We have made some major changes in version 7.5.0.1 of the OrangeHRM system. As you can see, we have a whole new look and updated functionality to go along with it. This article outlines how you can access the features as an HR Admin in your OrangeHRM 7.5.0.1 system.
The Dashboard
The OrangeHRM Dashboard allows you to easily see the actions that you need to perform. For example, if you have been assigned a goal or an appraisal by your supervisor this is visible as a pending item that you need to action via the “my Action” widget.
Old - You navigated to the dashboard in previous versions by expanding the ‘other’ section and clicking on ‘Dashboard”. But we’ve made things easier for you in our latest update.
New - In version 7.5 You’ll be able to navigate to the dashboard simply by clicking on the home icon on the top navigation bar or by navigating to the Employee Management Module and clicking on ‘dashboard’ from the top navigation bar. Please refer below:
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| Previous Version | New Version 7.5 |
Logging out of the system
In previous versions, you logged out in previous versions by expanding the section below your profile picture and clicking on ‘Logout’ In version 7.5 You’ll be able to log out by clicking on the logout option on the top navigation bar as shown below:
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| Previous Version | New Version 7.5 |
About
In previous versions of the orange HRM System, you would have to expand the ‘other’ section to access the about section. Please refer to the steps below to access the about section In version 7.5:
- Hover over your profile picture on the side navigation bar, for the ‘cogwheel’ icon to appear
- Click on the cogwheel to open up the options dropdown
- From the options drop down navigate to the about section by clicking on ‘about’
Refer below:
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| Previous Version | New Version 7.5 |
My Info
In previous versions, my info section was located on the side navigation panel. However, with our new modular system, we have moved my info screen under the employee management module as seen below:
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| Previous Version | New Version 7.5 |
You will be able to access my info screen by navigating to Employee Management > My Info
Admin
In previous versions, the Admin section was located on the side navigation panel. However, with our new modularizing system, we have renamed it the HR Administration Module. Please refer below:
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| Previous Version | New Version 7.5 |
Menu Mappings:
| Previous System Module | Previous Menu | Pillar | New Module | New Menu | New Sub Menu Level 1 | New Sub Menu Level 2 |
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Admin
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User Management -> Users | People Management |
HR Administration
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Users | ||
| User Management -> User Roles | People Management | Manage User Roles | ||||
| Job -> Job Titles | People Management |
Job
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Manage Job Titles | |||
| Job -> Salary Components | People Management | Manage Salary Components | ||||
| Job -> Pay Grades | People Management | Manage Pay Grades | ||||
| Job -> Employment Status | People Management | Manage Employment Status | ||||
| Job -> Job Categories | People Management | Manage Job Categories | ||||
| Job -> Work Shifts | People Management | Manage Works Shifts | ||||
| Organization -> General Information | People Management |
Organization
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General Information | |||
| Organization -> Locations | People Management | Locations | ||||
| Organization -> Structure | People Management | Structure | ||||
| Organization -> Cost Center | People Management | Cost Center | ||||
| Organization -> Process EEO Filling | People Management | Process EEO Filing | ||||
| Competencies > Competency List | People Management |
Employee Management
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Competencies | Competency List | ||
| Qualifications -> Skills | People Management |
Qualifications
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Skills | |||
| Qualifications -> Education | People Management | Education | ||||
| Qualifications -> Licenses | People Management | Licenses | ||||
| Qualifications -> Languages | People Management | Languages | ||||
| Qualifications -> Memberships | People Management | Memberships | ||||
| Nationalities | People Management | Nationalities | ||||
| Announcements -> News | People Management |
HR Administration
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Announcements
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News | ||
| Announcements -> Documents | People Management | Documents | ||||
| Announcements -> Document Categories | People Management | Document Categories | ||||
| Configurations -> Email Settings | People Management |
Configurations
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Email Settings | |||
| Configurations -> In-App Marketing | People Management | In-App Marketing | ||||
| Configurations -> Email Notifications | People Management | Email Notifications | Action-Based, Date-Based, Scheduled, Other, Manual | |||
| Configurations -> Localization | People Management | Localization | ||||
| Configurations -> Export | System Administration |
Configurations
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Configurations
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Export | ||
| Configurations -> Import | System Administration | Import | ||||
| Configurations -> Directory Configuration | People Management | Employee Management | Configurations | Directory Configuration | ||
| Configurations -> Canned Reports | People Management | Canned reports were removed in Enterprise version 7.4 | ||||
| Configurations -> ESB | System Administration | Configurations | ESB | RbbitMQ Configuration | ||
| Audit Trail | People Management | HR Administration | Audit Trail | |||
You will also be able to jump into any accessible module or subsection of a module by simply typing the name in our new quick search bar right here. So let's go ahead and jump right into our next section which is PIM from the side navigation bar.
PIM
The PIM section which was located on the side navigation panel in the previous versions now has been renamed the Employee Management Module.
