How To Set Up flair: Your Quick Start Guide

Introducing flair

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flair helps HR teams modernize, shape, and perfect every aspect of the employee experience. Using precise insights and rich data, flair gives users the tools to easily design, adapt, and scale a world-class culture that drives your company forward.

To create the best possible employee experience, flair users can build a smart HR framework. There are four main flair apps to help users achieve this goal. They are the external Employee Hub, the Salesforce applications flair HR, flair Recruiting, and flair Employee Center.

Together they make up an all-encompassing and smart HR solution. Let’s begin by explaining the basic features flair has to offer:

What Is the Employee Hub?

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The Employee Hub, or Hub for short, is an external portal provided to flair users. The portal connects with Salesforce.

The Hub allows managers and other staff members to organize processes and data that inform their day-to-day tasks at work.

It is a space where you can check your shifts, request or manage absences, safely store documents, track your work hours, and so much more.

The Employee Hub is divided into two easy-to-use views: one for an employee and another for managers.

For an employee, organizing could mean using the Time Tracking or Absence Request features in the Employee section of the Employee Hub. For a staff member in a manager position, it means using the Hub to coordinate a number of different tasks and requests within their team.

For example, the Manager side of the Hub allows you to manage Expenses, approve Absence Requests, and manage team members in My Team.

The Employee Hub as a Manager

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Here’s a short guide on how to navigate from the employee section to the management view in the Employee Hub. We can also take a quick glance at the main features you will find there.

1. First, visit the Employee Hub and log in using your Email Address and Password

• Once you have logged into the Employee Hub, select the Manager tab in the bottom left corner. Only a person with management permissions can select this view.

• In the Manager tab, you will be able to see a number of different features designed to help you coordinate your team
• My Team: Provides an overview of the staff or workers in your company. Here you can see general details like Name, Location, Department, Position, and the date the person joined the company.

• By clicking on an employee profile in the My Team section, you can view details key to fostering an efficient and pleasant work environment. The information includes vacation days, absences, performance review data, time sheets, as well as contract details, such as an employee’s probation period.
• Absences: This page allows you to manage employee leave or absence requests
• Time Tracking: The time tracking feature is an easy way to keep a record of the hours that employees have spent at work. It allows managers to document working hours, breaks, and overtime.
• Engagement: Set employee goals and manage performance review data
• Expenses: Here, you can view a list of all employee expenses and their status. A dropdown icon on the right-hand side of each expense allows you to approve or decline a request.

The Employee Hub as an Employee

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The Employee Hub is a platform accessible to your company staff. Connected to your Salesforce data, it acts as a central portal for management and other employees to take command of HR-focused activities.

As highlighted previously, the Hub is divided into an Employee section and a Manager section.

From the perspective of an employee without manager permissions, the Hub’s focus is on personal planning, goal setting, team recognition, and company information. Employees may organize information like personal data, shift schedules, absence requests, and time tracking.

Let’s take a look at how employees can enter the Employee Hub and use some basic features:

• To access the Employee Hub, simply Sign In using your Email Address and Password. A new employee must be issued with a company email created through Salesforce and invited to access the portal.

• The Employee Hub is multifunctional, providing users with a platform to safely store personal data, manage shifts, track time, communicate absence requests, evaluate skills, praise colleagues and much more.
• My Data: This page allows you to input or edit personal details. e.g. name, address, payment information, and tax details.

• People: Stay on top of company news through the Announcements feature on this page. The company Directory can also be found here.
• Documents: Safely store documents like a work contract in this section
• Shifts: Toggle through your personal shift calendar, view the work schedule of colleagues, and even request to cover open shifts
• Absences: Here you can request and plan vacation days or a leave of absence
• Time Tracking: This feature allows employees to document working hours, breaks, and overtime. It also ensures employees are fairly compensated for overtime and gently reminds staff to take their entitled work breaks.

