HR and Payroll
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Performance
Update goal progress and complete a goal
As work on a goal moves forward, you can update its progress, edit its details, and mark it complete when it is…
Performance
Create an employee goal
Goals let you set objectives for an employee and track them over time. A new goal starts as Not Started with zero…
Performance
Submit and acknowledge a review
Once a performance review is ready, it is submitted to the employee, who then acknowledges it. This is how a review moves…
Performance
Create a performance review
A performance review captures feedback and ratings for an employee over a review period. New reviews start as a Draft so you…
Performance
Performance overview
Performance brings together two related tools: Performance Reviews, which assess an employee over a review period, and Goals, which track individual objectives…
Payroll
Export payroll data
You can export a payroll period's data to use it elsewhere, such as in a spreadsheet or another accounting tool. Steps Open…
Payroll
View and download payslips
Each payroll period produces a payslip for every included employee. You can view a payslip on screen or download it as a…
Payroll
Approve and mark payroll as paid
After payslips are generated and checked, a payroll period is approved and then marked as paid. This moves it through its final…
Payroll
Generate payslips for a period
Generating payslips creates a pay statement for each employee in a payroll period. You do this while the period is still a…
Payroll
Create a payroll period
A payroll period defines a pay cycle. Once created it starts as a Draft, ready for you to generate payslips. Steps Go…