Welcome to the Help Center!

Adding iCal Link to Microsoft Outlook

Sync your Time-Off™ calendar with your Microsoft Outlook calendar to see upcoming time off alongside your daily appointments, meetings, and reminders. To retrieve your iCalendar link in PurelyHR For employees and managers: Go to iCalendar Setup in the left-hand menu For administrato...

Creating a Time-Off Policy

A policy is used to group all of your time-off types. For example, if your company gives 10 vacation days and 5 sick days to new hires, your “New Hire” policy would include 2 time-off types - vacation and sick leave. To create a new Time-Off Policy: Under Main Menu, select&nbs...

Activate / Inactivate User

How can I change the status of a user? Sometimes changes happen and you have to Inactivate a user or even Activate them for the time being to run some report(s).  Below are the steps to changing a users status from Active to Inactive and vice versa.  To change an active user to...

Paid Holidays

When setting up your account and at the start of each new year, you will need to load the holidays that your organization observes in the Staff™ module. To import multiple holidays: In the left-hand menu, select Paid Holidays Select Import Holidays Select the year...

Submitting a Time-Off Request

To submit a time-off request: Select Time-Off Request from the left-hand menu Select the type of request: Full, Partial, or Multi-Day Choose the Time-Off Type (ex: Vacation, Sick, Personal, etc.) Choose the date or date range for your request If requesting a partial day, choose the sta...

Canceling a Time Off Request

How to cancel a request that was already submitted or approved? Changing plans? Sometimes it happens, this article will show you the steps on how to cancel a request that was already approved or submitted into PurelyHR.  Here’s how to cancel a single, partial, or ...

How to Log In with the Welcome Email

When Will I Receive a Welcome Email?  Upon creation of your profile, the Administrator of your account will send a Welcome Email to give you access to the system. This email expires 30 days after it's sent.  This email can be resent by the Administrator or by the...

Finding Your Login URL

How can I found my URL to login into PurelyHR? Upon creating your account, you should have received a Welcome Email, which contained your login URL. If you did not receive that Welcome email for any reasons or can't locate it simply send us an email at support@purelyhr.com we will be...

PurelyHR Web App (Mobile-Friendly)

Although we don't currently have a mobile app, we're working on it. In the meantime, see below for information on our web app. Access your PurelyHR account from the browser on your phone with our web app. Open your browser of choice and visit my.purelyhr.com to login. The mobile-friend...

Creating Time-Off Types

Time-Off Types categorize the types of leave your company offers. These types can be either deductible or non-deductible. Deductible: Any time-off type that deducts from a bank of time. For example, vacation is a deductible type because employees start with a certain amount of days th...

User Types, Departments, and Offices

How to Create User Types User types allow you to separate users into categories. For example, if you have both full-time and part-time employees, you can create a user type for each. From the Staff™ module: In the left-hand menu, select User Types Click Create User Type Ch...

Adding iCal Link To Google Calendar

Sync your Time-Off™ calendar with your Google calendar to see upcoming time off alongside your daily appointments, meetings, and reminders. To retrieve your iCalendar link in PurelyHR  You will have two choices of iCalendar link. Go to iCalendar Setup in the left-hand m...

Assigning Managers to Users

Where can I assign/change Managers for a user?  This can be done both within the Staff module or within the Time-Off module.  Below find the instructions for the Staff Module. (Time-Off option can be found here) Assigning Managers to users into the Staff module will reflect thr...

Import Multiple Users

Administrators can add new users one-at-a-time or in bulk. To add multiple users using a CSV file, go to the Staff™ module: Select Import/Update Users then click Import Users Scroll down to select the columns you would like to include in the spreadsheet template. The following man...

Length of Services

Length of Service Accruals are used to automatically increase your users’ allowance/balance or change their policy once they have reached a certain number of months/years of service. For example, if an employee gets an extra week of vacation on their second anniversary of hire, you can us...

Create a New User

Administrators can add new users one-at-time or in bulk.  To add a new individual user, go to the Staff™ module: From Staff Directory, click Create User Select a role for this user: employee, manager, or administrator Fill in the following mandatory fields: First and La...

Modifying a User's Balance

Administrators can manually adjust a user’s balance. This can be used to add missing accruals or add or subtract time from their balance for any reason.  Under the Staff Management menu in Time-Off™, select Manage Users then User List:  Beside the employee’s...

Read-only Data API

As an administrator, you can use our read-only data API to retrieve information from your account to use with other apps or software that you use (ex: payroll software). You can retrieve time-off requests, paid holidays, special events, and daily time-off data.  To retrieve account data usin...

Edit User Settings

How can I manage my user's settings?   All user settings can be added/modified/deleted by following the instructions below.  Here's how to find User Settings: Time-Off Module Manage Users User List Edit User Settings Allowance Here's...

Cancelling your Account

Can we cancel our subscription at any time?   We at PurelyHR don't believe in long-term contracts, penalties or hidden fees.   This allows you the freedom to cancel or upgrade your accounts at any time throughout your subscription. Please note that only an Admin...

Azure Active Directory integration with PurelyHR

Tutorial: Azure Active Directory integration with PurelyHR In this tutorial, you learn how to integrate PurelyHR with Azure Active Directory (Azure AD). Integrating PurelyHR with Azure AD provides you with the following benefits: You can control in Azure AD who has access to PurelyHR Y...

Sending Out Welcome Email

Is the Welcome Email editable? Yes, it is possible to add a custom message to the Welcome Email before being sent out. Will this automatically be sent to the users upon creation of their account? The Welcome Email is manually sent.  All users can be sent the email at the same time....

