Human Resources
The administrative side of employing people: hours, pay, training, and the documents that have to be signed.
Most articles here need an HR permission. The everyday side — clocking in, checking your own hours — is under Time Cards.
Hours and pay
- Timecard Enrollment and Overtime Rules — read first; it explains what enrolling somebody actually does
- How to Enroll a Team Member in Timecards — bringing somebody onto the clock
- How to View the Timecard Roster — everybody's status at a glance
- How to Approve a Timecard and How to Resolve a Timecard Exception — the weekly work
- How to Manage the Pay Calendar and How to Bulk-Close a Pay Period — the cycle
- How to Connect a Payroll Provider and How to Map a Team Member to Payroll — the link to your payroll system
- How to Export Payroll — getting hours out
- How to Run Timecard Compliance Reports — missed breaks, overtime, anything that needs answering for
Training
- How to Create and Assign a Training Course — building one and giving it to people
- How to Manage Training Assignments — who's done it and who hasn't
- How to Complete an Assigned Training Course — the employee's side
Legal documents
- How to Create and Publish a Legal Package — assembling documents that need signing
- How to Deliver a Legal Package to Your Team — sending it out
- How to Sign an HR Legal Package — the employee's side
Reporting
- How to View the HR Overview Report — the summary
- How to Browse and Upload HR Resources — the shared shelf of handbooks and policies
