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Why ClayHR
Our Mission
The Problem We Solve
Who We Help
Extensible By Design
Robust Data Integrations
The Platform
Core Platform
Employee Records
Real-time Analytics
All Solutions
Core HCM
Employee Self Service
Time & Attendance
Leave Management
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Asset Management
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Performance
Performance Reviews
Check-ins
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Our Mission
Why ClayHR
Our Mission
The Problem We Solve
Who We Help
Extensible by Design
Solutions
Core HCM
Employee Self Service
Time & Attendance
Leave Management
Expense Tracking
Asset Management
Performance
Performance Reviews
Check-ins
Feedback & Kudos
Smart Goals
Objectives & Key Results
Talent Acquisition
Recruitment/ATS
Onboarding
Employee Workflow
Talent Management
Career Planning
Skill Management
Training & Development
PS Automation
Workforce Planning
Testimonials
Testimonials
Media
Customers
Awards
Resources
Mobile Apps
Blog
Knowledge Base
Webinars
White Papers
Pricing
Request a Demo
All
KB Articles
Getting
Started
Applicant Hiring
and Tracking
Onboarding &
Workflows
Leave
| PTO
3rd Party
Integration
Performance &
Feedback
Creating a New Account
PTO Offboarding Checklist
How to Check and Update the Goal Status
How to Create a Learning Certificate Template
Gartner Research Mentions of ClayHR
Company Objective Manage Permission
How to Import Skills in Perf Review (Batch)
Project Metrics and Assessment
Sync ClayHR with Odyssey
Clock In/ Clock Out from Web Application
Manual Consolidation of Check In
Worker Types
Third Party Job Board Integration
How to Create and Configure the Homepage Dashboard
How to activate an inactive user
Customer Usage Summary
How to Set-up Geofencing
ClayHR Kiosk Application Setup
Import PTO Policies
My Roster
Instructions for Uploading Tenure History via Spreadsheet
Sync ClayHR with CareerJunction
Sync ClayHR with Naukri
Checkr Background Screening Statuses
How to Import Goals in Perf Review (Batch)
How to Post ClayHR Feedback to Microsoft Teams
Biometric Integration with ClayHR
Roster Templates
Load from Template, Save Template, and Clear Template
Reports – Create, Share, Request and more!
How to setup a form?
Difference Between Position Statuses
Sync data between Sage 300 People and ClayHR
Add Delegate for Expense Reports
User’s Permission on Employee Record
ClayHR-SEEK Integration
How to view the Test Statistics
How to assign a Test
How to create a Test?
How to use ClayHR API Documentation
Manage Interviews
Learning Certification
4 ways you can use ClayHR Forms
ClayHR – CompuFACT Integration
Fillable Documents
External Surveys
Goal Predictive Index
Report Features
Expense Approval Flow
Compensation Recommendation Rules
Cost-of-Living Adjustment
Reimburse Expense Report
Autoscan Expense Receipt
Linking Staffology with ClayHR
Creating a Project
Microsoft Calendar Azure Integration
How to Create a Custom List
How to Set up a Logo for Email Notifications
Different Types of Visualizations in Reports
Launching Performance Reviews and Check-Ins through User Workflows
How to add a Conditional Phase in a Workflow
How to Add Widgets on Analytics Dashboard
How to Schedule a Report
How to create a customized reference
Custom Verification Form
Default Verification Form
Roster Management
Nested Workflows: Including a Second
Import Holiday Calendar
Linking JIRA with ClayHR
How to edit columns in directory
How to Import Custom Field Values
Integrate ClayHR Learnings with LinkedIn Learning
How to Import Assets?
How to Unarchive the Archived Goals?
How to Use Impersonation?
How to import user’s compensation details?
How to create custom tables
How to import data from a custom table?
How to Create a Holiday Calendar
How to Create a Status Filter on Candidate Homepage?
How to create Position ID
Comparing the access for Watchers, Position Recruiters and Hiring Managers
Reference Checks
How to create an Expense Report?
Expense Approval Email Notifications
Permissions on Check Ins
Deletion of Performance Reviews
Consolidation of Check-In
How to create an Announcement?
Recalling and Deleting a Leave Request
Rater Anonymity
How to Auto-Set Employee ID?
Timesheets – Create, Approve, Reset and More!
Goals – “Notifications” and “Navigations”
“Company-Wide Goal” and “Archived Goals”
Creating, Tracking, Assigning Goals and more!
