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Admin
Admins are responsible for configuring platform settings and managing user permissions to maintain smooth and secure operations.
My People
- Exporting User Data
- Manage People
- Quick Add Users in My People
- Send Create Password Email
- Make User an Admin
- Access and Edit User Profile
- Search Option in My People
- Download Data from My People
- Column Filter in My People
- Column Filter in My People
- Download P60
- Leavers Search
- Reinstate User from Leavers
- Create Reports
- Add Single User
- Add Multiple Users in My People
- Offboard User from My People
- Offboarding a User and Moving to Leavers
- Delete User from the System
- Managing Admin Privileges
- Email P60
- Leaver's Edit Option
- Download Leavers Data
- Download P45
- Email P45
- Adding Users in My People
Invoice
Rota
Email Template
Attendance
- Add Shift in Attendance
- Edit Shift in Attendance
- Delete Shift
- Add IP Address for Geo Fencing
- Edit IP Address for Geo Fencing
- Edit Location for Geo Fencing
- Add Attendance Policy
- Edit Attendance Policy
- Delete Attendance Policy
- Add Location for Geo Fencing
- Delete Location
- Configure an Attendance Policy
- Create Overtime Policy
- Delete IP Address for Geo Fencing
Hire
Audit
Integration
Team Profile
- Access and Manage Team/People Profile
- Cycle Adjustment
- Carryover Adjustments
- Add Contract in a User's Profile
- Edit Compensation Information
- Add Compensation Information
- Edit Bonus Information
- Add Bonus Information
- Edit Pay Rate
- Add Pay Rates
- Edit Tax Information
- Add Tax Information
- Edit Offboarding Details in a User's Profile
- Edit Contract in a User's Profile
- Edit Training in a User's Profile
- Edit EEO (Equal Employment Opportunity) in a User's Profile
- Add Offboarding Details in a User's Profile
- Add EEO (Equal Employment Opportunity) in a User's Profile
- Add Training in a User's Profile
- Edit Assets in a User's Profile
- Add Assets in a User's Profile
- Add Essential Record in a User's Profile
- Edit Role History in a User's Profile
- Add Role History in a User's Profile
- Edit Job Information in a User's Profile
- Add Job Information in a User's Profile
- Add Emergency Contact to a User's Profile
- Edit Personal Summary in a User's Profile
- Add Personal Summary to a User's Profile
- Edit Domestic Details and Dependent Information in a User's Profile
- Edit Contract in a User's Profile
- Add Contract in a User's Profile
- Add Document in a User's Profile
- Access and Manage Documents in User's Profile
- Access and Manage Work Tab in Team/People Profile
- Access and Manage Personal Tab in Team/People Profile
- Edit Emergency Contact in a User's Profile
- Edit Bank Details
- Add Bank Details
- Add Domestic Details and Dependent Information to a User's Profile
- Edit Basic Information
- Add Basic Information to a Team's Profile
- Edit Essential Record in a User's Profile
Benefits
Approval
Permission
Import
Company Invoices
Company Expense
Trustline
- Manage and Access TrustLine
- Add Category in TrustLine Settings
- Access and Manage Categories in Settings
- Edit Category in TrustLine Settings
- Access and Manage Reminders in Settings
- Edit Reminder to Reply in TrustLine Settings
- Edit Reminder to Archive in TrustLine Settings
- Go to Manage Cases in TrustLine
- View Summary in Manage Cases in TrustLine
- Download Case Summary in Manage Cases in TrustLine
- Conversations in Manage Cases in TrustLine
- Case Notes in Manage Cases in TrustLine
- Archive in Manage Cases in TrustLine
- Close a Case in Manage Cases in TrustLine
- Download Chat History in Manage Cases in TrustLine
Expenses
Payroll
- Manage Payroll
- Inactivate Payroll
- Payroll Schedule
- View Payroll
- Add Payroll
- Edit Payroll
- Reactivate Payroll
- HMRC Detail
- Pay Code
- Payroll Settings Configuration
- Payroll Audit
- Add Payroll Schedule
- Edit Payroll Schedule
- Add Pay Code
- Edit Pay Code in Payroll
- Payslips Immediate and Release Process
- Delete Pay Code
- Payroll Settings Scheduled Configuration
Reports
- Creating and Managing Reports in Plumm
- Create a Report in Admin > Reports
- View a Report in Admin > Reports
- Delete Report
- Download Report
- Edit a Report in Admin > Reports
- Admin – Edit Timesheet Policy (Manage Tab)
- Invoice Data Report
- Expense Data Report
- Payroll Cycle Summary Report
- Payroll Data Report
- Generate Payment Data Report
Project Management
Timesheet
Action Items
Group View
Team Time Off
Team Invoices
Team Tasks
- Team Task for Admin: Viewing All Users' Tasks
- Main Search on Team Task Page
- Download Icon on Team Task Page
- Team Task for Admin: Editing and Completing Tasks
- Activity Log for Team Tasks
- View Description in Team Task
- Delete Task for a User
- Total Tasks on Team Task Page
- Status Distribution on Team Task Page
- Sub search in Team Task
Team Expenses
Insights
Imports Payroll
Time Summary
Money
Team Attendance
Settings
- Add Working Schedule in Plumm
- Edit Working Schedule in Plumm
- Duplicate Working Schedule in Plumm
- View Working Schedule in Plumm
- Delete Working Schedule in Plumm
- Edit Location in Plumm
- Import Manager Details
- Manage Calendar and Events in Plumm
- Add Location in Plumm
- Duplicating a Location in Plumm
- Deleting a Location in Plumm
- Theme Customisation
Dashboard
- Customise the Dashboard for Your Organisation
- hange the Theme Colour for Your Organisation
- Set Up Branding During Onboarding
- Rearrange Dashboard Widgets
- Upload or Change the Dashboard Banner
- Delete or Replace the Dashboard Banner
- Customise the Team Dashboard
- Take Actions from the Team Dashboard
- Track and Manage Team Tasks from the Dashboard
- View Team Leave Balances from the Dashboard
- Customise Company Vision
- Customise Company Mission
- Customising the Company Dashboard
- Remove a Widget from the Dashboard
- Using the Feed Widget on Dashboard
- Customise Mission and Vision Widgets
