This checklist provides a high level overview of key areas for you to consider for rolling out OKRs. Click on the links for a detailed description of each step. You can view the full guide here: Getting Started with Your OKRs Program. You can download a PDF version of the checklist to keep track of your progress here: [OKRs Checklist] Note: OKRs are...

There's more than one way to use the Time Clock for clocking in / clocking out purposes. For a lot of companies, the desktop browser version of clocking in / clocking out includes everything that's required. However, some companies permit staff members to clock in / clock out via the mobile phone application, as well as the tablet application. This ...

The People Analytics feature set, includes tracking of key talent attributes to identify if an employee is ready for promotion, a flight risk, and if a successor has been identified for any role transitions. With talent attributes in Reviews, the app allows managers to update talent attributes from within a review, making for one simple workflow dur...

Admins can allow managers and department leaders to launch reviews of their own. Reviews they launch will only be for their direct reports --in the case of Managers, and/or departments --in the case of Department Leaders. To find the ON/OFF toggle switch for this go to Settings>Reviews A manager or department leader can then: Launch a new review ...

Paycor Scheduling offers an alternative to the standard QuickBooks Desktop integration, and that's exporting payroll data in a QuickBooks Desktop supported format. In order to configure the export, you'll want to navigate the account in this order: Settings (gear icon). Payroll. Export Preferences. Next, select QuickBooks Desktop from the Export To....

As a Verb Admin, you're able to customize the Home and Discover Pages to best suit the needs of your company. Create your own custom rows to add to each page and choose collections aligned with your chosen topics or themes, or choose pre-built rows from Verb!   Here's how: Log into your Verb Admin account From the Home page, select the gear icon in ...

Manually adding clock time is a breeze. To do so, you will want to start by hovering over the Time Tracking tab, and click the Add Time Clock button. An additional way to manually add clock time is via the Timesheets page itself. Simply click the Add Time button.     There are several reasons why clock time would require manual entry: a staff member...

We’re glad you’re here! Upon logging in for the first time after registering, the learner will be presented with a set of questions. These questions are designed to help improve awareness and understanding of what Verb is and offers to learners. Following that series of questions, your homepage will display several different rows of relevant content...

Verb is an online leadership development platform that enables employees to develop themselves as human-centered leaders through practice-based learning. The Verb platform offers bite-sized actionable lessons that provide employees with both on-demand support as well as formal learning plans. Verb focuses on new to mid-level managers and individual ...

Once you have your question template ready you can launch or prepare for the launch of your review by going to Reviews > Overview > Launch New Review General Create a title for your Review. Please note that while on draft the title of the review can be changed, but once it's launched this cannot be edited. Tip: Make sure the title will help yo...

Launching Recognitions This feature is designed to encourage people to recognize one another --to give "kudos" or "shoutouts", for the work they do and choose a company core value that has been exemplified by the recipient of the recognition in real time. 1. Determine Your Company Core Values Company core values set a standard of conduct for all emp...

Continuous Performance Management ensures that your people receive ongoing, regular performance feedback over time by establishing a regular cadence of performance related activities and programs. These programs enable stronger, data rich performance conversations with your employees so that performance review processes become less biased and more e...

INTRO If your company has a LightSpeed account, you can easily connect it to your Paycor Scheduling account to quickly transfer data between the two end points. SETUP If you're subscribed to an Advanced plan, you have access to the App Center which houses connections to Paycor Scheduling's growing list of partner integrations. To access the App Cent...

Feedback can be a powerful tool to help your associates in their development and growth. Having feedback as a practice can help us learn more about ourselves, and uncover areas of strength and opportunity. Paycor's Feedback incorporates best-practice in its design, allowing flexibility on the number of participants in a feedback process, customizabl...

When using a web browser, like Google Chrome, it saves some information from websites to its cache, and cookies. Clearing the cache, and cookies, can fix certain issues like long load times, or formatting. To do so for Google Chrome, please follow the steps below: Open the Google Chrome web browser. Click thebutton in the upper right hand corner. Ho...

Please note: This article only applies to standalone customers. This article does not apply to those who are integrated into the broader Paycor HCM platform. Note : These instructions are current as of May 27, 2021, and may not represent exact instructions as links or sites may change. Please contact us for more details if you are having difficulty ...

This checklist provides a high level overview of key areas for you to consider for rolling out Feedback. Click on the links for a detailed description of each step. You can view the full guide here: Getting Started with Your Feedback Program. You can download a PDF version of the checklist to keep track of your progress here: [Feedback Checklist] Ch...

The Staff page is where you can add new staff members, edit information, deactivate, delete, and so much more. To access the Staff page, hover over the people icon on the left side your account, and click the Staff button. The Staff section of Paycor Scheduling gives you a complete list of all the users created within your account. A user is simply ...

A 360-style feedback workflow, which provides a simple process for collecting, curating, and sharing peer feedback. This workflow can be started by admins on behalf of managers, or by managers directly if they want to run a 360-feedback survey for their direct reports. Survey Creators - Admins or Managers Admins can launch 360 feedback on behalf of ...

If you want to prompt participants in a review to grade the objectives the employees worked during a review period, you can add the objective widget as a performance activity that will be part of the question template they will be using. Step 1 - Insert the Objective widget Within the review template (Reviews>Question Template) click on Insert pe...

This guide will help you get started on creating and launching your Feedback activities in Talent Development. Get to Know Feedback Feedback Features in Talent Development Pro Here are some resources to help you get familiar with the Feedback features in Talent: Video Walkthrough Job Aid Deep Dive into Feedback (15:21) Feedback Overview Launching Fe...

If you come across a blank screen, please try the following troubleshooting steps: Sign out and sign back in Do a hard refresh (command + shift + r) Clear your cache Use Chrome as the preferred browser (not Internet Explorer) If you are still unable to view a page as expected, please Submit a support ticket Also describing the problem you encountere...

Navigate objectives for yourself, your departments and the organization The Objectives Overview page is a dashboard-view that provides an easy way to view and act on your objectives and provides a way to see how your teammates, departments and the organization as a whole are progressing with their objectives. Features Click on Objectives > Overvi...

OKR stands for Objectives and Key Results. OKRs is a goal-setting framework driven by outcomes. In companies, OKRs are often used to guide outcome-based success. Using outcomes instead of tasks as a driver, OKRs encourage accountability in every step of achieving success through metric indicators. An objective defines a desired outcome to be achieve...

You can delete a future 1-on-1 that is no longer happening (the most common case) or even delete a 1-on-1 you participated in if needed. For the latter, please note this cannot be undone. When they are part of a recurring series This is the most common reason. It is when the 1-on-1 is no longer happening but you still want to keep it going. To do so...

An Open Shift is a shift that is not assigned to a specific staff member. It can be assigned to any staff member that meets the requirements, or requested for pick up by the staff members themselves. Shifts that are picked up by staff members must be approved by a Supervisor level user, unless otherwise configured within the account. An Open Shift c...

Please note: This article only applies to standalone customers. This article does not apply to those who are integrated into the broader Paycor HCM platform. Normal Sync Users can still be added to 7Geese directly if desired. These users will be editable from 7Geese, but the users who exist in 7Geese as well as in your HRIS system will be automatica...

This guide contains a detailed overview of each step in the Getting Started Checklist. Introduction Performance Management programs are designed to nudge and create new or enhanced habits, rituals and behaviors to enable Managers and Team members to have stronger performance conversations on a more frequent basis. Any implementation of new technolog...

We built Reviews after hearing employee's demand to have a more formal approach to understanding and reflecting on performance, discussing growth opportunities available to them and mapping these to their future career path.  Reviews overcomes many of the shortcomings associated with traditional performance reviews and are an integral part of Contin...

Please note: This article only applies to standalone customers. This article does not apply to those who are integrated into the broader Paycor HCM platform. Customers who are integrated with Paycor's HCM will automatically have their account activated when they purchase the feature.   Activation e-mail You will receive an email that prompts you to ...

Competencies provide a way to communicate expectations for a role using a consistent structure across different roles and teams throughout the organization. Competencies are created in a centralized library and can be added to role templates or directly to an individual's growth profile. Expected levels and assessments are optional features that can...

Shift Acknowledgement is a feature that will require staff members to confirm / reject a shift that has been assigned. Like many of Paycor Scheduling's features, this will first need to be enabled. To do so, please follow the steps below: Hover over the Settings tab (gear icon). Click the Schedule button. Click the Shift Acknowledgement option. Clic...

The Product Rollout Preparation page allows an administrator to decide which Talent Development standalone features managers and employees have access to. You can decide when the features will be available in the menu for 3 types of user roles: Employee, Manager, Admins. It still gives you the option of switching the feature off entirely (for Paycor...

Please note: This article only applies to standalone customers. This article does not apply to those who are integrated into the broader Paycor HCM platform. This guide is an overview of information related to getting your 7Geese organization ready using bob as an HRIS. It will cover how to setup the integration.  Finding your API Token While logged...

Talent Development is found under People>Performance Access Performance Settings Admins have access to configure Talent Development in the Performance Settings page (bottom left in the left navigation menu). Your options will vary depending on the modules you have purchased. In the next section, we will describe what each one allows you to do. Ge...

