Temporary Employment Agencies (PEO - Professional Employer Organization)

Pulsawork System - User Manual for Temporary Employment Agencies (PEO - Professional Employer Organization)

Introduction

Welcome to the Pulsawork system! This user manual is specially designed for first-time users of the system. By following this guide, you will learn how to navigate the system, set up the necessary parameters, manage candidates and employees, and generate employment contracts.


1. Logging In and Account Settings

To start using Pulsawork, you need to log into the system.

  1. Go to the login page: Pulsawork Login

  2. Use your login credentials (username and password). These credentials will be provided separately by the administrator.

  3. Once logged in, you will be able to change your personal information:

    • Profile Settings: Change your email, username, or password.

    • Theme Settings: Change the color scheme of Pulsawork according to your preferences.

Example Image: [Login Screen]


2. Dashboard Overview

After logging in, you will see the dashboard with the following sections:

  • Human Resources (HR): Complete database of candidates, employees, contract management, visa and residence processes, advances, and deductions. This section is accessible to all employees.

  • Projects: Task management, deadlines, and project breakdown. This section is accessible to all employees.

  • Finances: Database of suppliers and clients, business contracts, cost centers. Accessible to managers and employees responsible for these tasks.

  • Sales: Database of corporate clients, service offerings, and business contacts. Accessible to sales managers and employees responsible for these tasks.

  • Operations: Housing management, incident reports, vehicle tracking, warehouse management, and administrative settings. This section is accessible to managers and employees responsible for these tasks.


3. Adding New Candidates

To add new candidates to the system:

  1. Go to the Candidates section on the left panel.

  2. The current candidate database will load.

  3. Use the filtering options to check if the candidate already exists in the database.

Manual Candidate Addition:

  • Click the + icon to add a new candidate.

  • Fill in the candidate's details.

  • You can upload a CV or an ID document, which will automatically fill in the relevant fields.

Adding a Candidate with AI:

  • Click the Add with AI button.

  • Upload documents like a CV, passport, or ID card.

  • AI will read the document and automatically populate the database fields.

Required Candidate Information:

  • Personal details (name, contact, address, emergency contact)

  • Skills and languages

  • Work experience

  • Education

  • Interests

  • CV attachments

  • Tags for quick identification (e.g., Welder, JAVA Developer)

Once the candidate profile is saved, you can add documents, assign the candidate to a recruitment room, or continue with further actions.


4. Managing Interviews

When candidates are recruited and scheduled for interviews:

  1. Add candidates to the appropriate recruitment room according to the project they will be working on.

  2. The candidate is initially placed in the phone interview phase.

  3. After scheduling an in-person interview, move the candidate to the in-person interview phase and add the interview date.

  4. After the interview, the coordinator can update the candidate's status:

    • Did not arrive: Additional contact and rescheduling required.

    • Unsuitable for project: Offer alternative positions.

    • Hired: Proceed with creating the employment contract.

You can also add candidates to the blacklist from the candidate profile in the recruitment room.


5. Employment Contracts and Registration

After the successful interview and acceptance of the candidate:

  1. Change the recruitment phase to Hired and click the Add Employee icon in the recruitment room.

  2. Verify and update the candidate’s details, then confirm the information.

  3. Create the employment contract by clicking the Create Contract icon.

  4. Select the employer, department, and job position according to the project.

  5. Set the start date, end date, and other relevant contract details.

After creating the contract, the system will generate the document, which can be reviewed, signed, and saved.


6. Employee Housing Management

For employees who need housing:

  1. Go to the Operations section and select Housing.

  2. Use the + icon to add new employees or candidates to housing.

  3. Define housing details such as accommodation name, room type, and price per night.

  4. Track and manage employee housing assignments.


7. Additional Documentation and Changes

You can manage additional documentation such as amendments to employment contracts or registration details during employment.

Creating Amendments:

  • Go to the Employment Contracts section.

  • Select the employee and click Edit.

  • Edit details like salary, position, or workplace.

  • The system will generate a document, which can be reviewed, signed, and saved.


8. Advances and Deductions

To manage advances and deductions:

  1. Go to the Payroll section and select Advances or Deductions.

  2. For advances, select the employee and enter the amount and payment date.

  3. For deductions, select the relevant employee, category, amount, and payment date.

  4. Approvals will be sent to the regional manager for review.


9. Termination of Employment

To terminate an employee's contract:

  1. Go to the Employment Contracts section and find the employee to terminate.

  2. Click the Termination icon.

  3. Select the termination type (e.g., agreement, immediate termination).

  4. Set the termination date and provide a reason.

  5. The system will update the employee's status to terminated, and the necessary notifications will be sent.


10. Exporting Documents

After completing all steps, you can export necessary documents such as employment contracts or amendments. This can be done through the Generate Documents option.


Why Try the Demo and Schedule a Meeting

Pulsawork allows you to test all features in the demo environment without the risk of exposing sensitive data. Fictional data is pre-set, so you can test creating orders, recruitment rooms, contracts, and other features.

What You Can Test in the Demo:

  • Setting up organizational units and job positions

  • Managing candidate profiles and recruitment processes

  • Creating orders and assigning employees

  • Generating employment contracts and amendments


Schedule a Meeting or Try the Demo:

Start today and see how Pulsawork can simplify your recruitment processes!