Prorated Balances

If you have new employees starting throughout your calendar year, you can use the Prorated Balance setting to give them a percentage of their time-off balance based on their hire date. This is most often used with policies that give time upfront and do not accrue. To add a prorated balance to a...

Time-Off Requests - Employee Permissions

How can I change what users have access to when it comes to requesting Time-Off? Learn how to change all of the permissions in the Time-Off Module by selecting Account Settings and the Time-off Request tab! Allow Partial Day Requests Here's the option you can choose from when it co...

Time-Off™ Account Settings

To review and set your general Time-Off™ account settings, select Account Settings in the lefthand menu.  Each module has its own account settings. Select a module then click Account Settings in the lefthand menu to access settings. Setting De...

Reminders

What is Reminders?  Reminders are emails that can be sent to users based on criteria entered into PurelyHR.  You can specify who receives the emails as well as how many days prior for each reminder. What is a Time-off Reminder? These are sent to selected users to...

Deleting a User

How can I permanently delete a user from PurelyHR? It is now possible to permanently delete a user into PurelyHR.  Keep in mind that this action can only be done by the Main Administrator on the account and can not be undone. Here's how to delete a user. Staff Mod...

Unable to Log In to PurelyHR

Here are the most common reasons you may not be able to access your PurelyHR account. Forgot your username and/or password If you've logged in before and forgot your username or password simply select the "Forgot USERNAME or PASSWORD" link and follow the instruction below. A...

Approving a Time-Off Request

How can I approve a Time-Off request?  As an Administrator or Manager, you are able to approve any pending requests for users in your account. Here’s how to approve a Single, Partial, or Multi-Day request:   Once logged into your account, you will have th...

Payment Information

Can I change my payment method at any time?   YES, you can communicate with our team at support@purelyhr.com or make the changes within your account by following these instructions. Please note: If you have pending payments when updating your credit card information, these will...

User Management

Where can I assign Managers to Employees?   This can be done both within the Staff module or within the Time-Off module.  Below find the instructions for the Time-Off Module. (Staff option can be found here) To Assign Manager(s) to an Employee: Time-Off module Manage Us...

Banked Time Request Settings

We offer time in lieu for overtime hours worked.  How do we track this? Overtime or travel hours can be tracked using the Banked Time function. This time can be transferred and multiply into one of your Time-Off type balances upon approval.   Once logged into your Admin account,...

My Company Information

How can I update my Company Information? The Company Information can easily be changed under your Dashboard.  This is where you can update your company address information, upload a logo, update the phone number, enter your website, update the billing contact email address, etc...&nb...

How to terminate a user

How can I terminate someone by following the termination process?  The below process will show you how to correctly terminate an Employee. Keep in mind that when those steps are followed properly the user will be set to inactive upon the termination date and also all future time-off...

View Your Allowance and Balance

How can I see what my Allowance and Balance is? You can easily view your Allowance and Balance within the Time-Off module. Time-Off Module Time-Off Summary The default view is the Current year, however, you can choose previous years in the drop down Depending on your account's opt...

Apply a Time-Off Policy

Once a Time-Off Policy is created, you then have to apply that policy to users.  Under Main Menu, select Settings then Time-Off Policies: Next to the policy name, select the Apply button Select users who will be assigned this policy. You can select an entire department...

How to Retrieve Your Login Information

How do I retrieve my login information?   If you've logged in before and forgot your username or password simply select the "Forgot USERNAME or PASSWORD" link on the login page and follow the instructions below.  After clicking the password reset...

Calendar View Restrictions

How can I change the Calendar view settings for my Employees and Managers? Time-Off has different options when it comes to Calendar View Settings. By default, all administrators can see all requests made by all employees or managers.  However, when employees or managers log in to their ac...

Onboarding Templates

Onboarding templates help you organize tasks for new hires. They include tasks for the new hire to complete, as well as company tasks you can assign to relevant departments/employees.   If all of your employees follow the same onboarding process, you can use 1 template. If you have multiple o...

Accruals

Why would I use accruals? Accruals are usually used when employees have to accrue their time-off balance throughout the year. This is not used if employees receive their full balance at the beginning of the year.  Where are accruals created? Accruals can be created within the Users Set...

Time-Off Requests - Manager Permissions

How can I change what options Managers have access to when it comes to Time-Off Requests for their Employees? All of the permissions can be set in the Time-Off Module by selecting Account Settings and the Time-off Request tab!  Manager Cancellations Allow Managers to cancel past time-o...

Warning Account Settings

How can I change the settings for Warning approvals and reminders? You have the option to change if Admin approval is required when a Manager submits a Warning or if an Employee is sent a reminder when they have Warnings to sign. Here's how to change the settings: Warnings Module A...

Updating Credit Card Information

Here’s how to update your Credit Card information:   Once logged into the account as an Administrator  Go to the Dashboard (You can access your Account Dashboard by clicking the 4-square icon located on the right side of the top blue menu bar) Account Credit Card Details&...

User Profile - Profile Tab

What information can be saved in the Profile Tab? Personal Details: Name, Email, Gender, Birthdate, Birthplace, Nationality, Marital Status, Marriage Date & Spouse Name Contact Details: Home Phone, Mobile Phone, Other Phone, Emergency Phone, Emergency Contact Name, & Emergency Relati...

Custom Periods in Time-Clock™

Can I create custom periods in Time-Clock?  In Time-Clock, you are able to create custom date ranges for your employee timecards.  Note that custom periods are not allowed to overlap, either within an account or within a department. Here's how to set Custo...

