Main Dashboard: Settings

My Team: Employee Profile Overview

My Team: Documents in the Employee Profile

My Team: Payroll in the Employee Profile

FAQ for the Administrator Account

My Team: Apps in the Employee Profile

Time Management: Overview

Employee Expenses: Overview

Schedule: Settings

FAQ for the Employee Account

First Steps for the Employee Account

Job Posting: Overview

Applicant Tracking: Overview

Applicant Tracking: Add a New Applicant

Applicant Tracking: ATS Settings

Applicant Tracking: Candidate Profile

My Team: Personal Information in the Employee Profile

My Team: Notes in the Employee Profile

Documents Pipeline: Overview

Documents Pipeline: Documents Sending

Company Documents: Overview

Docs Templates: Overview

Bonuses: Creating And Sending

Company Benefits: Overview

Warehouse: Adding a New Device

Administration: Overview

Goals: Overview

Absence: Overview

Feedback: Overview

Benefits: New Offers

Departments: Overview

Bonuses: Overview

Applicant Tracking: Job Offer

Company Benefits: Adding a New Benefit

My Profile: Overview

Tasks: Creating a New Task

Timetable: Submitting a New Request

Timetable: Overview

Absence: Submitting a New Request

1-to-1: Overview

Finance: Payroll Overview

Apps: Overview

Integrations: Settings

Benefits: Overview

Test Library: Overview

Candidate Database: Overview

Career Page: Overview

Terminated: Overview

Payroll: Overview

Warehouse: Adding a New Warehouse

Broken Assets: Overview

Assets Archive: Overview

Company Profile: Overview

Tasks: Overview

Docs: Overview

Finance: Expenses Overview

Devices: Overview

Test Library: Sending Tests

Sources: Synchronisation

Org Chart: Overview

Onboarding Pipeline: Overview

Onboarding Pipeline: Docs Signing

Onboarding Pipeline: Adding a New Employee

Tasks: Create New Task

Onboarding Pipeline: Information Entry

Pulse: Overview

Payroll: Adding a New Payroll

Warehouse: Overview

Onboarding Pipeline: Device and Apps

Onboarding Pipeline: Training

Onboarding Pipeline: Final Step

Archive: Overview

Company Goals: Overview

Employee Goals: Overview

Profile: Overview

My Team: Time-off in the Employee Profile

Integrations: Zoom

Payroll Docs: Overview

Benefits Costs: Overview

Calendar: Overview

First Steps for the Administrator Account

My Team: Adding a New Employee

Issue Reports: Overview

Billing: Overview

Integrations: Overview

Job Posting: Post a New Job

Integrations: Slack

Candidate Database: Adding a Candidate

Applicant Tracking: Candidate Assessment

Applicant Tracking: Candidate Interview

Finance: New Expenses Request

Notifications: Overview

Documents Dashboard: Overview

Administrator Account

Home

Recruiting

Onboarding

Team

Performance

Time management

Documents

Benefits

Finance

Assets

Settings

Employee Account

Profile

Tasks

Goals

Timetable

Docs

Absence

1-to-1

Bonuses

Devices

Apps

Feedback

Documentation

<h2>Q1<strong>:</strong> How can I find out the list of FirstHR features?</h2><p>A: We offer a wide range of modules to help companies cover all HR processes, including:</p><ul><li>Recruiting</li><li>Onboarding</li><li>Team Management</li><li>Performance</li><li>Documents</li><li>Benefits</li><li>Finance</li><li>Assets</li></ul><p>The list of available features and modules depends on the selected plan. For a detailed comparison of our plans and to find the one that best suits your needs, please visit our <a href="https://firsthr.app/pricing">FirstHR Pricing page</a>.</p><p>For a complete list of features, please visit our website at <a href="https://firsthr.app/features">FirstHR Features</a>.</p><h2>Q2: How can I add employees to FirstHR?</h2><p>A: You can add employees either when <strong>registering</strong> your company account or if you already have an account, in the "Team" module under the <strong>"My Team" section</strong>. There are four ways to add employees:&nbsp;</p><ul><li>from scratch</li><li>by sending an email invitation</li><li>by moving candidates from the Candidate Database</li><li>by moving candidates from the ATS.</li></ul><p>Visit our <a href="https://helpcenter.firsthr.app/en/article/my-team-adding-a-new-employee">Help Center</a> to learn detailed information about adding employees to My Team.</p><figure class="image"><img src="https://cdn-assets.productfruits.com/37b0c90a-a7ae-4790-b981-96b1fb821f05"></figure><h2>Q3: How can I set the access level for each employee?