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Use and configure the Employee Hub

The Employee Hub is flair's web-based employee self-service portal for everyday HR tasks outside Salesforce. Information and actions synchronize immediately with the flair apps in Salesforce.

Who can use this?

Employees and Managers use the Employee Hub. HR Admins and the Integration User configure it in Salesforce.

The flair Employee Hub dashboard

Before you begin

  • Your Integration User has activated the Employee Hub.
  • If the Integration User leaves your organization, assign the role to another user to maintain Hub access and functionality.

Activate the Employee Hub

  • As the Integration User, use the Setup Assistant on the flair HR home page to enable the Hub and invite employees. For the complete procedure, see Get started with flair.

The side menu separates your own features under Personal from manager features under Team. The navigation bar remains visible and shows your location, such as AbsencesCalendar.

Employee Hub navigation bar showing the current location

Use the dashboard

The Hub dashboard provides these widgets:

Employee Hub dashboard widgets

WidgetWhat it does
Quick LinksOpens actions for requesting time off, sending a Cheer, or uploading documents.
Last UpdatesShows company announcements, Cheers, and new joiners, with update-type and company-or-team filters.
Upcoming AbsencesShows planned and requested absences and their approval status. The plus icon starts a request.
Time TrackingStarts the time tracker and shows your current tracked time.
Public HolidaysShows upcoming public holidays for your location.
Absent Today, Birthdays, and AnniversariesShows colleagues who are absent and upcoming birthdays or work anniversaries.

Open your profile information

Personal data on an Employee Hub profile

The Profile page contains these areas:

AreaWhat you can do
Personal DataView and update contact, bank, and tax information.
DocumentsView, organize, download, and upload personal and company documents.
InventoryView assigned work equipment, serial numbers, issue dates, and available support resources.
ExpensesView details for submitted company expenses, including travel and accommodation.
CertificatesView or upload certificates for skills and training, including files and links to online certificates.

Personal Data has two tabs: Details, for contact, bank, and tax information, and Profile, for your education and work experience.

Add education and work experience to your profile

  1. In the Employee Hub, open Personal Data, then click the Profile tab.
  2. In Experience, click Add Experience. Enter the title, company name, dates, and other details, then click Confirm. The entry appears in the Experience timeline.
  3. In Education, click Add Education. Enter the degree, school, dates, and other details, then click Confirm. The entry appears in the Education timeline.
  4. To change an entry, click its pencil icon, update the details, then click Confirm.
  5. To remove an entry, click its trash icon, then confirm the deletion.

The Employee Hub Profile tab listing work experience and education entries as timelines

note

HR Admins can hide the Profile tab for specific employees or groups by selecting Hide Employee Profile in an Employee Hub feature set. See Configure the Employee Hub menu.

View education and experience on Employee and Talent records

HR Admins and Recruiters see the same education and work experience on the corresponding Employee or Talent record in Salesforce.

  1. In Salesforce, open an Employee or Talent record.
  2. Click the Profile tab. The Experiences, Educations, and Links cards show the person's work history, education, and any added links.
  3. To add an entry, click Add Experience, Add Education, or Add Link on the relevant card.
  4. To change or remove an entry, open its actions menu and select Edit or Delete.

An Employee record's Profile tab in Salesforce showing Experiences, Educations, and Links cards

Find company information

Company Directory in the Employee Hub

  • Directory — find employee contact details, or filter employees by location and department.
  • Org Chart — view the organization structure, team membership, and reporting lines.
  • Announcements — view, comment on, and react to company announcements.

Complete workflows

The Workflows page lists workflows assigned to you. The overview shows the next due date and completion status.

Assigned workflows in the Employee Hub

For task instructions, see Complete and manage workflows.

Manage absences and time

Use Absences to view and manage time off. See Absence Management overview for absence tasks.

Use Time for these working-time features:

Time Tracking in the Employee Hub

  • Time Tracking — start, pause, or stop the timer; view the current week; and add time entries manually.
  • Projects — track time for a project or customer.
  • Shifts — view your shifts and colleagues' shifts, request an available open shift, and check shift requirements.

Manage your team

Managers see additional options under Team. Time Management includes these areas:

Manager timesheet overview in the Employee Hub

  • Controlling — review team hours and discrepancies by week, filter timesheets, and approve time entries.
  • Change Requests — review changes to manually entered or adjusted time when approval is required.
  • Projects — review project- or customer-based time for your team.

The Development area includes these manager features:

Team skills matrix in the Employee Hub

  • Assessments — complete performance reviews for team members.
  • Goals — set team goals and track progress.
  • Skills — view or adjust team skills and use the skills matrix to identify training requirements.

Use engagement and HR services

In Engagement, send a Cheer with an optional image or video, or complete a survey.

Cheers in the Employee Hub

Managers use Expenses to review team expense requests and adjust their status before reimbursement.

Team expense requests in the Employee Hub

If you participate in recruiting, use Recruiting to evaluate candidates and submit application feedback.

Use HR Help Desk to submit an HR or IT request. If your organization enables anonymous reporting, you can also submit a safety or compliance concern without disclosing your identity.

An HR Help Desk request in the Employee Hub

Configure the Employee Hub menu

HR Admins can create feature sets that control which options appear in the Hub side menu.