The Performance Dashboard homepage dashboard provides a snapshot of things that need your attention. The page will give you a welcome and will let you know how many weeks remain in the quarter (as set by the administrator under "business cycle"), with a nudge to set a new objective. The upper section gives you quick access to some of the most common...

Single Sign-On, or more commonly recognized as SSO, is an authentication process that allows users to access multiple applications with a single set of login credentials. More information about SSO can be found here.  For detailed instructions on how to configure SSO within Paycor Scheduling with Okta and Idaptive please see documentation attached b...

If you have QuickBooks Online account, you can connect it to your Paycor Scheduling account quickly, and easily. Once connected, you'll be able to transfer data between the two platforms smoothly. In order to configure the integration, you'll first need to be subscribed to an Advanced plan, then head over to the App Center page. Next, locate the Qui...

The Staff Summary report provides you hours, overtime, and cost data for each staff member based on a selected date range. The following columns are included: Staff The full name of the staff member. Staff ID This is based on the Staff Number field which is located within the Profile Details page for each staff member. Scheduled Hours How many hours...

Employee Net Promoter Score (eNPS) is based on Net Promoter Score ® (NPSTM) by Bain & Company, Satmetrix Systems, Inc., and Fred Reichheld. What eNPS Measures It is a very simple indicator of employee engagement because people who are engaged and loyal are more likely to recommend your business to others as a place of work. How eNPS is calculate...

Once your account has been created, and your manager has decided it's time for you to start using Paycor Scheduling, you'll receive an invitation via email. Your manager can choose to assign a password manually, or you will be able to create one yourself. The email you receive will look similar to the image below. Clicking on the ACTIVATE ACCOUNT &a...

The Settings tab consists of several sections, and sub sections, all of which will be covered in this article. Aside from the My Account page, here you will find everything you need to fine tune your Paycor Scheduling account like managing user roles, connecting with our partner integrations, setting up Geo Fences, creating PTO policies, and more! P...

Availability is an important factor to consider when scheduling, and being scheduled. Availability can be set by staff members themselves, or by Manager level users, and above. To simplify this process, Paycor Scheduling supports the ability to import Availability by uploading a predefined CSV / Excel file. The file being imported should closely fol...

The mobile phone application is a great way for staff members to view their schedules, clock in, clock out, view Timesheets page entries, and more, all while on the go! It's also a convenient way for Managers, and Admin level users, to approve requests, review Timesheets page entries, manage schedules, and more, even if they're out of the office.   ...

Paycor Scheduling calculates, and displays, hours in decimal hour format. You may be wondering how to convert decimal hours to minutes, or the other way around. To assist with the conversion process, please feel free to use the handy chart below at any time! Minutes Decimal Hours Minutes Decimal Hours Minutes Decimal Hours 1 .02 21 .35 41 .68 2 .03 ...

Q: I started to create a 360 Feedback request but I can’t find it in my drafts A: If you start a 360-style feedback request and don’t do anything, a draft will not save. You have to take at least one action on the page in order for a draft to save. We recommend always starting with giving your feedback request a title. Q: Can I edit a report that’s ...

This guide will help you get started on creating and launching your 1-on-1 activities. Get to Know 1-on-1s 1-on-1 Features in Talent Development Here are some resources to help you get familiar with 1-on-1 features in Talent: Video Walkthrough Job Aid Deep Dive into 1-on-1s (17:31) 1-on-1s Overview Note: Did you know you can sync your 1-on-1s to cal...

So... your staff members are all added, their profiles are configured accordingly, and you're ready for everyone to start logging in. Great! The easiest way to get everyone on board is by utilizing the Invite / Invite All feature. Invite will allow you to invite a single staff member, Invite All will invite all of the staff members. The invites cons...

The best way to edit an existing SMART goal, or Objective as it is referred to in the application, is to navigate to Objectives > Overview. Click on the name of the specific Objective you want to edit to get to its detail page. Objective Details Page On the details page of the objective, you can edit the following things: Objective name and descr...

OKRs are only available on Talent Development Pro or 7Geese Standalone Talent Development. Build a Strong Project Team OKR is a goal-setting framework that helps bridge the gap between strategy and execution –a challenging and common organizational problem. Working with OKRs often means a shift in the way people work, so it requires executive buy-in...

The People Analytics feature in Talent Development provides a way for managers to communicate key management data upwards, and provides organizational leaders with a birds-eye view of the critical talent information in the organization. With a more holistic view of talent data, managers and organization leaders can take actions to help ensure the co...

INTRODUCTION You're able to round time clock entries to the nearest specified amount of minutes by enabling an option within the settings. By default, this only applies to generated payroll reports, but you can also choose to have it apply to the time clock entries via the Timesheets page as well. SETUP To access / enable the Payroll & Time Cloc...

This guide will help managers and admins to support their managers in getting started with Talent Development. We recommend that you familiarize yourself with the Performance Dashboard and then explore the resources for specific features areas that are part of your internal rollout. Quick links to help you navigate: Setting SMART Goals Basic SMART G...

Talent Development includes Goal Setting with OKRs, 1-on-1s, Feedback and Reviews, plus Programs so you and your team can get aligned, remove barriers to success, adjust in the moment based on real-time feedback and pause to reflect on lessons learned to launch you forward, faster.   It All Starts with Goals! Goals, or Objectives as you’ll see in th...

As you start planning your implementation of Talent here are some key areas for you to consider for the rollout. Click on the links for a detailed description of each step. You can view the full guide here: Creating Your Internal Rollout Plan. You can download a PDF version of the checklist to keep track of your progress here: [Implementation Checkl...

When using a web browser via a tablet, and / or mobile phone, it saves some information from websites to its cache, and cookies. Clearing the cache, and cookies, can fix certain issues like long load times, or formatting. To do so for Android devices, please follow the steps below: Find the Settings application, and tap on it. Tap the Apps tab. Loca...

INTRODUCTION Paycor Scheduling's integration with BambooHR uses a two way API which allows data to sync from to Paycor Scheduling to BambooHR as well as from BambooHR to Paycor Scheduling. The syncing process, once successfully configured / saved, is automatically updated every 60 minutes. Any changes made on BambooHR's end will automatically change...

When using a web browser, like Mac's Safari, it saves some information from websites to its cache, and cookies. Clearing the cache, and cookies, can fix certain issues like long load times, or formatting. To do so for Safari, please follow the steps below: Open the Safari web browser. Click the Safari drop down button in the upper left hand corner. ...

As a platform administrator, you can manage labels by heading through by going to Settings > Objectives > Labels. Here, you can create pre-populated labels for your team to select from as well as manage those created by others. How to use labels for Objectives Labels are a great way to categorize your objectives to help with communicating acro...

The Time-Off Summary Report displays each staff member that is assigned to a PTO Policy, and a number of columns with information relating to the policies assigned to. Staff Number The number assigned to staff member via the Profile Details page. Employee Name The name of the staff member. Used Hours The amount of hours used for each PTO Policy. PTO...

Please note: This article only applies to standalone customers (7Geese). This article does not apply to those who are integrated into the broader Paycor HCM platform. Zapier is a third-party tool that can quickly connect two applications together without any developer work required. Setting up Zapier Events Triggers To get started, accept the invita...

Get notified in Flowdock when new objectives are checked-in to and/or when new recognition is given. This walkthrough is based on setting up a link to Flowdock when new recognitions are received in 7Geese, but the same steps can be followed for setting up objective check-in zaps. You also have to accept the invitation to our Zapier integration: acce...

Paycor Scheduling's Time Clock allows companies to track work hours for their staff members. The Time Clock can be used by both hourly, and salary, staff members to track attendance. The Time Clock can be accessed by either clicking the clock tab, or hovering over it, and clicking the Time Clock button. To clock in, simply click on the Clock In butt...

To access the Late or Absent Report, hover over the Reports tab (graph icon), click the Miscellaneous button, and select Late or Absent from the drop down list. The Late or Absent Report provides you with a list of all your staff members that have been late or absent for their scheduled shifts. The report contains the following columns: Staff Name T...

To simplify scheduling the Reviews for the upcoming cycle, you can create a review that will automatically launch based on the employees' hiring date anniversaries. Set up the Anniversary-based Review To set up a new Anniversary-based review, navigate to Reviews and select the Launch new review button. Under Timing, select Relative to hire date opti...

Please note: This article only applies to standalone customers. This article does not apply to those who are integrated into the broader Paycor HCM platform. Customers who are integrated with Paycor's HCM will automatically have their network and teams set up when the feature is activated. Any changes will automatically flow through to the Talent De...

The Team Insights dashboard gives managers real-time visibility into their team member’s activities, opportunities and accomplishments. It takes the guesswork out of management by nudging the right actions that deliver better performance. The Team Insights page is not intended to be an exhaustive list of all information, but instead a quick summary ...

Why are some Verb collections retired? Verb’s Product Team is always improving the quality of learning experiences on Verb. As part of that effort, the team retires collections that do not deliver the best possible learning experiences.   How do I know if something is retired? If a collection is retired, you’ll see  Retired  noted in the collection ...

