Introduction:
Access and update your employees’ data easily with People. People can be used as a record keeping system that administrators can modify when needed and you can even allow employees to update their own information! The guide below will show you how to configure People.
Note: Access to the configuration of People is only for SuperAdmins and People Admins
Steps
Step 1: Login to the account
Step 2: Click on
Step 3: From the options under “Settings”, click on
You will see the page as below:
Employee Fields
This is where you can input the data that can be seen on the staffs’ end. You can customize which fields you would like the users to be able to view or edit.
Department
A department is a specific division within an organization that focuses on a particular function or area of expertise, like Marketing, Finance, or Human Resources.
Step 1: To add information for Department, click on Add Department button.
Step 2: From the pop-up window, enter the Department Name.
Step 3: Click on
Designation
Designation refers to the official job title or position an employee holds within an organization, such as Manager, Analyst, or Director. It indicates the role’s level, responsibilities, and sometimes authority within the company’s hierarchy.
Step 1: To add information for Designation, click on Add Designation button.
Step 2: From the pop-up window, enter the Designation Code and Designation Name
Step 3: Click on
Job Grade
Job Grade refers to the level or rank assigned to a specific job role within a company which classify roles, based on the complexity, responsibilities, and required skills for that position. It may help standardize pay, benefits, and career paths for roles across the organization. For example, "Job Grade 3" might apply to mid-level roles like Analysts or Specialists.
Step 1: To add information for Job Grade, click on add Job Grade.
Step 2: From the pop-up window, enter the Job Grade Name.
Step 3: Click on
Skill
Skills are specific abilities or expertise that individuals develop through training, practice, or experience. They enable a person to perform tasks effectively and can be technical (e.g., programming) or soft (e.g., communication).
Step 1: To add information for Skill, click on add Skill.
Step 2: From the pop-up window, enter the Skill Name.
Step 3: Click on
Certification
Certification is an official recognition of an individual’s skills or knowledge in a specific field, often awarded after passing an exam or completing a training program. It validates expertise and can enhance career opportunities.
Step 1: To add information for Certification, click on add Certification.
Step 2: From the pop-up window, enter the Certification Name.
Step 3: Click on
Employee Grade
Employee Grade, reflects an individual's level within their role and relates to the standing or rank of an individual employee within the company, considering their experience, performance, or tenure. Employee grades allow for progression within a role, meaning an employee might move from "Employee Grade 1" to "Employee Grade 2" based on experience, even if their job title stays the same.
Step 1: To add information for Employee Grade, click on add Employee Grade.
Step 2: From the pop-up window, enter the Grade Code and Grade Name.
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Step 3: Click on
Contract Status
Contract Status refers to the current state or terms of an individual's employment contract with a company. It indicates whether an employee is actively employed, on probation, on leave, terminated, or if their contract is temporary, part-time, full-time, or freelance.
Step 1: To add information for Contract Status, click on 'Add Contract status'.
Step 2: From the pop-up window, enter the Contract status and Description.
Step 3: Click on
Training
If your company provides training opportunities to your staff, you can document all of these in People by entering the details into the training tab.
Training Type:
This is where you can indicate what type of training is to be conducted, example online or onsite. To do that:
Step 1: Click on
Step 2: From the pop-up window, type in the training type:
Step 3: Once done, click on
You should be able to see the training type added in the main screen:
Course Provider
This is where you can indicate who will be conducting the training; it can be a person or an organization, you can also input details about the contact person and description
Step 1: Click on
Step 2: From the pop-up window, complete the fields:
Step 3: Once done, click on
You should be able to see the course provider added in the main screen:
Course Library
This is where you can input the different courses that staff can choose from and attend. You will be able to enter more information about the course, like the description, duration and dates
Step 1: Click on
Step 2: From the pop-up window, complete the necessary information:
Step 3: Once done, click on
You should be able to see the course added in the main page:
Access Levels
The Access Levels tab will allow you to create and assign different levels of access to managers and employees. This will allow you to limit the sharing of information of the staff between other managers. For employees, you can also set up what they can access, edit and view. This will help you keep the integrity of the data in People as accurate as possible.
*Note: Guide on setting up Access Levels can be found here.