</h2><p>A: Access levels are configured in <strong>the "Settings" section</strong> under <strong>"Administration"</strong>. Main admins can flexibly set access rights, assigning the role of the main admin or creating an unlimited number of roles with unique access settings to various sections.</p><p>Visit our <a href="https://helpcenter.firsthr.app/en/article/administration-overview">Help Center</a> to learn detailed information about the Administration section.</p><figure class="image"><img src="https://cdn-assets.productfruits.com/71c2c50c-8122-4d07-95bc-6f5e7698f03c"></figure><p>To grant employees access without administrative management capabilities, navigate to <strong>the Team - My Team section</strong>. For detailed instructions, visit our <a href="https://helpcenter.firsthr.app/en/article/my-team-adding-a-new-employee">Help Center page</a>.</p><h2>Q4: What integrations does FirstHR have?</h2><p>A: We offer integrations with popular job boards like Monster, Google, and ZipRecruiter. You can find the list of job boards in the "Recruit" section under <a href="https://helpcenter.firsthr.app/en/article/sources-synchronisation">"Sources"</a>.&nbsp;<br>We also have integrations with tools like Microsoft 365, Slack, Zoom, and more. We continuously work on adding new integrations, and the current list can be viewed in "Settings" under <a href="https://helpcenter.firsthr.app/en/article/integrations-overview">"Integrations"</a>.</p><h2>Q5: What's the difference in FirstHR's plans?</h2><p>A: We offer three plans:</p><ul><li><strong>Recruit</strong>: This plan includes all the features necessary for the hiring process.</li><li><strong>All Inclusive</strong>: This comprehensive plan provides access to all available features.</li><li><strong>Core HR</strong>: This plan includes all functions except for those related to recruiting.</li></ul><p>For a detailed comparison of our plans and to find the one that best suits your needs, please visit our <a href="https://firsthr.app/pricing">FirstHR Pricing page</a>.</p><h2>Q6: Does the administrator have the same account as a regular employee?</h2><p>A: No, the main administrator has access to control all parts of the system. They handle areas like Payroll, Recruitment, Benefits, and others. The admin approves leave requests, covers expenses, assigns equipment to employees, and manages access permissions. On the other hand, an employee's account is limited to features needed for admin interactions. This includes viewing personal info, salary details, benefits, and submitting requests. Employees can only access their data or information that's made public, while the main admin can access all data across the entire system.</p><p>Visit our <a href="https://helpcenter.firsthr.app/en/article/administration-overview">Help Center</a> to learn detailed information about the Administration section.</p><h2>Q7: How can I contact technical support?</h2><p>A: You can contact technical support from your account by clicking on your avatar and selecting the "Support" option, or by emailing <a href="mailto:support@firsthr.app">support@firsthr.app</a>.</p><figure class="image"><img src="https://cdn-assets.productfruits.com/263b281a-a083-49a9-9c94-6f700795ec67"></figure><h2>Q8: How do I change the date and time format in FirstHR?</h2><p>A: To change the date and time format, go to "Settings" - "My Profile" - "Date and Time".</p><p>For more details, please read <a href="https://helpcenter.firsthr.app/en/article/my-profile-overview">this article</a>.</p><figure class="image"><img src="https://cdn-assets.productfruits.com/200d1374-1bd7-4de3-bb2d-481252fb78d8"></figure><h2>Q9: How do I link my calendar to the FirstHR calendar?</h2><p>A: Users can sync their MS 365 or Google calendar with the FirstHR calendar, so all events from the work calendar will be displayed on the platform in the "Calendar" section. To sync, go to "Settings" - "Integrations" and activate the synchronization.&nbsp;<br>For more details, please read <a href="https://helpcenter.firsthr.app/en/article/integrations-overview">this article</a>.</p><figure class="image"><img src="https://cdn-assets.productfruits.com/d3c738d5-b66a-4812-91bb-9ca8da82f99c"></figure><h2>Q10: What is the Schedule section in FirstHR?</h2><p>A: This section is used to set up the admin's available time for candidate interviews. The admin selects available weekdays and slots for interviews. When inviting candidates for an interview, the system will send the HR specialist's schedule to the candidate.&nbsp;</p><p>For more details on interview scheduling, please read <a href="https://helpcenter.firsthr.app/en/article/applicant-tracking-candidate-interview">this article</a>.</p><p>&nbsp;</p>

