People Matter is an HR system for small clinics and SMEs. This guide explains what the actions on each screen actually do — not just where the buttons are, but what happens to the money, the leave and the roster after you press them.
The daily loop
- Clocking & timesheets — punching in and out, and how a day becomes “Final”.
- Overtime — from “Unclaimed overtime” to cash or comp time.
- Leave & balances — requesting, the live math, cancelling, and configuring types and policy.
- Scheduling — reading the board, declaring days you can’t work or would rather not; planning and publishing for schedulers.
- Tasks — your own Tasks and your branch’s Tasks, and the difference between “seen” and “acknowledged”.
- Approvals — everything waiting on your decision, in one inbox.
The money
- Payroll — periods, payslips, the pool, running, claim-to-payment: the whole story.
Communication
- Messages — chat, forum and DMs: one system, three renderings.
- Announcements — the words everyone must read, with a record that they did.
Running the organization
- People — invitations, assignments, per-person overrides.
- Organization — locations, departments, position permissions and the chart.
- Approval policies — who approves what, in what order.
- Account, notifications & activity — signing in, switching identities, notifications and the branch log.
Help inside the app
Once signed in, the “?” in the top corner opens the help panel: it lists only the guides relevant to the screen you are on, filtered to what your permissions let you do. The content is this site — every page in the panel has a public URL you can paste to a colleague, readable without signing in.