Advanced Search
Search Results
59 total results found
Mitra administrator settings
Settings → Mitra is where an administrator sees and controls Mitra's autonomous operations. It has seven tabs. This page says what each one shows, so you can find the right one and read it correctly. What Mitra is explains the idea; this page is the map of the...
How offboarding works
Offboarding manages people leaving. It has three screens: a Dashboard, Exit Process (the pipelines that walk each leaver through their notice period, handover and final settlement) and Resignation Letters. One thing in it changes an employee's account, so read...
How onboarding works
Onboarding is the step between hiring a candidate and having them on the team. It has two screens: a board of onboarding stages for each vacancy, and a list of Hired Candidates where HR records each person's joining date and offer-letter status and sends them ...
Importing many employees
The Employees screen has an Import entry for bringing in many employees from a file instead of adding them one at a time (see Adding an employee for the one-at-a-time form). This page describes the Import dialog and the template it offers. It does not describe...
Checking leave balances and assigned leave
You can see your own leave balances on My Leave Requests, and the balances held by everyone in the organisation on Assigned Leave. Both are under Leave. Check leave balances and the Assigned Leave list (a tour) Before you begin Every signed-in user has My Leav...
Setting up holidays and leave restrictions
Three administrator screens under Leave describe the calendar your organisation works to: Holidays, Company Leaves and Restrict Leaves. This page shows what each screen lists and what its create form asks for. Set up holidays and leave restrictions (a tour) Be...
Allowances, deductions and bonuses
Allowances, Deductions and Bonus are three lists under Payroll → Payroll Operations, in the row of links beside Payroll Register and Payslips. On the Payroll overview, the Allowances card reads "Fixed/condition-based allowance rules", the Deductions card reads...
Multiple approvals
Settings → Configuration → Multiple Approvals is where a condition is defined that sends a leave request through extra approvers. This page tours the list and the form for a new condition. Find Multiple Approvals in Settings (a tour) Open it Select Settings in...
Requests for a document, shift, work type or asset
Four entries in an employee's sidebar are request queues: My Document Requests, My Shift Requests, My Work Type Requests and My Asset Requests. Each lists what you have asked for and the state of each request. This page describes what each one shows and what i...
The connected HR lifecycle
BlueOneHR is not a set of separate tools glued together: a hire, an offer, an employee record, a payroll contract, an objective and a background-verification case all reference the same underlying data, in one system. This page follows one hire through that co...
Branches, departments and job positions: a multi-site company
A company that works across more than one physical site — a head office and one or more regional offices — needs its structure to say so explicitly, not just as addresses on a page. This page walks through how BlueOneHR represents that: a company with branches...
A job requisition becomes a candidate pipeline
Before a vacancy is open to candidates, most companies want someone other than the hiring manager to sign off on it — a budget check, not just a staffing decision. This page walks through how BlueOneHR represents that: a job requisition, a second person approv...
Interview feedback, an approved offer, and a new hire
Continuing from A job requisition becomes a candidate pipeline: a candidate who has reached the Interview stage still needs a documented evaluation, a decided offer, and finally a converted employee record before any of this becomes a real hire. This page walk...
A draft payroll contract, reviewed and explicitly activated
Continuing from Interview feedback, an approved offer, and a new hire: converting an accepted offer into an employee record also creates a draft payroll contract. Nothing is payable yet. This page covers the one screen that reviews that contract against the of...
Attendance, a geo-fence, and leave for a distributed project team
Continuing from Branches, departments, and job positions: a multi-site company: Meridian Interiors runs project teams out of two offices, Mumbai HQ and a Hyderabad regional office. This page follows one person on that Hyderabad team through three screens that ...
A first payroll run, reviewed and approved by someone else
Continuing from A draft payroll contract, reviewed and explicitly activated: once people have active contracts and recorded attendance, payroll can be run. This page follows one month's Payroll Register run from the first click to an approval given by a differ...
Corporate learning: courses, enrolment and completion with Moodle
Continuing the Meridian Interiors story: this page follows a training course through the LMS screens, from a course Moodle already holds, to an employee being enrolled, to the completion that comes back. It also says plainly where BlueOneHR's responsibility en...
From a company objective to an individual one: the OKR cascade
Continuing the Meridian Interiors story from Branches, departments, and job positions: a multi-site company: this page follows one objective down from a company-wide goal to a single site engineer, through the OKRs screen (objectives and key results) and, alon...