What reports are available to me?

How many reports are available to me? There are currently 28 reports in the system.  Some are available to Administrators only while others are available to both Managers and Administrators. Available to Managers and Administrators: Time-Off Summary The Time-Off Summary Report giv...

Pricing

PurelyHR offers flexible pricing, with various payment methods.  What is included in the price: Support for all products through email as well as phone Maintenance Reference material to share with your team Complimentary onboarding - upon upgrade. We offer onboarding session...

Calendar Filter

Am I able to filter who I want to see on my Calendar? It is possible to filter by Request Types, Time-Off Types, Users, User Roles, Office, and User Departments. Here's how to apply the filters: From your Time-Off Module  Calendar Calendar Filter Please note filters...

Automated Reports

Can I have a report sent every week with the same information selected? Automated reports can be set up to send to specified people on daily, weekly or monthly intervals.  You have the choice of four reports: Time-off Details, Time-off Summary, Month End Summary, & Pending Requests Th...

User Roles

Can I change a user's role at any time? Yes, once you're logged in as an Administrator, you can change a Manager to an Employee or vice versa.  You are unable to change a Manager or Employee to an Administrator.   A separate Administrator account will need to be created with...

General Calendar Settings

How can I change some of my General Calendar settings? Below is a list of some of the different calendar settings options. Here's how to access your Calendar Settings Time-Off Module Account Settings Calendar Other User's Request View In some cases, users can vie...

Change Password

How do I change my password? To change your password, go to the Staff module: From My Profile, choose the Account tab Select the Change Password button Confirm your old password Choose a new password Confirm your new password Password requirements:...

Termination Process

How can I modify my Termination Process to my needs?  PurelyHR offers administrators a guided process for terminating employees. The available Termination Types (e.g. "fired", "lay-off", etc.) and Termination Reasons (e.g. "attendance", "rudeness to employ...

Calendar Color Coding

How can I change the colors of the requests in the calendar? You are able to change how the requests on your calendar are color coded.  You can choose whether to sort it by User Department colors, or by Time Off Type colors by following these steps: Go to Account Settings Cli...

Auto Approvals

Here are all your options when it comes to automatically approve a request: You can have a Time-Off Type automatically be approved to all users that are assigned to a specific Time-Off Policy.  A Non-Deductible Time-Off Type can be automatically approved when requested by Employees an...

Configure SSO from Salesforce

How can I configure SSO from Salesforce? Salesforce can act as a single sign-on (SSO) provider to hundreds of web and mobile applications using standards such as SAML, OAUTH, and OpenID Connect. PurelyHR supports SAML based SSO protocol. Follow these step-by-step instructions to conf...

Punch Settings

How can I manage my punch settings?  Managing your Punch settings can be fairly easy to set up.  Keep in mind that when changing those settings, there's no "save changes" needed it's automatically saved when changed.  Time-Clock Module-> Ac...

User Profile - Employment Tab

What information can be saved in the Employment Tab? Job Title, Employee ID, Hired Date, & Termination Date An employee would need to be inactivated or soon the be inactivated to have the Termination Date User Type, Department & Office These can also be assigned in bulk P...

Approval Hierarchy

Our Employees have multiple Managers who need to approve time-off requests.  How do I set the sequence for the approval process? Approval Hierarchy settings can easily be set within the User Setting page for each user.  Once logged in as Administrator, follow these steps: Time-...

Changing User Preferences

To change your user preferences for all modules  1. Click your name in the top right corner   2. Choose Preferences from the dropdown menu. You can update the following preferences: language, date format, default module to open when you sign in, and time zone. 3. Clic...

Time-Sheet Overtime Rules

What is my option for setting up Overtime Rules?   You can create overtime rules to decide how overtime will be handled in Time-Sheet.  This is particularly useful for payroll calculations.  Here's how to set your Overtime Rules: Time-Sheet Module Overtime Rules C...

View Paid Holidays and Special Event Dates

How can I see what Paid Holidays and Special Event Dates my company has set? The dates that are set up as Paid Holidays and Special Events are easily viewed in the Time-Off and Staff modules Here's how to view Paid Holidays: Staff Module Paid Holidays on the left nav...

Create a Banked Time Request

How can I submit a banked time request? A banked time request is usually used when you do overtime in exchange for time off.  Follow these steps in Time-Off: Banked Time Request Select Reason for Banked Time (if available) Select Date (if available) Input Start and End tim...

Create a New Performance Review

To start the performance review process: Select Performance Reviews from the main menu then click Create Review Select the employee you would like to review If you would like employees to review themselves, enable the Self-Review option. Once they have completed the review q...

Uploading Documents

We would like to upload documents for everyone in the account as well as user-specific documents, can this be done? Both Shared (Account Documents) and Private (User Documents) can easily be uploaded by the Admin within the Staff module. Managers are only able to upload User Documents. Also,...

Requesting New Features

Do you offer customized fields and features? While we don't offer individual customization, if the feature is something we think will be beneficial to our users, we may incorporate it into a future version. How can I submit a new feature request?  We are constantly growing and impr...

Company Values

Create and manage all the values your company abides by, which can be supported by your staff. Company values are a great way to engage your staff and make sure they are aware of the values the company abides by. Here's how to create a new Company Value: Staff Company Values...

