Admin Help Center

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Admin Help Center

Core HR

Core HR

Managing employees, policies, exits, onboarding & more

Tracking & Initiating Background Verification

DocuSign integration for signing offer letters

Organization & Employees

Setting up the organizational structure

Creating & Managing Worker Types

Updating employee details in Keka

Bulk importing Employee job details

Configuring and whitelisting IP Networks

Adding and modifying Business Units

Managing Contract Workers

Adding and editing Pay Grades

Adding and modifying locations

Adding a new employee

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

Introducing Headcount Planning

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Onboarding and Probation

Configuring and Managing Probation Policies

Employee Exits

Tracking and managing the exit processs

Initiating the Exit Process

Processing a Full and Final (F&F) Settlement

Employee exits on Keka - Overview

Configuring Exit Tasks and Lists

Managing Exit Reasons

Initiating Exits and Settlements in Bulk

Retaining an employee in the exit process

Managing resignation / termination settings and exit reasons

Configuring Exit Survey

Creating and Managing Notice Period Settings

Understanding the Exit Process Tab in Keka

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Roles & Privileges

Understanding Implicit Roles

Overview- Roles & Permissions

Understanding User Roles

Assets

Asset Reports

Managing Asset Conditions

Managing Asset Acknowledgement

Managing Asset ID Series

Asset categories & Asset types

Adding An Asset

Requesting Assets

Assigning Assets

Managing Assets in Keka

Marking an asset as unavailable

Recovering Asset damage charges

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Analytics & Reports

Tracking Growth, Exits and Retention using Analytics

Tracking attrition in the organization

Using Keka Employee Analytics - Tracking your demographics

Apps & Integrations

Setup Azure AD in Keka

How to configure JumpCloud SSO with Keka

How to configure OneLogin SSO with Keka

How to configure Okta SSO with Keka

Azure AD - Frequently Asked Questions

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Documents

Creating document workflows for document templates

Enforcing acknowledgement for org documents

Creating and Managing Document Templates

How to update Documents field or folder settings?

Managing Employee Documents

Managing Organization Documents

Bulk importing Employee Documents

Integrating Docusign in Keka

How to generate document with digital signature using DocuSign

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Notifications

Configuring Email Notifications

Manage Event Triggers

Configuring Slack Notifications

Setting up a Slack App and Incoming Webhooks in Slack

Configuring Webhooks

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Background Verification

Integrating Ongrid with Keka

Background verification for Preboarding Candidates

Custom BGV

New Flow to Integrate SpringVerify with Keka

Integrate InstaVeritas with Keka

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New Features

Profile field permissions for updating profile photos

Exciting Updates Coming Soon to Keka's Employee Exit Module!

Event triggers for new organization document additions

Upcoming updates to Keka's exit module

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 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 set up an employee probation feedback form?

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 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 edit primary details of employees?

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 add employees into a review group & review cycle?

How to clone letter template?

How to change the name of employee on Keka and reflect it 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?

Where to find the relieved employee report?

How to check email history of an employee?

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 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

How to set effective date for job title changes

How to download generated letters in bulk

How to edit / delete a custom field for employee profile

How to edit the IP range for Web Clock-in/out?

How can an admin claim expense on behalf of the employee?

how to change a floater holiday to a mandatory holiday?/How to change a Mandatory Holiday to Floater Holiday?

How to add LOP days during Full and Final settlement?

How to Cancel candidature in Keka HRMS instead of hiring them?

How to fill data sheets during onboarding.

How to add Custom Attribute in Offer letter templates in Keka HIRE?

How to send offer letter to candidate for offer acceptance?

How to refer a candidate for a job opening?

How to make employee custom fields mandatory?

How to add custom Attributes in offer letter template in HIRE?

How to add signature attribute in a letter template?

How to add a Notice Period and how to assign it to an employee?

How to collect required documents during candidate's preboarding?

How to approve a raised requisition request?

How to pull out employee group heads report?

What is Preboarding and what are its stages?

IP whitelisting - FAQ

How to Invite Employees to Keka

How to Set an Email Trigger for a New Hire's Joining Day

How to restrict an employee from one legal entity from viewing another entity's details?

How can we Charge for a Damaged Asset through an Employee's Profile?

How can we collect asset damage charges?

how to change exit date of the employee?

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Preboarding

Managing Preboarding Page

Task Template Migration

Setting up Task Templates on Keka

Managing the Candidate Experience Portal on Keka

Preboarding Overview

Managing Preboarding Task

New Joiners Section

Creating Offer Templates

Preboarding is moving to Keka

Navigating the 'Onboarding Tasks' Dashboard in Keka HR

Video - Keka's preboarding flow

Introducing Dependent Tasks in Keka Task Templates

Create and manage Profile Field Task Templates

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Rewards

Introducing New Rewards Section: Set Up and Manage Awards for Your Employees