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HR Admin Handbook
AI Features
General
HR Administration
- How to Change the Language and Date Format
- How to set up Manual email notifications in OrangeHRM
- 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
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 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 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 Performance Trackers for Employees
- How to create an appraisal for a single employee
Career Development
Request Desk
- Request Desk Module Overview
- How to Create Employee Management Requests
- How to Submit Requests - Admin
- Configure the Online Assessment Courses
- How to access Employees Hiring Requisitions
- How to access Employees General Requests