INNOMATE HR Documentation

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User guides and technical documentation for INNOMATE HR, covering HR administration, recruitment workflows, course management, and system integrations. Includes details on API data exchange via OData, DataLøn and STUDIE+ integrations, Microsoft 365 calendar synchronization, and the use of job widgets.

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What's inside INNOMATE HR

  1. Overview of the Dialogue Management (Samtalestyring) module

    The Dialogue Management (Samtalestyring) module is used to manage the execution of development conversations within an organization, including MUS (Annual Staff Development), LUS (Salary/Development talks), and probationary period conversations (prøvetidssamtaler).
  2. Overview of Onboarding module workflows

    The Onboarding module automates registrations, notifications, and follow-ups for employee hiring, departures, and leadership changes. It is available in two versions:

    Onboarding, basic includes:

    • Preboarding (from person)
    • Onboarding, basic
    • Rokering (Internal rotation)
    • Ny leder (New leader)
    • Offboarding

    Onboarding, pro includes all basic actions plus:

    • Onboarding, Pro (includes probation meeting notifications and invitations)
    • Offboarding, auto
    • Varsling om fratrædelse, auto (Automatic departure notification)

    Central data types used across these actions include Persons, Employments, Units, Processes (Pro only), and Schedule Templates (Pro only).

  3. Overview of Dialogue Management module functionality

    The Dialogue Management module manages the execution of development conversations (e.g., MUS, LUS, and probation meetings) within an organization. Key capabilities include:

    • Scheduling conversations via calendar invites and emails using INNOMATE actions.
    • Creating conversation forms (skemaer) that both parties fill out and approve.
    • Sending manual or automatic reminders for form approvals.
    • Monitoring the progress of conversation rounds via main menu lists.
    • Changing form approvers on existing forms.
  4. Overview of INNOMATE HR support resources

    The INNOMATE HR support site provides a centralized hub for users and administrators to access product information. Available resources include:

    • Complete Documentation: Guides, tutorials, and instructions organized by category.
    • Technical Information: Detailed instructions for system administrators and power users, including API documentation and integration guides.
    • Legal Documents: Access to agreements, data processing agreements, and GDPR documentation.
    • Global Search: A search functionality to find specific topics across the entire documentation site.
  5. Overview of employee creation methods in INNOMATE

    In INNOMATE, an employee is defined as a person with an active employment. There are four primary ways to create a new employee:

    1. Automatic Integration: The person is created via integration with an external system.
    2. Recruitment: The person is created through the INNOMATE recruitment module and its associated processes.
    3. Actions/Workflows: Custom workplace actions can handle employee creation, which may also include user account creation.
    4. Manual Creation: The administrator manually creates the person and employment records.