Help Documentation

Performance Management

• Editing an Employee in PM
• Creating an Employee in PM
• Bulk Status Change of a Review (HD Video)

Onboarding Management

• Creating a Survey
• Creating and Publishing an Onboarding Plan - (HD Video)
• Working with Workflow Templates - (HD Video)
• Onboarding Company Templates - (HD Video)
• Onboarding Job Templates - (HD Video)

Candidate Management

• Settings: Configuration/Client Settings
• Settings: Configuration/ Organization Info
• Settings: User Settings
• Sending an Email to a Candidate (Automatic)
• Sending an Email to a Candidate (Manual)
• Editing an Email Template

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