People
By Steve1 author11 articles
- How to Set Your Employee's Secondary ManagerSet a secondary (approving) manager from the employee's profile: click the pencil icon in the manager section and choose from the dropdown. Leave requests and timesheets then route to both…
- How to Navigate Your Employee's Profile Activity LogsActivity Logs on an employee's profile show who made each change, what was changed and when, including before and after values. Open the Activity Logs tab and use keyword search,…
- How to Edit an Employee's Start DateUsers with HR permissions can edit an employee's start date by opening the employee's profile from the Staff table, clicking the pencil icon, setting the correct date and saving.
- How to Assign an HR Manager to an EmployeeAssign or edit an employee's dedicated HR manager from the HR Manager section of their profile: click the pencil icon, then select an existing HR agent or create a new…
- How to Reassign an Employee to a Different ManagerReassigning an employee to a different manager depends on the contract status: edit the manager in the Role Information step for drafts, use Request Changes for contracts awaiting review, or…
- How to Edit an HR NoteEdit an HR note from the HR notes tab on the employee's profile: click the ellipsis next to the note and select Edit. Only the user who created the note…
- How to Log an Incident ReportLog an incident report from the Incident reports tab on the employee's profile under People > Staff: click Add new, complete the form and submit. You can then book a…
- How to Add an HR NoteAdd an HR note from the HR notes tab on an employee's profile under People > Staff. Notes support attachments and visibility settings that control who can see them.
- How to Contact Your HR ManagerSchedule a call or send a request to your HR Manager from the My Team page, or book an employee-specific call from the employee's profile under People > Staff.
- How to View an Employee's ProfileView an employee's profile under People > Staff, with tabs for Profile, Job, Costs, Documents, Leave, HR notes and Incident Reports. Some information may be incomplete until the employee finishes…
- How to Start an Employee Offboarding RequestStep-by-step guide to submitting an employee offboarding request in the Outstaffer platform, from opening the employee profile to tracking the request status.