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Getting started guide for managers

Here’s everything you need to know as a manager to get started with Tellent HR.

Updated today

Welcome to Tellent HR! Your company will use this new Human Resources Information System (HRIS) to manage all employee-related tasks and information.

This guide will walk you through the basics of the system so you can get started quickly.

1. Review your dashboard

Your dashboard is your personalized homepage, designed to give you a quick overview of key information and pending tasks. It is divided into several sections to help you easily find what you need.

1a. To-Dos and Notifications

This section is your command center. It shows you a summary of your most important tasks, like pending requests that require your attention. For example, you can see and approve time off, sick leave, or training days for your team directly from your dashboard. You can also get these notifications via email.

1b. Request time off

This section shows the balances for all of your available time off types, as configured in your company's policy. To request time off, simply click on the time off type, it will open a right-side menu.

1c. Company structure

This section gives you a quick overview of your place in the company's organizational structure. Here you can find:

  • Your manager

  • Your direct reports (the employees who report to you)

  • The groups and departments you are assigned to

This information helps you quickly reference key contacts and understand your team's structure.

1d. Digital time clock

The digital time clock helps you easily track your working hours. Simply use the clock to start and stop time tracking, and the recorded hours will automatically be added to your timesheets.

You can also select a specific project and add a note to describe the activity, giving more context to your recorded time. The clock will also display your remaining working time for the day.

1e. Absences

This section provides a quick overview of your team's daily absences. Use the navigation arrows at the top to see who was absent on a previous day or to check for future absences.

1f. Events and holidays

This section displays important company events and personal milestones coming up in the next 14 days. It's a quick way to stay up-to-date on birthdays, work anniversaries, public holidays, and new job starts.

Team managers and administrators will also see employee-specific events, such as the end of a probationary period or an employment end date.

📌 Note: Learn more about the dashboard in Using the Dashboard.


2. Check the calendar

The calendar is a great way to see an overview of key events and team availability. You can check who is present for the week and see upcoming milestones like work anniversaries and birthdays.

By default, the calendar displays a whole company view. To focus on your team, use the filter to narrow down the view to your department or a specific group. Your access level will determine which departments and groups you are able to view.

This feature is especially helpful for planning, as it allows you to quickly see who is present or away. It also helps you stay on top of important team milestones and events.

📌 Note: Learn more about the calendar in Calendar usage and synchronization.


3. Promotions and salary changes

The salaries overview is a valuable tool for making informed decisions about promotions and salary changes. To find the specific data you need, use the filters to narrow your view.

📌 Note: Learn more about salaries in Salaries.


4. Organisation chart

The organisation chart provides a visual overview of your team's structure. You can quickly find a specific person using the search bar in the top-right corner. To adjust your view, use your mouse or the toolbar to zoom in and out.

The toolbar on the right side of the chart gives you several options to adjust your view and navigate the chart:

  1. Zoom in: Get a closer look at a specific area of the chart.

  2. Zoom out: Move further away to view a larger portion of the chart.

  3. Expand all: View the complete organizational structure.

  4. Switch to vertical chart: Change the chart's orientation from horizontal to vertical, or vice versa.

  5. Fit chart view to screen: Instantly adjust the chart to fit the size of your screen.

  6. Find me: Quickly locate your own position on the chart.

📌 Note: Learn more about the organisation chart in Organisation chart.


5. Time off balances

As a manager, a good practice is to periodically check your team members' time off balances. Encouraging them to take their time off for the year can prevent burnout and promote a healthy work-life balance.

When you click on an employee's balance row, you can find a detailed breakdown of their time off:

  • Policy: The name of the policy associated with this time off.

  • Time off type: The specific type of time off requested (e.g., vacation, sick leave).

  • Accrual period: The period in which the time off is accrued.

  • Usage period: The time frame in which the time off can be used.

  • Allowance: The total number of days allocated for this type of time off.

  • Used: The number of days that have been used.

  • Balance: The total number of days you have left.

  • Requests: Any pending or approved requests associated with this time off type.

📌 Note: Learn more about balances in Balances.


6. Timesheet entries

If your role requires it, you can use the Statements and Timeboard.

The Statements tab allows managers to review and analyze employee work hours, absences, and overtime over a defined period. It is accessible to administrators and managers (with view limited to their direct reports).

The Timeboard provides administrators and managers with an overview of employee daily activities. It shows all recorded work entries, breaks, and absences for the selected date, helping you track attendance and working status in real time.

For a manager, this is a good practice to monitor for several reasons:

  • Ensure Payroll Accuracy: Verifying work hours and breaks helps you confirm timesheet accuracy, which is essential for processing payroll correctly.

  • Manage Productivity & Workload: Monitoring attendance can help you identify trends. For example, you can see if a team member is consistently working long hours, which might signal burnout.

  • Ensure Compliance: Keeping an eye on breaks and working hours helps ensure your team is in compliance with labor regulations and company policies.

  • Control Costs: Tracking hours helps you manage potential overtime costs and keep your team's budget in check.

Monitoring attendance gives you the data you need to make informed decisions and support your team effectively.

📌 Note: Learn more about statements and timeboard in Statements and Timeboard.

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