This article will show you how to set preferences for your company's employment processes and documents.
Please note that, if your company does not have HR Plus enabled, your settings may look different from what is described below. If you would like to learn more about HR Plus, please reach out to your Account Manager.
The settings for your HR workflows can be configured on the 'Administration' dashboard. You can create Employee Groups and adjust HR Settings for each group, and you can tailor particular document defaults for each group as you add employees. If there is more than one group available, you will be prompted to select the group you would like to use during relevant workflows. Remember, you can always override a given default during the workflow if needed.
An Overview of HR Settings
If a full company access user, or a full HR access user, logs into Shoobx and clicks into the "Administration" tab on the upper toolbar (often under "Company" or "My Shoobx") they will see a screen containing the following module:
Employee groups in Shoobx allow you to create a custom Shoobx experience for your employees. Most HR settings can be configured per employee group. An employee’s group will be set during the "Add Employee" process and can be modified in the employee’s profile under Current Employment.
An example of how a company might use employee groups would be an employee group for US employees, one for Israeli employees, and one for Chinese employees.
There are many elements to the employee onboarding process which can be set up with defaults for your company in Shoobx. The "Offer Workflows" section of the 'HR Administration' lens allows a user to configure the workflow settings for the "Add Employee" flow (such as adding people to be notified of workflow completion or setting designated approvers), and even deals with offer document defaults (seen on the left hand toolbar in the screenshot below). All of these elements can also be customized per employee group, as shown by the drop-down menu at the top toolbar of the screenshot.
You can customize which workflows will be included in the new Employee Setup for onboarding, like completing Forms W-4 and I-9, or filling out a Direct Deposit form. These workflows can be completed entirely in Shoobx, including document review and approvals.
Forms & Information
You can also customize the setup of employee forms or company policies for your team.
Shoobx helps make sure that every employee is properly welcomed into your company by providing the ability to set up employee task reminders to ensure a smooth transition onboard. Tasks can also be set for job changes and terminations.
Last but not least, Shoobx allows you to set up departments for your employees in order to have a clean record and context for each individual employee profile.
Reach out to our team at firstname.lastname@example.org if you have any questions about your HR administration settings!
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