Additional Storage Space

We would like to store all of our HR documents in PurelyHR.  Can we increase our storage space? Sure! You have 500MB included with your account, but we can increase your storage space if you need more. Additional Storage Pricing (Monthly): 1 GB: $1/month 5 GB: $5/month 10 G...

Warning Types

When creating a warning for my Employee, the correct Warning Action is not showing, where can I add one in? Warning Actions can easily be added in within the Warnings module To view Warning Actions currently enabled, log into your Administrator account and follow these steps: Warnings Mo...

Paid Holiday Alerts & Reminders

How do I create alerts or reminders for Paid Holidays?  Alerts and Reminders can easily be set within the Time-Off Module by following the steps below.  Keep in mind that the Holidays need to be entered into the system for those features to work. Here's the article on how to...

Administrator Settings

How can I change my Administrators Settings?  There are options that can be changed when it comes to Administrator Settings.   Notifications Emails Settings System Notifications Emails Restrictions Report Only  Here's how to modify your Administrators...

Approve, Reject, Archive, or Delete a Timesheet

Where do I go to Approve one of my Employee's timesheets? This is easy to do from the Timesheets section of Time-Sheet. While logged in as an Admin or Manager: Time-Sheet Module Timesheets on the left navigation pane Choose a Timesheet category from the filters or click di...

Access to Online Invoices

Can we retrieve our invoices from our account? Yes, you can access your Invoices at any time from your Dashboard. Here's how to retrieve your invoices:  Once logged in as an Administrator Go to Dashboard Invoices Click either View or Download invoice on whichever invoice y...

Time-Sheet Business Settings

Business settings can be created to match your company's policy. These settings affect how your employees hours are calculated in reports. Business settings can be created for the whole account, individual departments, or individual users. Department settings take precedence over accoun...

Time-Off Requests - Settings

Where can I change who is emailed when actions are performed on a request? Email notification settings can easily be updated within the Time-Off Module. While logged in as Admin, follow these steps: Time-Off Module Account Settings Time-Off Request tab Update your options Tim...

Accrual Rules

If your time-off type uses an accrual, choose one of the following options to determine how your time will accrue and its limits. Indefinitely Continue accruing with no limit until the calendar year renewal date. Accrual will reset when the time-off type renews. Example: An employe...

User Profile - Notes

Where can I input information about my Employees, such as who is First Aid trained, so that Managers and Admins can see this in their profile? The Notes tab within the Staff Profile allows you to input notes that can be visible to Administrators Only or both Administrators and Managers. ...

Special Event Dates

What are Special Event dates?  Special Event Dates can be added to your company calendar to inform staff of important upcoming events. These events could be staff parties, office closures, annual meetings, etc..   You are able to determine if users are able to request the date o...

Violation Types

When creating a warning for my Employee, the reason is not showing in the Violation Types, where can I add one in? Violation Types can easily be added in within the Warnings module To view Violation Types currently enabled, log into your Administrator account and follow these steps: Warn...

Exporting/Downloading Report Data

Why would you want to download or export your data?   Simply to manipulate the data. Since all the data provided in the system is yours, you can export or download at any time and as many times as you wish.  What Exporting/Downloading options do I have?   CSV PDF...

21-Day Free Trial

Explore all that PurelyHR has to offer with our free 21-day trial. This is a no-obligation trial and it does not require a credit card. Simply provide some basic information, select the modules you wish to try, and discover how PurelyHR can simplify your HR tasks. Sign up for a trial by visiting...

Upon Renewal Rules

When your calendar year renews, you must choose how your Time-Off Types reset. You have the following options: Reset to Full Allowance The balance will be reset to the full yearly allowance. This option is used when you give your balance upfront. Example: An employee starts the year with...

Report Settings

What kind of options do I have when it comes to setting up restrictions on reports? You have the ability to change settings on reporting for the Time-Off Module. We know that policy can differ from one company to the other so we gave you customized options that can be changed to your preference!...

Skills

Create and manage all the various skills you want to track for your employees. Be creative when adding skills - it's a great way to engage your team. You never know who's the local ping pong expert! Here's how to create a new Skill: Staff Skills Add Skill Type in...

Time-Clock Report Settings

Can I have Time-Off Requests and Paid Holiday showing on Timecards? You can have either one or both Time-Off Requests and Paid Holidays showing on the Timecards.   Here's how to set up this option: Time-Clock Module Account Settings Report Enable Show Time-Off in Reports a...

Timecard Periods

Can I synchronize my timecards to our pay periods?  Regular timecard periods can easily be set up for the whole account, individual departments or individual users. Department settings take precedence over account settings. User settings take precedence over department settings. Se...

Tracking Lateness

I want to be able to record my Employees as coming in late without requiring them to punch in and out.  Is there a way to note this?  Admins or Managers are able to note lateness within their Staff profile and make this note visible to Admins only, Admins & Managers, or Admins, Man...

Viewing Documents

To view documents that have been shared with you From Staff™, go to My Profile Choose the Documents tab Account Documents have been shared with your whole company. User Documents are specific to you. To sign a document (if signature is required) Click the Read Do...

Adding a Company Logo to PurelyHR

Can I add my own company logo to the Purely HR system? The logo can be added to show in the upper left corner of all modules.  Once logged in as an Administrator: Go to your PurelyHR Dashboard (using the window icon at the top right next to your name) Select the Account tab In t...

Changing the Main Administrator

How do I change the Main Administrator?  Changing the Main Administrator is an easy process. Keep in mind that when changing the Main Administrator it will not update the company contact and billing information. Here's how to change that information as well: Dashboard-> Acc...

