Collage HR

Exploring the Organization Chart

Reinstate an Employee

How to track compensation and other job information changes in your employees' lifecycle.

Managing employee job information

How to change the status of an employee returning from leave.

Remove an Employee from Leave

This article will review the basic information and access permissions available within the employee directory.

Using employee directory

How to access and write private notes regarding an employee.

Adding notes to an employee's file

Details on profile information and sections of the platform employees can see on Collage

What employees see on the platform

Why we changed the Employee directory to People

Sidebar update: Employees is now People!

View as an employee, custom role or external user.

View as another user

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How to use the organization chart, and manage changes to employee information.

Employee Management

Roles control what employees can see and do in Collage.

Roles & Permissions Overview

How to add and delete assignees from the Super Admin role

Managing Admin Access

Individually assigned to users who should have the highest level of access.

Default Role: Super Admin

This role is auto assigned to all users with at least one direct report.

Default Role: Manager

How to create a custom role and assign it to users.

How to create a Custom Role

Have a consultant or a user you would like added the platform for who isn't an employee?  The external user feature is made just for you!

Add an external user to the platform

How to assign different access levels within Collage.

Roles & Permissions

Rejected, In Review, Completed, and what they mean.

Benefit info update statuses

Everything you need to know about granting your benefits advisor access to Collage.

How to Give Benefits Access to
Your Advisor

Switching to a new benefits carrier? Follow these simple steps.

How to change benefits providers

How to manage benefits information in Collage.

Benefits

A guide on how to terminate an employee and what's being communicated to the person.

Terminating an employee

How to create, edit and delete reusable offboarding task templates anytime from company settings.

Creating Offboarding Task Templates from Company Settings

A look at how to set up, manage, and take advantage of offboarding tasks during the termination process of an employee.

Offboarding Tasks

How to manage offboarding an employee in Collage.

Terminations

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Track the progress of all tickets related to your company.

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