Purpose
Prepare people and work policies before operating records and reviews.
Before you start
Step by step
- 1
Check departments, positions, users and Employees.
- 2
Prepare Onboarding templates if you use the document process.
- 3
For working-hours control, register Time Clock employees and Shifts/Schedules.
- 4
For Vacations, validate hire date and periods before using balances.
- 5
Prepare competencies and reviews; then follow up IDPs, Feedback, Surveys and Profiler as needed.
- 6
Configure internal policies and Ethics Channel committees before announcing their procedures.
Access and availability
Available controls depend on your user permissions and organization settings. If an option is missing, ask the administrator to check your module access.
Recommended next step
Onboarding — templates, documents and approval