Welcome to the Help Center!

How can I change the status of a user? Below are the steps to changing a users status from Active to Inactive and vice versa. To change an active user to an inactive user (or vice versa) go to: Staff Module Staff Directory...

How do I add Paid Holidays to PurelyHR?  Learn how to add multiple, single and modify paid holidays from your Staff Module.  Here’s how to add multiple Paid Holidays Select the Staff Module  Select Paid Holidays Select Import Holidays Choose the Year Choose t...

Creating/Assigning User Types, Departments, and Offices How do I create User Types, Departments, and Offices?  Creating or Assigning User Types, Departments or Offices is an easy process.  Please refer to steps below. ...

Welcome Emails  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...

Import or Update User Information From CSV File How can I Import or Update user information from a CSV file?  This tool allows you to create or update multiple users at once by uploading a single CSV file that contains your user information....

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 &...

User Management Where can I assign/change Managers for Employees?  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) &nb...

CHANGE PASSWORD  How do I change my password?  Changing your password is easily done from within your account.    You can change your password by going to: Staff Module A...

Create Users How can I create a user in the system?  Users can easily be created within the Staff module.   After logging in as Admin: Staff Module Staff Directory Create User...

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.    Here's what needs...

Viewing Documents  My Manager has uploaded a document into my Staff Account.  Where do I find this?   Both Shared and Private documents can be found from the Staff module.   Here's where to...

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....

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, Othe...

Changing the Main Administrator How do I change the Main Administrator?  Changing the Main Administrator is an easy process.  Please refer to steps below.      Within the Staff Module...

User Roles Can I change a user's role at anytime? Yes, once you're logged in as an Administrator, you can change a Manager to an Employee or vice versa.    Here's how you can change the...

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 to have the Termination Date) User Type, Department & Off...

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.  Man...

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.  ...

Change Username Can I change my username at anytime? Yes, once you're logged in, you can change your username from the Staff Module.    Here's how to change the username:...

Module Access  How do I remove access to certain modules from employees who don't use the module?  For example, certain users Time-Sheet and others user Time-Clock. Setting module access is easily done in the Staff Module!  ...

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 (Note: if you've selected Permanently Hide the Checklist, you will no longer see this ch...

    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...

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...

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.  ...

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 Te...

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...

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 depa...

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!  ...

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...