User Management
General
- Employee On-boarding Email (Example)
Employee On boarding Email (Example) Hello [First Name], Starting from DATE, ORGANIZATION NAME will be using the ConnectHQ mobile...
- Notifications
Notifications Here is a comprehensive guide to our notifications and what they mean for your organization: \ \ \ General Notificat...
- Send HRIS Data through SFTP
Send HRIS Data through SFTP This guide covers how you can send your HRIS data as a CSV to PrevailHQ through an SFTP connection. Do...
- Adding Employees Individually
Adding Employees Individually To add employees individually, head to Workforce Employees. Click the "Add Employee" button. Then, c...
- Managing Contractors
Managing Contractors To get to the Contractors page, head to Workforce Contractors. Contractors in our system are different from e...
- Deactivating Users
Deactivating Users There are two ways to deactivate users: 1. Individually. Navigate to Worforce Employees/ Students Select the us...
- Bulk Importing/Editing Users
Bulk Importing/Editing Users 1. Navigate to the Employees/Students/Contractors page. For this guide, we'll focus on an employee, b...
- Bulk Update of a Unique Identifier and Best Practices
Bulk Update of a Unique Identifier and Best Practices Unique Identifiers Email address Cell phone number Employee/Student/Contract...