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| Previous Version | New Version 7.5 |
Menu Mappings:
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Configurations - > Optional Fields |
Employee Management |
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Configurations - > Custom Fields |
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Configurations - > Reporting Methods |
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Configurations - > Add Employee Wizard |
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Configurations - > Terminating Reasons |
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Configurations - > Documant Templates |
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Configurations - > PIM Tabs |
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Employee List |
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Add Employee |
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Reports |
Reports and Analytics |
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Manage Data -> Bulk Update |
Employee Management |
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Employee Data Export |
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My Info |
Leave
All previous sections of the leave module in version 7.4.1 and older can be found in the top navigation bar within the same module in version 7.5 and higher.
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| Previous Version | New Version 7.5 |
Menu Mappings:
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Apply |
Leave |
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My Leave |
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Entitlements -> Add Entitlement |
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Entitlements -> Entitlement List |
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Entitlements -> My Entitlements |
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Reports -> Leave Usage Report |
Reports and Analytics |
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Reports ->Leave Percentage Report |
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Reports -> Bradford Factor Report |
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Reports -> My Leave Usage |
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Configure -> Leave Period |
Leave |
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Configure -> Leave Types |
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Configure -> Work Week |
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Configure -> Holidays |
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Configure -> Bradford Factor Threshold |
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Configure -> Working Weekends |
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Configure -> Notifications |
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Configure -> Leave Calendar |
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Leave List |
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Assign Leave |
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Leave Calendar |
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Bulk Assign |
Time
All previous sections of the Time module in version 7.4.1 and older can be found in the top navigation bar within the Time Tracking module in version 7.5 and higher.
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| Previous Version | New Version 7.5 |
Menu Mappings:
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Timesheets -> MyTime Sheet |
Time Tracking |
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Timesheets -> Employee Time Sheets |
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Timesheets -> Export to CSV |
Reports and Analytics |
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Reports -> Project Time Report |
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Reports -> Employee Project Time Report |
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Reports -> Pay Hours Report |
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Activity Info -> Customers |
Time Tracking |
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Activity Info -> Projects |
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Activity Info -> Common Activities |
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Configuration -> Timesheet Periods |
Attendance
In version 7.5 and above you will be able to locate all sections by navigating to the attendance module and selecting it from the top navigation bar.
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| Previous Version | New Version 7.5 |
Menu Mappings:
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My Records |
Attendance |
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My Attendance Sheet |
Attendance |
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Punch In/Out |
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Employee Records |
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Attendance Sheets |
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Approve Attendance Sheets |
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Configuration |
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Pay Policies |
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Reports -> Attendance Hours Report |
Reports and Analytics |
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Reports -> Monthly Attendance |
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Reports -> My Monthly Attendance |
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Export to CSV |
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Data Upload |
Attendance |
Recruitment
In older versions of the system, you would be able to access the sections by expanding the recruitment section on the side panel.
In version 7.5 and higher, you will be able to locate all sections by navigating to the Recruitment (ATS) and selecting it from the top navigation bar.
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| Previous Version | New Version 7.5 |
Menu Mappings:
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Vacancies |
Recruitment (ATS) |
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Candidates |
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Configuration -> Vacancy Template |
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Configuration -> Question pool |
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Configuration -> Interview Templates |
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Configuration -> Standard tests |
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Vacancy Successions |
Reports and Analytics |
Discipline
In older versions of the system, you would be able to access the respective sections by expanding the discipline section on the side panel.
In version 7.5 and higher, you will be able to locate all mentioned sections by navigating to the employee management module and selecting it from the top navigation bar.
Menu Mapping:
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Disciplinary Cases |
Employee Management |
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My Actions |
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Configuration |
Training
In the latest version of the orange HRM system, all previous sections of the training module can be found under the same module name on the left sidebar.
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| Previous Version | New Version 7.5 |
Menu Mappings:
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Learning Courses > Programs |
Training |
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Learning Courses > Courses |
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Learning Courses > Sessions |
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Learning Courses > My Participating Sessions |
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Learning Courses > My Conducting Sessions |
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Online Assessment Courses > Courses and Assessments |
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Online Assessment Courses > My Assessments |
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Online Assessment Courses > Online Assessment Course Employee Analytics |
Reports and Analytics |
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Online Assessment Courses > Online Assessment Analytics |
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Online Assessment Courses > Online Assessment Course Material Analytics |
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Online Assessment Courses > All Online Assessment Courses |
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Reports -> Participating Session |
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Reports -> Training Session |
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Configuration |
Training |
Performance
In old versions, by expanding the performance section on the side panel, you will be able to view Employee Trackers, Goals, Appraisal, Configurations Competency Profiles and reports.
These functions have been relocated to the performance module in version 7.5 and higher. To access these functions navigate to the performance module and you will be able to find them on the top navigation bar.
