To make using and navigating PeopleXD People Management easier, we’ve gathered all of our user guides into one handy library. Explore the full collection below👇
People Management guides
Guide link | Description |
How to manage employee allowance records. | |
How to use the Assign Access screen on an employee's record. | |
How to assign cost allocations to an employee’s contract. | |
How to amend an employee’s existing contract. | |
How to amend an end date that has been applied to an employee’s contract. | |
How to change an employee’s start date. | |
Key concepts and terminology that will be used when managing employee contracts. | |
How to provide managers with access to People Management functions via the Manager Dashboard. | |
How to use the Diversity Configuration option in HR Admin Setup Settings. | |
How to use and configure the integration between PeopleXD People Management and DocuSign eSignatures. | |
How to configure employee and manager request forms. | |
How to use the bulk updates feature. | |
How to use the Files section of the HR employee record. | |
How to configure the Files feature on the employee profile. | |
How to configure the HR employee record. | |
How to use the ‘Transfers’ feature. | |
How to configure the Current Salary screen. | |
How to end a single contract for an employee, where that employee has multiple active contracts on the system. | |
How to use the features provided by PeopleXD to support your organisation’s legislative requirements. | |
How to configure the required features on PeopleXD to support GDPR. | |
Provide guidance on the HR Admin Field Options functionality. | |
How to use HR Changes to review leaver and manager changes made. | |
An overview of the employee record. | |
Configure and manage the Job Seekers Register. | |
How to manage the process of assigning security roles and privileges to joiner, movers and leavers (JMLs). | |
Provide guidance on the Key Information section of the Employee Profile. | |
How to make an employee a leaver. | |
How to maintain the Organisational Hierarchy on PeopleXD | |
An overview of Post Profile records. | |
How employee salary records are accessed and managed. | |
How the Menu Profile Matric can be used to define a set of rules that will automatically assign Menu Profiles to users on XD Portal. | |
How to award a new contract to an existing employee. | |
How to set up a new hire. | |
Configure and manage Notice Periods. | |
How to configure Employee Offboarding. | |
Provides guidance on the Employee Onboarding functionality | |
How to configure Employee Onboarding. | |
How the Delegation widget can be used by managers to automatically reassign some of their org roles to colleagues. | |
How to configure Organisational Roles. | |
How to configure and manage the Organisational Structure & Hierarchy on PeopleXD. | |
How to use the Payroll Instruction Forms. | |
How the Payscale Restriction Matrix may be used to provide an additional element of control to the step of awarding a Pay Scale to an employee | |
Note: This guide is only applicable if an organisation is managing the assignment of pension schemes for employees at contract level, rather than person level.
How to manage pension schemes for employees by directly assigning these to their contract records. | |
Guidance on the standard tabs and widgets that are enabled for People Management. | |
How to configure the People Management dashboard. | |
Provide guidance on the Personal Profile section of the employee record. | |
How to configure PeopleXD to manage the creation or input of employee numbers on employee setup. | |
How the Post Restructuring functionality can be used to change the organisation structure of the company. | |
How to assign probation expiry details to an employee. | |
How to manage the Reference Data on PeopleXD that is used specifically to support People Management. | |
How to rehire a dormant member of staff. | |
Configuration options available on PeopleXD for the ‘Reporting to Manager’ assigned to an employee. | |
How to configure the Salary Approval process. | |
How this controls the creation and management of the salary and allowance records for employees’ contracts. | |
How to configure PeopleXD to support the salary increment process. | |
How to manage salary increments. | |
How Social Security Settings can be used to capture the required social security details for employees across multiple countries. | |
The Successful Applicants feature in People Management is relevant only if the Recruitment module is being used. This allows for the completion of contract details for successful applicants in a recruitment campaign. | |
How to configure and manage HR Process Task Lists. | |
How to use Terms & Conditions Profiles. | |
How to configure PeopleXD to use Terms & Conditions Profiles. | |
How a user’s access to employee, contract and salary data is managed. | |
How to configure user defined fields (UDFs). | |
How to use the User Defined Data functionality. | |
How to configure and manage Wage Warnings. |