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Syllabus

The whole course, part by part, and the reference appendices at the end.

Some parts cover features that are included on certain plans only. Those are marked with the feature they need; a workspace on a plan without it sees the section locked, and the chapter says what it would do.

Part 1 — HR foundations​

  1. What HR does
  2. The language of HR
  3. Employment compliance basics

Part 2 — Getting started with Operentra​

  1. Creating your workspace
  2. Finding your way around
  3. Your account and sign-in security
  4. The dashboard and the setup checklist

Part 3 — Setting up your organisation​

  1. Company profile and workspace settings
  2. Organisation structure
  3. Fiscal years
  4. Banks and company bank accounts
  5. System settings
  6. Branding, language and email identity
  7. Users, roles and permissions
  8. Working across several companies

Part 4 — Employee records​

  1. Adding an employee
  2. Importing employees in bulk
  3. Activating new employees
  4. The employee profile
  5. The employee directory
  6. Profile change approvals
  7. Employee documents and compliance
  8. Identity verification
  9. Career movements

Part 5 — Hiring (plan feature: Recruitment)​

  1. Recruitment fundamentals
  2. Job openings
  3. Your careers site
  4. Candidates and the pipeline
  5. Interviews
  6. Offers and hiring

Part 6 — Contracts and onboarding​

  1. Employment contracts
  2. Onboarding
  3. Company assets

Part 7 — Time and attendance​

  1. Attendance fundamentals
  2. Shifts
  3. Attendance settings
  4. Viewing attendance
  5. Marking attendance manually
  6. Corrections and requests
  7. Biometric devices (plan feature: Biometric)
  8. GPS attendance (plan feature: Geo attendance)
  9. Field visits (plan feature: Geo attendance)
  10. Holidays

Part 8 — Leave​

  1. Leave fundamentals
  2. Leave types and policies
  3. Leave groups
  4. Allocation and year-end
  5. Applying for and approving leave
  6. Leave encashment

Part 9 — Payroll (plan feature: Payroll)​

  1. Payroll fundamentals
  2. Salary components
  3. Salary structures and assignments
  4. Payroll settings
  5. How pay is calculated
  6. Running monthly payroll
  7. Bonuses, adjustments and reimbursements
  8. Salary changes
  9. Paying employees
  10. Salary slips
  11. Loans and advances
  12. Provident fund and contribution funds
  13. Gratuity and end-of-service benefits
  14. Income tax (in countries that withhold it through payroll)
  15. Migrating payroll history
  16. Payroll reports and year-end

Part 10 — Expenses​

  1. Expense claims

Part 11 — Performance (plan feature: Performance)​

  1. Performance management fundamentals
  2. Appraisal setup
  3. Running an appraisal cycle
  4. Merit scoring and the scoreboard
  5. Tasks
  6. Daily reports
  7. Weekly sales reports
  8. Engineering and support evidence
  9. Performance settings, AI and increment recommendations

Part 12 — HR documents and communication​

  1. HR letters
  2. Document verification with QR codes
  3. Announcements
  4. Email templates
  5. SMS

Part 13 — Exits​

  1. Separation fundamentals
  2. Offboarding in Operentra

Part 14 — The employee portal, so HR can support employees​

  1. Portal tour and dashboard
  2. "Me": profile, documents, contract, letters
  3. "Time": attendance, field visits, leave, holidays
  4. "Money": salary, tax, loans, expenses
  5. "Work": tasks, reports, performance (plan feature: Performance)
  6. "Company": announcements, assets, interviews
  7. Managers in Operentra

Part 15 — Reports, audit and data​

  1. Reports
  2. Audit and logs
  3. Data protection

Part 16 — Subscription and billing​

  1. Plans and billing

Part 17 — Integrations and automation​

  1. The integrations hub
  2. What Operentra does on its own
  3. Public API and webhooks

Part 18 — Capstone​

  1. A year at Northwind Labs
  2. Final assessment

Appendices​