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The People Management module is essential for setting up other modules in the system. Therefore, the only prerequisite for the People Management module is to configure the email server if the default Signify email server is not used for notifications. This i...

People Management [My Profile] Error shown when user clicks on My Profile (#132878) Problem When a user who does not have an admin role tries to view their profile, the page breaks. The problem is that it tries to fetch the active products for the tenant...

Before you start: Consider populating the Master Data Library with performance management items, which can streamline the performance management process. These library items include: Perspectives Key Performance Areas Key Performance Indicators ...

A review setup defines the structure and rules governing the performance review process within an organisation. It determines how performance agreements function, specifying rating permissions, the level of the employee's involvement, and approval workflows....

Creating performance agreement templates can greatly enhance the efficiency of developing performance agreements, making the process smoother and more organised. This not only ensures consistency in format but also helps minimise administrative burdens. By f...

The Integrations page serves as a central configuration and monitoring interface for managing automated data integrations between external systems and the People Management platform. Its primary purpose is to enable administrators to control how data is impo...

The Event Scheduling module sits at the operational centre of how structured learning, training, and development activities are delivered within an organisation. While other modules in the system define what needs to happen, Event Scheduling is responsible ...

The Event Scheduling module can be used as the backbone of a company’s learning and development strategy. Instead of managing training informally, organisations can formalise everything from course planning to attendance tracking and competency outcomes. HR o...

Event management Event creation and administration Events can be linked to training interventions or free-text entries. Coordinators, facilitators, and training providers can be assigned to specific events.  For more information on these roles, see the Ad...

In the Event Scheduling module, the roles of Event Administrator, Coordinator, and Facilitator operate at different levels of responsibility, but they work together to ensure that events are successfully planned, delivered, and recorded. In practical terms: ...

While the event administrator, coordinator, and facilitator roles support different stages of the event lifecycle, from setup to delivery to tracking, the process is carried out through the involvement of managers and employees, who drive participation and go...

Based on the guide and the role definitions we have already established, Event Scheduling operates as a controlled lifecycle that progresses from setup to booking to delivery to attendance capture and finally to completion reporting. The exact flow depends on...

Before implementing the Event Scheduling module, the People Management module must be configured. Follow the guides in the People Management book to ensure you have: Created an organisational structure, Imported users, Configured user roles and permissions, ...

This guide focuses on the Event Scheduling module and the features available to administrators. Beyond training, the module can serve as a central coordination tool for structured events, such as workshops, onboarding sessions, or internal initiatives. Compa...

FAQs for Managers How do I find the training requests that need my approval? How do I find the training requests that need my approval? Training requests can be found through the HR Processes widget on the Dashboard when it is enabled, or through the envelop...

What do I need to switch on before the Event Scheduling module works? What do I need to switch on before the Event Scheduling module works? The module must be activated in Ruleset Setup under the Products tab, and the Event Scheduling item must also be activ...

Attendance record An attendance record is used to document whether each attendee was present at an event session, absent, or absent with an excuse. Administrators use this record to accurately track participation, add notes as necessary, and finalise attendan...

Hover over the sidebar menu, then click Event Scheduling. Click to navigate to the List View tab, then click +EVENT. Enter a name for the event. To create a learner record for attendees, link a training intervention from the Training Intervention Li...