Build the HR package your organisation actually needs.

Start with Core HR, then add forms, workforce scheduling and attendance, training or recruitment depending on how your people work.

One employee record

One joined-up platform

Built to flex

How the platform is structured

Core HR Employee records, onboarding, holidays, absence, documents, performance, reporting, workflows, self-service and more.

Form Builder Digital forms, frameworks, surveys and sign-off.

Time & Attendance Rotas, clocking, timesheets, overtime and payroll-ready data.

Training Records, requirements, alerts, matrices and reporting.

ATS Applicant tracking to keep recruitment organised from vacancy to hire.

Core HR stays at the centre, so the additional modules work around the same employee data and processes.

Evalu-8 HR Package Builder

Build your package

Start with Core HR. Add what your organisation needs.

Core HR gives you the foundation for managing your people. Add the modules that match the way your organisation works, then view or download the full feature detail for each module.

Choose your modules

Select any combination

Core HR

Your foundation for employee records, holidays, absence, documents, performance, reporting, workflows and everyday HR.

Employee recordsHolidaysAbsenceDocumentsPerformanceReporting

Always included

Form Builder

Build your own digital HR forms and keep completed records connected to each employee.

Custom formsSignaturesAttachmentsFollow-up tasksForm reporting

+ Add

T&A

Time & Attendance

Plan rotas, capture working hours, manage overtime and turn approved time into payroll-ready data.

RotasClockingTimesheetsOvertimePayroll-ready data

+ Add

✓

Training

Manage training requirements, certificates, renewals and compliance across your organisation.

Training recordsRequirementsCertificatesExpiry alertsTraining matrix

+ Add

Click a module card to add or remove it. Use “View full details” to see every included feature and download that module as a PDF.

Your package

Built around your organisation

Core HR is your foundation. Add only the extra modules your teams need.

Your selected modules

Core HREmployee records • Holidays • Absence • Documents • Performance • Reporting • Workflows • Self-service

Modules in your package1

Core HR is always included in the PDF, followed by any optional modules selected above. Every feature area and every individual feature is included for each module in the package.

Talk to us about this package

Core HR Form Builder Time & Attendance Training

Core HR

Everything included in Core HR

Manage your people, performance, projects and everyday HR processes from one connected platform, with reporting, self-service and automation built in.

Core package

Feature area

What's included

Employee Records

Keep a complete, up-to-date record for every employee.

Central employee profiles

Personal, contact and employment information

Emergency contacts

Bank and pension information

Salary and employment history

Start and end dates

Payroll numbers

Working patterns

Employee notes

Custom fields and profile sections

EDI and demographic information

Line managers and reporting structures

Multiple line managers

Organisation chart

Multi-company management

Multi-site management

Employee Onboarding

Collect the information you need before a new starter even walks through the door.

Digital new starter onboarding

Secure onboarding links

Collect personal and employment information

Request required documents

Mandatory document uploads

Automatically create employee profiles

Notify HR when onboarding is complete

Automatically generate onboarding tasks

Assign actions to managers, HR, IT and other teams

Connect onboarding with employee documents and workflows

Holiday Management

Give employees an easier way to request leave while managers keep visibility and control.

Employee holiday requests

Mobile requests and approvals

Configurable approval processes

Multiple approval levels

Automatic entitlement calculations

Pro-rata calculations

Days or hours-based entitlement

Full-day, half-day and custom-period bookings

Custom leave types

Carry-over rules

Bank holiday rules

Length-of-service entitlements

Individual entitlement adjustments

Department, role and site restrictions

Limits on simultaneous leave

Holiday clash warnings

Manager overrides

Real-time balances

Annual leave planner

Team holiday calendars

Daily, weekly and monthly views

TOIL and time-off balances

Leave & Absence Management

Record absence consistently and give managers clearer visibility of patterns and follow-up actions.

Sickness and absence recording

Custom absence types

Open-ended sickness records

Automatic sickness-duration tracking

Sick note and supporting document uploads

Known-condition recording

Return-to-work tracking

Phased-return tracking

Flexible working request tracking

Automated manager notifications

Absence workflows

Alerts for open sickness records

Bradford Factor reporting

Absence percentage reporting

Absence trend analysis

Frequent absence-day identification

Lateness recording and reporting

Payroll-ready absence information

Documents & E-Signatures

Keep important HR documents secure, current and connected to the employee record.

