• Customising teams

  Learn how to customise your teams, add new ones and link employees to the right team.Popular

• Setting up time off policies

  Learn how to set up, edit and assign time off policies and configure accrual, carry-over and pro-rata settings.Popular

• Roles and permissions: who can do what?

  In Heartsome, a person's role determines what they can see and do. Most people in your company are simply employees. Only people who genuinely handle HR, hiring or billing get extra permissions. The roles at a glance Employee. Everyone in Heartsome. An employee can: view their own profile, contract, documents and assets request time off and (if the company allows it) report themselves sick view colleagues, the org chart and Who's away fill in surveys and take part in review cyFew readers

• Setting your preferences

  Learn how to set your company's standard work week, the rules for reporting sick and recovered, and reminders, as an HR admin. You'll find the preferences via your name at the bottom of the left menu → Company Settings → Preferences (under the HR heading). Only HR admins and the account owner can change the preferences. Standard workweek hours The number of hours in a full work week at your company. If you leave it empty, Heartsome uses 40 hours. Heartsome uses this number for employeesFew readers

• Setting up onboarding steps

  Learn how, as an HR admin, you set which steps go on the checklist when a new colleague starts. Think of the things you need to arrange for every new colleague, but that are easy to forget. Where do you find it? Go to Company Settings → Onboarding. What's already there? If you haven't changed anything yet, you'll see six example steps: Create their email account Add them to the chat tool Give them access to the password manager Get their laptop ready and record it under AssetFew readers

• Setting up offboarding steps

  Learn how, as an HR admin, you set which steps go on the checklist when someone leaves. Think of the things Heartsome can't know: removing them from Slack or the password manager, changing the alarm code. Where do you find it? Go to Company Settings → Offboarding. What's already there? If you haven't changed anything yet, you'll see five example steps: Remove from the company email, or set up forwarding Remove from the chat tool Remove from the password manager Remove from shFew readers