  1. Emergency Contact Name
  2. Emergency Contact Number
  3. Emergency Contact Relationship
  4. Emergency Contact Address
2. Next of Kin Name
3. Next of Kin Phone
4. Next of Kin Relationship
5. Emergency Medical Notes

View Person

Information
1. Details
  1. As above
2. Social Links
Security
1. Security Group memberships
  1. List of security groups the user has access to
  2. Name
  3. Description
  4. Group Manager
2. System Information
  1. Actions:
    1. Reset 2FA (if enabled)
    2. De-activate
  2. Status
  3. Use mobile for secure comms (On/Off)
  4. Username (locked)
3. Data Visibility
Benefits and training
1. View
2. Action: Add
  1. From pre-defined list
    1. Cycle to Work Scheme
    2. Gym Membership
    3. Health Insurance
    4. Life Insurance
    5. Pension
    6. Salary Sacrifice
Licenses, Permits and Visa
1. View
2. Action: Add
  1. From pre-defined list
    1. Driving License
    2. Insurance
    3. Other
    4. Work Clearance
    5. Work Visa
IT assets and Equipment
1. View
2. Action: Add
  1. From pre-defined list
    1. Laptop/PC
    2. Other
    3. Printer
    4. Projector / Camera /Headset
    5. Smartphone / Deskphone
    6. Software
Career Development
1. Key Stats
  1. Current role
  2. Current role tenure
  3. Current role skill gap
  4. Open Development objectives
  5. Completed Development objectives
  6. Last Development review score
2. Next Role
  1. Action; Choose your next role
    1. Role Explorer
      1. Button; Side step into different role
        
