Introduction

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 Customer Success Manager.

The settings for your HR workflows can be configured on the Administration Workspace, which you can reach by clicking on the Gear icon at the bottom left corner of the Company Workspace, or by clicking on Company Workspace at the top of the page and selecting Administration Workspace.

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

All HR settings are grouped together in the Administration Workspace. Users will need Full Company Access or Full HR Access to see all of these settings.

Employee Groups

Employee groups allow you to create a custom experience for different employees. Most HR settings can be configured per employee group. An employee’s group will be set during the Add Employee workflow 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 each country in which a company has employees.

Offer Workflows

There are many elements to the employee onboarding process which can be set up with defaults for your company. The Offer Workflows section of the HR Administration settings allow a user to configure the workflow settings for the Add Employee workflow (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 dropdown menu at the top toolbar of the screenshot.

Employee Workflows

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 the platform, including document review and approvals.

Forms & Information

You can also customize the setup of employee forms or company policies for your team.

Tasks

You can also set up onboarding tasks to ensure every employee is properly welcomed into your company. Tasks can also be set for job changes and terminations.

Departments

The platform allows you to set up departments for your employees in order to have a clean record and context for each individual employee profile.

Screenshots are for illustrative purposes only.

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Fidelity Private Shares LLC

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