User management
- Introduction to employee configuration
- Viewing and searching for employee records
- Updating an employee record
- Adding a new employee manually
- Adding new employees with a data import (CSV or XLSX)
- Removing an employee from Peakon
- Reinstating an employee who has left
- Adding local administrators with limited access
- Adding a new manager
- Adding a new system administrator
- Updating employee and segment data with a retroactive effect
- Setting the employee timezone via Excel
- Setting the employee language with a data import (CSV or XLSX)
- Data import error warnings
- Managing users that are on extended leave
- How to assign a new team to a manager
- Understanding when user and segment changes take place
- Introduction to attributes and segments
- Configuration of attributes and segments
- About attribute hierarchies and how they work
- Configuring attribute hierarchies
- Using combination attributes for additional access
- Restricting access to attributes and segments
- About access control groups and how they work
- All access control permissions explained
- Adding and removing users from access control groups
- Adding or removing users on segment managed access control groups
- Giving access to segment data by adding segment managers
- Granting specialist access by driver
- Allowing and restricting access to different question sets