In the HR Admin, go to Enterprise → Company Documents

To upload files:

NOTE: Files should be in .jpg, .jpeg, .bmp, .doc, .docx, .txt, .pdf, .xls, .xlsx, .csv, .png, or .gif file format.

• Select a Company Folder
• Click "Add Files"
• Select a File
• Fill out a description
• Click "Start Upload"
• If you made a mistake click "Cancel Upload"

In the HR Admin, hover over Enterprise and click User Access

To give an employee access:

• Select the Employee(s) to give access to
• Click "Multi Action"
• Click "Create User Account(s)"
• Fill out form
• When finished, click "Submit"

In the HR Admin, go to Enterprise → Company Folder

To create company folders:

• Click "Add Folder"
• Fill out the pop-up form
• Once finished, click "Submit"

In the HR Admin, go to Enterprise → Email Templates

To edit a template:

• Select any template you would like to edit
• This will take you to a new page
• Alter the email template to your preference
• Once finished, click "Update Template"

To take away access from an employee:

• In the HR Admin, go to Enterprise → User Access
• Select the employee that will have their access taken away
• Click "Multi Action"
• Select "Deactivate User"
• Check "Confirm Action"
• Once finished, click "Deactivate User"

In the HR Admin, go to Enterprise → General Settings

There are many tabs on this page. 

To add/edit information solely about the company, you will be using the first FIVE tabs.

• These tabs are:
  1. Company Details
  2. Company Working Hours
  3. Logo
  4. Company Contact(s)
  5. Company Settings

• Fill out each field on their respective pages
• When finished on a page, click "Update"

In the HR Admin, go to Enterprise → General Settings

To disallow employees from achieving this:

• Click the "Vacation Settings" tab.
• Select "No" at the "Allow to take vacation if exceeds accrued amount" field.
• Once done, Click "UPDATE"

In the HR Admin, go to Enterprise → General Settings

Vacation Days Accrued is a crucial component in Human Resources, and NeoPeople make it one of the easiest to handle.

Depending on your company's preferences, select when vacation days would start to be accrued.

Selecting "Yes" to "Is vacation accrued" will add accrued days automatically in each pay day.

Selecting "No" to "Is vacation accrued" will automatically give the employee all their accrued days depending on the annual vacation accrual type.

Verifying vacation records is an important part in Human Resources and Payroll.

HR Admins are busy and often don't get to approvals right away.

This is how you can choose whether or not the HR Admins need to approve time off requests.

• In the HR Admin, go to Enterprise → General Settings
• Click on "Vacation Settings"
• Select "Yes" if you would like the HR Admins' and manager/supervisors' approval
• Select "No" if you only want the manager/supervisors' approval
• Once done, click "UPDATE"

In HR Admin, go to Enterprise → General Settings

To merge documents:

• Click "Team Member Settings"
• Select "Departments"
• Once on the departments page, click "Merge Departments"
  • *When selecting departments to merge, the first department you choose will be the one to join the second department.*
• Select the department to be merged
• Select the department that will remain.
• Once done, click "Merge Departments"

In your web browser, navigate to your company's version of NeoPeople.

At the login screen, enter your username and password. Click the reCAPTCHA verification and then Login.

NOTE: If this is your first time logging into your account, a username and default password should've been sent to your email address. You will then be asked to create a new password upon your login.

At the login screen, if you have forgotten your password, simply click "Forgot my password", enter your email address and then click Reset Password.

A new password will be sent to the email address entered.

In the HR Admin, go to People Center → New Team Member.

To onboard a new team member:

• There are six tabs to look at: 
  1. General Information
  2. Employment Details
  3. Working Hours
  4. Time Off Policies
  5. Emergency Contacts
  6. Documents

• Visit each one of those tabs in chronological order.
• Once at the page, enter all required information (*) for your new Team Member.
• Click on "Save" in the left hand tab.

In the HR Admin, go to People Center → Team Members

To terminate a member:

• Select the employee to be terminated
• Click "SINGLE ACTION"
• Click "Make Team Member Inactive"
• Fill out each field
• Once done, click "Terminate Team Member"

Web Notifications are a great way to quickly notify employee(s) to get word done.

