Core CakeHR

Set up and use the core features in CakeHR

Kaspars Upmanis avatar Julianna Gordimova avatar Daniels Korens avatar +3
48 articles in this collection
Written by Kaspars Upmanis, Julianna Gordimova, Daniels Korens and 3 others
Set up CakeHR

Set up the org chart

The org chart shows the structure of your company.
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Written by Janice Bell
Updated over a week ago

Set up user access levels and permissions

Assign the access levels your employees will have to CakeHR.
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Written by Janice Bell
Updated over a week ago

Set up positions

Create all the job positions you have in your company and then assign employees to them.
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Written by Janice Bell
Updated over a week ago

Set up employment statuses

To help you manage your employees, you can set up different employment statuses for them.
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Written by Oliver Cook
Updated over a week ago

Set up locations

You can use locations for grouping employees and for running reports.
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Written by Janice Bell
Updated over a week ago

Set up recipes

Using recipes, you can create custom workflows that are automated after specific actions.
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Written by Janice Bell
Updated over a week ago

Set up teams and team managers

Create your teams, then assign team managers and employees to each team.
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Written by Janice Bell
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Team Manager vs Direct Manager

The difference between team managers and direct managers, and how to change their permissions.
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Written by Julianna Gordimova
Updated over a week ago

Customise CakeHR to your company

Add your company logo and change CakeHR header colour to fit your brand.
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Written by Janice Bell
Updated over a week ago

Customise your Dashboard

Set up how you want your CakeHR dashboard to look.
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Written by Julianna Gordimova
Updated over a week ago

Set up custom fields

Use custom fields to enter useful additional information to your employee records.
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Written by Janice Bell
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Track employee salaries

Set up the compensation module to keep track of your employees salaries
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Written by Oliver Cook
Updated over a week ago

Set up assets

Create an inventory of company assets. Add assets manually or import them and organise them into categories.
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Written by Oliver Cook
Updated over a week ago

Invite your employees to CakeHR

Once you've set everything up, you can let your employees know about CakeHR.
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Written by Janice Bell
Updated over a week ago