We've compiled a list of links that will help you get started using Eddy and get the most out of the experience
In the list below, you'll see a feature heading and some useful help articles listed beneath the heading to help you get started with each feature.
Please note that these lists are not meant to be fully comprehensive. To see a complete list of all our help articles you can start here and click into what matters most.
This is meant as a starting point to help you on your way to successfully getting up and running with Eddy.
Hiring / Applicant tracking system (ATS):
- How to post a job
- How to edit a job posting
- How to create a hiring team
- How to send an "offer letter"
- How to use stage actions
- How to customize pipeline stages
- How to set up a scheduling page
- How to use the messaging inbox
- How to embed job postings into your website's career page
New Employee Onboarding
- How to add new employees
- How to create a new hire onboarding packet
- How to invite an employee to create an Eddy account
Documents
- How to add company documents
- How to make a document signable
- How to request a signature for a document
- How to add a document to an employee's profile
Time Off
- How to create a time-off policy
- How to create a custom time-off category
- How to approve/deny a time-off request
- How to adjust an employee's time-off balance
- How to create a holiday calendar
- What is the difference between "Current Balance" and "Available Balance"
Time Tracking
- Time tracking overview
- How to set up a time tracking policy
- How to edit an employee's time sheet
- How to assign employees multiple pay rates
Payroll
Running payroll can be complicated. While we try to make it as easy as possible, never hesitate to reach out to your account manager with payroll questions. We want to make sure you get it right.
Roles and Permissions
People Management
- How to terminate an employee
- How to use the org chart
- How to edit employee information
- How to edit compensation in bulk