To send web notifications:

• In the HR Admin, go to People Center → Web Notifications
• Click "Web Notifications"
• Fill out each field on the pop-up form.
• Once done, click "Save & Close"

In the HR Admin, go to Time Off → Apply for Time Off

When on this page you will see two sections, one with icons and the other being quick links. The icon section is where you can submit a request for time off.

You have five options: 

1. Enter Vacation Leave
2. Enter Fractional Vacation Leave
3. Enter Sick Leave
4. Enter Maternity Leave
5. Enter Other Time Off
6. Enter Other Time Off (fractional)

Click on one of the options listed above and fill out the information required

Click "Save and Continue" to save and fill out another form immediately

Click "Save and Close" to save that form only

In the HR Admin, go to Time Off → Time Off Applications

To approve a request:

• Stay under the tab Pending Applications
• Select the request to be approved
• Click "Action"
• Click "Approve Application"
• Select "Approve" 
• Once done, click "Update"

In the HR Admin, go to Time Off → Time Off Applications

To deny a request:

• Stay under the tab Pending Applications
• Select the request to be denied
• Click "Action"
• Click "Approve Application"
• Select "Deny"
• Enter a reason for denying
• Once done, click "Update"

In the HR Admin, go to Time Off → Holiday Calendar

To create the holiday:

• Click "Holiday Calendar"
• Here you will see a list of national holidays
• Click "New Holiday"
• Fill out the form
• Click "Save and Continue" to save and add a new holiday immediately
• Click "Save and Close" to save and close the pop up

In the HR Admin, go to Time Off → Team Member Journals

To add days accrued:

• Click "Vacation Leave Journals"
• Select the employee that will receive the days accrued
• Click "Actions"
• Click "Add Earned Days"
• Fill out the form
• Once finished, click "Submit"

Press the Menu button on the Biometric Device, select User Management and then select User View. A list of all Team Members assigned to this device will be displayed.

Choose a Team Member’s name from the list. You can also search for the Team Member by the ID Number within NeoPeople (Found in Time & Attendance -> Team Members) by pressing the Find button or by their name by pressing the Find Name button then entering a part of their name.

After selecting the Team Member, you will select Face to begin face registration.

The Team Member must place their face within the frame, keep still, and look at the camera positioned at the top of the device.

The camera will capture a photo of the Team Member. Tap on Enroll to save the current photo or Change Photo to retake the photo.

Difficulty may occur due to the subject not being within the frame properly or to glare from surrounding lights.

NOTE: Please stand directly in front of the device, face the camera, and keep the entire face displayed in the frame in order to maintain a good face recognition effect.

Press the Menu button  on the Biometric Device, select User Management and then select User View. A list of all Team Members assigned to this device will be displayed.

Choose a Team Member’s name from the list. You can also search for the Team Member by the ID Number within NeoPeople (Found in Time & Attendance -> Team Members) by pressing the Find button or by their name by pressing the Find Name button then entering a part of their name.

After selecting the Team Member, you will select FP (Fingerprint) to begin registering fingerprint.

The Team Member must then place their finger three (3) times on the scanner so the device can register that same fingerprint.

I.E.: The fingerprint of the index finger must be placed three (3) times to register the fingerprint of the index finger.

NOTE: Do not change fingers when registering a single fingerprint.

A Team Member can have up to three (3) different fingers saved.

I.E.: The fingerprints of the index, middle, and ring finger can be saved in the event one finger is not being read properly by the scanner.

Do not operate with the power during installation.

Do not install the device in direct sunlight or in a humid place.

Avoid installing device near areas that will get wet or dusty.

The safest and most effective way to clean the screen is with a microfiber cloth.

In NeoPeople, go to the HR Admin.

Once in the HR Admin, go to the Time & Attendance tab and click on Team Members from the dropdown list. A list of all current employees will appear.

Click on the checkbox next to the name of the Team Member(s), then click on the Action button in the top right corner and select Synchronize Team Member to Biometric Device.

Next, you will select the Biometric Device the Team Member will be synced to and click Update. You can choose one or multiple devices from which that Team Member will be able to clock in and clock out.

In NeoPeople, go to the HR Admin.

Once in the HR Admin, go to the Time & Attendance tab and click on Team Members from the dropdown list. A list of all current employees will appear.

Click on the checkbox next to the name of the Team Member(s), then click on the Action button in the top right corner and select Remove from Biometric Device.

