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Employee walkthrough

Find your way around PeopleHR as an employee, from your first login to each area you can use.

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Written by Robert Martin

As an employee, you can use several areas of PeopleHR. Watch the video or read the sections below to find out more:

New starters can also follow our new starter walkthrough.

Starting with PeopleHR

When your company launches PeopleHR, complete these four steps:

  1. Welcome email: in your welcome email, click the login link and set your password. Use the same link to sign in from then on.

  2. Create your password: make sure it has eight characters, including one capital letter, one lowercase letter, one symbol and one number.

  3. Confirm your details: check that your details are correct.

  4. You're ready to go: watch the short tutorial video for an introduction, then click Let's Go to sign in to PeopleHR.

Areas

PeopleHR organises everything about your job into tabs:

Area

Details

Dashboard

Depending on your access rights and the PeopleHR features your company uses, you see some of these icons:

  • To see your holiday statistics, click the My Dashboard icon: image.png

  • To read company news, comment or add your own news, click the News icon: image.png

  • To complete a ripple or see archived ones, click the Ripple icon: image.png

  • To see a timeline of changes in PeopleHR, click the History icon: image.png

  • To start new missions or see past ones, click the Mission icon: image.png

  • To request a holiday and see holiday statistics, click the Holiday icon: image.png

  • To see your team's new members and absences, click the People icon: image.png

Company Planner, from Access Button

See holidays and other leave in your team, and select which employees to view.

The planner can show a heat map, which gives each day a different colour.

Me

  • Planner: in your planner, keep an eye on your attendance and log timesheets and assignments.

  • Personal: see your job information and salary. If your administrators allow it, you can also upload your own photo.

  • Documents: view your personal documents. If a document needs your signature, click the pending document to sign it electronically.

  • Logbook: your HR team can use this tab to store extra information on your record. You can fill in some logbooks yourself, and your HR team completes others. If you see a plus icon in the top-left corner of a logbook screen, you can add that type of logbook. Type the details, then click Save.

  • Contacts: update your personal contact information, emergency contacts and, if your HR team needs them, your bank details.

  • Skills and Thanks: if your company uses Thanks, you can give and receive thanks badges. Your Thanks tab shows the badges you've received and given. Each badge you receive links to a set of skills in Skills.

  • Performance: if your company uses the performance module, you can complete performance reviews and send feedback to your manager. You can launch your performance review and see past reviews.

Documents

See company documents that HR has shared with you, plus any links they've added. You can download and view documents here or in the PeopleHR mobile app.

Thanks

If your company uses Thanks, thank your colleagues here. You can also see all the Thanks badges everyone has received.

Tasks

See your own personal tasks.

Authorisations

Check your requests, such as holidays, other events, timesheets, logbooks and expenses, and see whether they're approved, declined or pending.

Reports

If you have access to the company report, click it to see top facts about your company.

Notifications

Get activity alerts and see a recap of any changes to your record.

Org Chart

The organisation chart shows who reports to who. You can zoom, filter by company, location and department, and export the chart as a portable document format (PDF) file.

Reset your password

To reset your password:

  1. On the login screen, click Forgot Your Password.

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