#

Category

Topic

Description

Watch

Getting Started & Setup

Getting Started & Setup

Getting Started & Setup

Getting Started & Setup

Getting Started & Setup

1

Getting Started & Setup

Uploading your employee file to Shapes

Import employee data into Shapes using a spreadsheet file.

Watch

2

Getting Started & Setup

Account Customization

Customize workspace branding, language, and email settings.

Watch

3

Getting Started & Setup

How to add new Employee Fields & Tables

Create custom fields and tables for any employee data.

Watch

4

Getting Started & Setup

Discover the File Field

Store and manage documents directly in employee profiles.

Watch

5

Getting Started & Setup

How to configure your personal settings and notifications

Set up personal preferences, language, and notification rules.

Watch

6

Getting Started & Setup

Creating Custom Fields

Build custom data fields to capture any HR information.

Watch

7

Getting Started & Setup

Permissions

Define what Admins, Managers, and Employees can view and edit.

Watch

8

Getting Started & Setup

Inviting Employees

Send invites so your team can log in to Shapes.

Watch

People Data Management

People Data Management

People Data Management

People Data Management

People Data Management

9

People Data Management

Activity Log

Track all changes made to employee profiles with full history.

Watch

10

People Data Management

Batch Actions

Perform bulk updates across multiple employees at once.

Watch

11

People Data Management

Intro to the People Directory

Customize, filter, and export your employee directory.

Watch

12

People Data Management

Role and Compensation History

Track employee role changes and salary history over time.

Watch

Time & Attendance

Time & Attendance

Time & Attendance

Time & Attendance

Time & Attendance

13

Time & Attendance

Time Management Setup

Configure time-off policies, public holidays, and approval workflows.

Watch

14

Time & Attendance

Attendance Setup

Set up daily clock-in/out tracking and attendance rules.

Watch

15

Time & Attendance

Time Management Managing + Reporting

Approve requests, view balances, and generate time-off reports.

Watch

16

Time & Attendance

Time Tracking Set Up

Configure time tracking for projects and shifts.

Watch

Role-Based Guides

Role-Based Guides

Role-Based Guides

Role-Based Guides

Role-Based Guides

17

Role-Based Guides

An Employee's Guide

Walkthrough of the employee experience — profile, time off, and tasks.

Watch

18

Role-Based Guides

A Manager's Guide

How managers view team data, approve requests, and track tasks.

Watch

Automation & Workflows

Automation & Workflows

Automation & Workflows

Automation & Workflows

Automation & Workflows

19

Automation & Workflows

Workflows

Build automated workflows triggered by employee events and data changes.

Watch

20

Automation & Workflows

Automations

Create rules that automatically assign tasks and send notifications.

Watch

21

Automation & Workflows

Assigned Tasks

Create and manage tasks assigned to employees during lifecycle events.

Watch

Performance, Surveys & Analytics

Performance, Surveys & Analytics

Performance, Surveys & Analytics

Performance, Surveys & Analytics

Performance, Surveys & Analytics

22

Performance, Surveys & Analytics

Dashboards

Build and customize dashboards with charts and KPIs.

Watch

23

Performance, Surveys & Analytics

Performance Reviews Setup and Analytics

Configure review cycles, rating scales, and analyze results.

Watch

24

Performance, Surveys & Analytics

How to Complete a Performance Review

Guide for employees, managers, and peers filling out reviews.

Watch

25

Performance, Surveys & Analytics

Surveys Setup and Analytics

Create employee surveys, configure settings, and analyze responses.

Watch

26

Performance, Surveys & Analytics

How to Complete a Survey

Step-by-step guide for employees filling out a Shapes survey.

Watch

Use Cases

Use Cases

Use Cases

Use Cases

Use Cases

27

Use Cases

Onboarding Use Case

Automate tasks, document requests, and welcome messages for new hires.

Watch

28

Use Cases

Maternity Leave Use Case

Manage parental leave requests, policies, and return-to-work workflows.

Watch

29

Use Cases

IT & Operations Use Case

Automate equipment provisioning, system access, and offboarding tasks.

Watch

30

Use Cases

Monthly KPIs/Weekly 1:1s Use Case

Track recurring goals and structure weekly 1:1 meeting notes.

Watch

31

Use Cases

Payroll Reports Use Case

Generate payroll-ready reports with compensation and hours data.

Watch

32

Use Cases

Analytics and Reports for Leadership Use Case

Build executive dashboards for headcount, turnover, and org insights.

Watch

33

Use Cases

Leadership Use Case

Manage org structure, data visibility, and leadership-level analytics.

Watch

34

Use Cases

Promotions and Salary Adjustments Use Case

Track and approve promotions and compensation changes with full history.

Watch

35

Use Cases

Employees Populating Own Data Use Case

Enable employees to self-service their profile data with controlled permissions.

Watch

36

Use Cases

New Hire Check-In Use Case

Automate structured check-ins to improve the new hire experience.

Watch

37

Use Cases

Custom Approvals Use Case

Build multi-step approval workflows for any HR process.

Watch

38

Use Cases

Storing People Data Use Case

Centralize employee information as your single source of truth.

Watch

39

Use Cases

Time Management Use Case

End-to-end walkthrough from time-off request to approval and reporting.

Watch