Homepage
Home page content
Homepage configuration
Displaying work anniversaries
News
Configuration
Personal account management
Reset a forgotten password
Change of password by the user
Administrative functions
Notification templates
Default notifications
Custom notifications
Creating a new custom notification template
Managing custom notification templates
Custom Notifications - When to Send
Custom notifications - Who to send to
Account & login
Account settings
Prompt for login
Setting the password by administrator
Lists
List fields
List field language mutations
Custom fields in the list
Deleting an item from the Departments and Job Titles lists
Deleting a value in the Job position list field
Show in ORG
Style
Groups
"Preview as" function
Setting the probation length
General functions
Filtering and displaying data
View management
Filters in column headers
Targeting
Employee's profile
Employee profile content
Editing personal data
Displaying academic degrees
Record of language skills
Custom fields
Displaying a public field on an employee profile
Documents
Template creation
Template editing options
Online editing of .doc/.docx documents
Generating documents for individuals
Document editing options
Generating documenets in bulk
Bulk import of documents
Tokens in documentation
Document categories
Permissions for the Documents module
Electronic signing
Why sign electronically and how to do it?
Setting up the Electronic Signature module
Sending documents (envelopes) for electronic signature
Onboarding
Onboarding – signpost
Onboarding management
Employee overview
My team
General information
Team overview
Calendar
Org chart
Attendance/absence
Grouping and custom views
List of employees
List of employees - signpost
View employee information
Viewing other employees' profiles
View information about employment contracts
View information about work milestones
View information about family members
Adding employees
Add employees using a form
Inclusion of the applicant among employees
Bulk import of employees
Employee termination
Employee departure management
Deleting an employee account
Organizational structure
Manager and Approver
Browsing and setting up the organizational structure
Bonuses and deductions
Overview of bonuses and deductions
Managing bonus/deduction types
Adding bonuses/deductions to employees
Setting up regular bonuses/deductions
Sending a bonus/deduction for approval
Approval of bonuses/deductions by one approver
Approval of bonuses/deductions by multiple approvers
Closing bonuses/deductions
Authorizations for the Bonuses and Deductions module
Internal regulations
Overview of internal regulations
HR Dashboards
Introduction to HR Dashboards
Dashboard structure
Dashboard of people in the company
Dashboard Boardings
Departures and Fluctuation Dashboard
Data Quality Dashboard
Records of voluntary employee departures
HR Dashboards module permissions
Medical examinations
Overview of medical examinations
Medical check-up management
Generating/sending a request for a medical examination
Training
How training works at Pinya HR
Training overview
Creating a new type of training
Management of bulk training
Entrusted assets
List of assets
Transfer of property
Asset types and templates
Work data
Work data and history
Exceptional states
Milestones
Parallel employment contracts
Evaluation
One-stage evaluation
Single-phase evaluation scenarios
Rating - only the employee is responsible
Three-phase assessment
Stages of the evaluation process
Employee Completion of Evaluation – Initial Phase
The final phase and its start
Employee evaluation overview
Creating a new template
Managing templates
Creating a new evaluation
Exporting ratings
Permissions for the Evaluation module
Surveys
Surveys - general
Permissions for the Surveys module
Survey management
Creating a new survey and configuring it
Survey questions
Scheduled publication of surveys
Publishing a survey - other options
Overview of responses to a survey
Exporting responses
Completing the survey by the respondent
Anonymous surveys
Creating and distributing an anonymous surveys
Anonymous surveys and their answers in reports
Language
Changing the language version of the system
Language mutations
Requests
Custom requests
Creating requests
Request templates
Checklists
Adding a new checklist
Adding a checklist from a template
Creating a new checklist
Solving a task
Checklist templates
Permissions for the Checklists module
E-learning
Location of the E-learning module and its use
E-learning module authorization
Creating a new course
Inserting chapters into a course
Chapter content and its creation
Test questions and their creation
Activating the created course
Course enrollment
Course completion by participant
All Categories > Checklists
6 articles
Checklists, or task lists, are used for activities that follow a predetermined scenario. (e.g. employee arrivals/departures or birthday/work anniversary celebrations). It is a tool for assigning some…
Updated 2 days ago by Dana
To add a checklist from a template that already has predefined tasks, possibly deadlines and solvers, click on the employee's profile in the Checklists section, click Add new checklist , and then fro…
You don't have to add checklists only from templates. You can create your own completely new checklist, which has no predefined tasks. To create a new checklist, click on Add new checklist in the Che…
Updated 3 weeks ago by Dana
The solver who was assigned the task will receive an email notification and a new request will be created for them at the same time. The system itself monitors and notifies the solver if the deadline…
To edit, delete, or create a checklist template, go to Settings > Checklist Templates > Templates. Creating a new template. Before you start creating a new checklist template, check if you have the n…
You need permissions to create checklists and assign tasks. You can edit permissions in Settings > Access Levels > Permissions > Checklists module. The HR administrator, Manager and TOP manager level…
Powered by HelpDocs (opens in a new tab)
