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HR Suite User Guides
The HR Suite User Guides are step-by-step instructions to help you learn to use all the features and functions available in the system.
Guide 1 - Getting Started Guide
Recommended for all users.
- Getting Started: General Information & Support
- References and Guides
- Getting Started: Logging In
- Getting Started: The Home Page
Guide 2 - Working with Policies
Recommended for any user who will be editing policies.
- Working with Policies: Accessing Manual Builder
- Important Definitions & Information
- Working with Policies: Navigating Manual Builder
- Working with Policies: Viewing & Printing Model Policies
- Working with Policies: Viewing & Printing Custom Policies
- Working with Policies: Adding Policies to the Working Manual
- Adding Model Policies from the Master Manual to the Working Manual
- Adding Unique Policies to the Working Manual
Guide 3 - Editing and Customizing Policies
Recommended for any user who will be editing policies.
- Differences between chapter pages and policies
- Editing Policies: General Information
- Editing Policies: The Toolbar
- Editing Policies: Adding and Editing Text
- Editing Policies: Paste from Word
- Editing Policies: Creating and Formatting Numbered & Bulleted Lists
- Applying Numbered Lists to Paragraph Text
- Creating a Sublist in an Existing Numbered List
- Double Spacing Items in a Numbered List
- Adding New Items to an Existing Numbered List
- Saving Policy Edits
- Previewing Policy Edits
- Inserting Tables
- Editing Tables
Guide 4 - Editor Notes and Key Fields
Recommended for any user who will be editing policies.
- Using Editor Notes
- Key Fields Content
- Defining Key Fields
- Define Key Fields at the Individual Policy Level
- Define Key Fields directly in the Key Fields Database
Guide 5 - Deleting Policies and the Auto Revise Setting
Recommended for any user who will be editing policies.
- Removing Policies from the Working Manual
- Auto Revise Manual Setting
Guide 6 - Publishing and Distributing Policies
Recommended for any user who will be editing policies.
- The Publishing Process
- The “Publishing” Setting
- Setting the Publishing Setting for a Single Policy or Chapter Page
- Setting the Publishing Setting for Multiple Policies and/or Chapter Pages
- Publishing the Working Manual
- View, Print and Post Published Manuals
- Viewing and Printing a Published Manual
- Posting Published Manuals on the Home Page
- Removing Published Manuals from the Home Page
- Additional Notes About Publishing
- Deleting Published Manuals
Guide 7 - Archiving Policies
Recommended for any user who will be editing policies.
- Archiving Policies
- Archive a Single Policy at Individual Policy Level
- Archive Multiple Policies at One Time
- Accessing the Archive
- Un?Archiving a Policy
- Deleting Archived Policies
- Deleting a Single Archived Policy at the Archived Policy Level
- Deleting Multiple Archived Policies at one Time
Guide 8 - Reports
Recommended for any user who will be editing policies.
- Reports
- To access reports
- Report Features
- Key Fields Report
- Working Manual Report
- Working Policy to MASTER Policy Comparison Report
- Policy Notes Report
Guide 9 - Library, Forms and Storage
Recommended for all admin users and any user with access to Library, Forms and/or Storage. (8 minutes)
- Library
- Forms
- Storage
- Storage File Structure
- Uploading Files to Storage
- Files in Storage
- Making Changes to Files in Storage
- Renaming Files in Storage
- Copying Files in Storage
- Moving Files between Folders in Storage
- Deleting files in Storage
Guide 10 - Administration - Users and Settings
Recommended for all admin users.
- Administration: Adding a Welcome Message to the Home Page
- Administration: Adding a Disclosure to the Published Manual
- Administration: Adding New Users
- Administration: Editing or Deleting Users
- Administration: Creating Additional User Access Levels
- Administration: Viewing/Editing Multiple Users at Once
- Administration: Viewing License and Subscription Information
- Administration: Updating Corporate Logo and Organization Name
Guide 11 - Printing Tips
Recommended for all users.
- Appendix A – Printing Tips
- Tip #1: Header and Footer
- Tip #2: True Print Preview
- Tip #3: Printing Background Highlighting
- Appendix B – Header and Footer Codes for Printing
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