People
How to reverse a journey event
If you make a mistake, or want to clean up an employee’s journey, you can reverse a journey event. Reversing a journey event updates the employee to their previous state before the event was added. Journey events can be reversed at any point in the ...
How to modify a journey event
If you make a mistake or want to correct an employee’s journey, you can modify a journey event. You can change the effective date of any journey event or update the details of the event so that your employees’ journeys are always accurate. To modify ...
How to edit the hire date of an employee
When a new employee is hired, their start date is reflected on the profile as the first event in their Journey. Along with their start date, the first journey event can include the manager and position of the employee as of their first date of ...
How to add documents to employee profiles
Documents can be attached to an employee’s profile in Rise to help keep track of information about the employee. There are three levels of visibility you can choose when uploading a document: admins only; admins and the employee’s manager(s); or ...
How to update compensation for an employee without a payroll profile
Note that the steps below only apply to employees who haven’t been added to Payroll. For instructions on how to update an employee’s compensation information in Payroll, check out our article on How do I set up or adjust an employee's compensation. ...
How to complete custom fields for an employee
1. Navigate to People, then under Directory, click People. Click the name of the employee you want to edit. 2. On the employee's profile, navigate to the Personal tab. 3. Scroll down to Other Information and click edit icon or the field you want to ...
How to set an employee's primary manager
While an employee can have multiple managers, one manager should be assigned as the employee’s primary manager to correctly illustrate reporting hierarchies in your organization’s org chart. For more on org charts, check out our article on How to ...
Update an employee's employment status
These instructions only apply if your organization uses People Management in Rise. If your organization is a legacy, Payroll-only customer, follow the instructions in our How to update an employee's employment status in Payroll article. 1. Open the ...
How to add notes to employee profiles
Managers have the ability to leave notes on an employee's profile that are only visible to Admins, the employee's Manager, or the employee themselves. To leave a note on an employee's profile: 1. Open the employee's profile in People. For help with ...
How to set an employee's manager
1. In People, click on Directory and then navigate to People. 2. Click the name of the employee to whom you want to assign a manager. 3. On the employee's profile, navigate to the Journey tab and click + Add an Event. 4. From the Event Type dropdown, ...
How to edit personal and work information in HR
Rise HR platform lets HR Owners edit personal and work information for employees. If you use Rise Payroll, this information is automatically synced to Payroll. Under default settings, Administrators and HR managers have full editing access. To learn ...
FAQ: Pay Stubs in Employee Documents
Here are some commonly asked questions about pay stubs in Employee Documents. If you don’t see your question below, please reach out to our support team. Q: How do I implement this feature? A: You don’t have to do a thing! It’s enabled automatically. ...
How to edit an employee’s address or personal information
1. In the People tab, click on the employee’s name you would like to edit. 2. Click the Personal tab to edit the personal details of the employee. 3. Within the Personal tab, click the Edit icon to update and make changes to the following: Personal ...
How to search for an employee
1. Click on Search field located on the top of the page. 2. Type the name of the employee and scroll down to select.
How to add a new employee to People
Adding a new employee 1. Navigate to People in the left-hand navigation bar, and click + Add New Employee. 2. Fill in the required fields about your new employee. As a minimum, enter their name, start date, employee code, country and region of ...
How to reset the start date of a rehired employee
When an employee is rehired, you may wish to set their start date to their rehire date to reset the time they have been at your organization. The employee's original hire date will still be visible on their journey so you can always see their ...