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PeopleXD Evo

Use Access Evo and PeopleXD Evo features

7 authors90 articles
Learning courses available with Access Learning LiteCourses available in Access Evo.
Access button in PeopleXD: Grant access to a PeopleXD non-production environmentGrant access to a PeopleXD UAT or test environment for organisations using Access button inside PeopleXD.
Copilot HR Document pluginUpload documents to PeopleXD to make them available from the Copilot HR Documents plugin.
Copilot HR Documents plugin example questionsTypes of question I can ask the HR Documents plugin.
Create a policy document criteria groupCreate a criteria group to be assigned to a policy document group.
Add a widget to a dashboardAdd the general documents or copilot documents widget to a dashboard.
Copilot XD Assistant example questionsWhat types of questions can I ask the XD Assistant plugin?
Copilot Core example questionsTypes of questions I can ask Copilot Core.
PeopleXD Evo OverviewIntroduction to Evo features and functionality.
Log into the PeopleXD Mobile App after PeopleXD Evo upgradeGuidance for logging in to the Native App following a PeopleXD upgrade
Configure iCues to appear in FeedEnable a PeopleXD iCue to appear in Feed
Access Evo organisation member settingsAccess Evo organisation member settings.
Manage Access Evo organisation member settings for Access Button inside PeopleXDUse the members area of Access Evo if your organisation has Access Button inside PeopleXD.
Manage users and Access Evo members FAQsManage users and Access Evo members FAQ for PeopleXD in Access Evo.
Manage Users and Access Evo Members FAQs for Access button in PeopleXDManage Users and Access Evo Members FAQs for Access button in PeopleXD
Manage member access to Access Evo hosted productsUse the members area of Access Evo to set relevant user access levels to hosted products.
Create username accountsConfigure a user account in PeopleXD for Access Evo member.
Access Learning Lite for PeopleXDGet started with Access Learning Lite.
Assign the XD Admin organisation roleAssign the XD Admin organisation role in Members to grant limited Access Evo administrator access.
Email verification - domain verificationSteps to complete domain verification.
Access Evo login and key navigational changesGuidelines on using PeopleXD Evo in Access Evo.
User management overviewCreate and maintain employees' user accounts upon migrating to Access Evo.
Evo Configuration widget overviewAccess the Evo Configuration widget, configure and restrict automatic invites, configure automatic menu profile assignment.
Automatic Access Evo invitationsTiming of automatic invitations for new PeopleXD users to Access Evo
Create username accountsConfigure a user account in PeopleXD for Access Evo member.
Authentication overviewAuthentication methods available in Identity.
Configure manual authenticationSteps to set up manual authentication.
Access Evo organisation general settingsExplore and use the Access Evo organisation settings.
Check the tags in use in Access EvoSteps to check the tags you're using in Access Evo.
Get access to PeopleXD in Access Evo as a new userLog into PeopleXD in Access Evo as a new user.
Password changes upon migrating to Access EvoPassword management after migrating to Access Evo.
Email changes upon migrating to Access EvoImpact of changing a user’s email address in PeopleXD
Access Evo apps available for PeopleXDOverview of which PeopleXD applications can be accessed through Access Evo.
Add the Holiday Balance app to My DashboardSteps to add the Holiday Balance app to a space.
Add the Team Leave app to a spaceSteps to Add the PeopleXD Team Leave app to Access Evo space.
Add My Leave Request Summary app to a spaceSteps to add the My Leave Request Summary App to a space.
Log out of Access Evo when SSO is configuredSign out with SSO configured.
Mobile appsAccess and use the Access Evo and PeopleXD mobile apps.
Access Evo: Members sync overviewPeopleXD information syncing between Access Evo and PeopleXD.
Configure single sign on (SSO)Set up SSO for rolling out SSO for the first time in Identity.
Navigate PeopleXD from Access ButtonNavigate PeopleXD from Access Button
Branding in PeopleXD EvoBranding options for PeopleXD in Access Evo.
Introducing Standard People AnalyticsOverview of People Analytics Standard Dashboards.
Access Evo: Log in after migratingLearn how to log into Access Evo account for PeopleXD after the migration.
Access Evo: Auto assign menu profilesSteps to auto-assign menu profiles when a user logs in to Access Evo.
Access Evo: Grant access to PeopleXD non-production environmentSteps to grant access to PeopleXD UAT or test environment.
Access Evo: Send an invite to a single PeopleXD userSteps to send an Access Evo invitation to an individual PeopleXD user.
Access Evo: Sync reconciliationRun a sync reconciliation to compare user records on PeopleXD and Access Evo, and identify common sync reconciliation errors.
Access Evo: Unable to login to Access Evo. ERROR: "Access.PeopleXDInt' is an invalid app ID."User unable to log-in to PeopleXD via Access Evo. Error displays: Error - Something went wrong: 'Access.PeopleXDInt' is an invalid app ID.
Access Evo: Leaver access to PeopleXDHow does members sync work with PeopleXD leaver profiles?
Error: 'saml-5: Unauthorised (401)'User gets the error 'saml-5: Unauthorised (401)' when logging into the PeopleXD app
Copilot HR Documents plugin does not return policy documentsWhat to check when Copilot cannot find uploaded company policy documents.
Hide administration optionsSteps to hide the Administration options in MyAccount.
Disable the Social Sign In optionsSteps to disable the Social Sign In options from the Access Identity Login page.
Access Evo impersonationSteps to enable and manage impersonation settings in Access Evo.

