How do I?

How do I? Simple solutions for how to accomplish tasks in the SMB HR platform

• What is an employee process?
• Can an employee see the notes and documents attached to a disciplinary case?
• How do I add notes and documents to a disciplinary case?
• How do I update a disciplinary case?
• How do I close a disciplinary case?
• How to I open a disciplinary case?
• What is an anonymous appraisal?
• How do I align an employee goal with a company goal?
• How do I store an employee’s work permit or visa information?
• How do I record notes and information against an employee?
• How do I store documents against an employee?
• How do I record benefits or deductions against an employee’s record?
• How do I add a bonus payment to an employee?
• How do I set an employee’s salary?
• How do I change an employee’s working hours?
• How do I delete an employee’s job role?
• How do I change an employee’s job role?
• How do I change whom an employee reports to?
• How do I change an employee’s department?
• How do I change an employee’s location?
• How do I delete a training event from an employee’s record?
• How do I edit a training event on an employee’s record?
• How can I add a training event to an employee’s record?
• How do I approve a training request from an employee?
• How do I add hours/days in lieu to an employee’s holiday allocation?
• Where can I find details of an employee’s holiday allocation for a given year?
• How do I delete an absence on an employee’s record?
• How do I edit an absence on an employee’s record?
• How do I add an absence to an employee’s record?
• How do I approve a sickness request from an employee?