We described below all aspects of using PeopleHR as a manager user type.
Starting with PeopleHR
When your company launches PeopleHR, you need to complete the following four actions:
Welcome email: You receive a welcome email containing your login link. Set your password and use the link for future access.
Create your password: Ensure it's eight characters including one capital letter, one small letter, one symbol and one number.
Confirm your details: Ensure your personal details are correct.
You're ready to go: On this page, there is a short tutorial video to give you some insight into the system, but once you are ready, click Let’s Go and you will now log into your PeopleHR system.
Areas
Area | Details |
Dashboard | Depending on your permissions and what PeopleHR features your company benefits, you can view some of the below icons.
|
Company Planner from | View holidays and other leave within your team. Select which employees you wish to view. |
Me | OverviewView a few basic details about your employees.
PlannerWithin the employee's planner, you can view their attendance information, their sickness percentage, annual leave entitlement, Bradford Factor score, and Sick Days Heat Map.
PersonalView your employee's personal and job details. You can't amend these details.
Documents
View certain documents if you have been granted access. You may also, in certain circumstances, you can add documents.
LogbookYour HR team may wish to use this tab to store additional information against their record.
Skills and ThanksShow appreciation towards your employee in the form of a thanks badge.
PerformanceYour company may have a performance module. From here you can undertake performance reviews and submit feedback to your managers.
You can launch your company performance review and view past performance reviews. |
Team | View employees who report to you. By default, the page displays your direct reports. To refine the list select Filters, then choose from the following options:
You can also select Employee playlists to view an alternative, grouped layout. These playlists provide pre-filtered employee groups that support everyday workflows, such as absence management and leave requests. |
Documents | View the company documents HR shared with you. They may also add links here you may need to access. |
Thanks | If your company opts to use the Thanks functionality, you can thank your colleagues from here. You can also view all the Thanks badges everyone received. |
Tasks | View your own personal tasks. You can also assign new tasks to your colleagues. |
Authorisations | View the status of any requests you make in the system. These could be in the form of holidays or other events, timesheets, logbooks, and expenses and whether they have been approved or declined or are still pending. |
Reports | You may also have access to one report. This shows the top facts about your company. Simply click the report to run. |
Notifications | Get alerts of any relevant activity in the system and recap any amendments you've made to your record. |
Org Chart | The organisation chart shows who reports to who in your company. You can use the zoom feature, filter by companies, locations, and departments, and are also able to export the org chart to a PDF. |
Reset your password
To reset your password, from the login screen, click Forgot Your Password.
📌Note: By default, the manager won't see the leavers list as this is an admin-only area.




