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Master Job Profile Management

How to Create a Payroll Run

How to Use Custom Tables in Forms

Add Delegate for Leave Request Approval

Bulk Assignment of Users to PTO Policies

US I-9 - Employment Eligibility Verification

Q&A| Potential Risks of Ask HR / Chatbots

Performance Potential Matrix in ClayHR

Master Benefit Templates

How to fill out a form on behalf of another user?

Tickets Module in ClayHR

How to give access to a form?

How to Create a Custom Anti-spam Inbound Policy

How to Allow our Domain in the Spam Filter for Azure

How to Lock/Unlock Reviews

Zoom - ClayHR integration

ClayHR - ZipRecruiter Integración

ClayHR- ZipRecruiter Integration

Zapier-ClayHR Integrations

Worker Types

Plugin de WordPress para ClayHRJob Board

Wonscore-ClayHR Integration

Where do i find my submitted self reviews?

Where can I view/download quotes or paid invoices?

Where do I find my submitted assigned reviews for other users as a reviewer?

Cuándo lanzar las revisiones de rendimiento por lotes y cómo

Who can login to ClayHR using SSO?

What are Funnel Automations?

What are Candidate Funnels?

Using Image as Background with CSS

User Retrieve

Want to receive notifications only when goal is completed?

Want to post feedback to your wall automatically?

User’s Permission on Employee Record

Manage User Group Permissions

User Record Approval Preferences

Learning Certification

Timesheets – Create, Approve, Reset and More!

TalentLMS and ClayHR

Third Party Job Board Integration

Sync data between Sage 300 People and ClayHR

Sync ClayHR with Odyssey

Sync ClayHR with CareerJunction

Sync ClayHR with Naukri

Stripe-ClayHR Integration

Supported Formats and Size Limits for Uploads

Iniciar una evaluación de rendimiento única

Setup Google Analytics in Job Board

Setup of Custom Badges and how to use them in Feedbacks

Setting Up User Roles

Setting Up User Profiles

Setup an Initial PTO Balance

Setting Up User Groups

Setting up Signatures in Performance Reviews

Setting up sender’s name in email notifications

Setting System Preferences

Setting up PTO approval flows

Sample of Onboarding Workflows

Set up Notifications

Set up an Interview with a Candidate

SalesForce-ClayHR Integration

Retention Management – How to configure your own survey?

Roster Management

Roster Templates

Reset Your Password

How to Create a Report

Reports – Create, Share, Request and more!

Reference Checks

Reimburse Expense Report

Report Features

Recent Changes

QuickBooks Online - ClayHR Integration

Rater Anonymity

Recalling and Deleting a Leave Request

PTO Request and Approval Notifications

Purchase Orders

PTO Policy Graduation

PTO Offboarding Checklist

PTO Audit History

Project Metrics and Assessment

Personalize Performance Reviews beyond Templates (Admin)

Private: How to Add Candidates from ClayHR API using Postman

Overview of Hiring and Onboarding

Paychex-ClayHR Integration

Permissions on Check Ins

One Performance Review, Different Templates for Multiple Types of Reviewers

Objective submission and approval system

Offer Letter Management

New features in highly utilized Learning Module

Nested Workflows: Including a Second

My Roster

Objective Progress

Multiple Time Cards

Microsoft Teams – ClayHR Integration

Microsoft Calendar-ClayHR Integration

Microsoft Calendar Azure Integration

Manually create multiple users at once

Manually create an employee record (also called a user record)

Leave Policy Details - Configuration Options

Managing Position Approvals

Q&A| Potential Risks of Ask HR / Chatbots

Master Benefit Templates

Where do i find my submitted self reviews?

Where can I view/download quotes or paid invoices?

Where do I find my submitted assigned reviews for other users as a reviewer?

Using Image as Background with CSS

User Retrieve

Manage User Group Permissions

User Record Approval Preferences

Setting Up User Roles

Setting Up User Profiles

Setting Up User Groups

Setting up sender’s name in email notifications

Setting System Preferences

Set up Notifications

Retention Management – How to configure your own survey?

Reset Your Password

How to Create a Report

Reports – Create, Share, Request and more!

Recent Changes

New features in highly utilized Learning Module

Multiple Time Cards

Manually create multiple users at once

Manually create an employee record (also called a user record)

Managing custom fields' permissions

Locations Set Up

log4j Security Vulnerability

Instructions for Uploading User Details via Spreadsheet

Instructions for Uploading Skill Assessments via Spreadsheet

Instructions for Uploading Skills via Spreadsheet

Instructions for Uploading Compensations via Spreadsheet

ClayHR Implementation

Import a list of Skills through an Excel/CSV file

How to use Inspect console?

How to Use Multi-Factor Authentication in ClayHR

How to upgrade your trial account to full paid account

How to update skill level

How to use Assessment Scales in Skills

How to setup a form?

How to Schedule a Report

How to Set up a Logo for Email Notifications

How to reset a user's MFA

How to order custom fields

How to login to your mobile application?

How to launch a check In for an Individual User

How to interact with ClayHR APIs

How to invite an Employee to use ClayHR

How to Import User Records in ClayHR?

How to Import Projects Allocations?

How to group custom fields in sections

How to Import Assets?

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

How to Generate Tests Using GenAI?

How to enable MFA

How to Deactivate a User Record

How to edit columns in directory

How to Deactivate a Project

How to Create Custom Sections

How to Create and Configure App Menu

How to Create and Assign Learnings?

How to create an Offer Letter Template?

How to Create an Assessment Scale

How to create a survey

How to create a Test?

How to Create a Skill Type?

How to Create a Skill?

