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Getting started with Lucidity HR
Who is this article for?Administrators who want to get started with Lucidity HR.
Administrator permissions are required.
This article serves as a guide to help you get started with the Lucidity HR module. It provides an introduction to the module's functionality, explores its navigation structure, and delves into the various tabs available. For a more comprehensive understanding, please refer to the additional articles in the Further reading section.
1. Introduction
Video: Overview, HR Full Training
Lucidity HR serves as a centralised database for managing personal and organisational details of employees, subcontractors, and casual workers. It stores information such as names, dates of birth, contact details, division, business unit, location, and project assignments. The system administrator typically has full access to view, add, and edit individual records.
Lucidity HR is closely integrated with Lucidity Access for setting permission levels and scoping restrictions. Organisations can leverage various methods to create users in the Lucidity System, and they should establish internal processes to determine the most suitable approach based on their specific business needs.
2. Navigation
The menu and tab options available will vary between each user, dependent upon their permissions and access levels. Navigation between most pages within Lucidity Software is very similar.
On the default landing page, Lucidity HR features:
- Tab options: top panel listing areas of access within the module.
- HR tab: reflects the current module. Select to switch between modules.
- Menu options: left-hand panel listing areas of access within the current tab.
- Help: provides links to help documentation such as user guides and support materials.
- Show Filters: allows for defining search parameters.
- Configure Columns: allows for configuration of columns displayed on screen and in Excel reports.
- Excel Export: an Excel report reflecting the current filters selected.
- Alphabet: click on each individual letter to filter through users alphabetically.
- Headers: click to sort in ascending/ descending order.
- Edit: Edit individual user profiles.
- Actions: Drop down options to convert, merge or archive individual users and access employment. periods, employment reviews and HR records for individual users.
3. Tabs
As with all Lucidity Software Modules, Lucidity HR uses a series of tabs for basic navigation which are based on assigned permissions. Details on all these options are outlined in the the user guide.
- My Details: End-user access to edit and update personal details.
- People: Lists all people within the organisation and allows administrators to manage user details.
- Actions: View, edit and close actions assigned from within Lucidity Software.
- Settings: Add to managed lists such as job title.
4. Further reading
- Filtering and column configuration in HR
- Understanding HR Access roles
- Printing a user card
- Using the People menu
- Merging and converting users between People Types
- Archiving users in HR
- Generating reports from the People page
- Configuring HR settings
- Managing HR records
- Creating and editing users in HR
- Adding, editing and deleting HR employment reviews
- Adding, editing and deleting HR employment periods