HR & Admin Guide
This guide is for HR staff and system administrators. It covers all the tools and workflows available to you — from onboarding new employees to publishing KPI cycles, approving probation outcomes, and configuring system settings.
Looking for the Manager Guide?
If you are a Manager or HOD looking to review KPI evaluations or submit probation assessments, see the Manager Guide instead.
Roles Covered by This Guide
| Role | Key Responsibilities |
|---|---|
| Administrator | Full system access — employee management, KPI, probation, roles, all settings |
| HR | Employee management, KPI cycles, probation reviews, notification settings (cannot manage roles) |
Where a feature is available only to Administrator or only to HR, this is noted clearly on that page.
Guide Contents
| Page | What It Covers |
|---|---|
| Entities & Departments | Creating and managing the organisational structure |
| Employee Management | Onboarding, editing, searching, deactivating, and importing/exporting employees |
| Job Positions | Managing the master list of job positions used across the system |
| KPI Templates | Creating and importing performance evaluation templates |
| KPI Cycles | Creating, publishing, and closing KPI evaluation cycles |
| KPI Evaluations (HR) | Monitoring evaluations, handling disputes, force-closing, and exporting data |
| Bank Detail Change Requests | Reviewing and approving or rejecting employee bank detail change requests |
| Probation Reviews | Triggering reviews, approving outcomes, and monitoring the probation pipeline |
| Roles & Permissions | Managing system roles and what each role can access |
| Notification Settings | Configuring which events send email notifications |