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Appogee HR is highly configurable, so you can make it fit with your business requirements and organization structure. Below are our top tips for getting your Appogee HR set up. They have been split into 5 key stages and can be done in any order, however it's a really good idea to get everything configured before you add your employees.
Step 1: Configuration
Please note, only users with the Admin role have access to the configuration settings of Appogee HR.
Categories & Fields Configuration
Go to Process Config > Categories: Records & Fields.
Take a look through your current Employee Profile Categories & Fields to ensure you have the fields and security you require. It is important to do this as a first step, especially if you go on to add Employees and Field information using the CSV import as the CSV reflects your configuration. Take a look at our support articles on Categories and Field Configuration and Employee Profiles for more information. You may also find it useful to look at how to Re-organise your Profile structure.
Company Document Types
Go to Process Config > Company Document Types.
Company Documents can be categorised by Company Document Types for ease of access and navigation. We've set up some default Types - Company Policies, Office Documents, HR Documents & Employee Templates. Feel free to use these if they work for you, or alternatively create your own. You can add as many as you need and access is controlled within each Company Document Type. For more information, take a look at our support article on Company Documents.
Leave & Sickness Types
Go to Process Config > Leave Types.
We have a range of default Leave & Sickness Types, which you can import and use, or add your own Types. Leave & Sickness Types can be set up as deducted or non-deducted, so they can affect an employee's allowance or not. Have a look at the support article on Configuring Leave & Sickness Types.
Go to Leave & HR Admin > Public Holidays.
Appogee HR has a number of Public Holidays set up as defaults. Select one for your country or create your own. You can find out how to do this by taking a look at Managing Public Holidays.
Step 2: Teams
Setting up Teams
Go to Organization > Teams.
Setting up Teams is the next logical step in setting up Appogee HR. Team structure builds your Org Chart, as well as enables leave approval flows and general Team management. Every Employee must belong to a Team, however they can manage a Team and be part of a different Team themselves.
Step 3: Work Profiles
Please note that only HR Managers & Admins have access to add and update Work Profiles.
Go to Leave & HR Admin > Work Profiles.
The Work Profile defines the working hours and allowances for a group of Employees. Every Employee must belong to a Work Profile, you may only need one for your organisation or you may need multiple to cater for all eventualities.
Have a look at our guide on Work Profiles.
Step 4: Add Employees
Please note that Employees can be added by HR Managers & Admins only.
There are 4 possible ways to add Employees to Appogee HR. Manual Registration, CSV Import or by one of our integrations with Google Workspace (G Suite) or Office 365. All of these give you the option to get your Employees into Teams, assigned to Work Profiles and have optional access to Appogee HR and Appogee Leave. There is a separate CSV file which allows you to bulk update employee information - this can be done once you've set the system up.
The manual registration allows you to add Employees using a simple form to add individuals to Divisions (if configured) Teams and Work Profiles. You can also set the Employees Job Title, and Start Date.
You can see more information on this here: Manual Employee Registration.
Google Workspace (G Suite) / Office 365 Import
If you are integrated with either Google Workspace or Office 365 you will have the option to import users from your domain straight into Appogee HR. The wizard will take you through selecting Employees, Assigning Teams, Setting Work Profiles and Configuring the Log in.
If you use Google Workspace or Office 365 and are not yet integrated, there is information on setting this up at the bottom of this page.
You can find further information on this here: Importing Employees from Google Workspace / Office 365.
To add your employees in bulk via CSV, go to Add Employee > CSV Import. There is further information on the CSV import in this guide: CSV Upload Guide
Step 5: Assign Managers
After you have added your employees, you can then set up the managers within each of your teams.
To do this, go to Organisation > Teams.
Open each team and go to the Managers tab - you can then add the relevant users by typing their name and clicking the add button on the right hand side.
Additional Set Up Options
By integrating with Google Workspace you will benefit from Single Sign On for your users (no need for a username and password), the ability to register Employees directly from your domain, integration with your Google Calendar, the ability to set Out of Office messages at the time of making a request and the the option to have Appogee HR accessible from your Google Menu.
You can find out how to get integrated with Google Workspace here: Google Workspace Integration.
By integrating with Office 365 you will benefit from Single Sign On for your users (no need for a username and password), the ability to register Employees directly from your domain, integration with your Outlook Calendar and the the option to have Appogee HR accessible from your Outlook Menu.
You can find out how to get integrated with Office 365 here: Office 365 Integration.
The option to integrate with Xero is available if you are using the Australian, New Zealand or UK versions of Xero Payroll. The integration allows you to sync basic Employee Profile information between Xero and Appogee HR as well as updating Leave and Sickness requests and allowances.
Information on how to integrate, can be found here: Xero Integration.
Appogee HR has Checklist functionality to enable you to set up clear actions to take to complete key processes across your business. You can also use these to set up workflow automation for Joiners and Leavers Checklists.
If you would like to see more information on how Checklists work and how to configure these, please take a look at our Checklist Guide.
Appogee HR has reporting for both Employee Profile information and Leave reporting. The HR Reports match your Employee Profile configuration, allowing you to report on exactly what you choose to keep in Appogee HR. The Leave Reports allow you look into all types of absence across the Company, by Team or Individual. You can view these in a series of tables, charts or exports.
Appogee HR Notifications allow you to stay in control of all dates your store within Employee Profiles, Employee Records or Company Documents. Set Notifications so you always know when the next Performance Review is, when a Record needs reviewing or when an Employee is reaching their employment anniversary.
This Notifications Guide will take you through how to configure date Notifications across Appogee HR.