Absence/Time Off
- Holiday Year Rollover - recommended learning
- Absence - Time off in Lieu - TOIL
- Absence Calendar/Planner
- Absence Documents
- Absence Summary
- Bradford Factor
AD Connector
- Client Service Application
- Configuring Home Drives
- Enabling and Disabling the Audit Log
- Logging in to the AD Portal (IT Access Only)
- Mapping HR and AD records
- Password Configuration
Additional Information Configuration
Allowances
API and Integrations
Bulk Change
Case Management
- Case correspondence tracking
- Case correspondence types
- Case Outcome Types
- Case Priorities
- Case Statuses
- Case Types
Code Tables
- Absence Codes
- Absence Entitlements
- Absence Reasons Code Table
- Absence Year Code Table
- Absence Year Update
- Address Types
Company
- Awarding Reward Points
- Company skills and qualifications search
- Date Selection
- Employee Directory: viewing and navigating
- Employee Sentiment - using and reporting
- Filtering, sorting, searching and grouping
Configuration
- Year-end HR tasks
- Additional Information vs Further Information
- Audit log report
- Branding - Multi Entity (pre-2025 HR menu)
- Communications Tool Overview
- Company documents configuration
Data
Documents
eSign
Job and Pay
- Assigning Terms and Conditions
- Cost Centres code table
- Error when saving Job and Pay record
- FTE Calculation Methods
- HR home currency basic pay incorrect
- HR Pay Review
Leavers
Letters
- Creating a new Letter/Document template
- Editing letter templates
- Letter queue/status
- Letters/Documents - Date Formats
- Letters/Documents - Number Formats
- Pay review and bonus letter options
Multi-Entity
Onboarding
Payroll Management (Cloud integration)
- HR-Payroll integration - field mapping overview
- HR-Payroll management overview
- HR-Payroll management - allowance and payment code settings
- HR-Payroll management - assigning employees
- HR-Payroll management pay run - data changes
- HR-Payroll management pay run - employees
Paylink
- Paylink - Running a Paylink
- Import payslips
- Enabling pay-related document pages
- Paylink - Updating Payments and Allowances
- Paylink - Updating Base Data
- Common Paylink errors and what to do about them
Payments
Personal
Pro-rata
Reports
- Assigning a Report Designer Licence
- Checking in a Report
- Data Retention Dashboard
- Disability monitoring reporting
- Excel functions not supported
- External Accounts for scheduled reports
Role Management Security
- Duplicating a user role
- How to assign a Ciphr Academy Licence
- How to make Published (Company) Documents accessible to a user role
- Letter security
- Offboarding user role
- Page access security
Safeguarding & Employee Checks
SMCR
Starters
Talent Management
- Company Goals configuration
- Completing Performance Reviews
- Development Needs in HR
- Employee Dashboard
- HR Performance Dashboard (full Talent Management module)
- Nine box grid configuration (full Talent Management module)
Timesheets
- Timesheet Product
- Timesheet Project
- Submitting and approving Timesheets
- Timesheet Core Hours
- Timesheet Project Type
- Allocating a Timesheet Rule