Homepage
Home page content
Homepage configuration
Displaying work anniversaries
News
Configuration
Personal account management
Recovering 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
Login prompt
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
Work data
Work data and history
Exceptional states
Milestones
Parallel employment contracts
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
Preparing a document for electronic signing
Sending documents (envelopes) for electronic signature
Employee signature
Signing process and its states
Signed document and audit log
Cancel signing
Attendance/absence
Managing presence/absence types
Mass absence entry
Onboarding
Onboarding – signpost
Onboarding management
Managing onboarding profiles
Managing onboarding emails
Setting up a welcome email
Sending an onboarding email
Managing personal questionnaire types
Viewing an employee's personal questionnaire
Notification after completing a personal questionnaire
Signing up for work from the employee profile
Mass enrollment of employees
Employee onboarding
Employee overview
My team
General information
Team overview
Calendar
Org chart
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
Introduction to ORG structure
ORG structure arrangement
Viewing the organizational structure
Setting up the organizational structure
Export ORG structure
Manager and Approver
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
How to work with internal regulations
Overview of internal regulations
Creating a new regulation
Managing existing regulations
Familiarizing employees with internal regulations
Permissions for the Internal Regulations module
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
Recruitment
Tender management
Medical examinations
Overview of medical examinations
Medical check-up management
Generating/sending a request for a medical examination
Request form configuration
Bulk management of medical examinations
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
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
Reporting
Report overview
Creating a new report
Requests
Custom requests
Creating requests
Request approval
Request resolution
Cancel and delete a request
Request templates
Default requests
Requests panel
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
Other modules
Synchronisation with Outlook
Module functions
Settings in AZURE
Mobile application
Logging into the mobile app
All Categories > Onboarding
12 articles
This page serves as a starting point for orientation within the functionalities related to onboarding new employees. Here you will find an overview of topics related to the employee onboarding proces…
Updated 2 months ago by Dana
To manage onboarding, go to the HR > Onboarding tab in the main menu. Then click the Onobarding management button in the top right corner. You can find here: management of boarding profiles - detaile…
Updated 1 month ago by Dana
1. Adding a new onboarding profile. To add a new onboarding profile (welcome page), click the Add onboarding profile button on the Manage onboarding profiles tab and, after filling in the relevant fi…
An onboarding email can help you collect information about an employee before they join the company. Through this email, you can send a link to an online personal questionnaire to a prospective emplo…
Updated 2 weeks ago by Dana
Before an employee starts work, you can send your future colleague an introductory email with a link to an online personal questionnaire. After filling it out, the future employee's data will be auto…
You can send your onboarding email in 2 places in PINYA HR: on the employee profile. in the Onboarding module. 1. Sending an onboarding email on the employee profile. Send an onboarding email to an e…
Updated 2 weeks ago by Tým PINYA
1. Adding a new type of personal questionnaire. To add a new personal questionnaire type, click the button on the Manage Personal Questionnaire Types tab. Add a personal questionnaire type. Then use…
Updated 1 week ago by Dana
In PINYA HR, you can view an employee's personal questionnaire (e.g. to check which data the incoming employee has already filled in), either: on the employee's profile. in the Onboarding module - on…
After the new employee submits a completed personal questionnaire and answers the employer's questions, all predefined recipients will receive an email notification. Specifically, these are the notif…
To enroll one specific employee, go to their profile and select the Onboarding tab. Here you can see all active onboardings. Select the onboarding you want to enroll the employee in and click the Enr…
To mass enroll employees, go to the HR tab > Onboarding module. Here, select the employees you want to enroll and click the Enroll selected employees button. Then select the start date you want to en…
If you are new to the company, you may be assigned a welcome page designed to help you successfully complete your onboarding. You can reach the welcome page via a link on the home page in PINYA HR. T…
Updated 1 week ago by Tým PINYA
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