HR Cloud Settings

Dive Deep into System Settings

Company

• System Settings - Company
• How to edit Company's info?
• How to add a new Position, Location, Department, Division, Employment Type?
• How to edit Positions, Locations, Departments, Divisions and Employment Types?
• How to deactivate Position, Location, Department, Division, Employment Type?

Email Alerts

• How to add or edit Email alerts?
• What are email alerts?

Import

• How do I import data?

Notifications

• How to edit the Onboard/Offboard email notifications?
• How to set up the I9 reminders for upcoming document expiration dates?
• How to enable the Do not disturb period?
• How to Enable or Disable Task Assignment Notifications?
• How to edit digest settings for WM clients?

Global Settings - General

• AI Insights
• AI Settings
• How do I set up a service account?
• How to create Employee Groups?
• How to adjust Privacy under Settings?
• How to enable Authorized representative access for the I9 verification?
• How to edit company Localization information?
• How to change the Employee's terminology (to Volunteer, Team member, i.e.)?
• How to add a Company holiday?
• How to Customize Email Senders from the System?

Calendar

• How to customize Calendar options?
• How to set up Calendar Visibility Rules?
• How to add a Company Event?
• How to use Filters in Calendar?

Access and Permissions

• How to choose a security User Role?
• How to set user roles and customize permissions?
• Access and Permissions based on Security Roles

Templates

• How to customize account activation emails?
• How to edit task email templates?
• How to set up custom activation and authentication email?

Terms and Conditions

• How to turn on the Terms and Conditions?
• How can I see the Consent History?
• How to set up what actions will be taken when user declines Privacy Policy or Terms and Conditions?