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Creating a new custom notification template
Managing custom notification templates
Custom Notifications - When to Send
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Employee's profile
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Template creation
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Online editing of .doc/.docx documents
Generating documents for individuals
Document editing options
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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
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My team
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Team overview
Calendar
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Bulk import of employees
Employee termination
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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
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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
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Asset types and templates
Work data
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Exceptional states
Milestones
Parallel employment contracts
Evaluation
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Single-phase evaluation scenarios
Rating - only the employee is responsible
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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 > Documents
10 articles
You can find document templates on the main panel under the tab: Extra > Document Management > Templates and s ource files. To view the Templates and Source Files tab, you must have the Document Temp…
Updated 4 days ago by Tým PINYA
After uploading a template, you can continue working with the file using the Actions button. Clicking this button will display a menu of available options that can be performed on the template. The a…
Updated 4 days ago by Dana
Pinya HR allows online editing of documents in.doc and.docx formats directly in the application interface. The online editor can be used for both uploaded templates and documents generated/uploaded o…
Users who have the Generated documentation permission can generate documents. This permission can be set by the administrator. To generate documents, you must have the following on the Templates and…
After uploading or generating a document, you can continue working with the file using the Actions button. Clicking this button will display a menu of available options that can be performed on the d…
If you want to generate documents in bulk, you must have the Generated documentation permission set. This permission can be set by the administrator. To generate documents in bulk, go to the tab Extr…
Updated 2 months ago by Dana
Users who have the Import documents in bulk permission set can import documents in bulk. This permission can be set by an administrator. If you need to import multiple documents at once (e.g. payslip…
Updated 3 weeks ago by Dana
Tokens are expressions with an underscore at the beginning. They are used to automatically generate documentation tailored to a given employee. Tokens are added to document templates. You can find th…
To manage categories, go to Settings > Codebook Items > Document Categories. To add a new category, click the Add category button. In the window that appears, fill in the category name (required fiel…
Document templates can be uploaded, edited, and deleted. Only HR administrators have permission to perform these tasks. However, permissions can be changed later in the main system settings. Go to Se…
Updated 3 weeks ago by Tým PINYA
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