<h2>Q1: What features are available in my account?</h2><p>An employee account includes the following sections:</p><ul><li><strong>Dashboard</strong>: This is the main page of your account where you can find essential account information.</li><li><strong>Profile</strong>: This section contains your basic information, including contact details, position, department, qualifications, and other personal details.</li><li><strong>Tasks</strong>: Here you can view current tasks assigned to you or your team and track their status.</li><li><strong>Goals</strong>: This section includes your personal and company goals.</li><li><strong>Timetable</strong>: In this section, you can submit timesheets for approval and view the history of submissions.</li><li><strong>Docs</strong>: A section for managing your documents, including the electronic signature feature.</li><li><strong>Absence</strong>: Here you can view information about your absences, including vacation requests, sick leave, and other forms of temporary absence.</li><li><strong>1-to-1</strong>: A section where you can schedule<strong> 1-to-1</strong> meetings with your colleagues to discuss work-related matters.</li><li><strong>Benefits and Bonuses</strong>: Information about your benefits and additional bonuses available to employees, such as health insurance, pension plans, and other favorable conditions.</li><li><strong>Finance</strong>: This section provides financial data related to your salary, expenses, and other financial aspects of your work.</li><li><strong>Devices</strong>: Management of devices issued to you, such as computers, smartphones, or other technical tools necessary for your job.</li><li><strong>Apps</strong>: A list of apps and software provided for use within your work activities.</li><li><strong>Org Chart</strong>: The organizational structure of the company, where you can see relationships between different departments, managers, and subordinates.</li><li><strong>Feedback</strong>: An opportunity to provide feedback on work, processes, and working conditions.</li></ul><p>For more detailed descriptions of each section, you can refer to our <a href="https://helpcenter.firsthr.app/en/article/first-steps-for-the-employee-account">Help Center</a>.</p><h2>Q2: What integrations does FirstHR have?</h2><p><span style="background-color:rgb(251,251,251);color:rgb(51,65,85);">A: We offer integrations with tools like Microsoft 365, Slack, Zoom, and more. We continuously work on adding new integrations, and the current list can be viewed in "Settings" under </span>"Integrations"<span style="background-color:rgb(251,251,251);color:rgb(51,65,85);">.</span></p><p><span style="background-color:rgb(251,251,251);color:rgb(51,65,85);">Visit our </span><a href="https://helpcenter.firsthr.app/en/article/integrations-settings-for-employee"><u>Help Center</u></a><span style="background-color:rgb(251,251,251);color:rgb(51,65,85);"> to learn detailed information about the </span>Notifications&nbsp;<span style="background-color:rgb(251,251,251);color:rgb(51,65,85);">section.</span></p><h2>Q3: How to turn off notifications from FirstHR?</h2><p><span style="background-color:rgb(251,251,251);color:rgb(51,65,85);">To manage notifications, navigate to <strong>Settings</strong>, then select the</span><strong> Notifications section</strong><span style="background-color:rgb(251,251,251);color:rgb(51,65,85);">. To disable a notification, click the </span><strong>toggle bar</strong><span style="background-color:rgb(251,251,251);color:rgb(51,65,85);">.</span></p><p><span style="background-color:rgb(251,251,251);color:rgb(51,65,85);">Visit our </span><a href="https://helpcenter.firsthr.app/en/article/notifications-overview-for-employee"><u>Help Center</u></a><span style="background-color:rgb(251,251,251);color:rgb(51,65,85);"> to learn detailed information about the </span>Notifications&nbsp;<span style="background-color:rgb(251,251,251);color:rgb(51,65,85);">section.</span></p><figure class="image"><img src="https://cdn-assets.productfruits.com/ebcfe0d2-0773-4c6d-b9b8-c449ef916514"></figure><h2>Q4: How to change the date and time in FirstHR?</h2><p>A: To change the date and time format, go to "Settings" - "My Profile" - "Date and Time". Here you can change the date and time format, as well as change the time zone.</p><p>For more details, please read <a href="https://helpcenter.firsthr.app/en/article/my-profile-overview-for-employee#setting-the-date-and-time-formats"><u>this article</u></a>.</p><figure class="image"><img src="https://cdn-assets.productfruits.com/90845b23-3c92-44bb-920e-b6df39f8efd4"></figure><h2>Q5: How to contact technical support?</h2><p><span style="background-color:rgb(251,251,251);color:rgb(51,65,85);">A: You can contact technical support from your account by clicking on your profile photo and selecting the "Support" option, or by emailing </span><a href="mailto:support@firsthr.app"><u>support@firsthr.app</u></a><span style="background-color:rgb(251,251,251);color:rgb(51,65,85);">.</span></p><figure class="image"><img src="https://cdn-assets.productfruits.com/3c8c39ae-c80a-4032-8db9-6ab45ac4e344"></figure>