Integrate Slack with ClayHR
Bulk User Update
How to Import User Records in ClayHR?
Reports – Create, Share, Request and more!
How to setup a form?
Add Delegate for Expense Reports
How to assign a Test
How to create a Test?
Creating a Project
How to Create a Custom List
How to Set up a Logo for Email Notifications
How to Schedule a Report
How to create a customized reference
How to edit columns in directory
How to Import Assets?
How to Import User Records in ClayHR?
How to Use Multi-Factor Authentication in ClayHR
How to Create a Report
How to Create Custom Sections
How to add Assessment to Learning?
How to Create and Assign Learnings?
Creating Custom Fields
Reset Your Password
Employee Profile Tab Permissions
Clock In/Clock Out in Real Time
How to get Skills List from ClayHR API using Postman
How to get Active Users List from ClayHR API using Postman
How to Get Active Users list from ClayHR API using cURL in Git Bash
Retention Management – How to configure your own survey?
User Record Approval Preferences
Advanced Permissions
Instructions for Uploading Compensations via Spreadsheet
Instructions for Uploading Skills via Spreadsheet
Instructions for Uploading Skill Assessments via Spreadsheet
Getting Started with Compensation Management
Getting Started with Tests
User Retrieve
log4j Security Vulnerability
Create a new site admin
Allow users to add their own skillsets.
Allow users to assess their skills on their own.
Allow Users to Add Own Skills
How to Import Projects Allocations?
How to Approve / Reject Timesheets?
ClayHR Status
How assessment scales are created and used?
How to login to your mobile application?
How to use assessment templates in Skills & Hiring
How to create an Assessment template
How to use Inspect console?
Get started with assessment scales created and used in ClayHR
How to launch a check In for an Individual User
Setting up sender’s name in email notifications
How to create a survey
How to update skill level
Birthday Email Notification
Using Image as Background with CSS
Multiple Time Cards
Career Plan section in User Profile
Compensation Overview
Hiding Selected Sections from the Employee Record page
Basics Requirements For Android App
Import a list of Skills through an Excel/CSV file
New features in highly utilized Learning Module
Defining Self Sign Up Options
How to invite an Employee to use ClayHR
ClayHR Implementation
Complete or Edit a User's Detail Page
Setting Up User Profiles
Setting Up User Roles
Difference between "Job Profile" | "User Role" | "User Group"
How to assign Profile to Users
Setting Up User Groups
Assigning Roles to Users
Manage User Group Permissions
How to order custom fields
How to group custom fields in sections
Managing custom fields' permissions
Set up Notifications
Departments Set Up
Locations Set Up
Where can I view/download quotes or paid invoices?
Can I delete an employee record?
How to Deactivate a Project
How to Deactivate a User Record
How to change color scheme
Can I Delete a Project?
Define the context of your organization
ClayHR's Support Options
How to upgrade your trial account to full paid account
Creating New Users in ClayHR
Getting Started: Leaves and PTO Management
Getting Started: Performance Reviews
Where do i find my submitted self reviews?
Where do I find my submitted assigned reviews for other users as a reviewer?
Getting Started - Onboarding
Basics and Criteria for Implementation Partners
Recent Changes
How to interact with ClayHR APIs
How to access ‘Open(Public)’ forms or surveys
Getting Started: Forms
How to create Dynamic Forms in ClayHR
Setting System Preferences
Difference Between Position Statuses
Manage Interviews
Managing Position Approvals
Offer Letter Management
Set up an Interview with a Candidate
How to Add Candidates from ClayHR API using Postman
Private: How to Add Candidates from ClayHR API using Postman
Instructions for Uploading Job Profiles via Spreadsheet
Importing Candidate Data
How to use assessment templates in Skills & Hiring
How to link an application form to a position?
Adding a Background Image on Job Board
Link an Assessment Template to a Position
WordPress Plugin for ClayHRJob Board
Overview of Hiring and Onboarding
Candidate Capture Chrome Extension
Email Templates and Merge Fields
How to review form submissions from users/candidates.
How to configure your Job Board
How to Create New Positions
How to Publish New Positions
How to Unpublish an Open Position
How to embed open positions list into your website
How to review form submissions from candidates
How to track candidates for a position
Creating candidate's profile
How to assign forms to candidates
4 ways you can use ClayHR Forms
How to add a Conditional Phase in a Workflow
Nested Workflows: Including a Second
E-Signature: Electronic Document Signing
How to Create a Workflow?
