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HR Administrator Guide

The HR Administrator Guide covers full operational workflows for HR staff, People Operations specialists, and HR Business Partners using BonardaHR.

1. Employee Lifecycle & Directory Management​

Adding a New Employee​

  1. Navigate to Employees → click + Add Employee.
  2. Follow the 4-step creation wizard:
    • Step 1: Personal Details: Name, personal email, phone number, address.
    • Step 2: Job & Org Placement: Department, job title, position, reporting manager, site/branch location, and employment type (Full-Time, Part-Time, Contractor).
    • Step 3: Compensation & Dates: Start date, probation period, contract type, compensation grade.
    • Step 4: Review & Submit: Inspect summary and finalize creation.

Bulk Employee Import via CSV​

When onboarding multiple employees or migrating data:

  1. Go to People → Add People → Import from CSV.
  2. Download the official CSV template.
  3. Populate employee records and upload the completed CSV.
  4. Use the visual column mapper to map spreadsheet headers to BonardaHR fields.
  5. Review the validation preview to fix formatting errors before executing the import.

HiBob Synchronization​

If your organization syncs employee records from HiBob:

  1. Navigate to HiBob Sync on the Sidebar.
  2. Click Run Sync or view the scheduled sync status log to ensure records and field mappings are up to date.

2. Policy Configuration (Attendance & Time Off)​

Managing Time Off Policies & Accruals​

  1. Navigate to System Config → Leave Policies.
  2. Configure policy rules:
    • Accrual Rate: Annual upfront grant vs monthly accrual calculation.
    • Carry-over Rules: Maximum days that can be carried into the next calendar year.
    • Notice Periods: Minimum days advance notice required for booking vacations.
    • Documentation Requirements: Require doctor's notes for sick leave exceeding $N$ consecutive days.
  3. Manual Balance Adjustments: HR admins can manually credit or debit balances for individual employees with mandatory audit reason logging.

3. Company Document Distribution & E-Signatures​

Uploading Company Documents​

  1. Go to Docs → Documents.
  2. Create folders (e.g., Policies, Benefits, Health & Safety).
  3. Upload PDF documents and set access visibility (e.g., all employees, specific sites, or specific departments).

Sending Documents for Electronic Signature (E-Sign)​

  1. Go to Docs → Requests.
  2. Upload the PDF template.
  3. Place signature, initial, date, and text fields on the document canvas.
  4. Select signers (individual employees or a dynamic group like "All new hires in Q3").
  5. Add an expiration date and automated reminder interval.
  6. Click Send. Track signature progress in real time and download signed audit certificates.

4. Automated Workflows & Onboarding Checklists​

  1. Go to Workflows → Workflow Templates.
  2. Build automated processes with triggers:
    • Trigger: New Employee Created → Step 1: Assign IT hardware task → Step 2: Send welcome email → Step 3: Request E-Sign handbook.
  3. Monitor active workflow runs, see bottlenecks, and reassign stuck tasks.

5. Reports & Analytics​

  1. Go to Reports in the sidebar.
  2. Generate ready-to-export reports:
    • Headcount & Turnover: Department distribution, gender diversity, hire/exit trends.
    • Attendance & Overtime Summary: Export timesheet totals for payroll integration.
    • Leave Liability & Accrual Balance Report: Total accrued vs taken leave days for finance teams.