Welcome to the Help Center!

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...

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...

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...

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...

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...

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...

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....

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...

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...

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...

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...

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...

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:...

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...

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...

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...

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,...

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...

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. ...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...