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Weekly Tips & Tricks

Weekly Tips & Tricks

Contact Us: 01908 265111

The Friday Tip - page 16

Once a week we highlight some unique and useful functionality provided by the People Inc. system and send out a related 'tip'. Our aim is to help customers get more from using their People Inc. system.


Employee stands with back to blue lit glass fronted server cabinets

SQL Server

12th April 2019

The People Inc. system manages data using Microsoft’s SQL Server database management tools.

SQL Server 2008 and SQL Server 2008 R2 are currently in their ‘extended support’ phase; the ‘end-of-life’ date for these products is July 9th. If your system uses this version of SQL Server you need to look to update this product to a supported version.

Note that the ‘end-of-life’ date for Windows Server 2008 (and Windows Server 2008 R2) is January 14th 2020.


People Inc. upgrade

5th April 2019

People Inc. version 4 will be available in June. The upgrade includes a wealth of new features and benefits designed to help manage HR information.

All three People Inc. modules (People Inc. HR, People Inc. time, and the employee Self-Service module) have significant functional enhancements.

The upgrade is available free-of-charge. Please contact your account manager for details of the features and benefits (and to schedule your upgrade).


Opened package with quick start guide pamphlet resting on top

A page showing multiple types of graph and charts is placed on a dark colour desk next to a silver opened laptop

Generating Graphs

29th March 2019

You can of course export data from People Inc. screens and use this within MS Excel to produce graphs. It is also possible to create graphs using the People Inc. reporting tool, and once set up, this tends to be much quicker and easier to do.

It is possible to generate a variety of different graphs directly from the data held within the system (from simple line graphs to bar-charts and pie-charts). The in-built reporting tool includes a 'charting' feature. Once set up, a report template that contains a graph can be re-run to pick up the latest information. A number of good examples are available as free downloads from the People Inc. resources page (or via the Report Browser plug-in).


Many Happy Returns

22nd March 2019

It is always nice to receive a message on your birthday. A personal greeting from HR can be an unexpected pleasure.

As every employee's date of birth is held within the system, those with a birthday coming up can be listed using a simple filter, (perhaps selecting birthdays in the next 7, 14 or 30 days). Once you have this list, you can then send a birthday greeting via e-mail (even this can be done directly from People Inc. system).

This birthday reminder is something that can be set up quickly and easily; please call the helpdesk if you would like us to do this for you.


A green, pink and red present tied with bows stacked against a white background

A fan of three letters for an employee to read

Filing Employee Letters

15th March 2019

You probably already use the letter generation feature in People Inc. This creates employee letters based on a library of letter templates held within your system. But did you know that when you generate a letter, you can attach the documents to employee records for future reference?

By selecting 'Attach Generated Document' when you send a letter from People Inc. you can attach it as a Word document to the employee's record.

When you send a letter to a group of people, the system automatically attaches individual documents to each employee record, saving you time.


Hiding Unused Details

8th March 2019

The People Inc. screens enable you to record and manage comprehensive employee information, but there are often areas of the system that are not needed. Users can make their system easier to use (and nicer to look at) by hiding the parts of the People Inc. screens that they do not use.

Hiding areas of a screen is done using the Screen Designer. Using this tool it is possible to specify whether or not a particular element of a screen is visible when the user logs in.

Note that it is possible to specify those users who have access to the Screen Designer, and those who do not. This enables an organisation to control who can update the layout and content of screens.


Two spanners crossed against a white background

People Inc HR system email wizard showing with all details entered ready to send

Sending e-Mail from People Inc.

1st March 2019

Did you know that it is possible to send e-mail directly from your People Inc. system? To do this, simply double-click on an employee's e-mail address. This is useful when you are working within the system and want to send a quick message to an employee.

Depending on your e-mail settings, the message will be sent via your desktop e-mail system (Outlook), or direct to the e-mail server.

Note that it is also possible to set up e-mail templates (designed for a specific purpose) and use these to send e-mail to individuals or groups of employees.


Wild-Card Searches.

22nd February 2019

How often have you heard a child ask, how do I look up a word in a dictionary if I do not know how to spell it? Probably way too often...

Something similar comes up occasionally in helpdesk calls from users: how do I find some text when I am not 100% sure what I am looking for? The answer is, you use a wild-card search.

If you put a percentage symbol before and after a string of characters in a search, the system will look for records that have that string somewhere (anywhere) in the field you are searching. For example, if you were to search for: Job Title = %Manager% will list all the job titles that include the word 'Manager'.


An open search box in the People Inc HR system showing wildcards being used

Three stacked reports generated by the People Inc. HR system

Adding a personal touch to reports

15th February 2019

The People Inc. report writer enables users to change the look and feel of their reports. It is possible to adopt your house style and even add your company logo to report templates.

When People Inc. reports are used to generate regular monthly reporting (for example, an analysis of KPIs) it is important to ensure that the style is consistent with other documents that are provided as part of the reporting information.

It is quick and easy to import company logos, and where users manage HR information for more than one company, the logo can be stored within the system and automatically loaded into reports.


Never miss a key date

8th February 2019

The People Inc. action list can help to ensure that you never miss an important date, event or activity.

The action list provides a quick and easy way to manage reminders for HR-related activities. List entries can be added by the user, or automatically created by the system based on a date recorded within an employee's record. For example, the system can provide reminders when an employee reaches the end of their probation, or when a qualification expires.

Reminders are displayed automatically, when the user logs in to the system, and entries are saved in a full history (against individual employee record) once they have been actioned.


People Inc HR system Action List screen showing numerous reminders for employees and associated details

An integrated tool from the People Inc HR system allowing the recreation of holiday and absence allowances

2019 Holiday Allowances.

1st February 2019

Are your absence allowances set up ready for the coming year?

If you have not yet done so, you should now create your 2019 holiday allowances. How? Using the Recreate Absence Allowance wizard.

The Recreate Absence Allowance wizard looks at the holiday allowances for the current year and give you the opportunity to create similar entries for staff for the coming year. The whole exercise only takes a few moments. Click here for more information.

While I am on the topic of holidays and absence, you should also make sure you have added 2019 bank holidays.


Managing file Attachments.

25th January 2019

When attaching documents, it is important to understand exactly how attachments are managed.

Files attached to historical records are not attached to the screen in question; they are added to individual history records. For example, a sick note will be attached to a particular sickness record, a training certificate will be attached to an individual training record. So simply clicking on a history screen and selecting 'Documents' will not show all of the attachments for all of the history records.


A record from the People Inc HR system with details of its attached documents overlaid


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