Paycor Scheduling offers the ability to calculate the distance between a staff members street address, and the address of where an assigned shift is located. This feature will allow you to determine the amount of miles / kilometers it will take staff members to reach their assigned shifts destination, which will lead to an optimized workforce. This ...

EFFECTIVE DATE: 4/19/23 Verb, Inc. (“Verb”) values your privacy. In this Data Policy (“Policy”), we describe how we collect, use, and disclose information that we obtain about visitors to our website, www.verb.net, www.goverb.com, and any related applications owned by Verb, Inc. or any affiliated websites we host on behalf of our customers (together...

Please note: This article only applies to standalone customers. This article does not apply to those who are integrated into the broader Paycor HCM platform. Getting Started After logging into your Okta account, navigate to the top options menu and select Admin > Applications to begin the 7Geese Integration. After selecting the Applications tab, ...

This checklist provides a high-level overview of key areas for you to consider for rolling out Recognitions. Click on the links for a detailed description of each step. You can view the full guide here: Getting Started with Your Recognitions Program. You can download a PDF version of the checklist to keep track of your progress here: [Recognitions C...

Programs Overview The Programs feature is designed to help you plan, automate and report on the key performance management activities in your organization. By setting up programs, notifications will be sent to the appropriate people at the appropriate time to create objectives, complete 1-on-1s, or send feedback surveys. Programs can also be setup t...

Please note: This article only applies to standalone customers (7Geese). This article does not apply to those who are integrated into the broader Paycor HCM platform. The integration with Microsoft Teams brings key performance management updates and actions into Microsoft Teams. Team members can get real-time updates and can trigger performance mana...

Please note: This article only applies to standalone customers. This article does not apply to those who are integrated into the broader Paycor HCM platform. This guide is an overview of information related to getting your 7Geese organization ready using the user directory in G Suite. It will cover: Enabling API access to your G Suite account  Setti...

The Request Statistics By Job report displays a breakdown of Pick-Up / Drop data for each Job that contains the relevant data. The report provides a number, as well as a percentage, of shifts that were picked up, and shifts that were dropped. By default, the current week will be displayed for all data within this report. However, this can be changed...

Talent Development includes Goal Setting, 1-on-1, Feedback and Reviews, plus Programs so you and your team can get aligned, remove barriers to success, adjust in the moment based on real-time feedback and pause to reflect on lessons learned to launch you forward, faster. It All Starts with Goals Goals, or Objectives as you’ll see in the application,...

If a staff member is unable to fulfill the requirement of an assigned shift, the shift can be requested to be dropped. Like the other request types within your account, the ability to drop shifts must first be enable. Navigate to the Settings (gear icon) - Schedule - Preferences page, and enable the Staff can drop shifts. option. A Shift Drop reques...

When saving / publishing shifts, there are a number of things to consider: staff member availability, employment (jobs, departments, locations), time-off, etc. Determining these things manually can take quite a bit of time, but with Paycor Scheduling, we want to ensure that your scheduling time is decreased, and more efficient. When saving / publish...

Paycor Scheduling Kiosk is the Time Clock application available for both Android and iOS tablets. It's a great way for staff members to easily and efficiently clock in, clock out, start / end activities, and more! You can search Paycor Scheduling Kiosk via the App Store and / or the Google Play Store to download. Otherwise, you can click the links b...

The Power Edit feature is an easy, and efficient, way to bulk update staff member profile information as a Manager level user, and above. To start power editing, navigate to the Staff page, and click the Power Edit button in the upper right hand corner. Once the Power Edit button has been clicked, you'll first be able to search for specific staff me...

The Auto-Fill feature is available when subscribed to an Advanced plan, and is only eligible via the Open Shifts row. These shifts have specific requirements that need to be met by the staff members that are eligible like Location, Job, Availability, etc. For more information on open shifts, please review the Managing Open Shifts article.   Once an ...

Included with any of our Time Tracking modules, the SMS Time Clock feature enables you, and your staff members, to clock in / clock out via your mobile phone. This feature is mostly applicable to users who do not wish to use a mobile application, or a web browser, but rather wish for something simpler, like text messaging. Furthermore, this method d...

Please note: This article only applies to standalone customers. This article does not apply to those who are integrated into the broader Paycor HCM platform. This guide is an overview of information related to getting your 7Geese organization ready to use the Workday HRIS integration. It will cover: Creating an integration system user in Workday Cre...

Find your objective on the Objectives Overview page (you may need to go to the quarter (or cycle) where the closed objective is). Click on the title of the objective to go to the objective's detailed page. Click on Re-open objective in the Actions drop-down menu Once reopened, you’ll be able to check-in and make edits to the objective. Note: The obj...

There are many ways to simplify the schedule creation process within Paycor Scheduling. One of the ways is by utilizing the Import option available via the Schedule page. The file must be in a specific format, and can be in either CSV or Excel format. You can download our template by clicking the link at the bottom of this page. To import a schedule...

Please note: This article only applies to standalone customers. This article does not apply to those who are integrated into the broader Paycor HCM platform. The 7Geese+OneLogin integration has a total of 2 configuration steps, a testing phase, and the final enabling step. Please be sure to read through the entire tutorial before beginning the integ...

It's a good idea to create a Feedback template before you launch a feedback request so that the questions are standardized and quickly populated.  To get started, select the template you'd like to work on and edit it or make a copy and then edit it, depending on your permissions. You can also create a new feedback template.  Creating a Template  Glo...

Absolutely! To request a detailed security risk assessment, please email our Legacy Care Team at legacycare@paycor.com. They'll be happy to provide you and your team with the documentation available. ...

Effective Decision-Making  Available: February 22 In this collection, learners will focus on the process of decision-making, including: When to make quick decisions and when it’s more beneficial to pause and take more time to about it How to use data for decision-making — along with using subjective experience and intuition How to commit to decision...

The Schedules report provides you with a daily breakdown of shift data for a selected period. To access this report, using the main navigation menu on the left side of the account, hover over the graph icon, and click Schedules. Alternately, when viewing the Reports page dashboard, you can click the Schedules text within the Schedules panel.     The...

What are pay codes, how do you enable them, and how are they beneficial to you? Within your Paycor Scheduling account, pay codes are a way to identify custom groups of non working hours for payroll purposes. If you're utilizing Paycor Scheduling's PTO engine, you will also notice that each Policy contains its own Pay Code. Once pay codes have been e...

Who can create Objectives Personal objectives can be created by anyone Departmental objectives can be set by Admins to be created by: Anyone Admins and Managers only Admins only Organizational objectives can be created only by Admins. Who can see/view objectives? By default, objectives set up are set as public. This follows the OKRs philosophy of tr...

The Objectives Overview page is a dashboard view that provides an easy way to view and act on your objectives and provides a way to see how your teammates, departments and the organization as a whole are progressing with their objectives. To get started click on Objectives > Overview Quick Links Use the quick links on the left menu to navigate to...

Integrating TRAXPayroll with Paycor Scheduling is an easy process that only requires a few clicks. Once connected, you’ll be able to sync data from your Paycor Scheduling account to your TRAXPayroll account.  The first step would be to authorize Paycor Scheduling within your TRAXPayroll account. Once Paycor Scheduling is authorized within your TRAXP...

You can only assign one pathway to a team at a time. Of course, after a team completes one pathway, we encourage admins to remove the completed pathway and replace it with a new one in order to encourage learners to continue their learning journey with Verb....

In the upper right-hand corner, click the hamburger menu then click ‘My Profile’. There you will be able to view your personal profile. The “Edit Profile” button located under your name will allow you to update your personal information, password, and notification preferences....

Feedback Details Within a feedback request, these are the details on the left hand side: Who created the feedback request  A deadline, if applicable and whether or not responses are still being accepted Who can see the content of your response Whether or not your response is anonymous: Your Responses  When responding to the questions, your answers w...

Below is an outline of a generic performance review workflow and the stages ittypically incorporates.  Note: this may change depending on how a Review is set up at your company!   Peer Nomination: The employee's manager will be able to choose other team members (in many cases peers, but open to anyone in the organization) who can provide feedback. E...

As an administrator and champion, adoption rate is important as you transition all employees on to effectively and efficiently use the platform. This walkthrough will guide you through accessing usage and engagement data to gain insight into whether employees are staying on track with their quarterly requirements. Usage & Engagement tab This is ...

Note: You will need administrator permissions in Paycor and Outlook to be able to set this integration.   1-on-1 meetings can sync with Outlook Calendar, saving managers and employees precious minutes when scheduling 1-on-1 meetings. Any updates you make in Outlook Calendar will automatically update in the app, and vice versa. For existing 1-on-1s t...

There are three different types of Objectives available in the platform. Personal objective Personal objectives inform actions taken at an individual or small-team level. Personal objectives typically have one owner, the individual responsible for finishing the objective. Departmental objective Department objectives are higher-level, team-based obje...

Here are some common questions we get from admins when it comes to using Reviews.  Admins and their own reviews Admins can't approve their own reviews. They lose their admin rights when it comes to their own reviews, so they won't be able to see Private manager-only questions, for example. What notifications do admins get when they need to approve a...

Most managers will be managing reviews for several reports at the same time, and will want to keep on top of actions required of them as well as where each person is at in the process. This guide will help you navigate your role as a manager in a Review. Where can I find the Reviews I've been assigned? If you've been assigned to a review as the mana...

