Articles Archive | HRMS - Human Capital Management - BizMerlinHR

Getting Started in BizMerlin & FAQs

Getting Started 101: Setting up BizMerlin for your Organization

How to invite an Employee to use BizMerlinHR

Defining Self Sign Up Options

Complete or Edit a User’s Detail Page

Difference between “User Profile” | “User Role” | “User Group”

See all 39 articles

All About On Boarding and Workflows

Getting Started- Onboarding

How to create a workflow

How to assign a workflow to a user or candidate

Sample of Onboarding Workflows

See all 4 articles

All About Instant Feedback & Performance Reviews

Getting Started: Performance Reviews

Create a Performance Review Template

Edit Performance Review Metrics (Admin)

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

Start a Single Performance Review

See all 13 articles

All About Leave | PTO Management

Getting Started: Leaves & PTO Management

How to set up Leave Types (PTO Policies)

Leave Type Details – Configuration Options

How to Assign Leave Types to Specific Users

Leave/PTO Permissions

See all 11 articles

All About Goals

Creating, Tracking, Assigning Goals and more!

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All About Hiring: Positions & Applicant Tracking

Getting Started: Hiring & ATS – Applicant Tracking System

How to configure your Job Board

How to Create New Positions

How to Publish New Positions

How to Unpublish an Open Position

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Integrating BizMerlinHR with 3rd Party Applications

Integrations Overview

FreshBooks-BizMerlin Integration

JIRA-BizMerlin Integration

SalesForce-BizMerlin Integration

Harvest-BizMerlin Integration

See all 19 articles

Advanced Options

Setting System Preferences

Record Approval Preferences

Advanced Permissions

See all 3 articles

Survey Form

Retention Management – How to configure your own survey?

See all 1 articles

Workflows & Forms

4 ways you can use BizMerlinHR Forms

Getting Started: Forms

How to create a form

How to access ‘open’ forms

How to assign a form to a user

See all 6 articles

BizMerlin APIs

How to interact with BizMerlin APIs

How to Interact with BizMerlin API using Postman

How to get Goals List from BizMerlin API using Postman

How to get Skills List from BizMerlin API using Postman

How to get Active Users List from BizMerlin API using Postman

See all 7 articles

Status

BizMerlin Status

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Implementation Partners

Basics and Criteria for Implementation Partners

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