User Accounts, Groups, Data Fields and Reporting

Managing employee accounts
Creating and managing user accounts in PerformYard is very straightforward. Navigate to the Administration page and select the Employees link on the left-ha...
Mon, 7 Apr, 2014 at 9:57 AM
Importing users and employee data via CSV
PerformYard allows administrators to both create accounts in bulk and edit employee data via CSV upload. CSV upload is available under the Controls menu on ...
Wed, 3 Jun, 2015 at 11:07 AM
Managing permissions
To manage user permissions, click on the Permissions link on the left hand side of the Administration page. Here you can view permissions of each user and, ...
Mon, 20 Mar, 2017 at 8:46 AM
Creating & managing groups
Groups in PerformYard are collections of employees with common organizational characteristics. Groups are used in a few ways as shortcuts to executing proce...
Fri, 4 Apr, 2014 at 10:12 AM
Managing data fields
PerformYard includes a standard set of fields for collecting data about employees and, more importantly, the ability for administrators to add and customize...
Thu, 16 Jul, 2015 at 9:58 AM
Reporting on employee data
Once you've gone through creating and populating standard or custom data fields, the next logical step is to create reports that utilize that data. In ...
Tue, 22 Jul, 2014 at 1:55 PM
About the Recent Changes report
PerformYard includes a standard report in the Reporting section for administrators that details all field changes that have been made in PerformYard to empl...
Tue, 22 Jul, 2014 at 1:55 PM