Instructions for AD FS 2.x

Am I able to use ADFS 2.X for single sign-on? AD FS 2.X is one of the options we have for single sign-on. Here's the Process: Open AD FS management console. Navigate to Trust Relationships, Relying Party Trusts. Select Add Relying Party Trust from the menu on the right. Se...

Timesheet Format

What Timesheet formats are available to me?  Format settings can be created for the whole account, individual departments, or individual users. Time-Sheet module TimeSheet Format Account, Department or User Edit Account Settings, Create Department Settings or Create Users Se...

Custom Periods in Time-Sheet™

If your timesheet period falls outside of the available options (weekly, bi-weekly, semi-monthly [1st to 15th and 16th to last day of the month], or monthly), create a custom period to reflect your unique timesheet period.  Custom periods cannot overlap within an account or department. Del...

Package Change

How to Upgrade or Downgrade your package plan?   PurelyHR offers you the convenience of upgrading and downgrading your user package plan whenever it is convenient for you.  You have the option to do this directly from your account. Here’s how you can make the necessary cha...

Restrictions

What type of Restrictions can be set in Time-Off?  Time-Off Restrictions can be set to limit the number of users* who can take time off on any given day or a specific date range.  Time-Off Type Restrictions can also be set so that one time off type needs to be depleted before anothe...

Incorrect Manager

My manager is listed incorrectly on my account, how do I get this changed? If you noticed that one or more of your listed managers is not correct, we suggest reaching out to the administrator of the account by following the steps. From the Time-Off module: Calendar Click the question m...

User Audit Trail

Where can I view the changes that have occurred to a user's balance? In Time-Off, you are able to view (and print) the Audit Trail showing all the changes that have been made to the user's balance.   This includes the time that was deducted for time off, accruals, manual additions o...

Email Announcement

Can I send an email to all staff who are set up in the system? The Email Announcement feature in the Time-Off Module will allow you to send an email from the system to all or selected members of your company. An Email Announcement can be sent by following these steps: Time-Off Module E...

Sign In with Google

What information do you collect from users when utilizing your Google Auth API?  We "do not collect" any info when using Google Auth. We are simply "comparing" your First name, Last name and Email address to find a match within our system, in order for the auto-login...

Time-Sheet Setup Checklist

When you access Time-Sheet™ for the first time, the account setup checklist will appear to guide you through setting up the module. It will stay in the menu until you click the Roll out to your staff button at the bottom.  Once rolled out, your employees will see the module icon at t...

Time-Sheet Report Settings

What can I customize when it comes to reports on Timesheet?    There are multiple options when it comes to customizing your Timesheet report.  Here are your options: Time-Sheet Module Account Settings  Report Show time-off in reports Enable this...

Emergency Back up

Is our Data Backed up in Case of EMERGENCY? Yes, our data is backed up every 30 minutes.  We can perform full backup recovery in the event of a system-wide emergency. Our hardware is also fully redundant so even if one disk fails nothing will be lost.  Our uptime is over 99%.

Editing Goals

Goals help track the progress and achievement of employees and managers. Administrators, managers, and employees can edit a goal’s progress. From the Main Menu, select Goals (My Goals in Employee view). Next to the goal you want to edit, select the pencil icon Make cha...

Punching In/Out

How can I punch in or out for my shift?  From your Time-Clock Module, you can track all your punches.  Here's how to punch in or out during the day: After logging in to your PurelyHR account Select your Time-Clock Module Dashboard From there you can Start Sh...

Time-Clock Notification Settings

How can I modify what type of notifications are sent from the Time-Clock module? All notification settings can easily be managed in the Account Settings. Once logged in as Admin, follow these steps: Time-Clock module Account Settings in the left navigation pane Notifications tab Re...

Module Access

How do I add or remove access to certain modules for employees? Setting module access is easily done in the Staff Module! Remember if your number of active users is less than your current package, you can choose "Change Package" to downgrade your subscription! Once logged in as Admi...

Modifying a User's Accrual Dates

How do I modify an accrual date to match my pay periods? By default, the policy will begin to accrue based on the date the policy is assigned.  However, you can change this date or skip a date if a user is going to be missing accruals due to time-off. To modify a user's accrual date,...

Adding iCal to Mac

How can I add my Time-Off Calendar into my Mac calendar? Adding your iCalendar to Mac calendar is an easy 2 step process.  Here’s how you can retrieve your iCalendar link.   You will have two choices of iCalendar link. Step one: Go to iCalendar S...

IP Restrictions

How do we restrict users from punching in and out when they are not in the building? IP Restrictions can easily be set up from the Time-Clock module. Here's how to set the restrictions: Time-Clock Module IP Restrictions on the left navigation pane Enable IP Restrictions Add All...

Job Codes

Am I able to clock in and out with specific Job Codes?   Job Codes are used to distinguish between the type of punches you are using within Time-Clock. Keep in mind when punching out if a different Job Code is selected it will overwrite the Job Code selected when punching in. ...

Change Username

Can I change my username at any time? Yes, once you're logged in, you can change your username from the Staff Module.  If you receive a Username Taken error, this is because a username can only exist once in the account so choose another username.   If the username belongs...

Staff Setup Checklist

Where do I see the Setup Checklist? In Staff, at the top of the left navigation pane, you will see a link to the Setup Checklist  If you've selected Permanently Hide the Checklist, you will no longer see this checklist Here's the checklist: Create your departments Departm...

