People Configuration Guide

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 settings.png

Step 3: From the options under “Settings”, click on company_settings.png

You will see the page as below:

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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

Step 1: To add information for Department, click on Add Department button. 

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Step 2: From the pop-up window, enter the Department Name. 

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Step 3: Click on 336.png

 

Designation

Step 1: To add information for Designation, click on Add Designation button. 

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Step 2: From the pop-up window, enter the Designation Code and Designation Name

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Step 3: Click on 336.png

Job Grade

Step 1: To add information for Job Grade, click on add Job Grade.

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Step 2: From the pop-up window, enter the Job Grade Name.

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Step 3: Click on 336.png

 

Skill

Step 1: To add information for Skill, click on add Skill.

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Step 2: From the pop-up window, enter the Skill Name.

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Step 3: Click on 336.png

 

Certification

Step 1: To add information for Certification, click on add Certification.

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Step 2: From the pop-up window, enter the Certification Name.

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Step 3: Click on 336.png

Employee Grade

Step 1: To add information for Employee Grade, click on add Employee Grade.

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Step 2: From the pop-up window, enter the Grade Code and Grade Name.

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Step 3: Click on 336.png

Contract Status

Step 1: To add information for Contract Status, click on add Contract status.

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Step 2: From the pop-up window, enter the Contract status and Description.

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Step 3: Click on 336.png

 

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.

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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 344.png

Step 2: From the pop-up window, type in the training type: 

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Step 3: Once done, click on 336.png

You should be able to see the training type added in the main screen:

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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 add_course_provider.png

Step 2: From the pop-up window, complete the fields:

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Step 3: Once done, click on add_course_provider2.png

You should be able to see the course provider added in the main screen:

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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 add_new_course.png

Step 2: From the pop-up window, complete the necessary information:

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Step 3: Once done, click on add_course.png

You should be able to see the course added in the main page:

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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.

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