        Role drop down
        
        Buttons; Close, Save
      2. Select Role
        
        Role icon
        
        Role name
        
        Current Role/No. People
        
        Skill Gap, inc skill level count
        
        Skill icon
        
        Skill name
        
        Skill level match count
        
        Buttons; Cancel, Save
3. Person Career Statement
  1. Button; Save
4. Skill Gap
  1. Skill icon
  2. Skill name
  3. Skill level match count
5. Next Development Review
  1. Name
  2. Description
  3. Additional Item
  4. Reviewer Avatar
  5. Reviewer Full Name
  6. Due date
  7. Attachments
6. Success Circle
7. Development Objectives
  1. Open/Completed
  2. Name
  3. Competency Icon
  4. Description
  5. Tag
  6. Objective type
  7. Percentage of Completion
  8. Progress status
  9. Due date
  10. Priority
  11. Conversation
8. Training Logs
  1. Course name
  2. Number/Reference
  3. Start Date
  4. Expiry Date
  5. 'i' - description
9. Conversation
  1. Avatar
  2. Comment box
  3. Emoji
  4. Upload
  5. Attachment
  6. Send
Achievements
1. View
2. Action: Add
  1. From pre-defined list
    1. Course Certification
    2. Course Completion
    3. External Certification
    4. Helping Others
    5. Living our values
    6. Outstanding Work
Awards
1. View Awards
  1. Total Points
  2. List Awards
    1. Icon with score
    2. Title
    3. Awarded by
    4. Award on (Dates)
    5. Action : Update, remove
2. Action: Assign Award to current user
  1. Select award type
  2. Add note
Documents
1. Show user's personal document folder
2. List Folders / Documents
  1. Bulk action select
  2. Folder / file type icon
  3. Name
  4. Modified on date
  5. Modified by user
  6. Actions : View groups, update, remove
3. Actions : Add file, Add folder, Refresh, Update folder
  1. Add file
    1. file upload dialog
  2. Add folder
    1. Folder name
    2. description
    3. owner
    4. folder email address
      1. Email attachments will upload to folder
  3. Refresh
  4. Update folder
    1. Folder name
    2. description
    3. owner
    4. folder email address
      1. Email attachments will upload to folder
Feedback
1. View all feedback received for user in filtered time period
  1. Icon/photo
  2. User
  3. Role
  4. Comment / Feedback
  5. Competency
  6. When Received
  7. Actions : Delete, Comment
2. View all feedback given to user in filtered time period
  1. Icon/photo
  2. User
  3. Role
  4. Comment / Feedback
  5. Competency
  6. When Given
  7. Actions : Delete, Comment
Groups
1. List group memberships
  1. Name
  2. Description
  3. Link to Group (see below)
2. Action: Update groups
  1. Filter Groups
  2. List Groups
    1. Name
    2. Description
    3. Toggle On/Off membership for the user per group
Messages (check permissions)
1. List Messages Sent and received to user
  1. User
  2. Time since sent
  3. Sent By
  4. Message Content
  5. Actions : Update (if sender), Remove, Like, Reply, Unlike, View Likes
2. Send message to user
  1. Text
  2. Emoji
  3. Photo
  4. Attach Document
Misconduct
1. List Misconduct logs
  1. Title
  2. Details
  3. Date
  4. Level
  5. Actions : View Details, Update, Remove
2. Add a Misconduct log
  1. Title
  2. Details
  3. Occurred on date
  4. Type of Misconduct
    1. Level 1 - 4
Objectives
1. Open. Completed Filters
2. View Objectives grid
  1. See Objectives grid view here
3. View Objective
4. Add Objective
Payroll
1. Screen Lock
2. View / Update Data
  1. National Insurance Number
  2. National Insurance Code
  3. Salary
  4. Salary Currency Code
  5. Starting Salary
  6. Starting Salary Currency Code
  7. Bank Account Name
  8. Bank Account Number
  9. Bank Account Sort Code
  10. Bank's Name
  11. Bank's Address
  12. Bank / Building Society Reference
  13. Leave Date (YYYY-MM-DD)
  14. Contract Start Date (YYYY-MM-DD)
  15. Probation End Date (YYYY-MM-DD)
  16. Notice Period In Weeks
  17. Passport Expiry (YYYY-MM-DD)
  18. Passport Number
  19. Driving License Expiry (YYYY-MM-DD)
  20. Driving License Number
  21. Disability Category
  22. Reason For Leaving
Reviews
1. Open reviews
  1. Review Grid
  2. Success Circle
2. Closed reviews
  1. Review Grid
Roles
1. Role name
2. Current role/Previous role
3. Date from and to/present
4. Update
  1. Role name
  2. From
  3. To
  4. Current
  5. Buttons; Close, Save
5. Remove
  1. Modal to confirm deletion
6. Add
  1. Role name
  2. From
  3. To
  4. Current
  5. Buttons; Close, Save
Skills
1. List Suggested skills based on role
  1. Skill Icon
  2. Name
  3. Description
  4. Actions : Add Skill
2. List Assigned Skills
  1. Skill Icon
  2. Skill Name
  3. Description
  4. Skill Level (if assigned)
  5. Skill Gap Icon (Match, Surplus, Deficit)s
  6. Action: Update Skill Level / Set Skill Level (if no level)
    1. Choose skill Level
      1. Level (1-4)
      2. Level Description
3. Update skills
  1. Toggle On/Off list of skills
  2. Filter on Skill name
Tasks
1. List Incomplete Tasks
  1. Title
    1. Overdue warning
    2. Name
    3. Status
  2. Task Group
  3. Manager
  4. Progress
    1. Percentage bar completion of task
    2. Mouse over for value
    3. Colour coded, red amber green
      1. Rules. ?
  5. Due On (date)
  6. Started On
  7. Completed On
2. Action : List complete Tasks
3. Action: View Task
  1. Type
  2. Name
  3. Date
  4. Time Since request
  5. Completion Value Graph
  6. Linked to an article
  7. Task Details (Worksheet)
  8. Actions: Download, Save, Reset
    1. Download as CSV
    2. Download as PDF
Time Off
1. Holidays
  1. Filter
    1. Select year
      1. Previous Holiday Year
      2. Current Holiday Year
      3. Next Holiday Year
    2. Exclude Pending (requests)
  2. Overview Numbers
    1. Entitlement
      1. Allowance
      2. Carry Over
      3. Length of Service
    2. Approved
    3. Pending
    4. Remaining
  3. Graphed Overview Numbers
  4. Policy
    1. Days remaining and date as per policy
    2. Policy Information
      1. Number of Days
      2. Maximum Number of Consecutive Days
      3. Default Approver
  5. List Holidays
    1. Show more
      1. Notes
      2. Response type
    2. Status Icon
    3. Type Icon
    4. Start Date
    5. End Date
    6. Duration
    7. requested on
    8. Approved On
    9. Actions
  6. Actions: Calendar View, Add Holiday Request
    1. Add Holiday Request
2. Absences
  1. Filter
    1. Select year
      1. Previous Holiday Year
      2. Current Holiday Year
      3. Next Holiday Year
    2. Exclude Pending (requests)
  2. List Absence Logs / requests
    1. Show more
      1. Notes
      2. Response type
    2. Status Icon
    3. Type Icon
    4. Attachment
    5. Start Date
    6. End Date
    7. Duration
    8. requested on
    9. Approved On
    10. Actions
  3. Bradford Factor
    1. Total Absences
    2. Total Days Absent
    3. Bradford Factor Score
3. Settings
  1. View and Update
    1. Absence Policy
    2. Working Pattern
    3. Company Holiday Group
    4. Number of Days (disabled)
    5. Maximum Number of Consecutive days
    6. Total days Allowance
    7. Days to Carry Over
    8. Carry Over Year
    9. Pro rata entitlement (On/Off)
  2. Calendar View
    1. Working Pattern
    2. Cycles
  3. Actions : Reset, Save, History
    1. Reset
    2. Save - any form edits
    3. History - List all changes to the user's Time Off Settings
      1. User who made change
        