Time-Clock Audit Trail

How can I see what changes have been made to a user punches?  You are able to see these details within the Audit Trail. Once logged in as a Manager or Admin, follow these steps: Time-Clock module Timecards in the left navigation pane Click on the Timecard you'd like to...

Submitting a Timesheet

How do I submit my timesheet?   You can view, enter time, and submit your timesheet from your Timesheets screen.  Here's how to process your timesheet: Open the Time-Sheet Module Select Timesheets on the left side of the screen Select the periods in question you want t...

Account Settings

How can I allow users without email and/or hired date to be entered in the system?  You have the option to allow users to the system without an email address or hired date. Can I allow Managers to view all contact details on their Employees profiles? You can choose if you want Managers...

Create a Performance Review Template

Performance review templates can be tailored to how your organization conducts reviews. For example, if you review all of your employees using the same questions, you will only need 1 template. If you would like to review according to department or offices, create different templates for each....

Bulk User Updates

Can I update information for multiple users at once? Certain information can be updated for several or all users at once using the Bulk User Update feature. Once logged into the Admin account, follow these steps: Time-Off Module Manager Users Bulk User Update Select users to update...

Approving a Time-Off Request by Email

How can I approve a request by email?  When a time-off request is created or requested to be canceled, an email is sent to the managers.   Within the body of this email, you have the option to include quick links for the managers to action the request. Here's how to decide...

Time-Off Account Setup Checklist

Where do I see the Account Setup Checklist? In Time-Off, above the Calendar, you will see a link to the Account Setup Checklist If you've selected Hide Permanently, you will no longer see this checklist on the calendar but it will still be available under Help-> Account Setup Checklist...

Adding / Editing a Punch

Can I edit my timecard? Depending on your account settings, an Employee may edit their own timecard or a Manager may edit their Employees timecards. How to Add a Punch to your Timecard: Time-Clock module Timecards on the left navigation pane Select the Timecard you wish to add to S...

Update Multiple Users

To update information for multiple users at once using a CSV file, go to the Staff™ module: Select Import/Update Users then click Update Users. Scroll down to select the columns you would like to include in the spreadsheet template. The following mandatory columns will automatically...

Creating a Timesheet on Behalf of a User

Am I able to create a Timesheet on behalf of an Employee?  In Time Sheet, you are able to create a timesheet and enter hours worked on behalf of your employee.  You are also able to approve the card right away if required.   Here's how to create a Timesheet:  Time...

My Warnings

What happens when a Manager or Administrator submits a Warning for me? You can view your warnings and sign them directly in the Warnings module. Here's the Process: Select the Warning module Click on My Warnings on the Navigation column Here you will see all Warnings Click on A...

User Profile - Compensation Tab

What can I track in the Compensation tab? The Compensation Tab can list both the Current Salary, Salary Type, & Currency as well the Salary and Bonuses History of the user. To update current salary information* for a user, go to: Staff Module Staff Directory Select User Compens...

Administrator Profile

Wondering how to change a user or a manager to an Administrator or Vice Versa?  Oftentimes, an Administrator will need either an Employee or a Manager profile in addition to their Administrator login, especially if the Administrator needs to track their own information like Time-Off Requests...

Team Calendar

Where can I see an overview of the hours my users have worked? In Time-Sheet is it possible to see your Team Calendar into your Navigation Menu.  Here's where to see the Team Calendar: Time-Sheet Module Team Calendar on the left navigation pane Team Calendar view be f...

Timecard Details

How can I see a detailed Timecard?   Timecards are displayed and filtered for your convenience. Here's how to display your Timecards: Time-Clock Timecards Select the date range, you will have a summary of the timecards To see the timecards in detail simple select on the t...

Time-Clock Setup Checklist

Where do I see the Setup Checklist? In Time-Clock, at the top of the left navigation pane, you will see a link to the Setup Checklist  If you've previously completed the setup, you will no longer see this checklist Here's the checklist: Review account settings Update the...

360 Degree Feedback Settings

Under the Settings menu for 360 Degree Feedback, you can decide if both Employees and Managers are able to create new feedback. From there, you can then choose the types of feedback that Employees and Managers can create. Self Feedback allows Employees and/or Managers to create feedback...

How to clear or enable cookies?

How to clear or enable cookies? If you're experiencing issues using PurelyHR, a good way to troubleshoot is to clear your cookies and then visit the site again. Clearing your cookies helps to refresh your browser and can improve its speed and performance. To learn how to manage your cooki...

Time-Sheet Notification Settings

What kind of email notifications are my Managers and Employees able to receive from the Time-sheet Module?   In Time-Sheet, there are two emails of notifications available.  Here's the how to choose what notifications will be sent by email: Time-Sheet Module Account...

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Create and Send a Warning

How do I send a Warning for an employee who shows up late? Warnings for various violation types can be easily created within the Warnings module. To create a warning, log into your Manager or Admin account and follow these steps: Warnings Module Create Warning Select Employee who wil...

What Browser / Browser Version am I using?

How can I find out what browser and what version of the browser I am currently using?  By simply following this link, you are able to determine that information!

User Schedules

Where can I see what schedules my users are assigned? User schedules can be viewed, created, and applied from the User Schedules screen. Keep in mind that the schedule feature is only for some features to work properly, employees are still able to clock in and out without a schedule.  He...

Add a New Goal

From the main menu, select Goals (My Goals in Employee view) then click Create Goal: If you’re an administrator or manager, choose an employee the goal will be linked to. When creating new goals as an employee, this will automatically be set to your name. Name your goal...