In the upper right-hand corner, select the menu icon.  In the drop-down menu click ‘My Profile’. There you will be able to view your personal profile. The “Edit Profile” button located under your name will allow you to update your personal information, password, and notification preferences....

To create a SMART goal, or Objective as it's referred to in the application, click on the ‘New Objective’ button from the homepage, or any of the Objectives feature pages. Step 1: Set an objective name and measurement Name your objectives to reference the purpose and achievements your efforts are working to accomplish. Define the measurement type to...

When using a web browser, like Mozilla Firefox, it saves some information from websites to its cache, and cookies. Clearing the cache, and cookies, can fix certain issues like long load times, or formatting. To do so for Firefox, please follow the steps below: Open the Firefox web browser. Click the   button. Click the Options button (gear icon). Cl...

Please note: This article only applies to standalone customers. This article does not apply to those who are integrated into the broader Paycor HCM platform. This guide is an overview of information related to getting your 7Geese organization ready using Namely as an HRIS. It will cover how to setup the integration.  Namely: Finding Your API Key Onc...

Please note: This article only applies to standalone customers (7Geese). This article does not apply to those who are integrated into the broader Paycor HCM platform. Getting started As an admin, go to Organization settings > Integrations > Slack.  Automatic Approval of Slack By default, any employee in your organization who wants to use the S...

If you're looking for a way to restrict users to only being able to clock in / clock out using eligible methods, you can do so by creating clock locations. You can create one, or multiple. To create a Clock Location, you will want to navigate to the Settings (gear icon) - Timesheet - Clock Locations page. Once on the Clock Locations page, you may, o...

Paycor Scheduling offers a lot of flexibility, and customization. User roles are no exception. In the past, being able to view the Scheduling module Audit Log was restricted to an Admin level user. Now, this has been expanded to include Manager level users as well. Being able to easily review changes made to a constantly changing schedule is extreme...

Building a Shared 360 Report  When responders begin to answer the 360 feedback surveys, you will be able to begin curating the responses and drafting up a report. Reminder: This report will be shared to the recipient, or the individuals you have asked others to provide feedback on behalf of.   Click Start building now. In the report builder, you hav...

The Open Shift By Job Report provides you with a breakdown of all open shifts per job for the selected date range. By default, all jobs are displayed for the current week. However you are able to filter for a specific job as well as select from a list of predefined date range or a custom date range. There are several columns within this report that ...

"Paychex has HR solutions to fit the needs of any size business. From do-it-yourself payroll to human capital management, Paychex has exactly what you need to take your business where it needs to go." TABLE OF CONTENTS INTRODUCTION SETUP FUNCTIONALITY INTRODUCTION If you have a Paycor Scheduling account, as well as a Paychex Online account, you can ...

Paycor Scheduling's Time Clock allows companies to track work hours for their staff members. The Time Clock can be used by both hourly, and salary, staff members to track attendance. If you'd like to allow staff members to clock in / clock out using their mobile phones, you can do so in two easy steps: Enable the Allow Staff To Access Time Clocks Th...

Managing Reviews After the Launch Reviews are not set with a deadline that automatically people need to follow, but the system provides you -as the creator of the review- with some tools to make sure you support your teams to make progress in their review. What cannot be changed after the launch Once a review is launched, you cannot change: The ques...

To create an objective, click on the ‘New Objective’ button from the landing page, or any of the Objectives feature pages. Step 1: Align to a higher level parent objective (optional) If the objectives are being cascaded from the organization down to department or individual level, here you can find the parent objective you or your team can contribut...

https://knowledge.paycor.com/en_US/hris/overview-to-hris-sync-integrationsPlease note: This article only applies to standalone customers. This article does not apply to those who are integrated into the broader Paycor HCM platform. This guide is related to getting your organization ready for ADP as an HRIS within the app. It will cover how to setup ...

This guide will help you get started on creating and launching your Reviews. We recommend that you start with reviewing the resources that cover Reviews features in Talent Development and general best practices, then explore our guide for launching a Reviews program. Get to Know Reviews Reviews Features in Talent Development Here are some resources ...

Check-in Templates You can create check-in templates to help guide updates that users make to their objectives. Once enabled check-in templates will populate the description box for all objectives when a user checks into their objective. To create a template, go to Performance Settings>Objectives, enable "Check-in templates", and fill in the spac...

Individual Responses For surveys that are in flight or past the deadline, creators can view responses by clicking on the Individual tab of the survey page. These raw individual responses are visible to everyone that the creator gave visibility to in the survey launcher. Summary View Raw responses are shown at a higher altitude in the Summary view. S...

The Usage Report is a tool that will allow you to view staff member activity on Paycor Scheduling. You will be able to monitor how many times they have accessed Paycor Scheduling via a web browser, how many times they have accessed Paycor Scheduling via the mobile phone application, their last session, and so much more. To access the Usage Report, h...

Please note: This article only applies to standalone customers. This article does not apply to those who are integrated into the broader Paycor HCM platform. SAML 2.0 with Microsoft AD FS This section will outline the specific steps needed to setup SAML 2.0 SSO with Microsoft Active Directory Federation Service (AD FS) 2.0. Note: We officially only ...

THE PAY PERIOD What's a Pay Period, and how does it work? A Pay Period is a recurring length of time over which staff member time is recorded, and then paid. Paycor Scheduling's Payroll Report allows you to choose a Custom date range, but you can also choose to set up a Pay Period. Let's set one up now. You'll want to start by navigating to the Sett...

Please note: This article only applies to standalone customers (7Geese), it does not apply to those who are integrated into the broader Paycor HCM platform. If you're based in the US click here to learn more. Click the link if you're based in the US and want to learn more. This guide is an overview of information related to syncing users to your 7Ge...

Please note: This article only applies to standalone customers. This article does not apply to those who are integrated into the broader Paycor HCM platform. You will need administrator permissions to access the 7Geese SSO integration section. Add extra security through single-sign-on using a SAML 2.0 provider. 7Geese will support SSO with any platf...

Review this checklist for a high level overview of the steps to take to roll out SMART goals. Click on the links for a detailed description of each step. You can view the full guide here: Getting Started with Your SMART Goals Program. You can download a PDF version of the checklist to keep track of your progress here: [SMART Goals Checklist] Note: C...

To change the email address associated with your account, submit a help desk ticket and our team will make your requested change on the back end. ...

By default, Time-Off requests are enabled for all accounts. Once a staff member requests Time-Off, the request will go directly to the staff members Supervisor. If the staff member does not have a Supervisor assigned via the Profile Details Page, the request will need to be approved by an Admin level user. By default, Time-Off requests must be booke...

The request feedback for others program is designed to ensure that managers send a feedback request to gather feedback about a specified team member(s). This feedback type is well suited for 180 or 360 degree feedback. Go to Programs and select the Request feedback for others option from the "Create new program" list. Program Name The Program name f...

When creating passwords, Paycor Scheduling has three prerequisites: A password requires at least 6 characters. A password cannot contain common phrases. A password must be different from e-mail address. With that being said, you can choose to change the strength of passwords from Low (default), to Medium, all the way up to High. Each choice comes wi...

This article outlines a generic performance review workflow. This may change depending on how a Review is set up at your company! Employee Reflection: your opportunity to comment and input on your accomplishments over the period of time your review is for Manager Input: your manager's opportunity to add context about the your efforts and outcomes yo...

Talent Development includes Goal Setting with Cascading SMART Goals, 1-on-1s, Feedback and Reviews, plus Programs so you and your team can get aligned, remove barriers to success, adjust in the moment based on real-time feedback and pause to reflect on lessons learned to launch you forward, faster.   It All Starts with Goals! Goals, or Objectives as...

When using a web browser via a tablet, and / or mobile phone, it saves some information from websites to its cache, and cookies. Clearing the cache, and cookies, can fix certain issues like long load times, or formatting. To do so for iOS devices, please follow the steps below: Tap the Settings application. Tap the General tab. Tap the Reset button....

Paycor Scheduling offers the ability to automatically approve staff member Time Clock records. In order for this to be possible, you'll first want to navigate to the Settings (gear icon) - Timesheet - Automated Approval page. From here, you can easily configure the constraints you want in place in regards to automated approvals. The options availabl...

Having Verb is like having a trusted leadership coach on call. Bookmark the platform link so you can easily open Verb when you need support as a manager. Consider this article a quick Table of Contents for our Manager Support Playbook. While you're bookmarking, why not bookmark this page for easy reference?  Facing a leadership challenge?  Search Ve...

If you're just getting started with OKRs, writing your first one can feel daunting at times. So we've collected sample OKRs to help you get going! Human Resources Objective: Successfully implement OKR methodology Key results: 100% participation in OKR implementation training 70%+ positive employee feedback after 3 months of implementation Shorten OK...

The 1-on-1s program is designed to ensure team members complete 1-on-1s with their managers during a specified timeframe. Creating a 1-on-1 program From the home page of the Programs feature, select the "Schedule a 1-on-1" option from the "Create new program" list. Program name The Program name field allows you to identify the specific program from ...