<p><span style="background-color:rgb(251,251,251);color:rgb(51,65,85);">Welcome to the First Steps guide for helping new users through the initial setup of the FirstHR platform, ensuring a smooth start and optimal use of its features. This page provides a step-by-step guide to help you get started efficiently and make the most out of the platform.</span></p><h2>Step 1: Set up your account</h2><p>Complete your account setup by going to <strong>the "My Profile" section</strong> under <strong>"Settings".</strong> Here you can configure the date and time format and change your password.</p><p>For more details on profile settings, please read <a href="https://helpcenter.firsthr.app/en/article/my-profile-overview-for-employee"><u>this article</u></a>.</p><figure class="image"><img src="https://cdn-assets.productfruits.com/b5abd2ea-0b2c-4653-80e3-f4aed993d62f"></figure><hr><h2>Step 2: Set up your Integrations</h2><p>Integrate essential tools and services with the platform by accessing <strong>the "Integrations" section</strong> under <strong>"Settings".</strong> Connect your calendar, social networks, and other applications to streamline workflows.&nbsp;</p><p>For more details on this step, please read <a href="https://helpcenter.firsthr.app/en/article/integrations-settings-for-employee"><u>this article</u></a>.</p><figure class="image"><img src="https://cdn-assets.productfruits.com/74ef0164-ac04-44dd-8f3c-5dac1f8bb915"></figure><hr><h2>Step 3: Set up your Notifications</h2><p>Configure your notification settings by going to <strong>the "Settings" section</strong> and selecting <strong>"Notifications".</strong> Customize where you want to receive alerts about important activities and updates within the platform.&nbsp;</p><p>For more details on notifications, please read <a href="https://helpcenter.firsthr.app/en/article/notifications-overview-for-employee">this article</a>.</p><figure class="image"><img src="https://cdn-assets.productfruits.com/ebcfe0d2-0773-4c6d-b9b8-c449ef916514"></figure><hr><h2>Step 4: Check your information in sections</h2><ul><li>Review the sections and features of the platform. If you have any questions, you can find answers in our <a href="https://helpcenter.firsthr.app/en/article/first-steps-for-the-employee-account">Help Center for employees</a>.</li><li>Review and ensure that your profile information is complete and accurate. Go to your profile by clicking on <strong>the Profile section</strong>.</li></ul><p>For more details on your profile, please read <a href="https://helpcenter.firsthr.app/en/article/profile-overview">this article</a>.</p><figure class="image"><img src="https://cdn-assets.productfruits.com/f2c818ad-251c-4760-98e4-1632e34a9ba7"></figure><hr><p>If you have any questions about the features or account setup, you can find answers in our <a href="https://helpcenter.firsthr.app/en">Help Center</a> or check our <a href="https://helpcenter.firsthr.app/en/article/faq-for-the-employee-account">FAQ section</a>. For further assistance, feel free to reach out to our <a href="mailto:support@firsthr.app">technical support team</a>. We are here to help you get the most out of your HR platform experience.</p>

