Software
Staff
- Activate & Inactivate Users
- Import Multiple Users
- Tracking Lateness
- Termination Process
- User Profile Definition
- Assigning Managers to Users
- User Profile - Compensation Tab
- Onboarding a New Employee
- Changing the Main Administrator
- Time-Sheet Setup Checklist
- Module Access
- How to complete your onboarding task list
- Creating a New Department
- Account Settings
- User Profile - Profile Tab
- User Roles
- Uploading Documents
- Company Values
- Administrator Restrictions
- User Types, Departments, and Offices
- User Profile - Employment Tab
- Viewing Documents
- Bulk User Updates
- Staff Setup Checklist
- Sending Out Welcome Email
- How to Change a Username in the Staff Module
- Administrator Profile
- Exporting Personal Data
- Paid Holidays
- Create a New User
- View Paid Holidays and Special Event Dates
- Onboarding Templates
- Update Multiple Users
- How to Terminate an Employee/Manager
- User Profile - Notes
- Change Password
- Profile Management
- Custom Fields for Employee Profiles
Performance
- Editing Goals
- Create a New Performance Review
- Create Questions and Competencies
- 360 Degree Feedback Settings
- Setup Review Schedule
- Create a Performance Review Template
- Add a New Goal
- Types of Questions
- Feedback Sharing Options
- Creating 360 Degree Feedback
- Creating and Tracking Goals
- Completing a Self-Review
Time-Off
- How To Transfer Banked Time To Deductible Time-Off
- Prorated Balances
- User Audit Trail
- Edit User Settings
- Length of Services
- Update Allowance for a Specific User
- Approving a Time-Off Request
- Exporting or Downloading Report Data
- Troubleshooting missing accruals
- Time-Off Requests - Manager Permissions
- Auto Approvals
- Restrictions
- Apply a Time-Off Policy
- Banked Time Request Settings
- Accrual Rules
- Approval Hierarchy
- Administrator Settings
- Modifying a User's Balance
- Approving a Time-Off Request by Email
- Reminders
- Canceling a Time Off Request
- Report Settings
- Automated Reports
- Time-Off Requests - Settings
- Skills
- Calendar Color Coding
- General Calendar Settings
- View Your Allowance and Balance
- Creating Time-Off Types
- Upon Renewal Rules
- Submitting a Time-Off Request
- Troubleshooting Carry-Over
- Calendar View Restrictions
- What reports are available to me?
- User Management
- Special Event Dates
- Modifying a User's Accrual Dates
- Accruals
- Paid Holiday Alerts & Reminders
- Create a Banked Time Request
- Calendar Filter
- Time-Off Requests - Employee Permissions
- Time-Off Account Settings
- Incorrect Manager
- Read-only Data API
- Time-Off Details Report Overview
- Length of Service Report
Time-Clock
- Business Settings
- Create New Timecard
- Adding / Editing a Punch
- Time-Clock Notification Settings
- Job Codes
- Timecard Approval
- Attendance Report
- Time-Clock Report Settings
- Reject, Approve, Archive or Delete Timecards
- Punch Settings
- 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
- Overtime Rules
- IP Restrictions
- Details Report
- Punch In or Out Using PurelyHR's Time-Clock Module
Time-Sheet
- Time-Sheet Business Settings
- How to Enter Time in Advanced Timesheets
- Approve, Reject, Archive, or Delete a Timesheet
- Summary Report
- How to Set Up Advanced Timesheets
- Time-Sheet Overtime Rules
- Allow Managers to Edit Timesheets
- Create a Project in Advanced Timesheets
- Reports in Advanced Timesheets
- Submitting a Timesheet
- Create Tasks in Advanced Timesheets
- Custom Periods in Time-Sheet
- Add Clients in Advanced Timesheets
- Creating a Timesheet on Behalf of a User
- Time-Sheet Report Settings
- Timesheet Format
- Team Calendar
- Time-Sheet Notification Settings
Warnings
- My Warnings
- Violation Types
- Access and Complete the Setup Checklist for Warnings
- Warning Types
- Warning Account Settings
- Create and Send a Warning