To make using and navigating PeopleXD easier, we’ve gathered all of our user guides into one handy library. Explore the full collection below👇
Data Migration guides
Guide link | Description |
How to configure the data migration functionality on PeopleXD. | |
How to use the Data Migration functionality on PeopleXD. | |
How to use the Data Migration Update Facility widget. |
HESA guides
Guide link | Description |
How to use the XD HESA module & how to carry out specific tasks critical to producing a valid return. | |
FAQ's to support you with the changes to HESA |
Mobile guides
Guide link | Description |
Configuration required for setting up the PeopleXD Native App and granting the required user access. | |
How to use the Mobile Configuration screen to identify what menu options and web services are required for each module. | |
FAQ's to support you with the Native App. |
Security guides
Guide link | Description |
Setup Security when PeopleXD is in a Workspace tab. | |
PeopleXD Cookie Policy document. | |
How to manage the process of assigning security roles and privileges to joiner, movers and leavers (JMLs) on PeopleXD. | |
How to use Security in Portal. | |
Enhancements which have been made to PeopleXD Security. | |
How to use the Self Registration tab on the Security Dashboard. | |
Configure and manage two factor authentication (2fa). |
Other guides
Guide link | Description |
How to use and configure the PeopleXD Learn platform. | |
How to use the Themes functionality in PeopleXD. | |
How to configure and use the Documents & Email Generation feature in PeopleXD. | |
How to use the Health & Safety module in PeopleXD. | |
A detailed guide for your technical team in order to set up authentication via Access Identity for your PeopleXD solution.
Note: This guide is primarily used in advance of your initial PeopleXD launch. | |
How to use the Language Pack in PeopleXD. | |
How to use the screens on XD Hub. |