Please note: This article only applies to standalone customers (7Geese). This article does not apply to those who are integrated into the broader Paycor HCM platform. The Jira integration allows you to track progress more efficiently by tracking the number of tickets or story points completed in your key results. Any updates to the number of tickets...

Current and past surveys can be found on the Company & Team Surveys page. They are separated by surveys you received and surveys that you have sent. Filters You can use filters so you can only see the feedback that is relevant for you. You can filter by: Time Template Title Status Quick Actions You can click the ellipsis at the end of each line ...

You can now assign a value to a review question via the Rating question type. The value will allow you to get an overall score based on the questions that use the Rating scale. You will also be able to assign a different weight to the questions that use the Rating scale. How to add a Calculated Rating question? Edit or Create a New Template under Re...

If you are in a situation where you made a small typo on a check-in, or you accidentally gave the wrong value for one of your KRs, editing your recently submitted check-in is very easy. On the Performance Dashboard or Objective feed, find your recently submitted check-in and click the 'Edit' button. An edit window will then open. In the edit window,...

The Alignment page provides a visual overview, like a tree view, of how all objectives align with each other, from organizational objectives all the way down to personal objectives. In the left-hand navigation bar, click on Objectives > Alignment. Context drop-down Click the dropdown menu to select Objective name, Owners, or Departments. Type in ...

Similar to the Open Shifts By Job Report, the Open Shifts By Date Report provides you with a list of all open shifts by date. To access this report, hover over the Reports tab (graph icon), click the Miscellaneous button, then select Open Shifts By Date from the drop down list. By default, this report will show data for open shifts for the current w...

The My Account page, which is accessible by clicking the Me button (profile image) in the upper right hand corner, consists of two sections, both of which include several sub sections: Subscription Plan Billing Information Billing History Company Information Primary Contact Localization Primary Admin API Information Single Sign On Information Being ...

This checklist provides a high level overview of key areas for you to consider for rolling out 1-on-1s. Click on the links for a detailed description of each step. You can view the full guide here: Getting Started with Your 1-on-1s Program. You can download a PDF version of the checklist to keep track of your progress here: [1-on-1s Checklist] Check...

To create an objective, click on the ‘New Objective’ button from the Performance Dashboard, or any of the Objectives feature pages. Step 1: Align to a higher-level parent objective (optional) Find the objective you or your team can contribute to. If you’re creating a personal objective that doesn't need a parent objective or otherwise aren't sure ab...

The Objective Details page provides an in-depth view of one of your objectives.  To view the Details page, go to your Objectives Overview by clicking on Objectives in the left navigation menu. Then click on the name of the specific Objective you want to edit to expand the card and then again to get to its details page. On the details page of the obj...

Survey creators, survey responders and anyone with visibility to a survey (e.g. the management tree or admins with visibility) can comment on feedback responses. Comments can occur on anonymous and non-anonymous feedback surveys. Surveys can be made anonymous or non-anonymous during survey launch for 'Feedback for me' and for 'Feedback for others.' ...

To create a new Feedback request for yourself click on "Request feedback for You" from the Overview page. Pick a Template  My templates: templates you have created Global templates: templates available to the entire organization Start without a template: Customize all aspects of the Feedback request to how you would like it. Note: When using an exis...

Review creators can choose to add peer feedback directly into their review. This allows managers to get a new form of context - the perspective of peers - when they have performance or growth conversations with their direct reports. Set-Up To include peer feedback as part of the review, ensure that you select the Peers Via Feedback checkbox in the R...

A Shift Report is a note that can be submitted by staff members that can include anything that's necessary to report during, or after, clocking into a shift. This can be marked as a requirement before clocking out by enabling the Require Staff To Write A Shift Report option. There are three variants to this option: When Clocking Out. When Clocking O...

The Objectives Overview page is a dashboard-view that provides an easy way to view and act on your Goals (or Objectives as they are referred to in the application) and provides a way to see how other team members are progressing with their objectives. Click on Objectives > Overview Use the drop-down menu to view the objective page in another cont...

Please note Cascading SMART Goals are only available on Talent Development Pro. Launching a SMART Goals Understand the Basics of SMART Goals & Alignment There is an abundance of resources, best practices and materials when it comes to Goal Setting Best Practices. It is recommended that you familiarize yourself and any others supporting your impl...

Within the Reports page you'll find the Staff panel. This panel offers four separate reports which include the following reports: Staff List Monthly Scheduled Hours Staff Summary Report  QR Codes To learn more about each report, click the name of the report above to be redirected to the article. To access these reports within your Paycor Scheduling ...

Ready to give someone a Recognition and add a dose of happiness to their day? 🤩 Go to Recognitions and click on Recognize a team member Click on “Recognize a team member” Choose a team member: Find the person you’re recognizing in the "Recognize" text box. You can enter in more than one name if you’d like to recognize multiple people for the same ac...

If you are experiencing technical issues on the Verb site, please try the following: Use Chrome as the preferred browser. Sign out and sign back in. Do a hard refresh: Mac: press command + shift + r Windows: press Ctrl + F5 Clear your cache in Chrome: At the top right, click More (three vertical dots) Click More tools Clear browsing data. At the top...

Single Sign-On, or more commonly recognized as SSO, is an authentication process that allows users to access multiple applications with a single set of login credentials. Once you've logged into your SSO provider, and linked it to Paycor Scheduling, you will no longer be required to manually sign in to your Paycor Scheduling account. To configure SS...

The Locations Report provides you with a breakdown of Location based data for a selected date range. To access the report, hover over the Reports tab (graph icon) using the main navigation menu on the left side of the account, then select the Locations option. Alternatively, when viewing the Reports page dashboard, locate the Locations panel, and cl...

Badges are earned upon completion of a collection and can be found on your profile page by navigating to your profile page by clicking on the hamburger icon t hen selecting ‘My Profile’....

Before we get started, if you're interested in learning more about PTO policies in general, please click here. When creating a PTO Policy, you're able to determine the type of Policy being created via the Policy Type field. There are two options available. Cover staff members assigned to a Pay Period only. When this option is selected, only staff me...

You can review your responses by revisiting the completed collection or activity. You also have the ability to bookmark slides within an activity that you'd like to go back and reference. When you bookmark a slide, if it came from a specific collection, you'll also be able to see which collection that activity is a part of. ...

As an admin, you have access to dashboards to better understand your company's Verb data. Our three dashboards organize your Verb data by engagement, by learner, and by content.  Engagement Dashboard At the top of your Engagement Dashboard, you'll see a graph comparing your count of registered learners and count of active learners over the last 21 w...

By default, a Shift Pick-Up request will be sent directly to the staff members Supervisor for approval / rejection. If the staff member does not have a Supervisor assigned via the Profile Details Page, the request will need to be approved by an Admin level user. To view, approve, cancel, or reject Shift Pick-Up requests, click on the Requests tab in...

Head over to the Custom Branding page in Org Settings. You can customize your logo and brand color using the settings below. The preview box to the right will reflect your changes in real time so you can see how it looks before you save. Once you're happy with the settings, save your changes and it will be applied to all users. Note: there is no aut...

The locations feature enables organizations to list the different locations in which the company operates. Employees can be assigned to a single or multiple locations. Identifying which locations employees are in, allows other employees to know where each employee is located, and allows for filtered views and grouping in reports based on location me...

Welcome to an overview of the Timesheets page. Whether you're an expert of Paycor Scheduling's scheduling & time Tracking tool, or just starting out, this guide will help get you started, or refresh your memory on how things work. To access the Timesheets page, hover over the clock icon, located on the left side of the account (main navigation m...

Admins can delete employee Recognitions at any time, even if they have been created far back in the past.   Recent Recognition If recent, the recognition card will appear in the recognition dashboard. To delete: Go to People and click Performance . Recognitions appear in the Activity Feed on the right side. At the bottom of the recognition tile, cli...

At 2:00 AM, Eastern Standard Time (EST), on Sunday, March 8th, 2020, most areas in the United States will switch to Daylight Saving Time (DST). This switch will cause clocks to move forward by one hour. Daylight Saving Time ends at 2:00 AM on Sunday, November 1st, 2020. So what does this mean for you, your team, and Paycor Scheduling? Well, for exam...

At a minimum, every collection includes a discussion guide with the three questions below to kick off a group discussion: From your perspective, what was this collection about? What mattered to you and what didn’t matter as much?  What, if anything, do you think you’ll do differently as a result? Guided group discussions are one means of encouraging...

Does Verb share the responses that I put into activities? Verb offers a safe place to explore authentic and honest thoughts, emotions, and ideas related to yourself and work. That’s why Verb does not share individual learner responses in activities with managers, administrators, or others at your organization — or anyone else — without your expresse...

Once a Paid Time-Off (PTO) Policy has been created, it will be displayed via the Time-Off & Availability - Policies page. You can click on the Policy name to edit it. Alternately, you can click the options button (three dots) to edit the Policy, or Set / Adjust Balance. Clicking the Set / Adjust Balance button will bring you to a page listing al...

VERB MASTER SUBSCRIPTION AND SERVICES AGREEMENT Last Updated: May 17, 2023 (v2023.1) This Master Subscription and Services Agreement (“Agreement”) is effective as of the Order Form Effective Date set forth in the Order Form (the “Effective Date”) by and between Verb, LLC, a wholly owned subsidiary of Paycor, Inc. (“Verb”), and the Customer identified in...