Employee Hub menu with a customized set of features

  1. In Salesforce, open the App Launcher (⋮⋮ grid icon).

    Salesforce App Launcher

  2. In search, enter hub.

    Hub search results in the App Launcher

  3. Open Employee HUB Features.

    Employee HUB Features in the search results

  4. Click New.

    New action for an Employee Hub feature set

  5. Click Search Employees.

    Search Employees in a feature set

  6. Select each employee who should receive the feature set.

    Employee selected for a feature set

  7. Optional: Select a department, entity, or location to apply the feature set to a group instead.

    Department, entity, and location selectors for a feature set

  8. Select or clear the feature settings.

    Feature options selected for an Employee Hub menu

  9. Click Save. The Hub applies the menu configuration to the selected employees or groups.

    Save action for an Employee Hub feature set

Choose the feature-set scope

When you click New, the window contains Information and Features.

Information and Features sections for an Employee Hub feature set

In Information, enter a name such as Default View or Sales View. Select employees, departments, entities, or locations. If you make no selection, the view applies to all employees.

Employee and organization selectors for a feature set

In Features, select the checkboxes for features you want to hide. For example, hide Shift Planner for teams that do not work in shifts.

Feature visibility checkboxes in an Employee Hub feature set

You can also configure feature visibility at the bottom of a location record or on the Employee Hub Features tab of an employee record.

Employee Hub feature settings on a location record

Change the Hub domain

  1. In flair HR, go to HR AdminGeneralSettings.
  2. Find Domain.
  3. Enter a domain such as yourcompany. The Hub URL becomes https://yourcompany.hub.flair.hr/.
  4. Save the settings. The Hub uses the new domain.

Set the inactivity timeout

The security timeout cannot be disabled.

  1. In flair HR, go to HR AdminHub SettingsSecurity.
  2. In Inactivity Timeout, enter the required duration.
  3. Save the settings. The Hub ends inactive sessions after that duration.

Update your Employee Hub settings

  1. In the Employee Hub, click your name.

  2. Click Settings.

    Settings option in the Employee Hub profile menu

  3. Open one of these sections:

    SectionWhat it controls
    GeneralHub language and date format. English uses DD/MM/YYYY; English (US) uses MM/DD/YYYY. Eight languages are available.
    Notification SettingsEmail, Slack, and mobile notifications for events such as approved absence requests, approved timesheets, comments, and assigned shifts.
    Customer SupportTemporary flair Customer Support access to your Hub account.

Manage your notifications

  1. In the Employee Hub, go to SettingsNotification Settings.
  2. Select a category, such as Workflows, Absences, or Documents.
  3. Enable or disable email, Slack, and mobile notifications for the category.
  4. To stop all email notifications, disable the option for all email notifications.
  5. Save your settings.

Notification categories and channels in the Employee Hub

To grant or revoke temporary Hub access, follow Grant flair Customer Support access.

Reset an Employee Hub password

  1. In flair HR, go to HREmployees.
  2. Open the employee who needs a password reset.
  3. Scroll to Employee Hub.
  4. Click Reset password. The employee receives a reset email.
  5. Ask the employee to open the email link and enter a new password.
  6. Ask the employee to sign in with the new password.

View Flair Reports in Analytics

In Analytics, you view reports your HR Admins publish to the Employee Hub. Each report opens in a viewer where you can adjust the grouping, chart, and time period, save your own views, and drill into the underlying records.

Who can use this?

Employees and Managers in the Employee Hub. HR Admins choose which reports appear and whether each one is personal or team-scoped in Salesforce.

Browse the report library

  1. In the Employee Hub, open Analytics. Reports are grouped into two libraries: My data, which shows reports about you, and My team, which shows reports about the people you manage.
  2. To switch between a tile view and a list view, use the Tiles and Table toggle in the top-right.
  3. To narrow the list, enter a report name in the search box, or select one or more categories in the category filter.
  4. Click a report to open it.

Adjust and read a report

The controls a report offers depend on how it is built. A flat list report shows a table only, while a grouped report adds grouping, measure, and chart controls.

  1. For a report with a time axis, set Start Period and End Period, then choose an Interval of Monthly, Quarterly, or Annually.
  2. In Group by, choose the dimension to group results by.
  3. Optional: In Stack, choose a second dimension to split each group into series. Select None to remove stacking.
  4. In Measure, choose the value to plot, such as a count or a sum.
  5. Choose a chart type. The available types depend on the grouping: time-axis groupings offer a line or column chart, and other groupings offer a column, bar, or pie chart.
  6. To inspect the records behind a group, click its bar, column, slice, or row. The matching records open in a drawer on the right.

Save and reuse a view

A view stores your grouping, measure, chart, and period choices for a report so you can return to them without reconfiguring.

  1. Configure the report the way you want to keep it.
  2. In the views bar, click the new-view icon, enter a name, then click Save. The view appears as a button in the bar.
  3. To switch views, click All for the report's defaults, or click a saved view's button.
  4. After changing a saved view, click Save Changes to update it.
  5. To rename, duplicate, or delete a view, open its actions menu (the three-dots icon) and select Rename, Duplicate, or Delete.

Create reports for Hub analytics

Employee Hub Analytics report types are custom-coded and do not integrate with Salesforce, so you cannot modify them directly.

As a workaround, create a Salesforce report or dashboard and subscribe to it. Salesforce emails subscribers on the selected schedule. For recipients without Salesforce users, configure automatic email forwarding from a subscribed mailbox.

Request Employee Hub account deletion

  • As an Employee, ask your employer to delete your account.
  • As an HR Admin, follow Delete an employee.