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HR Admin Handbook
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Performance Pro
Power BI
AI Features
General
HR Administration
- 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
- How to Add/ Manage User roles - HR Admin
- How to Activate an Inactivated user account in the OrangeHRM System
- How to change the employee password in OrangeHRM
Employee Management
- How to access the Dashboard
- How To Use OrangeHRM Buzz
- How to View Published News/Documents
- How to view iCal/iCalendar feeds in OrangeHRM
- How to add an employee in to OrangeHRM
- How To Setup And Use Add Employee Wizard in OrangeHRM
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
- How to Configure Leave Type Eligibility Based on Employee Attributes
- How to Configure Employee Custom Fields to Enable Specific Leave Types
- How to use Leave Module
- How to Configure a Leave Black out Period
- How to view and configure holidays in the system
Time Tracking
Attendance
- Setting up the Attendance Module Configurations
- How to Set up Pay Policies
- How to Configure Additional Rules under Pay Policies
- How to Configure Break Rules Under a Pay Policy
- How to Configure Round-off Rules for Punch-In and Punch-Out
- How to Upload the Employee Attendance Data
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)
- How to define Vacancy Templates in OrangeHRM
- How to define Interview Templates in OrangeHRM
- How to Add Questions to the Interview Template
- How to Setup and Configure Standard Tests in the Recruitment Module
- How to Configure or Set Up Smart Screening/Candidate Best Match Rules
- How to Create a New Vacancy in OrangeHRM
On/offboarding
- Onboarding Pro Overview
- 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
- How to Initiate the Preboarding Process
Training
Goals
Performance
- Performance Overview
- How to set up and configure appraisal templates
- How to add performance questions in an appraisal
- How to Create and Assign Competencies to Employees based on their Job Title
- How to create and manage appraisal cycles
- How to Create Performance Trackers for Employees
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