People → Settings holds everything that shapes your organisation. The menu on the left groups it into Organisation Structure, Policies and Approvals.
People settings
Organisation structure
Departments
- Select Departments, then Add Department.
- Choose the company and enter the Department Name and a description. Optionally add the Department Lead(s).
- Use + Add Unit for teams inside the department, each with a unit lead.
- Select Save.
To add many at once, select Bulk Upload and use the template.
Job roles
- Select Job Roles, then Add Job Role.
- Choose the company and enter the Job Title, its Department and its Grade.
- Select Add Job Role. Bulk Upload works here too.
Grades
Grades are optional, but useful if you have salary bands. Select Grades, then Add Grading. Set the level, qualifications, skills, experience and the Min Salary and Max Salary. Use Create Another to add the next one straight away.
Teams
Teams group people across departments, for example a project team. Select Teams, then Create Team, and Add Members.
Policies
Staff policies
Publish your handbook policies so employees can read them in the app.
- Select Staff Policies, then Add Staff policy.
- Enter the policy's details and save it.
- Publish it when it's ready. You can Edit, Archive or Delete it later from its row.
Probation policies
A probation policy sets how long probation lasts and what happens at the end of it. Select Probation Policies, then + Create Policy. See Probation.
Approvals
Three approval workflows live here:
- Probation Approvals: confirming or extending someone's probation.
- Termination Approvals: ending someone's employment.
- Onboarding Approvals: accepting self-onboarding submissions.
Each works the same way. See Approval workflows.
