For administration, HR and technical roles
Administering Orquiva
Setting up the company, its people and structure, roles and permissions, security, absences, documents, integrations and billing.
19 guides
Initial setup
Organisation and people
- Company, departments, positions, sites and sub-companiesCompany details, departments, positions, worksites, roles and sub-companies: how to create them, what can't be deleted in use and how sub-companies isolate people.
- Managing employeesAdd one person or import a CSV, invite those without access, edit their profile, export their clock-ins and handle their exit or deletion.
- Offboarding an employeeThe offboarding process: who can run it, where it lives, the checklist, returning assets and the account deactivation, which runs by itself on the date set.
- Assigning and managing assetsAsset management is an admin screen: inventory, assignments, assignment contracts and the Support view with equipment requests, returns and incidents.
- Assigning and tracking goalsTalent management › Goals: who can set goals, how to create them with fixed and variable tasks, how progress is marked and when goals are archived.Managers
- Running surveys and reading the resultsTalent management › Surveys: sending a survey from a template, setting a deadline and auto-close, where each person answers and who sees the results.
Access and security
- Roles and permissionsWhat each factory role grants, how to build a role from a template, how to adjust one person's permissions, and why a direct manager approves without any.Technical
- Security: MFA, SSO and policiesPersonal and company-wide two-step verification, SSO with Google, Microsoft or OIDC (Okta, Entra ID, Keycloak), and the password policy. No SAML.Technical
- Audit logWho did what and when, including document downloads and salary lookups: how to filter it by tab and period and export it to CSV.Technical
Time, absence and documents
- Absence types and public holidaysCreate time-off types, choose which ones deduct vacation and which are notified rather than approved, add statutory leaves and set your holidays.
- Documents: library, folders and importCompany › Documents: folders, uploading to one person, ZIP import, splitting payslips by tax ID, the company library and who gets notified of what.
- Requesting signaturesSending a PDF for one or more people to sign in order. Who can do it, where it lives, reminders, what happens if someone rejects, and how to change the order.
- Onboarding and review templatesWhere onboarding and review templates are built, which destination each task needs, how the weighted score is worked out and what deleting a template does.
Payroll, expenses and billing
- Salaries and the payroll bureau packageOrquiva doesn't calculate payroll: it stores salaries and bonuses, builds the monthly package for your payroll bureau and splits its payslip PDF by tax ID.
- Billing, plan and modulesPlans and prices, what each includes, the 14-day trial, adding or reducing seats, changing plan, activating modules and canceling your subscription.
Integrations, API and reports
- Integrations, API and webhooksThe 12 integrations, signed outbound webhooks, public API keys and how to connect n8n, Zapier or Make through webhooks and the API.Technical
- Reports and exportsWhich report to use and what each one needs: people, expenses, salaries, severance, working-time register, payroll bureau package and exporting clock-ins from Employees.
- Advanced reports and KPIsThe Executive reports: people, expenses, severance, working-time register and salaries. What each holds, which permission it needs and what a manager gets.
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