We know our customers love videos, so we summarized all the walkthroughs into one article - enjoy!
Uploading your employee file to Shapes
Account Customization
How to add new Employee Fields & Tables
Discover the File Field
How to configure your personal settings and notifications
Activity Log
Batch Actions
Intro to the People Directory
Role and Compensation History
Creating Custom Fields
Time Management Setup
Attendance Setup
Time Management Managing + Reporting
Time Tracking Set Up
Permissions
Inviting Employees
An Employee's Guide
A Manager's Guide
Workflows
Automations
Assigned Tasks
Dashboards
Performance Reviews Setup and Analytics
How to Complete a Performance Review (For Employees, Managers and Peers)
Surveys Setup and Analytics
How to Complete a Survey (for participants)
Onboarding Use Case
Maternity Leave Use Case
IT & Operations Use Case
Monthly KPIs/Weekly 1:1s Use Case
Payroll Reports Use Case
Analytics and Reports for Leadership Use Case
Leadership Use Case
Promotions and Salary Adjustments Use Case
Employees Populating Own Data Use Case
New Hire Check-In Use Case
Custom Approvals Use Case
Storing People Data Use Case
Time Management Use Case