Unlimited document storage

Employee and company document libraries

Custom folders and categories

Permission-controlled access

Distribute documents by employee, department or role

Request employees to read documents

Request electronic signatures

Real-time read and signature tracking

See outstanding acknowledgements

Signature audit trails

Mobile-friendly e-signatures

Document expiry dates

Automated expiry reminders

Version control

Previous-version history

Reissue updated policies for acknowledgement

Automatically assign documents to new starters

Letter & Document Generation

Create repeatable employee documents using the information already held in Evalu-8.

Create documents from reusable templates

Import existing Word templates

Mail merge employee information

Generate contracts

Generate salary letters

Create employee correspondence

Store generated documents against employee records

Performance Management

Keep goals, reviews, feedback and employee development connected to the employee record.

Goals & KPIs

Employee and team objectives

Individual and team KPIs

Daily, weekly and monthly targets

Real-time progress tracking

Quantitative and qualitative performance tracking

Target versus actual performance

Rolling and cumulative targets

KPI dashboards and reports

Optional commission rules linked to performance

Reviews & Feedback

Employee performance reviews

Customisable review cycles

Manager evaluations

360-degree feedback

Qualitative feedback

Quantitative performance results

Review history

Recurring review schedules

Review reminders

Development & Progression

Employee development plans

Personal development objectives

Competency assessments

Track development actions

Identify development areas

Career progression tracking

Maintain historic performance and development records

Task Management

Keep everyday actions visible and make it clear who owns the next step.

Create and assign tasks

Assign tasks to individuals or teams

Due dates and times

Task priorities

Task descriptions

Reminders

Recurring tasks

Daily, weekly and monthly task views

Calendar and list views

Outstanding task tracking

Completed task history

Manager visibility

Automatically create tasks through workflows

Expenses & Mileage

Move expense claims away from emails, paper receipts and spreadsheets.

Employee expense claims

Mileage claims

Mobile submissions

Mobile receipt capture

Supporting document uploads

Custom expense categories

Mileage rates

Automatic mileage calculations

Save claims as drafts

Expense approval and rejection

Rejection reasons

Finance access

Mark expenses as paid

Expense history

Reporting and exports

Project Management

Manage employee time, tasks and costs against projects, jobs or contracts.

Projects & Tasks

Create projects and jobs

Project references and locations

Assign employees to projects

Permission-controlled project access

Create project tasks

Assign tasks to individuals or teams

Due dates and priorities

Project Time Tracking

Record employee time against projects

Record time against individual tasks

Daily and weekly project timesheets

Employee self-entry of hours

Notes against time entries

Billable and non-billable hours

Hourly and billable rates

QR code project time recording

Project and task-level reporting

Feed relevant hours into payroll reporting

Costs & Budgets

Set project budgets

Track project expenses

Track forecasts

Fixed-fee, time-based and budget-based projects

Compare planned and actual costs

Monitor project financial performance

Reporting & Dashboards

Turn live HR data into information managers can actually use.

Reporting

Library of pre-built HR reports

Real-time reporting data

Custom report builder

Drag-and-drop report creation

Choose the information you want to report on

Custom filters

Report using custom employee fields

Save frequently used reports

Scheduled and automated reporting

Excel, CSV and PDF exports where supported

Permission-controlled report access

Dashboards

Customisable dashboards

Multiple dashboards

Personal and manager dashboards

Custom dashboard widgets

Real-time HR information

Visual charts and data visualisation

Custom bar and line charts

Quick access to key reports

Workflows & Automation

Reduce repetitive HR administration by automatically triggering the right actions at the right time.

Custom workflow builder

Pre-built workflows

Date-based automation

Event-based automation

Trigger workflows from employee information

Trigger workflows from custom fields

Apply workflows to individuals, groups or your whole organisation

Set workflow conditions

Trigger actions before or after key dates

Automatically notify employees

Automatically notify managers

Automatically create tasks

Assign actions to specific people or teams

Create staged reminders

Automate onboarding

Automate absence follow-up

Automate return-to-work reminders

Automate document expiry actions

Automate performance review processes

Automate important employee date reminders

Employee Self-Service & Mobile Access

Give employees direct access to the information and actions they need without everything going through HR.

Employee self-service

Mobile employee self-service

View personal information

Update permitted information

Request holidays

View holiday balances

Access documents

Read and sign documents

Submit expenses

View tasks and requests

Access company information and updates

Permissions & Access Control

Give people access to what they need without exposing information they should not see.