Aside from being able to manually adjust PTO balances, you're also able to import PTO balances by uploading a properly formatted CSV / Excel file. Using the file, you will also have the ability to + / - hours from staff members current balances. Before proceeding, if you'd like to learn more about PTO balances, please click the link below:   Viewing...

To create a new Location, navigate to the Settings (gear icon) - Locations - Locations page using the main navigation menu found on the left hand side of the account. Next, to initiate the location creation process, click the + Add Location button found in the upper right hand corner of the Locations page. Clicking this button will display a number ...

Paycor Scheduling offers several different types of requests that staff members can submit to their Supervisor / Manager for review. The types of requests available are listed below: Time-Off Shift Pick-Up Shift Trade Shift Drop Shift Cover The options above are dependent upon the configuration of your account. Some of the request types may be disab...

Upon logging in to your account, the first page you'll be presented with is the Dashboard page. Simply put, this is an overview of your account. This page is arranged into panels, and each panel includes its own specific information. Let's go over each panel together.   PLEASE NOTE THAT THIS PAGE MAY LOOK DIFFERENT AS IT IS DEPENDENT UPON YOUR ASSIG...

The Scheduling module is available only if you've included the Scheduling module in your subscription. If you're subscribed to Time Tracking only, the Scheduling module will not be available unless you choose to include it. The scheduling pages, and its sub sections, can be accessed one of two ways: Via the Schedule page itself. Via the Schedule tab...

Paycor Scheduling's Payroll Report pulls data from the Timesheets page, generating a report full of hours worked, wages earned, and much more. The data generated is based on a number fields that you define, including a Custom date range, or a date range based on the Pay Period configured within your account (assuming a Pay Period has been created wi...

The Shift Cover feature is always available, and cannot be disabled at this time. Supervisor level users are able to manage these requests via the Requests | Shift Cover page.    While reviewing pending Shift Cover requests, you can review shift information, and make a decision on whether you want to approve a Shift Trade request, or reject a Shift ...

INTRODUCTION As soon as you sign in to your Paycor Scheduling account, you land on the Dashboard page, which is an overview of your account. One of the panels on this page includes a tab called Notifications. The Notification section is used as a quick overview of any recent modification to the schedule, requests or added staff members. SETUP Notifi...

If you're subscribed to an Advanced plan, you have access to the Paid Time-Off (PTO) feature, but in order for personal Time-Off data to be displayed via the Me - My Profile - Time-Off page, the User Can Book Time-Off option must be enabled via the Settings (gear icon) - Time-Off & Availability page. Once this option has been enabled, you will n...

There are a couple of ways to view your assigned pathways. First, you can extend the side panel by clicking on the carrot located on the left hand side of the home page. Or, you can click directly into your team from the homepage, click the hyperlink after Team Pathway and the pathway will pop-up. ...

The TV Display Mode gives prominence to recognitions so that employees stay updated and engaged with the accomplishments their colleagues are being recognized for. New recognitions in a high traffic area such as in open office space, in the lunchroom, or even in your reception area so that visitors can also see your organization’s core values. Recog...

To learn more about BambooHR, click the image below: If you have a BambooHR account, and are subscribed to an Advanced plan with Paycor Scheduling, you can quickly connect the two platforms to sync data easily. To get started, head over the App Center within your Paycor Scheduling account by hovering over the Settings tab (gear icon), and clicking t...

If you require an export of staff data, you can do so easily via the Staff page. Simply click the More button in the upper right hand corner, then choose the file type. Currently, Paycor Scheduling offers the staff member data export in PDF, CSV, and / or Excel format. These options are only available to Admin level users, so if you're an Admin leve...

Activity: Bite-sized learning units that together form collections Typically under 10-15 minutes Variable modalities available, like videos and quizzes, but all include interactive elements that drive learning Searchable on Explore page Collection Standard unit of content on Verb Activities cover different aspects of learning cycle, some more focuse...

INFORMATION ABOUT OUR USE OF COOKIES EFFECTIVE DATE: 2/24/2023 Our website and all related websites and services (the “Site”) use cookies to distinguish you from other users of our Site. This helps us provide you with a good experience when you browse our Site and also allows us to improve our site. This cookie policy provides you with clear and com...

INTRODUCTION At the bottom of the Schedule page are the BUDGET / HOURS / COST cells. The budget row allows you to set the amount you do not want to exceed for each day of the week which is based on the pay rates of each staff member. This information can be hidden at any time by clicking the QUICK STATS button. SETUP First, we would need to enable s...

QR Codes are a way for staff members to quickly and easily clock in / clock out via the Kiosk app. Simply print the QR Codes off, distribute them to the team, and wave them in front of the tablet camera when ready to clock in / clock out. To print them off, navigate the Paycor Scheduling account in this order: Reports Staff QR Codes To print off the...

If you're looking for a way to track the time spent on a specific project (job), would like to create an easy way to monitor time spent on a break (activity), or something similar, you can do so via the Activities page. Additionally, each Activity created can be marked as Paid, or Unpaid. To access the Activities page, hover over the Time Tracking t...

To make assigning role definitions to employees easier, the app allows you to create role templates for some or all of the roles in your company. Once a role template is created, it can be applied to any number of people very easily.  To create role templates, go to settings, then select the “Role templates” tab. From here, you can create a new role...

  Hear from our Sr. Product Manager, Kevin Skinner, on how to create a custom pathway in the video below, or read on to find out! Verb has a number of prebuilt pathways, but did you know you can also create your own? Building a custom pathway is a great way to create a curated learning journey specifically for your learners! Read on to learn how to ...

Please note: This article only applies to standalone customers (7Geese), it does not apply to those who are integrated into the broader Paycor HCM platform. Click the link if you're based in the US and want to learn more. When enabled this integration will periodically check an SFTP server for a file to use to synchronize users. The integration uses...

Admins can configure Recognition via Performance Settings, located in the left navigation of the Recognitions in Talent Development viaSettings > Recognition they can then Edit the preselected Badges or Create New ones. Creating a New Badge To create a new badge you need the name of the value, a description and upload an image. Badges can also be...

Does Verb share the responses that I put into activities? Verb offers a safe place to explore authentic and honest thoughts, emotions, and ideas related to yourself and work. That’s why Verb does not share individual learner responses in activities with managers, administrators, or others at your organization — or anyone else — without your expresse...

Once you've established a connection between your Paycor Scheduling account and BambooHR account, you're now ready to export hours via the Payroll Report page. Let's head over to that page now. The payroll data export is on demand so you will be required to manually export hours from Paycor Scheduling to BambooHR each pay period. To do so, choose a ...

If you have an Outlook account, and make use of Calendar, then you may be interested in connecting it to your Paycor Scheduling account. This integration only affects the My Schedule page, so if you're a Supervisor level user, or above, keep in mind that this will still only work for the My Schedule page. To initiate the integration process, head ov...

No matter what Paycor Scheduling subscription you choose, you'll have access to Team Chat, a communication feature to easily keep in touch with your team. Team Chat allows you to send direct messages to a single staff member, a group of staff members, or to a channel. To access Team Chat, click on the message icon via the main navigation menu on the...

The career management feature provides role definitions & expectations, role assessments, and growth opportunities for everyone in the organization. These components help ensure that you and your manager have a common understanding of what is expected of you, and how you are performing relative to the expectations of your role. Growth opportunit...

If you're a seasonal company, need to take a break from Paycor Scheduling, or simply need to pause your subscription for any reason, you can do so with a few clicks!  Paycor Scheduling offers an option that will pause your subscription without cancelling it. This means that when the account is marked as paused, the account temporarily closes after t...

Creating / editing a schedule with Paycor Scheduling was designed to be as simple as possible. To access the Schedule page, hover over the calendar icon, and click the Schedule tab. The filtering options in the upper left hand corner will allow you to display a specific staff member, Location, Job, Department, and more. Additionally, you can choose ...

Paycor Scheduling payroll data is able to be exported in a Perform (Paycor) supported format in a few easy steps. We'll go over the configuration process below, as well as cover some important topics along the way. Let's get started! CONFIGURATION & FUNCTIONALITY The first step will be heading over to the Export Preferences page. To access this ...

The Who Is Not Scheduled Report displays a list of staff members that are not scheduled. If a staff member is not scheduled, it will be determined by the row / column containing a text: NS (Not Scheduled). If a staff member is scheduled, it will be determined by the row / column being blank. By default, the current week will be displayed, but this c...

INTRODUCTION By default, the Payroll Report includes four different predefined overtime calculation options. If one of the options is selected, and you generate the Payroll Report, the overtime calculation you selected will be applied to all of the staff members you've included in the report. You can of course generate a number of separate payroll r...

Core Values Library Don't have Core Values defined yet? User our samples for inspiration!You can copy paste the name and description, and download the corresponding images by right-clicking on the images and saving to your desktop. Taking Initiative Extending your skills to new opportunities or involvement of others to generate ideas, strategize, &a...

Depending on your desired outcome, there are two approaches to deleting learners. Remove learner from team, but not from the platform entirely To remove learners from the platform entirely, you can click on the trashcan icon to the left of the learner’s name under the ‘Employees’ tab. If you’d like only to remove a learner from a team, but still kee...