        Time and Date of Change
        
        What Changed (field)
        
        Previous Value
        
        New Value
Timeline
1. All
  1. Filter chips
    1. Absence
    2. Achievement
    3. Article
    4. Award
    5. Benefits and Training
    6. Comment
    7. Department
    8. Feedback
    9. Group
    10. Holiday
    11. IT assets and Equipment
    12. Like
    13. Logged In
    14. Manager
    15. Objective
    16. Other Information
    17. Payroll
    18. Read
    19. Review
    20. Role
    21. Salary
    22. Security Group
    23. Sentiment
    24. Site
    25. Skill
    26. Skill Level
    27. Status
    28. Task
  2. Reset Filters
  3. Secure Code
  4. Date range
    1. Custom
    2. Today
    3. Yesterday
    4. Last 7 days
    5. Last 30 days
    6. Last 60 days
    7. Last 90 days
    8. All
  5. Timeline of Actions
2. Engagement
  1. Engagement Chart
  2. Reset Filters
  3. Filter chips
    1. Article
    2. Award
    3. Comment
    4. Feedback
    5. Like
    6. Logged In
    7. Read
    8. Sentiment
    9. Status
  4. Date range
    1. Custom
    2. Today
    3. Yesterday
    4. Last 7 days
    5. Last 30 days
    6. Last 60 days
    7. Last 90 days
    8. All
  5. Timeline of Actions
3. Employment
  1. Filter chips
    1. Absence
    2. Achievement
    3. Award
    4. Benefits and Training
    5. Department
    6. Feedback
    7. Group
    8. Holiday
    9. IT assets and Equipment
    10. Manager
    11. Objective
    12. Other Information
    13. Payroll
    14. Review
    15. Role
    16. Salary
    17. Security Group
    18. Site
    19. Skill
    20. Skill Level
    21. Task
  2. Date range
    1. Custom
    2. Today
    3. Yesterday
    4. Last 7 days
    5. Last 30 days
    6. Last 60 days
    7. Last 90 days
    8. All
  3. Timeline of Actions

Add Person

See update person above

Bulk Actions

Activate Users

Quick Filters

Total
New Starters
Department not set
Role not set
Site not site
Not Activated

Groups

Icon
Name
Group Lead (user)
Alias
Actions : Update, remove

Group View

Details
1. Name
2. Icon
3. Description
4. Alias
5. Hide on Feed (On/Off)
6. Manager
7. Add Folder
8. Actions: Update, Remove
Skills
1. List Linked Skills
2. Actions : Update
  1. Toggle on/off skills to link to group
People in group
1. Icon
2. Name
3. Role
4. Action : Link to Person
5. Action: Update People list
  1. Filter people list
  2. Add remove people from list to group
Documents for Group (Once folder is added)
1. Bulk Actions
2. Actions
  1. Add file
  2. Add folder
  3. Refresh
  4. Update folder
    1. Name
    2. Description
    3. Owner
    4. Linked Email address
3. View Documents in Folder

Add a group

Name
Alias
Description
Hide on feed (on/off)
Manager
1. Select from list

New Starters

List

Counts
1. Total
2. Deferred
3. Invited
4. Activated
5. Completed
6. Rejected
Filters
1. Name
2. Role
3. Invited By
4. Invited On
5. Reset Filters
List
1. Full Name
2. Role
3. Status
4. Start Date
5. Modified On
6. Actions
  1. Message
  2. Convert
  3. Reject
  4. Remove

Add New Starter

First Name
Surname
Date of Birth
Email Address
Time Zone
Role
Manager
Start Date
Activate Immediately
Defer Activation
Personal Data Template
Secure Data Template

