In-House HR User Guide Videos
For Employers
In this series of short films designed primarily for administrators, In-House HR’s John Moody walks you through the main functions of the system.
Guide to the “Organisations” tab (approx. 2m30s), including:
- How to manage holiday across multiple sites
- How to set the “Absence Approver”
- How to upload certificates and other documents
Guide to the “Document Templates” tab (approx. 1m22s), including:
- How to clone ready-made document templates
- How to customise your own document templates
Guide to the “Organisation Chart” tab (approx. 52s), including:
- Colour coded chart to show reporting structure
- Automatic updating in case of staff changes
- Can be saved as an image and downloaded
Guide to the “Holiday Adjustment” tab (approx. 51s), including:
- How to apply rules to holiday allowance based on length of service
Guide to the “PPE” tab (approx. 22s), including:
- How to assign PPE to relevant employees
Guide to the “Employee Hours & Benefits” tab (approx. 40s), including:
- How to create employee benefits
- How to view employee working hours
- How to assign benefits to employees
Guide to the “Employee Absences“ tab (approx. 56s), including:
- How to view employee calendars
- How to view absences by type, duration and authorising member of staff
- How to change holiday allowance
- How to approve holiday and absence requests
- How to add notes to holiday and absence requests
Guide to the “Employee Certificates” tab (approx. 55s), including:
- How to add and amend staff certificates
- How to set certificate renewal reminders
Guide to the “Employee Documents” tab (approx. 2m39s), including:
- How to upload and download documents pertaining to employees
- How to hide or make documents visible to members of staff
- How to generate auto-populating documents for employee files
- How to request a bespoke document template from In-House HR
- How to assign a document to an employee for e-signature
Guide to the “Employee Profile” tab (approx. 1m59s), including:
- How to view a holiday/absences summary for an employee
- How to find an employee’s emergency contact details
- How to generate password resets
Guide to the “Departments” tab (approx. 45s), including:
- How to create new departments and positions
- How to view information at departmental level
Guide to the “Roll Call” tab (approx. 28s), including:
- How to see who is at work at any given time
Guide to the “Employees” tab (approx. 1m5s), including:
- How to search for any employee past or present
- How to add individual employees
- How to import multiple employees
Guide to the “Main Calendar” tab (approx. 51s), including:
- How to customise the calendar view
- Overview of items which can appear in the main calendar e.g. equipment calibration check reminders
Guide to the “Holiday Requests” tab (approx. 52s), including:
- How to customise and approve holiday requests
Guide to the “Dashboard“ tab (approx. 50s), including:
- Overview of dashboard with notifications and upcoming staff absences
For Employees
This short Employee User Guide (approx. 3m30s) covers the basic functions of the In-House Employee Dashboard, including:
- How to log in
- How to submit holiday requests
- How to alert your employer to lateness or sickness
- How to access the synchronised team calendar
- How to review your personal details
As always, if you have any queries or questions, please call John on 07852 165 501 or email john@in-househr.co.uk
