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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

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?