The Create Objectives program is designed to remind participants to create their objectives by a specified date. Setting up a repeating objectives program will help facilitate a continuous process, where the appropriate team members are notified consistently each cycle, without admins needing to remember to send out emails prior to the objective set...

To access the Scheduled vs. Actual Hours Report, hover over the Reports tab (graph icon), click the Miscellaneous button, and select Scheduled vs. Actual Hours worked from the drop down list. The Scheduled vs. Actual Hours Worked report allows you to easily compare staff members daily scheduled hours to  their actual hours worked on a daily basis. S...

Once a Paycor Scheduling account is created, you can choose to create new user roles, or simply use the four user roles that are readily available, one of which cannot be customized: Employee Scheduler Manager Admin The Employee, Scheduler, and Manager user roles can all be customized, but the Admin user role cannot be edited. This is because an Adm...

"Paychex has HR solutions to fit the needs of any size business. From do-it-yourself payroll to human capital management, Paychex has exactly what you need to take your business where it needs to go." TABLE OF CONTENTS INTRODUCTION SETUP FUNCTIONALITY INTRODUCTION If you have a Paycor Scheduling account, as well as a Paychex Preview account, you can...

The information provided in the Getting Started collection is intended as a reference guide. We know there's a lot of information to take in so take your time going through the articles and feel free to skip over any parts that aren't applicable to your launch. Here are a few tips to keep in mind as you start your planning: Getting Started We recomm...

The Text Message Log Report provides you with a list of text messages that have been sent to staff members. Data within this report will only be available if you have included the Communication via Text Messaging (SMS) add-on in your subscription. The report is broken down into three columns: Time The date / time that the text message was sent. Stat...

In the upper right hand corner of your Paycor Scheduling account, you'll notice the Me button. Clicking this button will reveal different options that are based on your User Role. For example, the Me button will reveal the My Account option, but this is normally restricted to an Admin level user. This article will be focusing on the My Profile page,...

If you have added certifications to staff member profiles, you're able to view a full list of the certificates, along with their expiration dates, for each staff member using the Staff Certificates Report.  To access this report, hover over the Reports tab (graph icon), click on the Miscellaneous button, then select Staff Certificates from the drop ...

The My Timesheet page can be accessed by hovering over the clock icon, found via the main navigation menu, and clicking the My Timesheet button. The My Timesheet page will display all of your Time Clock entries, determine if they're still Pending, if they've been Approved, export the data as a PDF / CSV / Excel file, and more! You can Hide Approved ...

Below are some video resources that may help managers leverage the Paycor Talent Development Features (formerly 7Geese) when engaging with the tool and people on their teams. Goals & Objectives How often should managers review progress on individual and team goals? What happens to an incomplete goal at the end of a quarter? How do I make the dis...

With Paycor Scheduling, you're able to easily import staff members by using a CSV / Excel file. This is one of the quickest way to to get your team, and their personal data, into the account. At the end of this article, we've included a properly formatted template that you can use for importing staff member data. Below is the required, and optional,...

If you're subscribed to an Advanced plan, you have access to the Paid Time-Off (PTO) feature. By navigating to the Settings (gear icon) - Time-Off & Availability - Policies page, you will be able to create, edit, and assign staff members to accrual policies within your account. Understanding how policies work is important if you want to ensure a...

Updating progress on an objective with a check-in is a simple process   Places to Check-in Updating (or checking in) can be initiated from many places in the app. The simplest place to start a check-in is from the landing page. There is a quick action bar below your name where you can start a check-in from.     Alternatively, you can go to Objective...

Throughout a quarter (or cycle) you’ll be working towards achieving your objective. You’ll be regularly checking in and updating the progress of the objective. Let’s take a look at how the overall progress of an objective is calculated. Progress is measured through Check-ins on the measurable key results associated with an objective. After the check...

Once you've launched a review and participants have provided input, you can keep track of the data through Reviews>Progress&Results> Results&Data Tab In this section, you'll be able to visualize a summary of all the answers to rating-style questions as they are submitted (live). Open Text-type questions will not be listed. You can sear...

If your review includes a peer input step, the system will prompt you to nominate people who can provide input for your employee. They can be peers or other people in the organization who you think can provide input to your direct report. Think of it as a 360 feedback that is part of your direct reports' review. You will receive a notification via e...

INTRODUCTION As soon as you sign in to your Paycor Scheduling account, you land on the Dashboard page, which is an overview of your account. One of the panels on this page includes a tab called Announcements. Announcements are a way for you to target all staff members, or a specific group of staff members, and create a public statement of a company ...

After you've created an objective, you want to track and provide regular updates on how it's progressing. Updating (or checking in) can be initiated from many places in the app, wherever you see the Check in button or link. Anytime you see your objective displayed you'll have the option to give an update. Main Places to Check in  From the Objectives...

Verb’s Content Team of instructional designers develop our content (all activities, collection, and pathways). Our team has expertise in adult learning, leadership development, and behavior change. We focus on designing bite-sized practical learning experiences that enable leaders to build skills through application and reflection. Verb’s library of...

For any emergencies that may occur, at any time, staff members may want to, or be required to, save someone as an Emergency Contact to their My Profile page. An Emergency Contact consists of a name, and a phone number. To access this page, navigate the account in this order: Me My Profile Emergency Contact __________ __________ _____________________...

The Objective Explorer is an excellent way to visualize how objectives cascade throughout an organization. Company leaders can gain insight into how well employees are aligned with company objectives, and employees can gain transparency on how their personal career development is impacting the well-being of the organization. The explorer will help y...

Paycor Scheduling offers a lot of flexibility, and customization. User roles are no exception. In the past, being able to view the Time Tracking module Audit Log was restricted to an Admin level user. Now, this has been expanded to include Manager level users as well. Being able to easily review changes made to constantly changing Timesheets page en...

The application exposes a GraphQL API which can be used to access your organization's data. To learn more about GraphQL, visit https://graphql.org/. GraphQL You can access a web-based GraphQL client at https://app.7geese.com/graphql. It allows you to write and execute queries, and to browse the generated API documentation. When you use this page, yo...

If you’ve forgotten your password, click the Forgot your password? link on the Verb Log In page. You will receive an email with instructions on how to reset your password.In the event that you do not receive instructions, please fill submit a support ticket. ...

Question templates for Reviews are managed in Reviews > Question templates and will be an important part of launching your review. Here you can edit existing templates, or make a copy of existing templates and edit them. Question Types  When you are building out the questions in your Question Template, you have the flexibility to decide how to re...

The Quick check-in page is an efficient way to check in to all of your objectives easily in one go. This includes objectives you are an owner or stakeholder of. Bookmark the page for easy access next time.    In the left-hand navigation bar, under Objectives go to Check-in.   You can: Update the latest progress on each key result Give a status (on t...

Please note: This article only applies to standalone customers (7Geese). This article does not apply to those who are integrated into the broader Paycor HCM platform. The Salesforce integration allows you to track progress more efficiently by tracking your opportunities within the quarter. Any updates to the opportunities will automatically be refle...

As a company admin, you have access to Verb's Engagement Dashboards to help you keep a pulse on how your company is engaging with the Verb platform. To access our Engagement Dashboards, log in and click on the small gear icon in the top right-hand corner of the home page to open your admin panel. From there, select the "Analytics" option in the top ...

You did it! It's the end of the quarter, and it's time to provide your final check in and write your final reflections on what you learned or gained while working on your objective. Places to Close an Objective From Click on the "Actions" drop-down on the Detail page and select “Close objective” Click on the ‘Close’ option from the action drop-down ...

The following are common questions while setting up an HRIS integration. For additional information please see the original article: Overview to HRIS Sync Integrations. General Q: How do I know if the integration is working? A: To see if the integration is working overall, head to the page for your HRIS integration. The word “Enabled” will appear in...

So a request was submitted, and approved, but you realize a mistake was made. Whether it be the wrong date, the wrong time, it's okay! You can simply Cancel the request. Unlike in the past, where a request could be removed by permanently deleting it from the account, canceled requests will remain visible within the account, and can be reviewed at an...

Sentiment Analysis is a new feature in Reviews that provides managers insights into how comments in their Performance Reviews may be perceived. It helps managers reflect on the message delivered in Performance reviews. This feature gives managers a clear indicator of the sentiment expressed in their comments. When managers type comments, they see if...

The best way to edit an existing objective is to navigate to Objective > Overview Click on the name of the specific Objective you want to edit to get to its detail page. From there you can edit the objective. All the fields with the Edit button can be edited, which includes: Objective name and description Due dates Privacy settings Departments La...

Please note: This article only applies to standalone customers. This article does not apply to those who are integrated into the broader Paycor HCM platform. Get started by logging in through your Bitium account and searching in the app directory for 7Geese. Once found, select 7Geese and click Done on the top right of the screen. You'll be prompted ...

A Location is required when creating jobs for staff members, and when scheduling shifts. By default, a Location is already created for you when you access your Paycor Scheduling account for the first time. With Locations, you can assign staff members into the appropriate branches for organization, and efficiency, when it comes to scheduling purposes...

