To add a new administrator, please follow these steps:

1. Send a message to our support team at support@hrverticalsinc.com.

2. Our support team will send the new administrator instructions on how to log into the HR Verticals platform.

If you've forgotten your password and are unable to log in, you can reset your password directly from the signing page.

Follow the instructions to reset your password:

1. Click the Forgot Password? link on the sign-in page.
   
   

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2. Enter the Email associated with the account.

3. Click the Proceed button.
   
   

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4. An email with the password reset link is sent to your email.

5. Click on the Reset password button in the email to reset your password.

6. Enter a new password and confirm your new password.

7. Click the Reset password button.
   
   

8. A password reset confirmation pops up and you can now log into the application with your new password.

If you need to update a small number of users, you can easily do this manually by following the steps outlined below.

To update a user:

1. Under the Manage section located in the left panel, click on User.

2. You will be redirected to the Users Data page.

3. Use the search tools to locate the user:

   1. You can enter the first name, last name, or email address in the Search employees field or

   2. Click on the Filter icon and use the advanced filters to locate the user.

4. Click on the Pencil icon.

5. You will be redirected to the Update User Information page.

6. Then update the fields in the corresponding sections (e.g., Personal Information, Employment Information, Company Information, Job Information, Custom Information).

   1. When updating the Manager field under the Job Information section:

      1. Click on the Manager field.

      2. Enter the manager’s name in the Search manager here field in the dropdown menu.

      3. Select the user from the search results.

      4. After the user has been selected, the Manager field will show the manager information.

7. Once you are done with the updating, scroll to the bottom of the page.

8. Click Save changes.

9. A pop-up confirms the save changes, and you are redirected to the User Data page.

By default, the active filter is enabled on the user page (See attached image). Ensure you adjust the filters to locate the specific user you're searching for. It's possible the user may have a different status, such as "Inactive."

For quicker results, utilize the search users field. Simply type the user's name or email into the search bar to find them easily.

Link Surveys:

• Method of Completion: Link surveys are completed by respondents accessing the survey through a generated link or QR code.

• Immediate Access: Respondents can access and complete the survey at their convenience upon receiving the link or scanning the QR code.

• No Time Constraints: There are no specific time constraints associated with link surveys; respondents can complete them whenever they choose to do so.

Scheduled Surveys:

• Timing of Distribution: Scheduled surveys are sent out according to predefined schedules.

• Types of Scheduled Surveys:

  1. Send Now: Sent immediately upon activation, suitable for urgent or time-sensitive surveys.

  2. Schedule For Later: Allows setting a specific date and time for the survey to be distributed, enabling planning ahead.

  3. Scheduled Based on a Date: Scheduled based on a date field with intervals, providing flexibility in targeting specific timeframes.

• Control Over Timing: Scheduled surveys offer greater control over when the survey is distributed, allowing for strategic planning and timing based on the survey's purpose and audience.

• Automation: Scheduled surveys automate the distribution process, reducing the need for manual intervention and ensuring timely delivery according to the specified schedule.