User accounts, data fields & integrations

These articles discuss managing employee accounts, data/info about employees, and integrations.

Managing employee accounts
Creating and managing user accounts in PerformYard is very straightforward. Navigate to the Administration page (gear navigation icon on the top right) and ...
Wed, 2 Oct, 2019 at 11:55 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 Options menu on t...
Tue, 20 Aug, 2019 at 12:50 PM
Managing permissions
To manage user permissions, click on the Employees link on the left hand side of the Administration page. The Gear icon to the right on an employee's l...
Fri, 11 May, 2018 at 11:32 AM
Details about Basic Administrator permissions
PerformYard introduced a third level of administration based on customer feedback that would allow additional administrative support to manage PerformYard, ...
Thu, 12 Oct, 2017 at 1:37 PM
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...
Tue, 14 May, 2019 at 2:56 PM
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...
Fri, 8 Mar, 2019 at 4:23 PM
Authentication Options
By default, PerformYard provides options for users to log in via email and user-defined password, or via Google/Office365 single sign on. Additional availab...
Mon, 13 May, 2019 at 2:09 PM
Managing your ADP Integration
If you are an ADP Workforce Now or Vantage customer on a PerformYard Enterprise account, you can set up the PerformYard-ADP integration to easily pull data ...
Thu, 4 Apr, 2019 at 9:12 AM
Managing your BambooHR Integration
If you are a BambooHR customer on a PerformYard Enterprise account, you can set up the PerformYard-BambooHR integration to easily pull data from Bamboo into...
Wed, 22 May, 2019 at 9:21 AM
Managing your Netchex Integration
If you are a Netchex customer on a PerformYard Enterprise account, you can set up the PerformYard-Netchex integration to easily pull data from Netchex into ...
Tue, 16 Jul, 2019 at 9:47 AM