Update New Stater

See "Add New Starter"

View New Starter

Avatar
First Name
Surname
Role
Personal Data
Secure Date
Actions
1. Message
2. Send activation
3. Convert
  1. Use Mobile for secure comms
  2. Work email address
4. Reject
5. Remove

E-SIGN

List

Counts
1. Total
2. Draft
3. Processing
4. Sent
5. Part Signed
6. Signed
7. Cancelled
8. Expired
Filters
1. Title
2. Created By
3. Envelope Tags
4. Reset Filters
Bulk Actions
List
1. Title
2. Parties
3. Tag
4. Created On
5. Status
6. Actions
  1. View
  2. Update
  3. Remove

Add Envelope

Envelope title
Envelope tag
Envelope expires after (hours)
Select Document
1. Company>E-Sign
Envelope email body
Internal
1. Select internal person
  1. Change role to reviewer/reviewee
  2. Remove
External
1. Full name
2. Email
3. Add
Buttons
1. Close
2. Save as draft
3. Save & send

Update Envelope

See Add Envelope.

Reports

Company Logins
Contractual Overview
E-Sign envelope usage
Employee Benefits
Feedback Overview
Group Logins
Insurance Overview
IT Equipment & Assets
Leavers
Movers Departments & Roles
New Starters
Not Logging In
Other Items
Payroll Overview
People, Role & Skills
Salary Overview
Site Logins
Visa Overview

In Myself Mode

As an employee using the platform as Myself, the user can view details of other team members and give and request feedback from them which can contribute to their reviews.

People

Photo
Name (click for preview)
Role
Department
Manager
Actions : Realtime Feedback / Preview, Teams, Skills

Person Preview / Provide Feedback

Photo
Name
Role
Awards
1. List Award Icons
2. Add an Award
3. Information
Feedback
1. Action: Give feedback to user
  1. Type
    1. Culture
      1. Align to values
      2. Choose Value
      3. View linked behaviours
      4. Information (detail on mouseover)
    2. Performance
      1. Select Competency to link to feedback
      2. Choose from grid view of available competencies
  2. Text feedback
  3. Rate feedback
    1. 5 star rating
2. Request feedback for the user
  1. Provide a note to go with the request
  2. User will be asked to provide feedback for Myself (logged in user)
Skills Information
1. List Skills with icon and colour code
Employment Overview
1. Start Date
2. Site
3. Department
4. Manager
5. Role

My Profile View

As the end user you can view and mange your own details in the platform

Information
1. Profile Completeness
  1. Percentage bar representing how complete my profile is
  2. For each area show completeness status
    1. Personal Information
    2. Contact Information
    3. Address Information
    4. Profile Photo
    5. Social Links
2. Personal
  1. Name (locked)
  2. Surname (locked)
  3. Known as
  4. Birthday (locked)
    1. Toggle visibility to other users on the system
  5. Gender
  6. Marital Status
  7. Nationality
  8. External System Identity (Locked)
3. Contact
  1. Platform
    1. Mobile
      1. Toggle visibility to other users
    2. Email
      1. Toggle visibility to other users
    3. Alias (Locked)
    4. Time zone
  2. Work and personal
    1. Work
      1. Work phone
      2. Work extension
      3. Toggle visibility to other users
    2. Personal
      1. Personal Mobile
      2. Personal Email Address
      3. Toggle visibility to other users
  3. Emergency Contact
    1. Check box for contact's consent
    2. Emergency Contact Name
    3. Emergency Contact Number
    4. Emergency Contact Relationship
      1. Child
      2. Friend
      3. Parent
      4. Partner
      5. Sibling
      6. Spouse
    5. Contact Address
  4. Next of Kin
    1. Name
    2. Phone
    3. Relationship
      1. Child
      2. Friend
      3. Parent
      4. Partner
      5. Sibling
      6. Spouse
4. Address
  1. Address multiline
  2. Town/City
  3. Postcode/Zipcode
  4. Country
5. Photo
  1. Upload / edit profile photo
6. Links
  1. List Social media links
  2. Action : Add Link
    1. Social Network
      1. Linkedin
      2. Twitter
      3. Facebook
    2. Title
    3. URL
Notifications
1. List all notifications sent to me
  1. Title
  2. Summary
  3. Date
Awards
1. View total points summed from my awards
2. List all my awards
  1. Icon (with points)
  2. Title
  3. Awarded by (user)
  4. Award on (date)
  5. Information
    1. Popup additional detail
      1. Notes about the award
Feedback
1. List all feedback
  1. From / to User
  2. Feedback content
  3. When received
  4. Comments
2. Filter by Received / Given
Groups
1. List Group memberships
  1. Icon
  2. name
  3. Description
Messages
1. Send message to manager
2. View List of message sent and received
  1. From
  2. Time since received
  3. Message
  4. Like/Unlike
  5. Reply
Skills
1. List All my skills
  1. Skill Icon
  2. Name
  3. Skill Level (if set)
  4. Description
Timeline
1. Personal Timeline of my interaction with the platform
Settings
1. Enable help guides (On/Off)
2. Enable Notifications (On/Off)
3. Suppress Notifications Schedule (On/Off)
4. Notification types
  1. Email
  2. SMS
  3. Push
  4. In App
  5. Teams
5. Diagnostic level
  1. None
  2. Erros
  3. Debug
Change Password

