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How To Guides
A collection of user walkthrough documents that explain how a certain feature works
- How to Add a New Job > Hire
- How to Edit, Delete, Pause or Deactivate a Position > Hire
- How to Add a new candidate
- How to Apply for the Position > Hire
- How to Schedule a Screening > Hire
- How to Reject a Candidate > Hire
- How to Draft an Offer Letter > Hire
- How to eSign a Document
- How to View Activity Log on a Pending Document
- How to Onboard a Candidate > Hire
- How to Conduct an Interview > Hire
Profile
- How to Edit Your Basic Information
- How to change my profile picture
- How to use family access
- How to add Essential Records?
- How to Add a Dependent
- How to upgrade your free trial
Dashboard
EMMA
People
- How To Assign A Location To A User
- How to use the Organisational Chart and Group View features
- How to Book 1-on-1s
- How to Add Goals and See Your Goal Activity
- How to view Peoples Documents
Tasks
Time Off
Wellbeing
- How to use the Mood Tracker?
- How to access the Guided Meditations?
- How to Book an Individual Coaching Session
- How to Book an Individual Therapy Session
Academy
Resources
Events
Documents
Admin
- How To Import Your Data
- How to Add Automated/Scheduled Tasks
- How to Find Integration Information:
- How to Adjust Permissions for Platform Features:
- How to Add a Time Off Policy
- How to Add a Time Off Policy Type
- How to Add/Remove Users from Time Off Policies
- How to Edit/Delete a Time Off Policy
- How to Add or Edit a Working Schedule:
- How to Add or Edit Calendars:
- How To Add or Edit A Location
- How to Change The ROI Currency
- How To Add A Header Image For Handbooks
- How To Add / Edit A Company Banner Image
- How to Add/ Edit 1:1 Question Templates
- How to View the Audit logs
- How To View Insights
- How To View Company Details
- How To View and Generate Reports
- How to Manage Document Folders:
- How To Remove / Deactivate A User
- How To Add A User
- How To Download A List Of My People
- How to Manage Trust Line Cases
- How To Add & Manage TrustLine Categories
- How To Set TrustLine Reminders
- How To Create a New Review
- How To View My People / People's Profiles
- How to Add Multiple Users
- How to Import Data
- How to Add a New Template > eSign
- How to Edit an Existing Template
- How to Send a Template or Document > eSign
- How to Delete a template or document > eSign