How to Assign a Form?
How to create an Offboarding Workflow
How to use Field Change in Workflows
What are Candidate Funnels?
How to Use Parameters in Workflows
Assign a workflow to a user or candidate
Sample of Onboarding Workflows
How to Set-up Geofencing
Import PTO Policies
Import PTO Balances through an Excel file
Setting up PTO approval flows
How to set up Leave Types (PTO Policies)
How to assign PTO policy to specific users
Setup an Initial PTO Balance
Leave Type Details - Configuration Options
PTO Policy Graduation
All About Permissions
Leave Policy Details - Configuration Options
Leave/PTO Permissions
How to Manage Non Paid Leaves
Leaves/PTO Balance Calculation
PTO Request and Approval Notifications
Sync ClayHR with Odyssey
ClayHR Kiosk Application Setup
Sync ClayHR with CareerJunction
Sync ClayHR with Naukri
Checkr Background Screening Statuses
Biometric Integration with ClayHR
Sync data between Sage 300 People and ClayHR
ClayHR-SEEK Integration
How to use ClayHR API Documentation
ClayHR – CompuFACT Integration
Linking Staffology with ClayHR
Microsoft Calendar Azure Integration
Linking JIRA with ClayHR
Integrate ClayHR Learnings with LinkedIn Learning
Integrate Slack with ClayHR
Microsoft Teams – ClayHR Integration
G Suite – ClayHR Integration
Google Workspace (G Suite) – ClayHR Integration
Cosec/Matrix-ClayHR Integration
LinkedIn-ClayHR Integration
How to Interact with ClayHR API using Postman
JIRA-ClayHR Integration
SalesForce-ClayHR Integration
Harvest-ClayHR Integration
Wonscore-ClayHR Integration
Insightly-ClayHR Integration
Slack Chat-ClayHR Integration
MailChimp – ClayHR Integration
Integration with QuickBooks Desktop (Premier/Enterprise)
Stripe-ClayHR Integration
LDAP-ClayHR Integration
Paychex-ClayHR Integration
Setup Google Analytics in Job Board
Debugging Azure AD and ClayHR Login Issues
Integración Indeed - ClayHR
ClayHR - ZipRecruiter Integración
TalentLMS and ClayHR
Enable Okta for SSO
Microsoft Calendar-ClayHR Integration
How to Create the Application Client ID and Client Secret from Microsoft Azure New Portal?
Who can login to ClayHR using SSO?
Zoom - ClayHR integration
WordPress Plugin for ClayHRJob Board
ClayHR | JIRA Integration
Zapier-ClayHR Integrations
SSO Login via Azure Active Directory
QuickBooks Online - ClayHR Integration
Integrations Overview
FreshBooks-ClayHR Integration
ADP-ClayHR Integration
Indeed-ClayHR Integration
Google Calendar Integration
ClayHR- ZipRecruiter Integration
Manual Consolidation of Check In
How to Import Goals in Perf Review (Batch)
How to Post ClayHR Feedback to Microsoft Teams
Goal Predictive Index
Launching Performance Reviews and Check-Ins through User Workflows
Creating, Tracking, Assigning Goals and more!
Assessment Options in Performance Reviews
Want to post feedback to your wall automatically?
Want to receive notifications only when goal is completed?
Setup of Custom Badges and how to use them in Feedbacks
Setting up Signatures in Performance Reviews
Objective submission and approval system
Assessment Templates Visualization
Personalize Performance Reviews beyond Templates (Admin)
Import an existing Performance Review Template from ClayHR’s Global Library
Start a Single Performance Review
Assign reviewer(s) to a Performance Review
How to complete a Performance Review Assignment
Consolidate Performance Reviews from different Reviewers into Results (Admins)
Giving and sharing Instant Feedback and More!
One Performance Review, Different Templates for Multiple Types of Reviewers
How to get Goals List from ClayHR API using Postman
How to use assessment templates in Performance reviews & Goals
When to launch Performance Reviews in Batch & How to
Agenda Customization in Check-Ins
Check-In for Performance Feedback
Import Goals through an Excel file
Bulk Updates on Performance Reviews
Check-ins: A new philosophy for performance reviews
Considerations on Performance Review Templates & How to create?