/
Human Resources
Employees, competencies, training and HR records.
22 guides
Getting StartedForms & AuditsTasks & RemindersObligationsHuman ResourcesDocumentsRisk ManagementAsset ManagementExternal PartiesHazardous SubstancesReports & ChartsVisitor ManagementNoticeboardTimesheetsWorkplace CentreSystem Administration
Adding a new employee & inviting them to TeammateHow to add a new employee using the add wizard and invite them to Teammate.AdminsAssigning & tracking online trainingHow to assign online training to an employee and track scheduled and archived training records.AdminsAssigning ad hoc trainingHow to assign ad hoc training to an employee outside the formal online-training system.AdminsAssigning competencies to employeesHow to assign a competency to an employee for them to complete or record.AdminsAssigning forms to employeesHow to assign a form to an employee, and how they resubmit if needed.AdminsAssigning issued itemsHow to assign an issued item to an employee and track it under their Issued Items tab.AdminsBrowsing employees & the org chartHow to browse the employee list with filters and favourites, view activity, and use the org chart.All usersBuilding online training templatesHow to build an online training template, including pass mark, attempt limits, and activation.AdminsDeactivating, reactivating & deleting employeesHow to deactivate, reactivate, or delete an employee, including using the termination sheet and bulk actions.AdminsEditing employee profiles & login detailsLearn how to edit an employee’s profile, manage their login credentials and access, check the email address used for Microsoft or Google sign-in, and reset their password.AdminsEmployee HR documents & health monitoring recordsHow to manage an employee's HR documents, health monitoring records, and issued items.AdminsHR reports, HR form records & reassigning record ownershipHow to use the HR Reports tab, check HR form status, and reassign record ownership between employees.AdminsHR setup: competencies, groups & levelsHow to configure competencies, competency groups, competency levels, and training categories.AdminsHR setup: items, employment types & employee groupsHow to configure issuable items and item categories, employment types, and employee groups.AdminsJob descriptions, employment records & additional infoHow to manage an employee's job description, employment record, additional information, and emergency contacts.AdminsManaging an employee's competency recordHow to record an employee's skills, qualifications, ad hoc training, and supporting attachments.AdminsOnboarding & offboarding rulesHow to create onboarding rules that assign standard items automatically, and set offboarding to trigger on termination.AdminsPerformance reviews & management notesHow to view a performance reviews summary, record reviews, and add private management notes.AdminsPermission groups & employee access settingsHow to add and edit permission groups, and configure an employee's access settings including workplace/branch restrictions.AdminsPositions & user groupsHow to add, edit, and delete positions, and manage user groups and their membership.AdminsReview templates, periods & records (admin)How admins build review templates, set up review periods, and manage review records.AdminsSetting up health monitoring (setups & statuses)How to configure health monitoring setup cards and the statuses used to track them.Admins
Can't find the task you're doing? Tell us and we'll write the guide.
support@teammateapp.com →