Evo Navigator

Getting started, configuring and using Access Evo Navigator

Update your bank details in Access Evo NavigatorEmployees can view and update their salary and expense bank account details directly from Access Evo Navigator, without needing to complete paper forms or contact HR.
Book leave in Access Evo NavigatorEmployees can request leave, view leave request history, and check their leave balances directly from Access Evo Navigator, without needing to navigate to a separate payroll system.
View and update your diversity information in Access Evo NavigatorEmployees can view and update their equality and diversity information directly from Access Evo Navigator, with full control over what they choose to share.
Update your emergency contact details in Access Evo NavigatorEmployees can add and update their emergency contact and next of kin details directly from Access Evo Navigator, without needing to contact HR.
View and update your address information in Access Evo NavigatorEmployees can view and update their address information directly from Access Evo Navigator, without needing to contact HR or navigate to a separate system.
View and update your contact details in Access Evo NavigatorEmployees can view and update their contact details directly from Access Evo Navigator, without needing to contact HR or navigate to a separate system.
View and manage your dependant information in Access Evo NavigatorEmployees can view, add, update, and remove their dependant records directly from Access Evo Navigator, without needing to contact HR or navigate to a separate system.
View, download, and upload your documents in Access Evo NavigatorEmployees can access, download, search, and upload their personal HR and payroll documents directly from Access Evo Navigator, without needing to navigate to a separate system or contact HR.
View and download your payslips in Access Evo NavigatorEmployees can view their current and historical payslips and download them as a PDF, directly from Access Evo Navigator, without needing to contact payroll.
View your pension details in Access Evo NavigatorEmployees can view their pension scheme details and contribution information directly from Access Evo Navigator, without needing to navigate through multiple screens or contact HR.
View and update your personal details in Access Evo NavigatorEmployees can view and update their personal details directly from Access Evo Navigator, without needing to contact HR or navigate to a separate system.
Set up your vehicle for expense claims in Access Evo NavigatorEmployees can register their vehicle for mileage expense claims directly from Access Evo Navigator, without needing to contact an administrator or navigate the expense system.
Submit your clocking in Access Evo NavigatorEmployees can record their clock-in and clock-out times and view their clocking history directly from Access Evo Navigator, without needing to switch to a separate application.
Submit a missed clocking request in Access Evo NavigatorEmployees can submit a missed clocking request directly from Access Evo Navigator when they have forgotten to clock in or out, without needing to contact HR or navigate through multiple…
Submit a request in Access Evo NavigatorEmployees can discover, complete, and submit organisation-defined request forms directly from Access Evo Navigator, with draft saving and document upload support.
Action Required and Approvals in Access Evo NavigatorEmployees and managers can view items requiring their attention and take action on approvals directly from Access Evo Navigator, without navigating to a separate system.
View your leave summary in Access Evo NavigatorEmployees can view their leave balances, upcoming leave, and pending requests at a glance, directly from Access Evo Navigator, without needing to navigate into PeopleXD.
View your employment status in Access Evo NavigatorEmployees can view their service details, current appointments, work anniversaries, and full compensation history directly from Access Evo Navigator, without needing to contact HR or navigate into PeopleXD.
View your pay summary in Access Evo NavigatorEmployees can view a quick overview of their pay information, year-to-date figures, pension contributions, and recent payment history directly from Access Evo Navigator.
Configure menu options in Access Evo NavigatorSet up and manage which Evo Navigator components are available to your users from the Navigator Configuration screen.