Admin walkthrough | PeopleHR Help Centre

Note: We have also created employee and manager user type walkthroughs.

We described below all aspects of using PeopleHR as an Admin user type:

Main menu	Area	Details
Access Button	ATS	In this section you can see various information about vacancies and applicants.
Access Button	Employee	On this section you can see a list with all the employees within the system, create new employee profiles, can change the details on their profile or elevate their access rights.
Access Button	Planner	As an admin, you can edit company planner access, keep an eye on the company planner heat map, and lock days.
Access Button	HR Admin	It will take you to the admin section of the system where you will be able to access the system settings.
Access Button	Employee Performance	Employee performance will allow you to complete performance reviews.
Access Button	Access Evo	Access Evo allows you to sync and manage your other Evo products in one space.

These are the options available when looking at the dashboard:

Main menu	Details
Dashboard	Analytics will show you a quick snapshot of key HR metrics and trends.
Me	This section is similar to a manager's one, the exception being the Case Log tab. This is an Admin only tab, meaning that only admins can see it. You can use this section to record information about the employee that you do not wish them or their manager to see.
Documents	You can download and view the company documents from your system.
Thanks	If your company opts to use the this functionality, you can thank your colleagues from here.
Tasks	View and manage all the tasks within the company.
Cases	Manage case details for employees.
Authorisations	You can see all requests within the company.
Expenses	See all the expense requests within your company.
Reports	Reports are a more visual data representation within your system and here you can create them.
Notifications	Get alerts of any activity in the system and recap any changes that have been done.
Training	Check the progress of each employee in your company's training programs.
Performance	See data in regards to the performance reviews.
Benefits	Here you can check the current status of enrolment benefits.
Org Chart	The organisation chart shows who reports to who in your company.

The following options are within the HR Admin area:

Area	Details
Queries	Extract specific data from the system, save commonly used queries, or create a new one.
Bulk Actions	In this section you can perform a multitude of actions in bulk.
Plugins	Use the plugins feature for your systems outside PeopleHR. You can run additional payroll feeds and utility programs directly within the system.
Holidays & Absence	Customise the system's default settings to match the values set by your company.
Work Patterns	Create and edit work patterns.
Logbook	Create and edit your custom logbook screens. Logbooks can be used to store information you can’t store anywhere else within the system.
Documents	Add or edit merged document templates.
Authorisations	Create rules that allow additional people to authorise requests.
Accruals	Create and customise your company's holiday accrual rules.
Administrators	Specify one or more administrators to manage the system.
Licences	The licence information for the modules you have purchased is provided here, where you can also (de)activate self-service or send a welcome message.
Company	Edit company details and set the company planner access. In this section, you can upload a company logo, manage the org chart, set up the analysis codes, manage company planner access and do many other setups.
Timesheets	Define the parameters for time recording within your company.
Performance	Create and edit the content of your company's performance review.
Thanks	Choose which Thanks badges can be awarded or create a new badge.
API	Create an API key to allow you to integrate People with other systems.
ATS	Create and define different categories for your recruitment pipeline.
Email	Define your requirements for daily recap emails.
Benefits	Create, edit or delete the benefits you offer your employees.
Mobile	Customise the mobile app settings.
Expenses	Here you can customise the system’s default expense settings.
Employee	In this section you can define employee access.
Ripple	Create personalised email alerts and automate processes.
News	Manage the news default settings.
Notification	Create and edit notification settings.
Localisation	You can view each location’s default language here, but you can only edit the location you have access to.
Access to PeopleHR	Give PeopleHR access to your account.
Consultant	Specify one or more consultants to manage the services within People.

Access Evo: Manage user access in Access Evo as PeopleHR administrators

Employee walkthrough

Management walkthrough

Consultant common questions

What is PeopleHR Evo