Navigating Humi

Naomi

Logging into Humi directs you to the Home Page.

‍Details about the tools available on the home page are available in Using your Home Page.

The following provides an overview of the Humi platform and directions on how to navigate from the Home page to different sections of your account.

Account Roles & Permissions

Your access to different modules within Humi is dictated by your current role. Three default roles exist in all Humi accounts Admin, Manager, Employee. Your account admin will have access to create new roles and assign them to members of the team.

For more information on managing roles & permissions, see Roles & Permissions.

Information about the access level of the default roles can be found in each module overview.

Roles allow platform administrators to control your view & edit access in Humi. Most accounts are assigned just one role, and that role should allow an appropriate level of access to employee and company information. In some cases, an additional role should be granted to employees with additional responsibilities. For instance; if a manager is getting involved in hiring, a hiring manager role may be assigned that will allow that employee access to the recruiting module. You can toggle between roles by selecting the dropdown under your name on the top right of the site.

If you are not able to access a module you need, please contact your administrator to review your assigned permissions.

Navigating Modules

Once you have selected the correct role for your current requirements, your left-hand navigation will have updated with the modules you have access to. Below is an overview of the different modules.

My Profile: view and edit details regarding your personal Humi profile and account.
People: view your employee directory, navigate the information of individual employees, manage hiring/terminating, manage employee onboarding/offboarding and more.
Time Off: create and manage a full-feature time-off tracking system.
Documents: store and sign digital employee documents.
Performance: implement a performance management process using goals, feedback and reviews.
Surveys: create, send, and review employee surveys.
Payroll: run payroll and review past payroll records.
Recruiting: applicant tracking system to manage applicants, hiring funnels and job postings.
Company: view and edit company-level information.
Settings: view and edit settings for your Humi account.