Overview
Centralizes employee profiles, documents, roles, onboarding, and leave tracking in one HR hub.
For Admins
Configure access, defaults, and data settings for People Records in XFatora.
For End Users
Follow the daily workflows and keep records updated in People Records in XFatora.
Key concepts
Key terms, statuses, and records that appear in People Records in XFatora.
Setup & prerequisites
Connect required settings, templates, and defaults for People Records in XFatora.
Roles & permissions
Assign role-based access, approvals, and visibility for People Records in XFatora.
Main workflows
Content coming soon.
Screens & fields reference
Use these screens and fields to complete tasks inside People Records in XFatora.
Automations & notifications
Review automation rules and notifications available in People Records in XFatora.
Reports & dashboards
Track KPIs and dashboards powered by People Records in XFatora.
Common mistakes
- Skipping required configuration before the first workflow.
- Not assigning the correct permissions for team roles.
- Forgetting to review automation or notification settings.
FAQs
How do I enable this module?
Ask an admin to enable the module from Settings > Modules, then refresh your access.
Can I export data from People Records?
Yes, use the export actions available in list views to download CSV files.
How do I get notified of changes?
Configure notifications in Settings > Notifications for this module.