If you have the Time Tracking module included in your subscription, you have access to the Geo Fence page found within the Settings. A Geo Fence enables increased control over where staff members can clock in, clock out, and start / end activities via the mobile phone application. Before even being eligible to access the Time Clock page via the mobi...

The Activity Summary Report provides you with a breakdown of staff member hours worked per Activity, the Date of each entry, From - To times for each entry, as well as the Cost. Using the Filter panel on the left hand side, you can select a specific staff member, a specific Activity, Location, and several Group By: options. Group By: None Group By: ...

Pathway certificates are earned upon completion of a pathway. These certificates can be found on your profile page, which can be found by clicking on the hamburger icon then selecting ‘My Profile’. Your pathway certificates will be at the bottom of the page and can be downloaded by clicking on the pathway’s icon....

If the option to trade shifts has been enabled via the Settings (gear icon) - Schedule - Preferences page, then staff members will be able to trade shifts with each other. If you're okay with staff members trading shifts with other staff members that do not share the same jobs, there's an option you can enable. Additionally, by default, Supervisor l...

If you're subscribed to an Advanced plan, you have access to the App Center which houses connections to Paycor Scheduling's growing list of partner integrations. To access the App Center, hover over the Settings tab (gear icon), and click the App Center button. Next, locate the Gusto panel, and click the Connect button. Clicking the Connect button w...

Our platform consists of a set of RESTful APIs that allow you to quickly and easily integrate the platform with your applications. Registering a new Application Before you get started, you'll have to register a new application. To register a new application, go to https://app.7geese.com/account/applications/. You will need the following information:...

The Time-Off List Report provides you with a list of all the Unpaid Time-Off / Paid Time-Off (PTO) data per staff memberfor the selected date range. By default the data is displayed for the current week, but this can be adjusted using the filter options at the top of the page. There are several columns within this report that house the information. ...

Talent Development Pro gives you the option of linking your objectives to one another, doing this provides an opportunity to create alignment in your organization, which is a way of signaling the connection an objective one is working on, connects with another. You can even connect them in a way that progress in one objective impacts the progress of...

Please note: This article only applies to standalone customers. This article does not apply to those who are integrated into the broader Paycor HCM platform. Customers who are integrated with Paycor's HCM will have department leaders selected in the core platform. Any changes will automatically flow through to the Talent Development app. Department ...

You can download your organization's data in bulk or customize your exports at any time. Exporting all your organization's data in bulk If you are an Administrator, you can export the general contents under each module through Org. Settings>Export (Performance Settings>Export for Paycor HCM) The exports will include general data on each of the...

Administrator Controls Administrators can customize all organization settings in each one of the modules, they can control the activation and deactivation of user profiles, departments, and locations; set up integrations; create global templates; and create organizational objectives. Admins have also access to the Reporting Page and the Programs fea...

The Request Statistics By Staff Report displays a list of staff member shift statistics which is the total number for each category as well as the percentage. The data is determined by the date range you have selected and / or other filters. 1. Staff Name  The name of the staff member. 2. Pick-Up The number / percentage of shifts picked up by the st...

Provide your staff members with easy access to clock in / clock out of their shifts using any mobile phone, or landline. You can choose which which staff members to assign this feature to, and which phone numbers can be dialed in from. To configure the numbers to dial in from, please navigate to the Settings (gear icon) - Timesheet - Clock Locations...

If you have a Gmail account, and make use of Calendar, then you may be interested in connecting it to your Paycor Scheduling account. This integration only affects the My Schedule page, so if you're a Supervisor level user, or above, keep in mind that this will still only work for the My Schedule page only. To initiate the integration process, head ...

From the homepage, click into your team to see what collection is due next. If applicable, you can click on the icon with three dots and select ‘View Pathway’ to view which pathway the collection is associated with....

The best way to edit an existing SMART goal, or Objective as it is referred to in the application, is to navigate to Objectives > Overview. Click on the name of the specific Objective you want to edit to get to its detail page. Objective Details Page On the details page of the objective, you can edit the following things: Objective name and descr...

The My Timesheet page requires being subscribed to the Time Tracking module, and allows staff members the ability to view only their own personal Time Clock entries. To access this page, hover over the Time Tracking tab (clock icon), and click the My Timesheet button. Once on the My Timesheet page, you will be presented with a list of existing Time ...

There are a few steps to using 1-on-1s for the first time. First, click on 1-on-1s in the left navigation bar. Begin a New 1-on-1 In the area 'Begin a new 1-on-1', start to fill out the Participants, Template and When: Participants Facilitator: The person who is guiding the conversation. Facilitators are usually the manager who will provide coaching...

The request feedback program is designed to ensure that team members request feedback during a specified timeframe. Generally this program is used to have employees gather feedback for their personal development. Creating a request feedback program Go to Programs and select the "Request feedback" option from the "Create new program" list. Program na...

This checklist provides a high level overview of key areas for you to consider for rolling out Reviews. Click on the links for a detailed description of each step. You can view the full guide here: Getting Started with Your Reviews Activities. You can download a PDF version of the checklist to keep track of your progress here: [Reviews Checklist] Ch...

The Staff List report includes a number of columns displaying useful staff member information that can be printed off and exported as a PDF / CSV file. You may this report to be much quicker to gather information than visiting each staff members profile individually. The information displayed here is based on the information available via the Profil...

The application comes with several pre-loaded templates that can help you get started. Feel free to use them or make changes to them or create New Templates. Head over the 1-on-1 module via People>Performance. Once there click on 1-on-1s.The option for creating a New Template or Editing an existing one can be found in the lower-bottom right panel...

The Overtime Warning Report determines how many hours staff members have worked based on the date range selected, how many scheduled hours are remaining to work for said date range, and how many total hours the staff members are over by. The Hours worked column is based on the Time Clock hours recorded. The Scheduled Hours Remaining column is based ...

Typically, it is recommended that you check into your objectives on a weekly basis. This helps build a rhythm and a sense of progress, which can be highly motivating, especially for personal level Objectives. The exercise of checking-in serves also as a mechanism to track and document your learnings, wins, roadblocks, and next actions; and this also...

Please note: This article only applies to standalone customers. This article does not apply to those who are integrated into the broader Paycor HCM platform as this feature is not available. To make changes to your navigation head over to your account settings by clicking on the gear icon in the navigation: Navigation themes You'll be able to choose...

The Monthly Scheduled Hours report covers the number of weekly scheduled hours for each staff member. This can be be filtered by day, week, month, or a custom date range. By default, the current month will be displayed, but you can choose from several predefined date ranges, create a custom date range, or search by a specific staff member. Lastly, s...

A simple survey workflow that can provide insight to the organization from a specific team or the company as a whole. This workflow can be started by anyone in the organization. Creating a survey You can create a survey from two places: Click on Launch a new survey box on the Feedback Overview page Click on the Launch a new Survey box on the Company...

Note: You will need administrator permissions to access most integration configurations.   1-on-1 meetings can sync with Google Calendar, saving managers and employees precious minutes when scheduling 1-on-1 meetings. Any updates you make in Google Calendar will automatically update in app, and vice versa. For existing 1-on-1s to sync to Google Cale...

Recurring templates is available only if you've included the Scheduling module in your core or advanced subscription. If you're subscribed to Time Tracking only, the Scheduling module will not be available unless you choose to include it.  With Recurring Templates in Paycor Scheduling, you can set up fixed schedules for a group of employees or setup...

Please note: This article only applies to standalone customers (7Geese), it does not apply to those who are integrated into the broader Paycor HCM platform. Click the link if you're based in the US and want to learn more! The Talent Development standalone (7Geese) can integrate with Bamboo HR easily by following the steps in this article. Our system...

Please note: This article only applies to standalone customers (7Geese). This article does not apply to those who are integrated into the broader Paycor HCM platform. The Google Sheets integration in the app allows you to track progress more efficiently by tracking the value of any cell contained in your Google spreadsheet as the value of your key r...

Please note: This article only applies to standalone customers. This article does not apply to those who are integrated into the broader Paycor HCM platform. This guide is an overview of information related to getting your 7Geese organization ready using the user directory in Zenefits. It will cover Enabling the Zenefits integration in 7Geese Using ...

The Presentation View feature allows any Admin to share a special view of objective progress to anyone within their company.  Accessing and creating a presentation view The presentation view can be accessed by going to Objectives > Objective Explorer. Just below the Quick Searches section on the left, you'll see a presentation heading. This is wh...

Paycor's core HR service includes Recognitions (in place of Shout Outs). Recognitions positively reinforces your organization’s core values by giving your team members a place where they can recognize each other for their efforts and contributions as they connect to your company's core values. Recognitions can be found under People> Performance. ...

Please note: This article only applies to standalone customers (7Geese), it does not apply to those who are integrated into the broader Paycor HCM platform. Click the link if you're based in the US and want to learn more. If you’re logged in as an admin user, you can go to Organization Settings > Integrations > Azure Active Directory to set-up...

Our Career feature set includes growth profiles for each employee which describe the employee's specific role through role responsibilities and competencies. With role-based reviews, the application allows responsibilities and competencies from an individual's growth profile to be assessed directly in a review, making for one simple workflow during ...