How to create Dynamic Forms in ClayHR

How to create a customized reference

How to Create a Custom List

How to change color scheme

How to assign Profile to Users

How to assign a Test

How to Approve / Reject Timesheets?

How to add Assessment to Learning?

How to add a company logo?

How to access ‘Open(Public)’ forms or surveys

Hiding Selected Sections from the Employee Record page

Getting Started with Tests

Getting Started - Onboarding

Getting Started: Performance Reviews

Getting Started with Compensation Management

Getting Started: Hiring and ATS - Applicant Tracking System

Getting Started: Forms

Getting Started: Leaves and PTO Management

Getting Started 101: Setting up ClayHR for your Organization

Get started with assessment scales created and used in ClayHR

Employee Profile Tab Permissions

Difference between "Job Profile" | "User Role" | "User Group"

Departments Set Up

Defining Self Sign Up Options

Define the context of your organization

Creating New Users in ClayHR

Creating Custom Fields

Creating a Project

Create a new site admin

Complete or Edit a User's Detail Page

Compensation Overview

Clock In/Clock Out in Real Time

Plugin de WordPress para ClayHRJob Board

What are Funnel Automations?

Set up an Interview with a Candidate

Private: How to Add Candidates from ClayHR API using Postman

Overview of Hiring and Onboarding

Offer Letter Management

Managing Position Approvals

Manage Recruitment Agencies

Manage Interviews

Link an Assessment Template to a Position

Instructions for Uploading Job Profiles via Spreadsheet

Importing Candidate Data

How to use Assessment Scales in Skills

How to track candidates for a position

How to Unpublish an Open Position

How to review form submissions from users/candidates.

How to review form submissions from candidates

How to Publish New Positions

How to link an application form to a position?

How to embed open positions list into your website

How to Create a New Position?

How to configure your Job Board

How to assign forms to candidates

How to Add Candidates from ClayHR API using Postman

Email Templates and Merge Fields

Difference Between Position Statuses

Creating candidate's profile

Candidate Capture Chrome Extension

Adding a Background Image on Job Board

Zoom - ClayHR integration

ClayHR - ZipRecruiter Integración

ClayHR- ZipRecruiter Integration

Zapier-ClayHR Integrations

Plugin de WordPress para ClayHRJob Board

Wonscore-ClayHR Integration

Who can login to ClayHR using SSO?

TalentLMS and ClayHR

Sync data between Sage 300 People and ClayHR

Sync ClayHR with Odyssey

Sync ClayHR with CareerJunction

Sync ClayHR with Naukri

Stripe-ClayHR Integration

Setup Google Analytics in Job Board

SalesForce-ClayHR Integration

QuickBooks Online - ClayHR Integration

Paychex-ClayHR Integration

Microsoft Teams – ClayHR Integration

Microsoft Calendar-ClayHR Integration

Microsoft Calendar Azure Integration

MailChimp – ClayHR Integration

Linking Staffology with ClayHR

LinkedIn-ClayHR Integration

Linking JIRA with ClayHR

LDAP-ClayHR Integration

JIRA-ClayHR Integration

ClayHR Kiosk Application Setup

Integrations Overview

Integration with QuickBooks Desktop (Premier/Enterprise)

Integrate Slack with ClayHR

Integración Indeed - ClayHR

Integrate ClayHR Learnings with LinkedIn Learning

Indeed-ClayHR Integration

Insightly-ClayHR Integration

How to use ClayHR API Documentation

How to Interact with ClayHR API using Postman

How to Create the Application Client ID and Client Secret from Microsoft Azure New Portal?

Harvest-ClayHR Integration

Google Workspace (G Suite) – ClayHR Integration

Google Calendar Integration

G Suite – ClayHR Integration

FreshBooks-ClayHR Integration

Enable Okta for SSO

Debugging Azure AD and ClayHR Login Issues

Cosec/Matrix-ClayHR Integration

ClayHR-SEEK Integration

ClayHR - Oracle EBS Integration

ClayHR | JIRA Integration

ClayHR – CompuFACT Integration

Checkr Background Screening Statuses

Biometric Integration with ClayHR

SSO Login via Azure Active Directory

ADP-ClayHR Integration

Cuándo lanzar las revisiones de rendimiento por lotes y cómo

Want to receive notifications only when goal is completed?

Want to post feedback to your wall automatically?

Iniciar una evaluación de rendimiento única

Setup of Custom Badges and how to use them in Feedbacks

Setting up Signatures in Performance Reviews

Personalize Performance Reviews beyond Templates (Admin)

One Performance Review, Different Templates for Multiple Types of Reviewers

Objective submission and approval system

Objective Progress

Manual Consolidation of Check In

Launching Performance Reviews and Check-Ins through User Workflows

Import Goals through an Excel file

Import an existing Performance Review Template from ClayHR’s Global Library

How to use Assessment Scales in Performance Reviews

How to use Assessment Scales in Hiring

How to use Assessment Scales in Check Ins

How to use Assessment Scales in Goals

How to Post ClayHR Feedback to Microsoft Teams

How to Import Goals in Perf Review (Batch)

How to get Goals List from ClayHR API using Postman

How to complete a Performance Review Assignment

Goal Predictive Index

Giving and sharing Instant Feedback and More!

Creating, Tracking, Assigning Goals and more!

Considerations on Performance Review Templates & How to create?

Consolidate Performance Reviews from different Reviewers into Results (Admins)

Check-ins: A new philosophy for performance reviews

Check-In for Performance Feedback

Bulk Updates on Performance Reviews

Assign reviewer(s) to a Performance Review

Assessment Templates Visualization

Discover How Assessment Scales are Created and Used in ClayHR

Assessment Options in Performance Reviews

Agenda Customization in Check-Ins