Next, you will select the Biometric Device the Team Member will be removed from, check the Confirm Deletion checkbox and click Delete. You can choose one or multiple devices from which that Team Member will be removed.

Please ensure that your Biometric Devices are online and connected to the internet before performing this action.

In NeoPeople, go to Time & Attendance -> Timecards by Period.

Query your date range then click the Action button on the top right corner and select Recollet Attendance From Devices.

Input your date range and click the Submit button.

If an employee forgets to clock in or out using the biometric device, this tool can be very helpful to still get their hours in.

To add a record to the timecard:

• In the HR Admin, go to Time & Attendance → Timecards by Period
• Filter the options
• Click "Query"
• Click "Action"
• Select "Add Record"
• Fill out the form
• Once finished, click "Update"

In the HR Admin, go to Time & Attendance → Biometric Devices

To add a Biometric Device:

• Click "New Device"
• Fill out each field
• Once done, click "Save & Close"

In the HR Admin, go to Scheduling → Create Member Shift

To create a new shift/schedule:

• Click "Create from Template"
• Fill out the pop up form with data to your preference
• Once finished, click "Save"

In the HR Admin, go to Scheduling → Create Member Shift

To assign a shift to an employee, you must first select an employee's schedule

To do so:

• Filter by the department and office in which you want to see the schedule of the employee(s)
• Select the dates in which you want to see the schedule
• Once chosen, click "Query"

Once done, you can now assign the shift:

• Select the member's schedule
• Click "Action"
• Click "Assign a Shift"
• Fill out the form to your preference
• Once finished, click "Submit"
  
• Click "Save Schedule"

In the HR Admin, go to Scheduling → Team Members

Steps to give up a shift:

• Click on the employee who's shift will be given up
• Select the schedule/shift
• Click "Action"
• Click "Give Up Shift"
• Select the shift to be canceled
• Once finished, click "Submit"

To publish a schedule:

• In the HR Admin, go to Scheduling → Unpublished Member Shifts
• Select a schedule
• Click "Action"
• Click "Publish Schedule"
• Check the "Confirm Action" box
• Once finished, click "Publish"

To approve a claim on an available shift:

• In the HR Admin, go to Scheduling → Available Shift Slots
• Select the shift to be claimed and approved
• Click "Action"
• Click "Approve Change Request"
• Check the "Approve Request" box
• Click "Submit" when finished

To deny a claim on an available shift:

• In the HR Admin, go to Scheduling → Available Shift Slots
• Select the shift to be claimed and denied
• Click "Action"
• Click "Deny Shift Swap Request"
• Check the "Confirm Deny Request" box
• Click "Submit" when finished

<iframe src="https://scribehow.com/embed/Denying_a_Shift_Change_Request__pBIroqPzS5GqAQQ_zPUKIQ" width="100%" height="640" allowfullscreen frameborder="0"></iframe>

In the HR Admin, go to Performance Management → Manage Appraisal Forms

To send the Emails:

• Select the appraisal form you would like to send.
• Click "Action"
• Select "Email Employees"
• Check whoever you would like to receive the appraisal form
• Check the box "Confirm Action"
• Click "Send Email"

In the HR Admin, go to Performance Management → Development Plan (Add/Edit Courses)

Here you see training courses that have been made to assist employees

To create a course:

• Click "Add Training Course"
• Fill out the form to your preference
• Once finished, click "Save and Close" to end or click "Save and Continue" to create another course

In the HR Admin, go to Performance Management → Development Plan (Sessions & Participants)

To assign an employee to a course:

• Select the training course you would like to assign them to
• Click "Action"
• Click "Add Participants"
• Select the employees you would like in the course
• Once finished, click "Update"

To create a form:

• In the HR Admin, go to Performance Management → Manage Appraisal Forms
• Click "Add New Form"
• Six tabs will pop up
  1. Form Details
  2. Grading Scale
  3. Instructions
  4. Core Segments
  5. Job Role Segments
  6. 360 Segments
• Go through each tab and fill out the information
• Once finished, click "Save Performance Review"

In the HR Admin, go to Performance Management → Development Plan (Sessions & Participants)

To create a training session:

• Click "Add Training Session"
• Fill out each field on the popup form
• Once finished, click "Save and Close" to end
• Click "Save and Continue" to create another course