1. Staff Profiles
This section will help you to become familiar with staff profiles.
Add your Job Contract
Add your Job Role
Update your Personal Details
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Useful Tip
Configuring Dropdown Options: you can add or edit any dropdown lists in CiviHR by clicking on the settings spanner next to each dropdown list.
2. Configure Leave Management
This section will help you configure CiviHR for leave management.
Review Leave Types
Review Leave Periods
Add Public Holidays
Add Work Patterns
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3. Tasks and Workflows
This section will help you to get the tasks and Workflows configured so you can manage joining and leaving checklists.
Review the Joining & Exiting workflow template
Create a new workflow template
Create a new task type
Create a new document type
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4. Importing your Data
This section will help you import your data into the system. If you don't have any data to import, you can just skip this step.
Import Staff Members
Import Job Contracts
Import Job Roles
Import Past Leave Requests
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5. Self Service Portal (SSP)
Ready to get your staff onboard?
Create user accounts for your staff
Create user accounts in bulk
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