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HR Admin Handbook
AI Features
General
HR Administration
- How to set up action based email notifications in OrangeHRM
- How to set up scheduled email notifications in OrangeHRM
- How to set up date-based email notifications in OrangeHRM
- How to set up other email notifications in OrangeHRM
- How to view the Database Utilization in Orange HRM
- How to Activate an Inactivated user account in the OrangeHRM System
Employee Management
- How to Re-Activate a Terminated Employee
- How to view iCal/iCalendar feeds in OrangeHRM
- Purge Candidate Records
- Purge Employee Records
- How to access the Dashboard
- How to manage company assets and inventory
Reports and Analytics
- All Reports
- How to Create Detailed and Summarized Survey Reports
- How to Create a Consolidated Cross-Module Attendance Report
- Generate and Schedule Contract Expiry Report using Contract End Date Filter
- How to Generate Detailed and Summary Reports in the Discipline Module
- How to Generate Employee Voice Reports
Leave
- Leave Overview
- How to Configure a Leave Black out Period
- How to Create Leave Notifications?
- Understanding the Bradford Factor feature in OrangeHRM
- Setting up the leave alert notification
- Leave calendar
Time Tracking
Attendance
- How Supervisors Can Take Action on Employee Incomplete Attendance via Exception Records
- How to Configure Attendance Exception Rules
- How to Configure Break Rules Under a Pay Policy
- How to add your subordinate's/ employees' punch-in records using "Edit in Timeline View"
- How to Configure Round-off Rules for Punch-In and Punch-Out
- How to View your Attendance Sheets
Rosters
- Rosters Overview Video
- How to Create and Publish a Roster Shift Group
- How to search for an Employee on Roster
- How to Delete a Roster Shift for an Employee
- How to Edit a Roster Shift for an Employee
- How to Replace an Employee on a Shift Using Drag and Drop
Recruitment (ATS)
- How to Identify the Candidate was a Past Employee/Duplicate Applicant
- How to Publish Job Vacancies Directly to Job Boards
- How to Manage Candidate Source
- Create document template as part of job offer management
- How to define vacancy templates in OrangeHRM
- How to add questions to the interview template
On/offboarding
- Onboarding Pro Overview
- How to Update and Bulk Update Onboarding Tasks
- How to Configure On/offboarding Tasks
- How to create on/offboarding templates
- How to create events/templates and select related tasks
- How to onboard new hires using the onboarding template
Training
Goals
Performance
- Performance Overview
- How to Manage Employee Acknowledgment or Clarification Requests after the Submission of an Appraisal
- How to Evaluate an Employee Performance Appraisal
- How to create and add entries to Performance Tracker Logs
- How to create an appraisal for a single employee
- How to create and manage appraisal cycles