Articles Archive | HRMS - Human Capital Management - BizMerlinHR

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Getting Started in BizMerlin & FAQs

Getting Started 101: Setting up BizMerlin for your Organization

Getting Started 101: Setting up BizMerlin for your Organization

Where can I view/download quotes or paid invoices?

Setting Up User Roles

How assessment scales are created and used?

See all 50 articles

All About Onboarding and Workflows

Getting Started – Onboarding

How to create a Workflow?

Assign a workflow to a user or candidate

How to use Field Change in Workflows

Sample of Onboarding Workflows

See all 5 articles

All About Instant Feedback & Performance Reviews

Getting Started: Performance Reviews

Start a Single Performance Review

Get started with assessment scales created and used in BizMerlinHR

How to create an Assessment template

How to use assessment templates in Skills & Hiring

See all 18 articles

All About Leave | PTO Management

How to recall an approved leave of absence?

Add guidelines to your leave policies

Getting Started: Leaves & PTO Management

Leave/PTO Permissions

How to set up Leave Types (PTO Policies)

See all 20 articles

All About Goals

Creating, Tracking, Assigning Goals and more!

Import Goals through an Excel file

“Company-Wide Goal” and “Archived Goals”

Objective submission and approval system

Goals – “Notifications” and “Navigations”

See all 7 articles

All About Hiring: Positions & Applicant Tracking

Candidate Capture Chrome Extension

Link an Interview Template to a Position

WordPress Plugin for BizMerlinHR Job Board

Set Up an Interview with a Candidate

What are Candidate Funnels?

See all 35 articles

Integrating BizMerlinHR with 3rd Party Applications

Paychex-BizMerlin Integration

Integrations Overview

BizMerlinHR – ZipRecruiter Integration

Linkedin-BizMerlin Integration

LDAP-BizMerlin Integration

See all 28 articles

Advanced Options

Advanced Permissions

User Record Approval Preferences

Setting System Preferences

How to Use Multi-Factor Authentication in BizMerlinHR

See all 4 articles

Survey Form

Retention Management – How to configure your own survey?

How to create a survey

See all 2 articles

Workflows & Forms

Retention Management – How to configure your own survey?

How to create a survey

How to review form submissions from users/candidates.

How to assign a Form to a user or candidate

How to access ‘Open(Public)’ forms or surveys

See all 11 articles

BizMerlin APIs

How to Get Active Users list from BizMerlin API using cURL in Git Bash

How to get Active Users List from BizMerlin API using Postman

How to get Skills List from BizMerlin API using Postman

How to get Goals List from BizMerlin API using Postman

How to Interact with BizMerlin API using Postman

See all 7 articles

Status

What are Candidate Funnels?

BizMerlin Status

See all 3 articles

Implementation Partners

Basics and Criteria for Implementation Partners

See all 1 articles

All About Trainings

How to Create and Assign Trainings?

How to add Assessment to Training?

Training Certification

How to update skill level

TalentLMS and BizMerlinHR

See all 5 articles