To make using and navigating PeopleXD Workforce Management easier, we’ve gathered all of our user guides into one handy library. Explore the full collection below 👇
Workforce Management guides
Guide Link | Description |
Create and manage company emergency assembly points. | |
How to apply and use the additional validation rule. | |
How to advance the current period for company and user defined calendars. | |
Configure and manage the approve hours screen. | |
How to create and manage an employee’s badge. | |
Configure and manage balances. | |
How to recalculate, activate or run period end for a balance. | |
Create and manage bank holiday schemes. | |
Configure and manage the bulk leave approval screen. | |
Configure and manage the calculate hours screen. | |
Configure and manage companies and calendars. | |
Configure and manage the employee calendar. | |
How to create and edit timesheets from the employee dashboard. | |
Configure and manage exceptions in clocking environments. | |
An overview of external absence interface, which allows for absences, work patterns, shifts and schedules to be uploaded into WFM from 3rd party systems. | |
How to set up FlexiTime and explains the reference data required. | |
How to generate timesheets. | |
How to configure the Generate Timesheets Parallel Run facility. | |
Configure and manage geofence. | |
An overview of the Grosvenor clocking system integration with PeopleXD. | |
Configure and manage leave outage periods. | |
Configure and manage leave requests and absences. | |
How to configure PeopleXD for Irish civil service annual leave carryover. | |
Configure and manage kiosk. | |
An overview of the leave approval history screen. | |
How to view & manage timesheet claims using the manager self service dashboard. | |
Configure new year leave entitlement. | |
How to cleardown and manage all outstanding notifications for the organisation. | |
Enhancements made to the occupational absence configuration screen. | |
How to handle exceptional circumstances such as probation periods, suspensions, or compassionate arrangements where standard occupational absence procedures do not apply. | |
An overview of the process of recording overlapping leave and absence requests. | |
How to manage pay code listings available to users when entering leave requests, absences and timesheets. | |
Configure and manage pay codes. | |
Create and manage period closures. | |
A central area where administrators can view and amend employee information that relate to Workforce Management. | |
How to use pro rata length of service increments. | |
How to access and manage available reports. | |
Configure and manage RTWI templates. | |
Configure and manage shift types. | |
Configure and manage the sign off hours facility. | |
Configure and amend the access which users have to employee information and duties. | |
Configure and manage the team calendar. | |
How to configure and maintain timesheet claims. | |
Configure and manage timesheet templates. | |
How to set up the automatic transfer of an employee’s future dated leave requests or absences when they take up a new appointment. | |
An overview of trigger points. | |
Configure what payroll timesheet information will be displayed to employees, once generate timesheet is processed for that period. | |
Configure and manage work patterns. | |
Configure and manage work groups. | |
How to configure and use the WFM year end tasks screen. | |
Configuration required to setup the upload documentation functionality within PeopleXD for use with Leave Request/Absence Entry. |
Roster guides
Guide Link | Description |
An overview of the Break Recalculation functionality in Roster after an employee pattern has been amended, either extended or shortened. | |
How to use and configure cost of roster. | |
Configure and manage operational demand grids. | |
Configure and manage publish roster less contract hours. | |
An overview of the configuration associated with Absences when using WFM Roster functionality. | |
How to use the Roster Attributes functionality. Intended for Team Managers who maintain and publish employee rosters. | |
How to use the roster functionality before the period has been published. | |
An overview of the alternate lite calculation available for WFM roster solutions. | |
Configure and manage roster details roll up. | |
How to access, review and complete roster tasks for your team. | |
The processes and configuration required for employee self service widgets, that are used to support roster. | |
Configure and manage roster event diary. | |
Configure and manage generate demand for opening times. | |
A step-by-step guide to setting up and configuration associated with the Workforce Management Roster feature. | |
How the delegation and my team widget can be used to reassign users, or colleagues, team area access. | |
Identifies the different validation rules that can be set up within Roster and provides an explanation of the use of the different validation options available. | |
How to configure the Staffing Demand options. |
Access People Planner guides
Guide Link | Description |
Outlines the steps you need take to accommodate the PeopleXD (PXD) - Access People Planner (APP) interface. | |
Guidance on using the PeopleXD side of the PXD - APP interface, including system configuration and processes. |