Updating my credit card information

Here's how to update your credit card information if needed: For security purposes, we don't take any credit card information by phone or email.   Once logged into the account as the Main Administrator  Go to the Dashboard  Account Credit Card Det...

Create New Timecard

How can I create a Timecard?  Time-Clock allows you the ability to create new Timecards manually.  Here's how: Time-Clock Timecards New Timecard Select the period Create Timecard Timecards can also be edited.

Troubleshooting Carry-Over

Did your users use all of their carry-over balance? Carry-Over balance can roll over from year to year depending on the account settings.  You also have the option to set the carryover balance to expire after so many days within the new year.   If you do have an expiry da...

Schedule Templates

Can I create multiple schedules to apply to different groups? Schedule templates can be created and applied to many users. Here's how to Create a Template: Time-Clock Module Schedule Templates on the left navigation pane Create Schedule Template Name the Template and Save Cli...

Business Settings

Business settings can be created to match your company policy. These settings affect how your employees hours are calculated in reports. Business settings can be created for the whole account, individual departments, or individual users. Department settings take precedence over account settings...

Administrator Restrictions

What are Administrators Restrictions?  Restrictions can be applied to administrators to prevent them from managing all users in your company. You can restrict them from only managing users from specific offices and departments. By default, administrators can manage users from any office...

Exporting Personal Data

As an Employee, am I able to export my personal information from PurelyHR? Yes, we now have the option to export your personal information into a CSV file.  Here's how simple it is to export your personal information:  Staff Module My Profile Download Profile Data...

Create Questions and Competencies

Before creating a review template, you must create your questions. Each question you create must be associated with a competency (ex: Communication, Team Work, Problem Solving, Leadership, etc).  To create a new competency, click Add Competency, give it a name, and hit Save. To add a qu...

Warnings Setup Checklist

Where do I see the Setup Checklist? In Warnings, at the top of the left navigation pane, you will see a link to the Setup Checklist  If you've selected Permanently Hide the Checklist after all items have been reviewed, you will no longer see this checklist Here's the checklist:...

Software Updates

How often is PurelyHR updated? PurelyHR is updated as new features are introduced or improvements are made to existing features.  This can be every few weeks. How can I see the latest updates/new feature from PurelyHR? Our latest updates/new feature can be accessed from your account. &...

Reject, Approve, Archive or Delete Timecards

Where do I go to Approve one of my Employee's timecards? This is easy to do from the Timecards section of Time-Clock While logged in as an Admin or Manager: Time-Clock Module Timecards on left navigation pane Choose a Timecard category from the filters or click directly on the ti...

Feedback Sharing Options

Feedback has different sharing restrictions for each type.  Every time you create new feedback, you will choose who you will share it with. Upon creation of the Feedback, the creator will be able to determine who the feedback will be shared with.   Self:   Privat...

Details Report

Am I able to see a report of my (or my users) punches from the previous month? This information can be viewed within the Details Report Here's where to find the Details Report: Time-Clock module Details under Reports on the left navigation pane Select the Date Range Filter by p...

Adding iCal Link to Apple Calendar

Sync your Time-Off™ calendar with your Apple calendar to see upcoming time off alongside your daily appointments, meetings, and reminders. To retrieve your iCalendar link in PurelyHR For employees and managers: Go to iCalendar Setup in the left-hand menu For administrators: Go to To...

Summary Report

We need to print a report of all the timecards during our pay period, how can this be done? A Summary report can easily be exported or printed from the Time-Clock module, by following the steps below. Here's how to view the Summary Report: Time-Clock module Summary on the left navi...

Setup Review Schedule

Set Review Frequency You can set review frequency in two ways. If every user should have the same review frequency: Go to “Account Settings” Under Performance Review Frequency, choose the desired frequency from the dropdown menu Once selected, this w...

How to Enter Time in Advanced Timesheets

Click on Timesheets from the main menu. As an employee, you can either create your own timesheets by clicking Create Timesheet or administrators can turn on automatic timesheet creation from Account Settings. This will generate a timesheet for all users with access to the module at the...

User Settings Overview

How can I know what kind of setting my users are assigned to? Each user's individual settings can be easily viewed  Here's how to review the user's settings: Time-Clock Module User Settings Overview on the left navigation pane Choose the user you wish to view from th...

How to Create Default Modules

Default modules categorize tasks within a project. For example, if you want to track all of the administrative work being done across projects, create a default module called “Administration.” Employees will need to select a default module when entering time on their timesheets....

Reports in Advanced Timesheets

 Administrators and managers have access to 3 customizable reports: Team Calendar: Shows total number of monthly hours for all employees/managers. Report can be filtered based on date, employee, department, or office. Time Entries: Lists all users’ time entries. Report can be filt...

OneLogin

Does PurelyHR have the option to log in securely with OneLogin? PurelyHR does have the ability to log in through OneLogin.  What benefits does OneLogin provide?  Increase Enterprise Compliance OneLogin enables IT identity policy enforcement and instant...

Create a Project in Advanced Timesheets

Projects are assigned to clients and contain tasks that are assigned to your employees. To create a project In the Advanced menu on the left, click Projects Click Create Project Choose the client associated with the project Name the project Provide an optional description Enable t...

SSL - Secure Sockets Layer

What is SSL? SSL, which is an acronym for "Secure Sockets Layer", is a cryptographic protocol that provides security for communications over networks such as the Internet. Will it keep my communications secure? SSL allows PurelyHR to communicate between your computer and our serve...

