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HR Success: Employee Training Guide

Applicable packages Leave Time HR Essentials HR Success


Required Roles Team Manager HR Manager Administrator ADU Manager


Access Appogee HR by going to app.appogeehr.com. There are two ways to log in - click the login buttons for Google, Microsoft or Xero. Your login details will be in your welcome email, or alternatively contact your Administrator. 




In this article:


Dashboard



Once you're logged in, you'll be presented with the Dashboard, which shows key information for you to see or action.

Your Leave will be shown in the Year at a Glance feature on the Dashboard.  


Approved Leave shows in Green

Pending Leave shows in Orange

Sickness shows in Red. 


There's an allowances donut on the right, which shows you how much of your allowance is used up.



Company Docs


This section shows Company Documents that are visible to you. 


You may be asked to read and or acknowledge a document. 




Leave


If you go to your Leave Overview, you'll see the Year at a Glance calendar again as well as other options - Requests, Allowances, Attachments and Team Calendar. 




Clock In/Out



The clock in & out section allows you to clock in at the beginning of the day, take breaks & clock out . This will automatically create a timesheet of your working hours.



Location


The location feature allows you to mark where you plan on working from. you can also see a calendar view of where your colleagues are working on any given day. 





Personal, Employment, Learning & Assets


Along the top of most pages is your ribbon - this shows your photo, manager & team. 


You can click on your profile picture to upload a new one. 


Any of the fields that are white can be edited by you, and any fields that are grey have been configured to be read only, these permissions are set up by your admin.


Some fields might be shown as a set of asterisks. Their contents can be viewed by clicking on the icon next next to the field. 

These are often used for sensitive information such as bank and salary information.


Where you enter information yourself, remember to save your changes. 


To the right, you will see a section called Records. You may be configured to upload your own to be stored on your profile. If you click the blue Records button, this will give you a different view and the opportunity to do a quick upload of records. 




Performance



Within the Performance you will find reviews. You may have a review to submit self-assessment topics for. Add your answer to each of the topics and click to submit to your manager. Another feature of this is 360 feedback, so if you have a request to complete, fill out the peer assessment topics and click submit. 




Goals


Goals is where you can set and update your objectives. Make a change to your Key results to update the overall progress of your goals. You can also view other goals across the company in the alignment view. 




Checklists


You may be assigned a Checklist to complete. This will be accessible from your Notifications or by going to Checklists. 


Work through the items on your Checklist by ticking them off, you can optionally add comments. 







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