Upload your important company files into one place
Feature covered in this section: Company files
One of the first steps of streamlining your people management processes is to get all your important company information into one place. You can upload job descriptions, contracts, policies, licenses, certifications, and much more!
Uploading your company files to the platform has many benefits, such as:
having all your information is in one place,
making it easy to share and manage files,
saving time and hassle, and
giving you peace of mind that your data is secure.
You can organise your files effectively by categorising them, and control who can access them by utilising the permissions function.
Plus, you can also set up an automation to send you and your employees a reminder when a license or certification is due to expire.
See our Company files article for more information about how to upload and manage your company files.
How to utilise employee details
Feature covered in this section: Employee details
Smartly’s ‘People’ dashboard allows you to see at a glance what position an employee holds, their manager, pay group, and contract group. This is also where you can store and manage employee documents, like contracts or certifications.
When you click into an employee, you can view and update further details, such as:
The employee’s personal details, for example, address and emergency contacts.
Employment details.
Bank and tax details.
Upload employee files.
View their leave balance.
See their home costing department.
See their pay rate and if they have been set up on standard hours.
See their work pattern, and more.
To get the most out of employee details, we recommend following these steps:
- Review and update the employee details fields and dropdowns to match your organisation's needs. You can add, edit, or delete categories and options as you wish.
- Upload any existing employee details from your previous system or spreadsheet
using our import tool. You can also add employees manually or invite them to fill in their own details via email. - Upload any relevant documents, such as job descriptions, policies, contracts, or certificates, to your employee profiles.
- Set up automations to send reminders to yourself and your employees when a training or compliance item is due or nearing expiration. You can choose the timing, and recipients of the reminders.
- Check the employee details reports to see an overview of your team's information, such as pay rates, benefits, leave, training, and compliance.
For step-by-step instructions on how to set up and manage your employee details, check out our help article.