Software
Staff
- Getting Started: Staff Setup Checklist
- Onboarding: Add a New Employee
- Onboarding: Templates
- Onboarding: Sending a Welcome Email
- Onboarding: Complete Your Onboarding Task List
- User Management: Create a New User
- User Management: Import Multiple Users
- User Management: Update Multiple Users
- User Management: Activate & Inactivate Users
- User Management: Assigning Managers to Users
- User Management: Change a Username in the Staff Module
- User Management: Tracking Lateness
- Profile Management
- Profile Management: Custom Fields
- User Profile: Profile Tab
- User Profile: Employment Tab
- User Profile: Compensation Tab
- User Profile: Notes
- Administration: User Roles and Permissions
- Administration: Change a User's Role
- Administration: Administrator Profile
- Administration: Administrator Restrictions
- Administration: Change the Main Administrator
- Company Setup: User Types, Departments, and Offices
- Company Setup: Create a New Department
- Company Setup: Company Values
- Company Setup: Paid Holidays
- Company Setup: View Paid Holidays and Special Event Dates
- Documents: Uploading Documents
- Documents: Viewing Documents
- Settings: Staff Account Settings
- Settings: Module Access
- Offboarding: Termination Process
- Offboarding: Terminate an Employee/Manager
- Security: Change Password
- Security: One Time Password
- Employee Self-Service: Export Personal Information
Time-Off
- Requests: Submit a Time-Off Request
- Requests: Approve a Time-Off Request
- Requests: Approve a Time-Off Request by Email
- Requests: Cancel a Time Off Request
- Requests: Approval Hierarchy
- Requests: Auto-Approve Time-Off Requests
- Requests: Time-Off - Manager Permissions
- Requests: Time-Off Requests - Settings
- Requests: Future Calendar Year Requests
- Requests: Create a Banked Time Request
- Requests: Banked Time Request Settings
- Settings: Create Time-Off Types
- Settings: Activate or Inactivate (Disable or Remove) a Time Off Type
- Settings: Prorated Balances
- Settings: Apply a Time-Off Policy
- Settings: Accruals
- Settings: Accrual Rules
- Settings: Upon Renewal Rules
- Settings: Length of Services
- Settings: Special Event Dates
- Settings: Restrictions
- Settings: Override Default Hours
- Settings: Only Scheduled Days / Skip Holidays Options
- Settings: Minimum Consecutive Days for Multiday Time-Off Requests
- Calendar: General Settings
- Calendar: Color Coding
- Calendar: Filters
- Calendar: View Restrictions
- Reports: Reports Setting
- Reports: Allowance Settings
- Reports: Inactivated Users
- Reports: Time-Off Details
- Reports: Length of Service
- Reports: Automated Reports
- Reports: What Reports are Available to Me?
- How To Transfer Banked Time To Deductible Time-Off
- User Audit Trail
- Edit User Settings
- Update Allowance for a Specific User
- Downloading and Exporting Your Data
- Troubleshooting missing accruals
- Administrator Settings
- Modifying a User's Balance
- Reminders
- Skills
- View Your Allowance and Balance
- Troubleshooting Carry-Over
- User Management
- Modifying a User's Accrual Dates
- Paid Holiday Alerts & Reminders
- Changing User Permissions for Requesting Time-Off
- How to Update an Incorrect Manager Listing
- Read-only Data API
- Bulk User Updates
Time-Clock/Time-Sheet
- Manager Time Entry
- Understanding Your Hours Overview
- Understanding Overtime Rule Calculations: Daily vs Weekly or Both Combined
- Business Settings
- Create New Timecard
- Adding / Editing a Punch
- How to Manage Time-Clock Notifications
- Summary Report
- Clock in and out with specific Job Codes
- Timecard Approval
- Attendance Report
- Time-Clock Report Settings
- Approving, Rejecting, Archiving, or Deleting Timecards
- Managing Punch Settings in PurelyHR
- Time-Clock Setup Checklist
- Track Breaks and Lunch
- Timecard Details
- Timecard Periods
- Schedule Templates
- User Schedules
- Time-Clock Audit Trail
- Custom Periods in Time-Clock
- IP Restrictions
- Details Report
- Punch In or Out Using PurelyHR's Time-Clock Module
- Overtime (OT) Rules with Multiple Multipliers
- Managing Pay Codes
- Time-Sheet Business Settings
- How to Create Default Modules
- How to Enter Time in Advanced Timesheets
- How to Approve Employee Timesheets
- How to Set Up Advanced Timesheets
- Allow Managers to Edit Timesheets
- Create a Project in Advanced Timesheets
- Reports in Advanced Timesheets
- Submitting a Timesheet
- Creating and Managing Tasks in Projects
- Custom Periods in Time-Sheet
- Add Clients in Advanced Timesheets
- Creating a Timesheet on Behalf of a User
- Time-Sheet Report Settings
- Available Timesheet Formats
- Viewing an Overview of Hours Worked (Team Calendar)
- Time-Sheet Module: Email Notifications for Managers and Employees
- Time-Sheet Setup Checklist
Performance
- Editing Goals
- 📌 Goal setting methodologies : not all goals are created equally.
- Create a New Performance Review
- Create Questions and Competencies
- Managing Feedback Permissions in 360 Degree Feedback
- How to Set Performance Review Frequency and Next Review Dates
- Create a Performance Review Template
- Add a New Goal
- Types of Questions
- Feedback Sharing Options
- Creating 360 Degree Feedback
- Creating and Tracking Goals
- Completing Your Self-Review in PurelyHR