• Adding colleagues to Heartsome

  Learn how to add a single colleague step by step, import multiple colleagues via spreadsheet, manage invitations and suspend or remove employees.Popular

• Onboarding a new colleague

  Learn how, as an HR admin, you use a checklist for everything you need to arrange around a new colleague's start: the email account, the laptop, the first day and the check-in after a month. That way your new colleague's first weeks feel organised rather than improvised. Starting an onboarding You start the onboarding when you add a new colleague: Go to People and click Add people → Add single colleague. Go through the steps. See [Adding colleagues to Heartsome](https://help.heartsomFew readers

• Importing colleagues from a spreadsheet

  Learn how, as an HR admin, you can add all your colleagues to Heartsome in one go with an Excel or CSV file. Useful when you're starting with more than a handful of people, or switching from another system. Where do you find it? Go to People in the left menu. Click Add people in the top right. Choose Import via sheet. To add one colleague at a time, use Add single colleague instead. See [Adding colleagues to Heartsome](https://help.heartsome.co/en/article/adding-and-inviting-colleFew readers

• Inviting, suspending and removing colleagues

  Learn how to control who has access to Heartsome as an HR admin: inviting colleagues, temporarily taking away access and removing someone permanently. You do all of this via People in the left menu. Click the three dots next to a colleague. The options you see depend on that colleague's status. Is a colleague leaving? Then use Record leaving. See When a colleague leaves. The four statuses A label next to the name inFew readers

• Managing an employee's profile

  Learn how to view, edit and manage an employee's profile as an HR admin or Manager.Popular

• Setting the team, manager and work location

  Learn how, as an HR admin or Manager, you record which team a colleague is in, who they report to and where they work on each day. Where do you find it? Go to People → [name] → Employment. Click Edit next to General. The Work details window opens. What can you set? What [name] does: a short, informal description of their work, for example "Keeps the office running, handles payroll and onboarding, and is the go-to person for leave questions". Colleagues see this on the prFew readers

• Recording and changing contracts

  Learn how to record a contract as an HR admin, when to create a new contract and when to edit an existing one. A contract holds the agreements with an employee: role, hours, work days and salary. Heartsome also uses the contract to calculate time off. A properly filled-in contract therefore also means a correct time off balance. Where do you find contracts? Go to People, click the employee and open the Employment tab. At the bottom, under Contracts, you'll see all of this employee's contrFew readers

• Managing an employee's documents

  Learn how, as an HR admin, you store a colleague's documents, such as a copy of their ID, a certificate of conduct or a diploma. You'll also see when a document is about to expire. Where do you find it? Go to People → [name] → Documents. What do you see? Contract documents: files that belong to a contract, such as the signed employment contract. You see them here per contract, but you manage them on the contract itself. See [Recording and changing contracts](https://help.heartsoFew readers

• Handing out and taking back company assets

  Learn how, as an HR admin, you keep track of company property a colleague has on loan, such as a laptop, phone, access card or key, and how you record that something has been returned. Where do you find it? Go to People → [name] → Assets. How do you hand out an asset? Go to People → [name] → Assets. Click Add asset. Enter the Name, for example "MacBook Pro 16 inch". Enter the Serial number if you like. That way you'll know exactly which device it was. Check the AssigFew readers

• When a colleague leaves

  Learn how, as an HR admin, you record that a colleague is leaving. Heartsome then takes care of much of it: the end date on the contract, ending their access and a checklist for the rest. Where do you find it? You can start in two places: People → [name] → Employment → Record leaving (under Contracts). In the People list: the three dots next to the colleague → Record leaving. How to record leaving Click Record leaving. Choose the Last day. Under "Why is [name] leaving?Few readers

• Working through the leaving checklist

  Learn how, as an HR admin, you work through the checklist Heartsome creates as soon as you record someone's leaving. That way you don't forget anything: no laptop, no leave still to be paid out, no team without a manager. Where do you find it? Go to People → [name] → Employment. The checklist is on the card at the top. You can also get there from the action item "Finish [name]'s offboarding" on your Pulse. What's on it? At the top are Heartsome's items. Heartsome takes them from daFew readers

• Settling leave when someone leaves

  Learn how, as an HR admin, you settle a leaving colleague's leave. Heartsome works out how much is left on their last day, so you can pass it on for their final salary. Why does this matter? In the Netherlands, leave someone still has when they leave generally has to be paid out with their final salary. Heartsome doesn't run payroll. It does give you the right figure, so you can pass it on. Where do you find it? On the leaving checklist: People → [name] → Employment. The leave itemFew readers

• Sending an exit survey

  Learn how, as an HR admin, you send a leaving colleague a short exit survey. Asking why people leave shows what to keep and what to change. Where do you find it? On the leaving checklist, the item "Send [name] the exit survey" has a Prepare the survey button. See Working through the leaving checklist. How to send it Click Prepare the survey. You'll see a survey that's already filled in: thFew readers

• Rehiring a former colleague

  Learn how, as an HR admin, you rehire someone who worked for your company before. You don't create a new employee: you give the former colleague a new contract. That way their history, documents and reviews stay together. How to do it Go to People and click Add people → Add single colleague. Enter the work email address the colleague used to have. Heartsome recognises the address and shows "[name] worked here until [date]." Click Rehire [name]. You land on a new contract,Few readers