How to complete your onboarding task list

Onboarding tasks are created by your hiring manager or PurelyHR account administrator to help you complete required administrative and human resource tasks as you get ready to join their team. When the onboarding process is started, you will receive an email. Click Get Started. 1. Create a pas...

Create Tasks in Advanced Timesheets

Within projects, tasks can be created and assigned to Project Managers and Resources. Before creating your first task, create task statuses and task priorities. Task statuses are used to categorize a task’s progress. Task priorities are used to classify tasks based on their importance...

Types of Questions

Text: A text box field. Character limit: 4000 Dropdown: A dropdown menu with customizable answers. You can include up to 10 possible answers. Character limit: 250 Radio Group: Multiple choice question with customizable answers. The employee answering the question can only select one...

Troubleshooting missing accruals

Adding a new hire after the hired date?  We know how busy life can get, this article will help you troubleshoot adding a new hire to the system after their initial hire date.   Especially in the event that your company works with accruals. IMPORTANT NOTE: Accruals can't be b...

Software Purchase

Can PurelyHR be purchased to be hosted on our own server? No, PurelyHR programs can only be used as a hosted solution.   We are subscription based and not for purchase. For more information visit our Website: https://www.purelyhr.com/legal/

Attendance Report

Is it possible to report on employee attendance?  Certainly! The Attendance Report will give you an overview of everyone's attendance for a selected period of time.  Here's how to run the report: Time-Clock Module Select Attendance The default report will be we...

Add Clients in Advanced Timesheets

Enter clients using Time-Sheet™ Advanced to track projects and billable/non-billable hours.  To add a client In the Advanced menu on the left, click Clients Click Create Client Fill out the client’s name and an optional description Click Save To add client detail...

Allow Managers to Edit Timesheets

Does a Manager have the ability to Edit an Employee's Timesheet?  By default, only administrators have the ability to edit and delete timesheets but it is possible to allow your Managers to edit their own Employees Timesheets.  Here's how to change this setting: Time-Sh...

Track Breaks and Lunch

Can my employees record their Break and/or Lunch?  Yes, employees are able to punch in and out for Breaks and Lunch during a workday.  Here's how to enable these options: Break Time-Clock Module Account Settings Break & Lunch Enable Break If you deduct...

Timecard Approval

Can I have different approval settings for different users? Approval settings can be created for the whole account, individual departments or individual users.  Department settings take precedence over account settings.  User settings take precedence over department settings.  ...

Overtime Rules

Can I assign different overtime rules to different users?  An overtime rule can be applied to specific users or specific groups.  Users can have one rule applied to them, daily or weekly.  Applying a rule to a user will replace any previously applied rule. Here's where to s...

Onboarding a New Employee

To start the onboarding process, go to Onboarding in the Main Menu and select the Onboard New Employee button: 1. Select the employee you want to onboard. The employee must be added to your account to begin the onboarding. If you have not already added them to Staff™ (se...

Creating and Tracking Goals

Creating goals is a good way to keep track of your accomplishments and progress throughout the year. The following instructions are for Employee users.  Create and Track Goals Select the Staff module on the top left of your screen Select My Goals on the left side menu Select C...

Creating 360 Degree Feedback

Feedback can be a helpful tool for reflecting on performance by highlighting strengths or areas that need improvement. By providing feedback, you provide insight to empower your peers, managers, and yourself to make changes and improvements. Managers and employees have the opt...

Completing a Self-Review

Self-reviews give you the opportunity to reflect on your progress and performance and share your thoughts with your manager. You will receive an email when your manager or administrator wants you to complete a self-review. Your self-review will also be available from Staff™ --> My R...

How to Set Up Advanced Timesheets

Time-Sheet™ has 3 timesheet formats: simple, detailed, and advanced. Advanced lets you track time against specific clients, projects, and tasks, enter multiple time entries in a day, and track billable and non-billable hours. To Select Advanced Timesheets From the Time-Sheet™ se...

Setting Up Qualifications

Getting started with Talent™  Click on the Talent™ icon at the top of your screen. From the Settings menu on the lefthand side, select Qualification Types. Qualification There are 4 kinds of qualifications you can track in Talent: training, certifications, accredi...

Viewing and Assigning a Qualification (Employee)

Account administrators and managers can assign qualifications. Employees can also assign qualifications to themselves if the account option is enabled by the account administrator.  The employee will receive an email when qualifications are assigned to them.  To view qualifications a...

How to Assign a Qualification

When you're ready to start assigning qualifications, from the main menu, click Qualifications. Click Assign and select Training, Certification, License, or Accreditation Select an employee from the dropdown menu (you can select multiple employees, if needed) Choose the q...

Adding and Assigning Talents

Besides qualifications, you can also track the following talents: Education, Languages, Memberships, and Recognition.  To add a new talent Choose the talent you want to add from the left-hand menu under “Talent.”  Note: Only talents that you’ve chosen to track un...

Setting Up Talents

From the Settings menu, select Talents. Choose the talents you would like to track. Talents are optional. They will only appear in the module menu if enabled. They are used for reporting under Talent Profiles and will show in the Staff™ module under an employee’s profile. Tale...

Viewing and Assigning a Talent (Employee)

Account administrators and managers can assign talents. Employees can also assign talents to themselves if the account option is enabled by the administrator. To view talents: Go to the Staff module From your employee profile, click on the Talents tab Talents assigned to you will be...

Server Error when Deleting Documents?

Getting an error trying to delete a document? The error usually comes from having this document associated with one of your Onboarding Templates. The template will need to be updated to be able to delete it.  Follow those steps to fix it:  Select your Staff module Go to O...