Admin Help Center

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Admin Help Center

Core HR

Core HR

Managing employees, policies, exits, onboarding & more

Organization & Employees

Setting up the organizational structure

Creating & Managing Worker Types

Updating employee details in Keka

Bulk importing Employee Documents

IP whitelisting configurations

Adding and modifying Business Units

Managing Contract Workers

Invite Employees to Keka

Adding and editing Pay Grades

Adding and modifying locations

Adding a new employee

IP whitelisting -FAQs

Adding and modifying Bands

Adding and modifying cost centres

Adding and modifying legal entities

Editing or adding employee job details in bulk

Managing Employee Visibility Settings

Adding and modifying departments

Managing ID Card Settings in Keka

Using polls to engage your employees

Using Announcements to Engage Your Employees

Surveys in Keka HR

Org Dashboard Overview

Managing Employee Profiles on Keka HR

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Onboarding and Probation

Configuring and Managing Probation Policies

Tracking and Managing the Onboarding Process

Creating Onboarding Tasks and Task Lists

Creating and Managing Onboarding Groups

Overview - Employee Onboarding

Initiating Onboarding for Employees

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Employee Exits

Creating and Managing Notice Period Settings

Managing Exit Reasons

Configuring Exit Tasks and Lists

Employee exits on Keka - Overview

Initiating Exits and Settlements in Bulk

Tracking and managing the exit processs

Initiating the Exit Process

Retaining an employee in the exit process

Processing a Full and Final (F&F) Settlement

Managing resignation / termination settings and exit reasons

Configuring Exit Survey

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Roles & Privileges

Overview- Roles & Permissions

Understanding Implicit Roles

Understanding User Roles

Assets

Managing Assets

Assigning Assets

Requesting Assets

Asset Reports

Managing Asset Conditions

Managing Asset Acknowledgement

Managing Asset ID Series

Asset categories & Asset types

Adding An Asset

Marking an asset as unavailable

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Analytics & Reports

Tracking Growth, Exits and Retention using Analytics

Using Keka Employee Analytics - Tracking your demographics

Tracking attrition in the organization

Apps & Integrations

How to configure JumpCloud SSO with Keka

Azure AD - Frequently Asked Questions

How to configure Okta SSO with Keka

How to configure OneLogin SSO with Keka

Setup Azure AD in Keka

Integrating Keka Classroom with your calendar

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Documents

Managing Employee Documents

Creating document workflows for document templates

Enforcing acknowledgement for org documents

How to update Documents field or folder settings?

Creating and Managing Document Templates

Managing Organization Documents

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Employee Engagement

Gathering Employee Responses for Pulse

Analyzing Pulse Data

Introduction to Pulse 2.0

Launching and Managing Pulse for your Organization

Boosting Your Success Journey: Feedback and Praise

Creating articles to engage your employees

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Notifications

Setting up a Slack App and Incoming Webhooks in Slack

Manage Event Triggers

Configuring Webhooks

Configuring Email Notifications

Configuring Slack Notifications

Configuring Webhooks

Configuring Slack Notifications

Configuring Email Notifications

Manage Event Triggers

Setting up a Slack App and Incoming Webhooks in Slack

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Background Verification

Integrating Ongrid with Keka

Tracking & Initiating Background Verification

Integrating SpringVerify with Keka

Integrating Ongrid with Keka

Tracking & Initiating Background Verification

Integrating SpringVerify with Keka

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New Features

Minor Updates - Effective dates for job title changes and downloading letters in bulk

Core HRMS FAQs

Where can we get a report of employees' and their Reporting Managers?

Why would a level of approval get skipped?

How to import employee addresses in bulk on Keka?

How to update the permissions of Implicit roles within Keka?

How to get the report for probation confirmed employees?

How to assign department head?

How to download work anniversary report?

How to upload employee letter templates in MS word format to Keka?

How to check employees who are in notice period?

How to delete an asset?

How to edit default email triggers for various modules on Keka?

How to delete a department?

How to Enable Employee Login which is disabled?

How to add quicklinks to other portals on the homepage?

How to add a new Job Title/Designation?

How to edit asset details for assigned assets?

How to update reporting manager individually or in Bulk?

How to add Tasks to a Project?

How to download an organizational policy document uploaded in Keka?

How to create a post?

How to view logs of support operations on Keka?

How to customize Keka Daily Email Digest?

How to give a feedback to an employee?

How to remove an employee from private profile?

Where can we view the history of Job details change?

How to download employee attrition report?

How to update probation policy settings?

How to edit the Notice Period for the organization?

How to Edit/Delete a custom field for employee profile?

How to check the education details of employees?

How to log in to Keka using two factor authentication?

How to setup an employee number series on Keka?

How to integrate slack notification ?

How can an admin customize the homepage widgets on Keka?

How to view employee demography reports?

How to cancel an employee's resignation once it is approved?

How to download employee documents?

How to check billing and payment information of Keka?

How to change the Probation status of Employees?

How to unblock an employee's Email?

How to see the employees who are in probation?

How to add a Probation Policy and how to assign it to an employee?

How to change the days for when probation feedback form is triggered?

Increasing your productivity through app integrations

From where to check the list of employees whose login has been disabled?

How to enable/edit offer letter approval

How to remove extension of Last Working Day?

Raising and following an internal ticket

How to send reminders to employees who have not submitted any Employee Document?

How to check the keka updates?

How to check the login history of employees?

How to Enable or Disable daily email digest?

How to enable/disable Digital ID Card for employees?

How to Download Exit Survey Responses Report

How to download Cost Center-wise Expense report?

How to apply WFH on behalf of employee?

How to edit primary details of employees?

How to check what documents are already submitted by the candidate and what are left to be submitted during Collect Info in the Preboarding process?

How to extend the probation end date?

What is the difference between a business unit and a department?

How to change Leave Encashment tax exemption amount for exit employees during Fnf?

How to fetch a report on the praises given to an employee

How to add employees into a review group & review cycle?

How to clone letter template?

How to change the name of employee on Keka? And will the new name reflect in the payslips?

How should we enable exit survey form while accepting an employee's resignation?

How can employees Initiate Exit?

How can we edit an already released Poll?

How to check the employees assigned to a particular location under org structure?

How can an employee view Organization Documents?

How to customize the fields in the Digital ID Card?

How to upload employee documents in bulk?

Where to find the relieved employee report?

How to check email history of an employee?

How to add an external user on Keka?

How to Edit the Employee Exit Survey Form?

How to check History of changes made in Job details?

How to view/update the Company Identification Number (CIN) in Keka?

How to change documents requested during Preboarding?

How to check the history of an employee's timeline change?

How to add more reasons for exit due to resignation or termination of an employee?

Why is the Employee exit survey form is not released to an employee in exit?

Pre Boarding FAQ's

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Preboarding

Preboarding Overview

Setting up Task Templates on Keka

Navigating the 'Onboarding Tasks' Dashboard in Keka HR

Video - Keka's preboarding flow

New Joiners Section

Task Template Migration

Creating Offer Templates

Keka's Offer Templates

Managing Preboarding Page

Preboarding is moving to Keka

Managing Preboarding Task

Managing the Candidate Experience Portal on Keka

Managing the candidate experience portal

Introducing Dependent Tasks in Keka Task Templates

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