Articles Archive | HRMS - Human Capital Management - BizMerlinHR

Getting Started in BizMerlin & FAQs

Getting Started 101: Setting up BizMerlin for your Organization

All About Permissions

How to invite an Employee to use BizMerlinHR

Defining Self Sign Up Options

Complete or Edit a User’s Detail Page

See all 40 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

Bulk Updates on 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

See all 13 articles

All About Leave | PTO Management

Import PTO balances through an Excel file

Setting up PTO approval flows

Getting Started: Leaves & PTO Management

How to set up Leave Types (PTO Policies)

Leave Type Details – Configuration Options

See all 18 articles

All About Goals

Creating, Tracking, Assigning Goals and more!

See all 4 articles

All About Hiring: Positions & Applicant Tracking

Candidate Capture Chrome Extension

How to link an Application Form to a Position

Getting Started: Hiring & ATS – Applicant Tracking System

How to configure your Job Board

How to Create New Positions

See all 19 articles

Integrating BizMerlinHR with 3rd Party Applications

Azure Active Directory-BizMerlin – Simplified

Zapier-BizMerlinHR Integrations

QuickBooks Online – BizMerlinHR Integration

G Suite-BizMerlin Integration

Cosec/Matrix-BizMerlin Integration

See all 23 articles

Advanced Options

Setting System Preferences

User 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

Sample of Onboarding Workflows

Getting Started: Forms

How to create Dynamic Forms in BizMerlinHR

How to access ‘open’ forms

See all 8 articles

BizMerlin APIs

How to Add Candidates from BizMerlin API using Postman

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

See all 7 articles

Status

BizMerlin Status

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Implementation Partners

Basics and Criteria for Implementation Partners

See all 1 articles

All About Trainings

How to add Assessment to Training?

How to Create and Assign Trainings?

See all 2 articles