HR & Staff

Staff records are for people on payroll or contract, not volunteers. Steps Go to HR or Staff in the main navigation. Click Add Staff or New Staff Member. Enter the person's name, work email, role or title, start date, and manager if you have on...

Onboarding in HelpOne collects the forms, policies, and training a new staff member needs in one place. Steps Open the staff record. Start Onboarding or attach an onboarding checklist if your organization has a template. Assign any required pol...

Request time off Go to HR or Time Off. Click Request Time Off. Choose the type (vacation, sick, personal), dates, and any notes. Submit. Approve time off Managers and administrators see pending requests on the dashboard or in HR. Open the ...

Steps Open the staff record. Choose Reviews, then start a new review or open one that is due. Complete the sections your organization uses (goals, comments, ratings). Save. Submit when the review is finished. Tip: Keep reviews on the staff re...

Use e-signatures for onboarding packets, offer letters, and policy acknowledgments. Signed copies stay on the person's record. ## Steps - Open the staff, volunteer, or contact record (or start from HR or Policies). - Choose Send for Signature ...