In Settings Mode

Roles

List

Name
Manager's Role
Manager
Alias
Actions : View, update, remove

View Role

Details
1. Name
2. Description
3. Alias
4. Manager role
5. Hiring Manager
6. Site
7. Type
  1. Contract
  2. Full time
  3. Part time
List Skills
1. Icon
2. Name
3. Required Skill Level
4. Skill Description
5. Actions: Update, view skill/edit
  1. Update Skills (in role)
    1. Show List of all skills
    2. Toggle on/off skills
  2. Edit Skill in role
    1. Set Skill Level required for role
Role Progression
1. List Roles (to progress to)
2. Actions: Update, View
  1. Update / Add / Remove Role Progression List
    1. Show list of all roles it's possible to add
    2. Toggle on/off roles to set for role progression
    3. NOTE : it is not possible to set a role progression role to a role already in the current roles progression tree
  2. View
    1. Links to main role view

Role Explorer

Count of Roles
Uncollapse all roles
Collapse all roles
Edit roles
Find role
Sub-menu
1. Show orphaned roles
2. Hide roles with people
3. Hide roles without pepople
4. Show all roles
Button;
1. Close
Role Cards
1. Role Name
2. Person count
3. Role Skills (count)
  1. Skill Icon
  2. Skill Name
  3. Skill Level
4. '+' (expand)
5. 'edit' (only when "Edit roles" has been enabled
  1. Update Role Progression
    1. Filter roles (text)
    2. Role list
      1. Toggle to associate as role progression
    3. Add Role
      1. See "Add Role" above
    4. Buttons;
      1. Close
      2. Save

Add Role

Name
Description
Alias (@name)
Hiring Manager
1. List all users
Manager Role
1. List available roles
Site
1. List Sites

Skills

List

Icon
Name
Description
Tag
Actions: view, update, remove
1. View Skill
  1. Details
    1. Name
    2. Icon
    3. Description
    4. Tag
    5. Actions : update, remove
  2. Skill Levels
    1. Entry
      1. Description
      2. Actions: Update Description
    2. Standard
      1. Description
      2. Actions: Update Description
    3. Advanced
      1. Description
      2. Actions: Update Description
    4. Expert
      1. Description
      2. Actions: Update Description
  3. Statistics
    1. Overview
      1. People with this skill
      2. Roles requiring skill
      3. People skill level average
      4. People skill level sum
    2. Skill by Department
      1. Chart percentage of this skill use by department
2. Update Skill
  1. Name
  2. Tag
  3. Description
  4. Icon

Add a Skill

Name
Tag
Description

Custom Fields

List

View Custom Section

Details
1. Name
2. Description
3. Sensitive Padlock Icon (On/Off)
4. Actions: update, remove
  1. Update Section
    1. Name
    2. Description
    3. Sensitive (On/Off)
Custom Fields
1. List Custom Fields
  1. Title
  2. Data Type
  3. Actions : update, remove
2. Action: Add a custom field
  1. Title
  2. Help Text
  3. Data Type
    1. Date
    2. Number
    3. Radio Button
    4. Select List - Single
    5. Telephone
    6. Text
    7. Text Large
    8. Time
    9. Yes/No
Information
1. Created On
2. Created By

Add Custom Section

Name
Description
Sensitive (On/Off)

