Getting Started with coreHR: A Smooth Onboarding Journey

coreHR is committed to empowering your HR team and streamlining your operations from day one. Here's a roadmap to guide you through the initial setup process and ensure a smooth transition:

Initial Setup: Configuring coreHR for Your Organization

Company Information: Provide essential details about your organization, including name, address, contact information, and logo.
Locations and Departments: Define your organizational structure by setting up locations (offices, branches) and departments within those locations. This allows for location-specific data management and reporting.
Work Schedules and Pay Codes: Configure work schedules (full-time, part-time, flexible hours) and define pay codes for various salary components (base pay, allowances, deductions) used in your payroll calculations.
Leave Policies: Establish leave policies outlining different leave types (sick leave, vacation, personal days) including accrual rules and approval workflows.
Benefit Plans: Set up your company's benefit plans within coreHR, specifying details like eligibility criteria, contribution rates, and enrollment options.
User Management: Create user accounts for your HR team, assigning roles and permissions based on their responsibilities within the system. This ensures data security and controlled access.

Adding Employees: Building Your Workforce Profile

Import Existing Data (Optional): If you have existing employee data, coreHR offers tools to import it seamlessly into the system.
Manual Employee Entry: Add new hires or existing employees manually by providing essential information like contact details, emergency contacts, job titles, departmental assignments, and reporting lines.
Employee Documents: Securely upload and store important documents for each employee, including resumes, contracts, performance reviews, and certifications.
Custom Profile Fields (Optional): Tailor employee profiles to your specific needs by creating custom fields to capture additional relevant data (e.g., work anniversary, certifications, skills).
User Accounts: Optionally, create individual user accounts for employees to access self-service features like requesting leave, viewing paystubs, and updating personal details.

Customizing Features: Aligning coreHR with Your HR Processes

coreHR offers a wide range of customizable features to adapt the system to your unique HR policies and procedures. Some key areas for customization include:

Workflow Automation: Automate routine tasks like leave approval workflows, overtime notifications, and birthday reminders.
Reports and Analytics: Configure reports to provide the specific data insights you need for informed decision-making.
Integrations: Integrate coreHR with existing payroll systems, accounting software, and other relevant business tools.
Notifications and Reminders: Set up automated notifications and reminders for employees and HR personnel to keep everyone informed and on track.

Training and Support: Ensuring a Successful Transition

coreHR understands the importance of user adoption. Our comprehensive training resources and support services will help your HR team and employees maximize the potential of the system:

Interactive Training Modules: Access online tutorials and step-by-step guides covering all coreHR functionalities.
Live Webinars: Attend scheduled webinars on specific coreHR features to gain in-depth knowledge and ask questions directly.
Dedicated Support Team: Our knowledgeable support team is readily available to answer your questions and troubleshoot any issues you may encounter.
User Community: Connect with other coreHR users and share best practices through our dedicated online community forum.

Getting Started with coreHR is simple and effective. With our comprehensive setup guide, user-friendly interface, and robust training resources, you can be confident in your transition to a streamlined and efficient HR system. Our dedicated support team is always here to ensure your success. Contact us today to learn more about coreHR and schedule a free demo!