Unlimited permission levels

Custom user groups

Role-based permissions

Employee-level access controls

Manager-specific access

Site and company-based permissions

Control access to employee information

Control access to reports

Dashboard permissions

Mobile permissions

Restrict sensitive HR information

Different access for HR, managers, finance and other teams

Company Tools

Useful everyday tools included within Core HR.

Company Calendar

Company events

Custom event categories

Meetings, training and other activities

Central calendar visibility

Resource Booking

Meeting room booking

Vehicle booking

Equipment booking

Custom resources

Recurring bookings

Invite employees to bookings

Attendance confirmations

Visitor Management

Digital visitor book

Multi-site visitor management

Visitor sign-in and sign-out

Reception tablet mode

Visitor self-service

Custom visitor information

Site rule acceptance

Visitor signatures

Visitor badges

Visitor history and reporting

Internal Communication

Internal messaging

Company announcements

Company timeline

Mobile access to updates

Push notifications

Form Builder

Everything included in Form Builder

Turn paper forms and manual HR processes into consistent digital records that employees and managers can complete, sign, track and store against the employee record.

Optional module

Feature area

What's included

Build & Customise Forms

Build forms around your own HR processes without coding.

Create custom HR forms with no coding required

Create reusable form templates

Central form library

Custom form names and descriptions

Customisable form sections

Custom section headings

Create custom questions

Required fields

Free-text responses

Yes / No questions

Multiple-choice responses

Dropdown selections

Numerical fields

Date fields

Checklists

Digital signature fields

Add guidance and reference information

Create short or detailed forms

Create continuous or stepped forms

Tailor forms to match existing company processes

Edit and update form templates as requirements change

Employee & Manager Forms

Let employees and managers complete and sign the same digital HR process.

Complete forms against individual employees

Employees can complete forms themselves

Managers can complete forms for employees

Employee and manager sections within the same form

Employee sign-off

Manager sign-off

Multiple signature fields

Manager review of employee-completed information

Save completed forms directly to the employee profile

Maintain a history of completed forms

View completed forms at any time

Edit completed forms where permitted

Evidence & Attachments

Keep supporting information and evidence alongside the completed HR record.

Add attachments to forms

Upload supporting files

Upload photographs

Capture supporting evidence alongside submissions

Digital signatures

Keep supporting information with the completed record

Mobile-friendly form completion

Tasks & Follow-Up

Make it clear who owns the next action and when it needs completing.

Assign ownership of forms

Set completion or review dates

Create follow-up tasks

Due-date reminders

Track outstanding forms

Status tracking

See who owns the next action

Maintain submission history

Records & Reporting

Keep completed forms connected to employees and report on the information collected.

Completed form history

Store forms against employee profiles

Submission history

View previous completed forms

Edit completed forms where permitted

Download completed forms as PDFs

PDF exports

Form reporting

Report filters

Report on submitted form data

Permissions & Access

Control who can complete, view, review and manage different forms.

Control who can complete forms

Control who can view forms

Manager and employee access

Permission-controlled access to completed forms

Restrict sensitive HR forms to authorised users

Different access levels for completing, reviewing and managing forms

Example HR Forms

Examples of the types of employee forms you can build using Form Builder.

Return-to-work forms Employee appraisals One-to-one forms Induction checklists Employee review forms Manager review forms HR checklists Company-specific employee forms

Time & Attendance

Everything included in Time & Attendance

Plan shifts, manage coverage, capture working hours and turn approved attendance data into accurate, payroll-ready records.

Optional module

Feature area

What's included

Rota Planning & Scheduling

Build, manage and publish rotas around the way your organisation actually works.

Create and assign employee shifts

Create fixed, flexible and ad hoc shifts

Create rotating and multi-week shift patterns

Automatically generate rotas from working patterns

Create repeating Week 1, Week 2 and other rota patterns

Set shift start and end times

Add paid and unpaid breaks

Assign job roles to shifts

Add notes to individual shifts

Assign locations and sites to shifts

Add travel time before and after shifts

Drag-and-drop shift scheduling

Copy individual shifts across days

Copy complete weeks of shifts

Create reusable shift templates

Create reusable rota patterns

Edit individual shifts without changing the underlying pattern

Create rotas in draft before publishing

Publish rotas to employees

Multi-week rota views

Monthly rota visibility

Filter rotas by department

Filter rotas by job role

Filter rotas by employee group

Multi-site rota management

Schedule employees against secondary job roles

Rota Coverage & Staffing

Compare the people and roles you need against what is actually scheduled.

