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HR Admin Handbook
AI Features
General
Performance Pulse
- Performance Pulse Overview Video
- Continuos Feedback
- Getting started with performance reviews in Performance Pulse
- How to Create a Review Template
- How to Create a Performance Review for an Employee
- How to Complete Your Self-Evaluation
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HR Administration
- How to trace deleted attendance records in the Audit Trail
- Why a user stops receiving email notifications after termination and reactivation
- How to check the recipient list and who receives OrangeHRM email notifications
- How to Assign a Head of Department to a Sub-Unit
- How to Configure Leave Type Eligibility Based on Employee Attributes
- How to Create New User Accounts in OrangeHRM
Employee Management
- How to update or clear an employee's contract end date so Employment Details shows an extension
- Why termination emails arrive late: the termination time defaults to 11:55 PM
- What the "Other" reporting method in Report-to does (and doesn't) control
- How to Configure the Employee Name Format
- How to access the Dashboard
- How To Use OrangeHRM Buzz
Reports and Analytics
- All Reports
- How to Create a Salary History Report Including Salary Events
- How to Schedule Reports
- How to use Delta reports to view changed records within a specific time period
- How to Create Cross-Module Attendance Report
- How to view the Summarized Attendance Report
Leave
- Leave Overview
- Why a leave balance is higher than the accrual rule: added entitlements stack on accruals
- How to Configure Leave Type Eligibility Based on Employee Attributes
- How to Configure Employee Custom Fields to Enable Specific Leave Types
- How to use Assign, Approve, Cancel Leave Requests
- How to Configure a Leave Black out Period
Time Tracking
Attendance
- Assigning a Pay Policy to an Employee Manually
- Grouping Pay Codes by Pay Code Type
- Linking Attendance Exception Rules with Pay Policies
- My Actions Widget for Exceptions
- Setting up the Attendance Module Configurations
- Approve Attendance Sheets
Rosters
- Rosters Overview Video
- How to Copy a Weekly Schedule as Unassigned Shifts
- How to Reschedule a Shift Using Horizontal Drag (Employee-Based View)
- How to Move a Roster Shift to a Different Shift Type within the Same Shift Group
- How to Group Shifts by Type Within Shift Groups on the Weekly Roster
- How to Modify the Shift Group Associations of a Shift Type
Recruitment (ATS)
- Why some vacancies are missing when you move a candidate to another vacancy [FAQ]
- Can shortlisted candidates be notified automatically?
- Can recruitment notification emails be sent without the candidate's CV attached? [FAQ]
- How to define Vacancy Templates in OrangeHRM
- How to define Interview Templates in OrangeHRM
- How to Add Questions to the Interview Template
On/offboarding
- Onboarding Pro Overview
- How to enable or disable onboarding and preboarding welcome emails
- How to Configure On/offboarding Tasks
- How to Update and Bulk Update Onboarding Tasks
- How to create on/offboarding templates
- How to Create Events/Templates and Select Related Tasks
Training
Goals
Performance
- Performance Overview
- Why an appraisal is not visible: the "Hide Appraisals With Due Date Older Than 60 Days" filter
- How to Launch an Appraisal Cycle
- Final Rating in the Appraisal Completed Notification
- Question Types for Appraisals
- Feature Overview
Career Development
Request Desk
- Request Desk Module Overview
- How to configure request types (General, Hiring, Employee Management)
- Configure the Online Assessment Courses
- How to Submit Requests - Admin
- How to Create Employee Management Requests
- How to access Employees Hiring Requisitions