• Expenses: Occasionally employees incur costs during their course of work. In the flair Employee Hub, you can easily submit expense claims to management.
• Engagement: Complete performance reviews, set goals, define your skills, and even send colleagues fun appreciation messages via the Cheers function

Activating the Employee Hub

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Getting your staff started on the Employee Hub is easy with the flair Setup Assistant.

To activate the Employee Hub for employees, simply visit the HR app homepage in Salesforce. Then follow the prompts by the Setup Assistant. Here’s how it works:

1) Add Employees: Import the details of the employees into Salesforce so that they can be recognized on the Employee Hub platform

2) Enable the Employee Hub: Next, enable the Employee Hub application so that your staff will have a place to log onto

3) Invite Employees: Now you can invite your staff members to the Employee Hub. By clicking on this tab, you can send employees an email notification to let them know that it is now possible to sign in to your company’s Employee Hub.

4) Employees Sign In: Finally, once your employees receive the Employee Hub email invitation, they simply need to follow the link and create a password. Job done. They now have access to your company’s HR portal.

Integration Users

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Please note, the user who enables the Employee Hub (the integration user) will also require the Flair Hub permission set.

To assign these permissions to the integration user, click the cog icon at the top-right of the page in Salesforce and select Setup.

Navigating the left-hand side menu, scroll down to Administration > Users > Users.

Choose a user from the list by clicking their name then scroll down to Permission Set Assignments. Once there, click Edit Assignments.

Now simply add Flair Hub to the Enabled Permission Sets and click Save.

flair’s Salesforce Connection

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Let’s explore how flair works within Salesforce to streamline and improve the HR and employee experience.

Salesforce is a customer relationship management (CRM) platform. flair is a complete HR management solution integrated into the Salesforce CRM.

To understand how flair operates within the Salesforce ecosystem, perhaps it’s easier to think about the construction of a building. Instead of building from scratch, Salesforce provides companies like flair with the foundations and ultimately the freedom to customize their own structure – in this case, a smart, intuitive HR management tool.

In short, flair is made up of three applications built through Salesforce. To find our apps, flair HR, flair Recruiting, and flair Employee Center, you can search for the name on the Salesforce AppExchange.

flair HR App

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The flair HR app on Salesforce is designed for managing company employees. With a number of functions, the app interface presents users with a Home screen alongside the main menu bar.

The menu includes pages like Staff & Docs, Compensations, Attendance, Engagement, Workplace, HR Admin, Employees, and many more.

Let’s check out how some of the pages work:

• Home: This page provides you with an overview of HR processes. For example, here you’ll see absence notifications, expense requests, employee attendance statistics, and workflow data.
• Staff & Docs: Provides a straightforward list of the employees working in your company. View employee profiles, add new staff, and upload company documents here.
• Compensations: Customize procedures related to payroll, salaries, and expenses

• Attendance: Oversee employee workloads, projects, shift patterns, and absences
• Engagement: Set goals, schedule 1:1s with staff, and launch workplace surveys

• HR Admin: By navigating to this area you can organize important administrative elements like absence categories, expense merchants, workload templates, and payroll components.
• Workflows: Every company is unique. The Workflows page enables you to customize and manage regular tasks like employee onboarding, for example.

flair Recruiting App

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The flair Recruiting app interface looks much like the flair HR app on Salesforce. However, it is designed for managing the recruitment side of your business.

With a number of functions, the app presents users with a Home screen alongside the main menu bar. This menu bar includes pages like Candidates, Jobs, Locations, Departments, Career Page, Evaluations, and many more.

Let’s check out the core features of the flair Recruiting app:

• Career Page: Perhaps the most important tool for advertising open job positions and hiring people for your organization. This page allows you to create and customize a landing page or jobs board to advertise vacant positions.
• Jobs: Visit this page to create job vacancies that will populate the Career Page. Once you’ve created a job, you can also assign a manager to oversee the hiring process.

• Evaluations: Create tailored evaluation templates so you can simplify your hiring process
• Candidates: View candidates applying for vacant job positions. Here you can also build a recruitment stage funnel to guide you through the hiring process. Use evaluation templates to identify the best-quality candidates.