<p>Welcome to the First Steps guide for helping new users through the initial setup of the FirstHR platform, ensuring a smooth start and optimal use of its features. This page provides a step-by-step guide to help you get started efficiently and make the most out of the platform.</p><h2>Step 1: Invite your team&nbsp;</h2><p>Invite your team members to join the FirstHR platform by navigating to <strong>the "My Team" section</strong>. You can add employees from scratch, send invitations, add as approved candidates, or import from the Candidate database. This function is located in <strong>the "Team" module</strong>, under<strong> the "My team" section</strong>.&nbsp;</p><p>For more details on this step, please read <a href="https://helpcenter.firsthr.app/en/article/my-team-adding-a-new-employee">this article</a>.</p><figure class="image"><img src="https://cdn-assets.productfruits.com/37b0c90a-a7ae-4790-b981-96b1fb821f05"></figure><hr><h2>Step 2: Set up your profile&nbsp;</h2><p>Complete your profile setup by going to <strong>the "My Profile" section</strong> under <strong>"Settings".</strong> Fill in your personal information, upload a profile picture, and ensure all details are accurate.&nbsp;</p><p>For more details on this step, please read <a href="https://helpcenter.firsthr.app/en/article/my-profile-overview">this article</a>.</p><figure class="image"><img src="https://cdn-assets.productfruits.com/79e12b5b-50b3-4d5d-81db-f58a334db2f7"></figure><hr><h2>Step 3: Set up your integrations&nbsp;</h2><p>Integrate essential tools and services with the platform by accessing <strong>the "Integrations" section</strong> under <strong>"Settings".</strong> Connect your calendar, social networks, and other applications to streamline workflows.&nbsp;</p><p>For more details on this step, please read <a href="https://helpcenter.firsthr.app/en/article/integrations-overview">this article</a>.</p><figure class="image"><img src="https://cdn-assets.productfruits.com/215ee910-e8c5-4cc5-b07e-4141bbcd2439"></figure><hr><h2>Step 4: Grant permissions to administrators&nbsp;</h2><p>Assign administrative roles and permissions by navigating to <strong>the "Settings" section</strong> and selecting <strong>"Administration".</strong> Here, you can grant main admin rights, and create custom roles for flexible permissions.&nbsp;</p><p>For more details on this step, please read <a href="https://helpcenter.firsthr.app/en/article/administration-overview">this article</a>.</p><figure class="image"><img src="https://cdn-assets.productfruits.com/639e3620-065e-4398-b5e2-ae732c58e86b"></figure><hr><h2>Step 5: Set up your Career Page&nbsp;</h2><p>Customize your company’s career page in <strong>the "Recruit" section</strong> under <strong>"Career Page".</strong> Add your company’s branding, description, contacts, and other relevant information to attract potential candidates.&nbsp;</p><p>For more details on this step, please read <a href="https://helpcenter.firsthr.app/en/article/career-page-overview">this article</a>.</p><figure class="image"><img src="https://cdn-assets.productfruits.com/96a90fdf-270f-49c6-b077-0682a04793b5"></figure><hr><h2>Step 6: Set up your Schedule&nbsp;</h2><p>Configure your schedule for candidate calls by going to <strong>the "Home" module</strong> and selecting <strong>the "Schedule" section</strong>. Set available time slots for calls with candidates and other scheduling preferences.&nbsp;</p><p>For more details on this step, please read <a href="https://helpcenter.firsthr.app/en/article/schedule-settings">this article</a>.</p><figure class="image"><img src="https://cdn-assets.productfruits.com/2f01d08f-4402-4faf-9d7a-2460380232c8"></figure><hr><h2>Step 7: Turn on the Company Pulse&nbsp;</h2><p>Activate the Company Pulse feature in <strong>the "Performance" section</strong> to start gathering regular feedback and insights from your employees.&nbsp;</p><p>For more details on this step, please read <a href="https://helpcenter.firsthr.app/en/article/pulse-overview">this article</a>.</p><figure class="image"><img src="https://cdn-assets.productfruits.com/770e6c08-a999-462b-9497-4ddcd7dc8c15"></figure><hr><h2>Step 8: Check your Employee Profile&nbsp;</h2><p>Review your Employee account by clicking on your avatar and selecting <strong>the "Switch to Employee" option</strong>. Browse through all sections and complete the initial setup.</p><p>For more details on employee accounts, please visit <a href="https://helpcenter.firsthr.app/en/article/first-steps-for-the-employee-account">this page</a>.</p><figure class="image"><img src="https://cdn-assets.productfruits.com/a26f9fab-9a67-4959-9453-61f1abd6848b"></figure><hr><h2>Step 9: Choose your plan&nbsp;</h2><p>Select the appropriate subscription plan for your company by visiting <strong>the "Billing" section</strong> under <strong>"Settings".</strong> Compare available plans and choose the one that best fits your needs.&nbsp;</p><p>For more details on this step, please read <a href="https://helpcenter.firsthr.app/en/article/billing-overview">this article</a>.</p><figure class="image"><img src="https://cdn-assets.productfruits.com/70c45194-3435-4e35-9749-c08057f06fb4"></figure><hr><p>If you have any questions about the features or account setup, you can find answers in our <a href="https://helpcenter.firsthr.app/en">Help Center</a> or check our <a href="https://helpcenter.firsthr.app/en/article/faq-for-the-administrator-account">FAQ section</a>. For further assistance, feel free to reach out to our <a href="mailto:support@firsthr.app">technical support team</a>. We are here to help you get the most out of your FirstHR platform experience.</p>

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