Documents
Document and email generation
Portal: Overview of document and email generationGenerating documents, letters and emails from employee data.
Portal: Upload a public document for all employees to viewUpload a public document, such as company policy details, so all employees can view it.
Editing employee and manager request formsChanges that can be made to processed and unused request forms.
Cloning employee and manager request formsHow to copy an existing manager or employee request form.
Deleting or deactivating employee and manager request formsHow to delete employee and manager request forms, or make them inactive.
Restrict access to employee and manager request formsHow to limit access of employee and manager request forms to a specific group or part of an organisation.
Workflow process and EMS trigger for employee and manager requestsThe configuration required to create a notification and approval process for an employee or manager request.
Create an employee request formHow an employee submits an employee request form.
Create a manager request formHow a manager submits a manager request form for one of their employees.
Status of employee and manager requestsThe statuses assigned to employee and manager requests, and what each status means.
Acting on employee and manager requestsHow the system alerts approvers to a new request form that requires their action.
Monitor employee and manager requests as a userHow users can view and track the status of employee and manager requests they've submitted.
Monitor employee and manager requests as an administratorHow administrators can view and track employee and manager requests.
Employee team member access on a manager request formHow to populate the Employee drop-down in the Manager Requests widget with the manager's team members.
Reporting on employee and manager requestsHow to produce reports in PeopleXD Insight for employee and manager requests.
User access to employee and manager request formsHow to enable user access to employee and manager request forms.
Enabling access to employee and manager request forms in HR Process AdministrationHow to grant administrators access to view and edit employee and manager request forms in Hr Process Administration.
Search for Staff Requests to approve or rejectWhere to find and how to approve or reject staff requests.
Bulk upload corrections in HESAPerform bulk updates via CSV file upload in the HESA module.
Display known as name on the generate document/letter screensDisplay and search for an employees known as/preferred name on the generate email/documents screens.
Upload document under employee profile in portalSteps to upload documents, such as pension statements, under an employee's profile in portal.
Menu Option to Delete an uploaded DocumentOur admins have the function to delete files they have uploaded, but we want to change it to View only.
Download and Import Menu ProfilesDownload, export, import menu profile
Configure employee and manager request formsCreate and configure employee and manager request forms.