Setup
Basic navigation
- Accessing the platform
- Basic navigation
- Filtered lists
- Managing lists
- Selecting items from a list
- Printing
Security and Users
- Session and account inactivity settings
- Security
- Hierarchical security
- Creating a new user
- Password reset
- Sending credentials to users
Customizing your account
Search engine
Forms and Views
- Chart view: 9-Box
- Forms and Views
- Creating a view
- Options when configuring a view
- Options for view type
- Types of view
Fields
Reports
- Running or filtering reports
- Creating and editing reports
- Copying and deleting reports
- Exporting reports
- Creating report filters
- Setting an initial filter in a report
Exporting and Downloading
Importing data
Emails
- Check the sending of notification emails
- Create a new email template
- Copy or delete an email template
- Send an email to an employee
- Email and Bulk mailing
- Email archive
Workflows
- What are Workflows?
- Creating workflows
- Editing, copying or deleting workflows
- Creating and editing workflow statuses
- Sort the statuses of a workflow
- Creating outcomes for workflow statuses
Portlet
See all 82 articlesTranslations
API
- Introduction
- How to expose a view in the API
- Authentication
- REST - Example of read call
- REST - Example of read call with filter
- REST – Example of a read call with sorting
Domains and single sign on
- Configuring a custom domain
- Introduction to single sign on in Altamira HRM
- Configuring single sign on
- Self provisioning
- Single sign on with Microsoft 365
- Single sign on with Microsoft Windows Active Directory Federation Services (ADFS)