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| Previous Version | New Version 7.5 |
Menu Mappings:
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Employee Trackers -> Tracker List |
Performance |
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Employee Trackers -> Manage Trackers |
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Employee Trackers -> My Trackers |
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Goal -> Goal List |
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Goal -> Goal Library |
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Goal -> My Goals |
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Appraisal -> Appraisal List |
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Appraisal -> Appraisal Cycles |
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Appraisal -> My Appraisal |
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Configuration |
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Competency Profiles |
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Reports -> Review and Appraisal Progress Report |
Reports and Analytics |
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Reports -> Performance Comparison Report |
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Reports -> Performance Profile Report |
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Reports -> Performance Progress Report |
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Reports -> Export Performance Data |
Succession and development
In older versions of the system, you would be able to access Individual Development Plans, My IDP, My Development Plan, 9 Box Matrix and Configurations by expanding the S&D section on the side panel.
In version 7.5 and higher, you will be able to locate all mentioned sections by navigating to the Carrier Development module and selecting it from the top navigation bar.
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| Previous Version | New Version 7.5 |
Menu Mappings:
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Individual Development Plans |
Career Development |
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My IDP |
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My Development Plan |
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9 Box Matrix |
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Configuration -> 9Box Matrix |
Onboarding
In older versions of the system, you would be able to access Task Types, Events, My Events, Employee Tasks, My Tasks and Reports by expanding the onboarding section on the side panel.
In version 7.5 and higher, you will be able to locate all mentioned sections by navigating to the Onboarding module and selecting it from the top navigation bar.
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| Previous Version | New Version 7.5 |
Menu Mappings:
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Task Types |
Onboarding |
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Events |
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My Events |
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Employee Tasks |
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My Tasks |
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Reports -> Event Progress Report |
Reports and Analytics |
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Reports -> Participant progress Report |
Expense
In older versions of the system, you would be able to access Configurations, Travel Requests, Claims and Reports by expanding the expense section on the side panel.
In version 7.5 and higher, you will be able to locate all mentioned sections by navigating to the Travel and Expense module and selecting it from the top navigation bar.
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| Previous Version | New Version 7.5 |
Menu Mappings:
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Configuration -> Currency Exchange Rate |
Travel and Expense |
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Configuration -> Eligibility Groups |
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Configuration -> Expense Types |
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Travel Requests -> Employee Travel Requests |
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Travel Requests -> My Travel Requests |
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Claims - > Employee claims |
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Claims - > My claims |
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Reports |
Reports and Analytics |
Reports
You will be able to find all of your reports under one module, which is the reporting and analytics module divided into sections based on their respective modules.
Menu Mappings:
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Reports |
Reports and Analytics |
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Reports -> Leave Usage Report |
Reports and Analytics |
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Reports ->Leave Percentage Report |
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Reports -> Bradford Factor Report |
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Reports -> My Leave Usage |
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Timesheets -> Export to CSV |
Reports and Analytics |
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Reports -> Project Time Report |
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Reports -> Employee Project Time Report |
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Reports -> Pay Hours Report |
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Reports -> Attendance Hours Report |
Reports and Analytics |
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Reports -> Monthly Attendance |
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Reports -> My Monthly Attendance |
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Export to CSV |
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Vacancy Successions |
Reports and Analytics |
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Online Assessment Courses > Online Assessment Course Employee Analytics |
Reports and Analytics |
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Online Assessment Courses > Online Assessment Analytics |
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Online Assessment Courses > Online Assessment Course Material Analytics |
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Online Assessment Courses > All Online Assessment Courses |
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Reports -> Participating Session |
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Reports -> Training Session |
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Reports -> Review and Appraisal Progress Report |
Reports and Analytics |
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Reports -> Performance Comparison Report |
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Reports -> Performance Profile Report |
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Reports -> Performance Progress Report |
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Reports -> Export Performance Data |
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Reports -> Event Progress Report |
Reports and Analytics |
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Reports -> Participant progress Report |
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Reports |
Reports and Analytics |
Maintainance
In older versions of the system, you would be able to access Purge Records and Configurations by expanding the Maintainance section on the side panel. In version 7.5 and higher, you will be able to locate all mentioned sections by navigating to the Travel and Expense module and selecting it from the top navigation bar.
Menu Mappings:
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Purge Records -> Employee records |
Employee Management |
Purge Records |
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Purge Records -> Candidate Records |
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Configuration |
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Configurations |
Configurations |
More
Under this section, we have announcements, Buzz, Preferences, Organizational chart, the company directory, and your assets. In version 7.5 and higher, these options have been relocated to multiple modules throughout the system. So let's find them! Starting off with the announcements section, we have news and documents within it. The announcements section can be accessed by navigating to the employee management module and expanding it from the top navigation bar. Buzz can also be found within the same module and can be accessed by selecting it from the top navigation bar. The preferences and my asset screens can be accessed by navigating to the HR Administration module and selecting it from the top navigation bar. Finally, To get to the organizational chart and the company directory, select the respective option from the top navigation bar by navigating to the employee management module.
Menu Mappings:
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Announcements -> Documents |
Employee Management |
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Announcements -> News |
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Dashboard |
Employee Management |
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Buzz |
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Directory |
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Organization Chart -> Config |
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Organization Chart -> Define Position |
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Organization Chart -> View |
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Preferences |
HR Administration |
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Assets ->View assets |
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Assets -> Brands |
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Assets -> Categories |
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Assets ->Vendors |