Getting Started

• Creating a New Account
• Dashboard & Navigation Menu
• Account Settings
• Subscribing to Personelle Time & Attendance
• Time & Attendance Configuration Settings

Employee Directory

• Directory
• Adding Employees Into The Directory
• Marking Employees As Inactive Or Active / Removing Employees

Inviting and Configuring Employees

• How To Invite Employees To Self-Service
• Assigning Permissions
• Assigning Direct Report Employees

Time Off Policies & Time Banks

• Creating Time Off Policies
• Editing Time Bank Balances

Time Off Calendar

• Calendar
• Managing Absences And Time Off Requests

Building and Managing Schedules

• Creating Schedules, Adding Shifts and Clearing Schedules
• Publishing Schedules
• Using Templates To Create Schedules
• Schedule Titles / Creating Multiple Schedules

Time Clock & Timesheets

• Reviewing & Editing Time Cards
• Approving Timesheets
• Configuring Timesheets & Time Clock

System Reports

• Reports Page
• Time off Request/Absence History Report

Account Settings

• Account Settings