Import

People

Stages
1. File to Import
  1. Download example import
  2. File upload
  3. Import table
    1. Name
    2. Created By
    3. Created On
    4. Results
    5. Actions
      1. Download
      2. Process
      3. Remove
2. Map Columns
  1. First Name
  2. Middle Name
  3. Surname
  4. Known As
  5. Gender
  6. Email
  7. Personal Email
  8. Dialling Code
  9. Mobile
  10. Personal Mobile
  11. Work Telephone
  12. Work Extension
  13. Address Line 1
  14. Address Line 2
  15. Town
  16. Postcode
  17. County
  18. Country
  19. TimeZone
  20. Main site
  21. Manager
  22. Role
  23. Department
  24. Tag
  25. Nationality
  26. Date of Birth
  27. Start Date
  28. Person Status
  29. Employment Type
  30. Martital Status
  31. Secure Comms
  32. Work Start Time
  33. Work End Time
  34. Next Of Kin Name
  35. Next Of Kin Telephone
  36. Next Of Kin Relationship
  37. Emergency Contact Name
  38. Emergency Contact Addess
  39. Emergency Contact Consent
  40. Emergency Contact Relationship
  41. Custom Feeds
3. Import Data
  1. Validation Errors
    1. Edit, Save
  2. People to update
  3. People to create
  4. People to skip
  5. Import
4. Import Result
  1. Created count
  2. Updated count
  3. Skipped count
  4. Restart

Roles

Stages
1. Upload CSV
  1. Download example import
  2. File upload
  3. Import table
    1. File Name
    2. Created By
    3. Created On
    4. Result
    5. Actions
      1. Download
      2. Process
      3. Remove
2. Map Fields
  1. Role Name
  2. Role Description
3. Import Result
  1. Created count
  2. Updated count
  3. Failed count
  4. Success table
    1. ID
    2. Role Name
    3. Actions
    4. Status

Skills

Stages
1. Upload CSV
  1. Download example import
  2. File upload
  3. Import table
    1. File Name
    2. Created By
    3. Created On
    4. Result
    5. Actions
      1. Download
      2. Process
      3. Remove
2. Map Fields
  1. Skill Name
  2. Skill Description
  3. Entry level description
  4. Standard level description
  5. Advanced level description
  6. Expert level description
3. Import Result
  1. Created count
  2. Updated count
  3. Failed count
  4. Success table
    1. ID
    2. Role Name
    3. Actions
    4. Status

Matrix

Stages
1. Upload CSV
  1. Download example import
  2. File upload
  3. Import table
    1. File Name
    2. Created By
    3. Created On
    4. Result
    5. Actions
      1. Download
      2. Process
      3. Remove
2. Import Result
  1. Created count
  2. Updated count
  3. Failed count
  4. Success table
    1. ID
    2. Role Name
    3. Actions
    4. Status

Person Settings

Show Start Date in User Profile
1. ON/OFF
Display sentiment response within menu
1. ON/OFF

New Starters

Personal Data

List

Filters
1. Filter content
2. Created by
3. Created on
List
1. Title
2. Number of fields
3. Status
4. Created by
5. Created on
6. Actions
  1. Update
  2. Remove

Add New Starter Personal Data Template

Title
Description
New Starter Introduction
Buttons
1. Close
2. Reset
3. Next
Personal Information
1. Title
2. First Name
3. Middle Name
4. Surname
5. Known As
6. Date of Birth
7. Marital Status
8. Gender
9. Legal First Name
10. Legal Surname
11. Ethnicity
12. Nationality
Address & Contact Information
1. Address
2. Time Zone
3. International Dialling Code
4. Personal Telephone
5. Personal Mobile
Emergency Contact Information
1. Emergency Contact
Buttons
1. Close
2. Reset
3. Next
Mark Selected Fields as Mandatory/Non-Mandatory
Buttons
1. Close
2. Reset
3. Next
Summary
Buttons
1. Close
2. Reset
3. Save

Update New Starter Personal Data Template

See Add New Starter Personal Data Template.

Secure Data

List

Filters
1. Filter content
2. Created by
3. Created on
List
1. Title
2. Number of fields
3. Status
4. Created by
5. Created on
6. Actions
  1. Update
  2. Remove

Add New Starter Secure Data Template

Title
Description
New Starter Introduction
Buttons
1. Close
2. Reset
3. Next
Employment Information
1. National Insurance Number
Banking Information
1. Name On Bank Account
2. Bank Account Number
3. Bank Account Sort Code
4. Bank's Name
Buttons
1. Close
2. Reset
3. Next
Selected Fields are Mandatory
Buttons
1. Close
2. Reset
3. Next
Summary
Buttons
1. Close
2. Reset
3. Save

Update New Starter Secure Data Template

See Add New Starter Secure Data Template.