Helios Ed

Onboarding 12

• Onboarding Overview (with video)
• Onboarding Dashboard Overview
• Onboarding Designer Overview
• Onboarding Packet Attachments - How to Attach a File
• Updating Forms / Docs in an Onboarding Document

View all 12

Workflows 17

• Workflows Overview (with video)
• Workflows Dashboard
• Workflow Designer - How to Design and Route a Workflow
• Approve, Reject, or Redirect a Workflow
• Limiting User Access to Workflow Types

View all 17

Reports and Queries 6

• Reports Home Screen Overview
• Create a Query
• How to Filter a Report
• How to Run a Report
• How to Create a Custom Report

View all 6

E-Forms & E-Docs 2

• How to Add a Link to a Form
• How to Design a Form

Evaluations 11

• Evaluations Overview (with video)
• Design a New Evaluation or Edit an Existing Evaluation
• How to Assign an Employee Evaluation (Single or Bulk)
• Unlocking an Evaluation
• What does the full evaluation process look like for an administrator who is completing an evaluation for an employee?

View all 11

User Access 9

• Add a New User
• User Access Overview: How to Add Users and Customize User Access in Helios
• How to Add a Test User and a Test Employee for Testing Purposes
• How to Manually Reset an Employee's Password for the Employee Portal
• Employee Portal Access and Permissions: How to Restrict or Enable

View all 9

Absences & Substitutes 20

• Absences and Substitutes Overview (with video)
• How to Manage Absences and Substitute Entries as an Admin
• How to View Individual Absence and Substitute Records for an Employee or Position - Advanced Search
• How an Employee Can Add, Edit, or Delete Their Absence from the Employee Portal
• How to Add an Absence (and Sub) as an Admin

View all 20

Time Reporting & Leave Balances 7

• Time Reporting Overview
• Time Sheet Review Overview
• Time Reporting Combined Overview
• How Employees Add and Approve Time Sheets, or Clock In/Out, in the Employee Portal
• Managing Pay Periods - Add, Lock, and Close

View all 7

Communications 3

• How to Send a Group eSign Form or eSign Document to a group of employees (like a Letter of Reasonable Assurance or Employee Handbook)
• How to Send an eSign Document for an Employee to Sign Via the Employee Portal
• How to Setup Automated Reminders

Employee Data 5

• How to Import Credentials (California) & Automate Reminders
• Deleting an Employee in Helios
• Add a New Job Record to an Employee
• Reactivate a Terminated Employee
• Employee Data Overview

Settings 5

• File Transfers and Importing / Exporting Data with Helios using SFTP
• Setting Up Single Sign-On (SSO) in Helios
• Dropdown Edits - How to make changes to the different dropdown sections throughout Helios
• Customizing the Employee Portal Home Page
• Share a File Securely with Helios Support

Employee Portal 7

• Employee Portal
• Employee Portal Overview
• Customizing the Employee Portal Home Page
• Employee Portal Access and Permissions: Restrict & Enable
• How Does an Employee Login to the Employee Portal

View all 7

Mobile App 4

• Mobile App
• How to Login to the Helios Mobile App
• How to Accept Substitute Assignments from the Mobile App
• Mobile App Overview

Getting Started 5

• Getting Started with Helios
• Data Import Templates
• SSO (Single Sign On) Setup
• How to Add a Test User and a Test Employee for Testing Purposes
• Introduce Helios to Your School or District - Email Template

Hiring and Job Portal 8

• Hiring & Job Portal Overview
• How to Post and Manage Jobs in Job Portal
• How to add screening questions and questionnaires to a job posting
• How to Email and Schedule Interviews with Applicants
• How to send an applicant's info, and all of their application data, to the Helios HR Portal

View all 8

FAQ 0

Getting Started 0

Your account 0

Your documents 0

Employee Portal 3

• How to Accesses Workflows from the Employee Portal
• How to Login to the Employee Portal
• Employee Portal Overview

Job Portal 0

Premium subscription 0

Shared files 0

Deleted files 3

• How to Manually Reset an Employee's Password for the Employee Portal
• Test Article
• How to Add Users and Customize User Access in Helios