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Prerequisites for this Module

Performance Management Chapter 3: Setup and Configuration of P...

Some configuration and setup should be done before implementing the Performance Management module. The People Management module should be configured and set up. Users should be able to log in to the system and update their passwords.  Complete and rev...

Prerequisites for this Module

People Management Chapter 3: Setup and Configuration of P...

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...

Version 9.1.165 (30 June 2025)

RELEASE NOTES List of the Release Notes (2025)

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/rule...

FAQs for Managers and Employees

Performance Management Chapter 5: FAQs and How-To Guides

Why am I, as the employee, unable to submit and approve my ratings? Why am I, as the employee, unable to submit and approve my ratings? Why am I as the manager unable to submit and approve my final ratings? Why am I as the manager unable to submit and app...

FAQs for Administrators

Performance Management Chapter 5: FAQs and How-To Guides

What is the Performance Management module? The Performance Management module is used to manage employee performance agreements, goal setting, check-ins, reviews, ratings, and development planning. It allows organisations to monitor employee performance again...

Create a Cycle

Learning Management Chapter 4: Using the Learning Managemen...

Click the gear icon to access the Setup and Configuration menu. Click Master Data. The Master Data Library lists the categories for which administrators can create master data. Use the search bar at the top of the screen to filter the search results by...

Create Class Periods

Learning Management Chapter 4: Using the Learning Managemen...

Click the gear icon to access the Setup and Configuration menu. Click Master Data. The Master Data Library lists the categories for which administrators can create master data. Use the search bar at the top of the screen to filter the search results by...

Configure Comment Categories

Learning Management Chapter 4: Using the Learning Managemen...

Click the gear icon to access the Setup and Configuration menu. Click Master Data. The Master Data Library lists the categories for which administrators can create master data. Use the search bar at the top of the screen to filter the search results by...

Compile Academic Report Comments

Learning Management Chapter 4: Using the Learning Managemen...

Click the gear icon to access the Setup and Configuration menu. Click Master Data. The Master Data Library lists the categories for which administrators can create master data. Use the search bar at the top of the screen to filter the search results by...

Before You Start

Performance Management Chapter 4: Using the Performance Manage...

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 Leadership...

Purpose of the Main Dashboard

Dashboard Chapter 1: Introduction to Main Dashboard

The Main Dashboard feature offers a personalised, single entry point to the HR platform, allowing users to see what matters most to them at a glance and act swiftly. It combines milestone information, company communications, people insights, and outstanding H...

Key Features of the Main Dashboard

Dashboard Chapter 1: Introduction to Main Dashboard

The Main Dashboard combines people, status, and communications into a personalised view, enabling users to scan, act, and navigate easily without searching menus. Let us examine the key features and their functions. Timeline Displays the user’s employment ...

Overview of the Main Dashboard

Dashboard Chapter 1: Introduction to Main Dashboard

The Main Dashboard is the user’s central hub for people-related information, company updates, and quick actions. It delivers a personalised snapshot of employment milestones, team connections and outstanding HR items so users can see what matters most at a gl...

Glossary

Dashboard Chapter 6: Glossary

Employee and Managerial Roles

Dashboard Chapter 2: Roles and Permissions

The Main Dashboard serves as a personalised landing page for users, offering quick access to relevant information, updates, and actions within the HR management platform. Users can view key dates on the timeline, such as their employment anniversary o...

Administrator Roles

Dashboard Chapter 2: Roles and Permissions

Administrators are responsible for configuring and maintaining the content and behaviour of the My Dashboard to ensure it remains relevant and useful for users across the organisation. This includes: managing dashboard widgets, deciding which widgets are...

Prerequisites for this Module

Dashboard Chapter 3: Setup and Configuration of M...

Main Dashboard Implementation Guide

Dashboard Chapter 3: Setup and Configuration of M...