Employee-based rota views

Coverage-based rota views

Create rota coverage templates

Define required staffing levels for each shift

Define required job roles for each shift

Assign employees to required coverage positions

Filter available employees by job role

Identify filled and unfilled shifts

Unassigned shift warnings

Daily staffing visibility

View scheduled employee numbers by day

View total scheduled hours

Rota labour cost visibility

Holiday visibility directly on the rota

Sickness visibility alongside scheduled shifts

Colour-coded leave visibility

Working-time and break warnings

Open Shifts & Employee Access

Publish available shifts and give employees direct mobile access to their rota.

Create open shifts

Publish available shifts to employees

Employees can claim available shifts

Automatically add claimed shifts to the employee's rota

Notify employees about available shifts

Target available-shift notifications by job role

Mobile push notifications

Employees can view their rota through the mobile app

Employees can view shift times and locations on mobile

Real-time access to published rota information

Clocking In & Out

Capture actual working hours using different clocking methods for different teams and locations.

Real-time clock-in and clock-out recording

Automatically capture actual working hours

Desktop and browser clocking

Mobile app clocking

QR-code clocking

Central tablet and kiosk clocking

PIN-code clocking

Employee ID badge clocking

Different clocking methods for different employee groups

Site-based clocking controls

Geofenced clocking locations

Multiple permitted clocking locations

Restrict clocking to approved locations

Record employee clocking locations

Individual employee clocking restrictions

Link clocking records to scheduled shifts

Real-time employee time logs

Clocking & Attendance Rules

Control how attendance data is interpreted and manage exceptions consistently.

Configurable company-wide Time & Attendance rules

Employee-specific Time & Attendance settings

Clock-in and clock-out rounding rules

Configurable rounding intervals

Clocking grace periods

Early clock-in buffer periods

Late clock-out buffer periods

Configurable clocking windows around scheduled shifts

Route clocking exceptions for manager approval

Automatic break deductions

Paid and unpaid break handling

Break tracking

Working-time and break warnings

Late clocking visibility

Attendance exception visibility

Manager overrides

Manager amendments to recorded times

Manually add missed clockings

Timesheets & Approvals

Turn clocking records into clear timesheets ready for managers to check and approve.

Automatically generate timesheets from clocking records

Individual employee time logs

Weekly timesheet views

Timesheet approval workflows

Manager timesheet approvals

Manager timesheet amendments

Manually create timesheets for missed clockings

Compare scheduled hours against actual worked hours

Compare contracted hours against actual worked hours

Identify employees above or below contracted hours

Include leave within worked-hours reporting

Include sickness within worked-hours reporting

Hours summaries

Break information

Attendance history

Timesheet audit trail

Overtime & TOIL

Identify additional hours and decide whether they should be paid or recorded as time off in lieu.

Automatically identify overtime from worked hours

Record overtime from manually entered timesheets

Overtime tracking

Track hours worked above contracted hours

Multiple overtime rates

Assign overtime to the appropriate rate

Overtime approval requests

Manager overtime approvals

Approved overtime included in payroll reporting

Overtime reporting by rate

Payable overtime

TOIL

Record additional hours as payable overtime or TOIL

Overtime cost visibility

Reporting & Payroll

Turn approved rota and attendance information into payroll-ready data.

Time & Attendance reports

Weekly timesheet reports

Attendance reports

Rota reports

Worked-hours reports

Contracted vs actual hours reporting

Overtime reporting

Combined worked-hours, leave and sickness reporting

Payroll-ready hours reporting

Customisable payroll report columns

Filter payroll data by date range or payroll period

Include rota hours in payroll reporting

Include Time & Attendance hours in payroll reporting

Include approved overtime in payroll reporting

Export timesheets

Export rota information

CSV and Excel exports

Payroll-ready data exports

Export information for use with payroll software such as Sage

Training

Everything included in Training

Set training requirements by role, track completion and certificates, automate expiry reminders and use clear reporting to identify compliance gaps.

Optional module

Feature area

What's included

Training Setup

Define your training catalogue and decide what different roles and employees are required to complete.

Create a central training catalogue

Create custom training types

Create training categories

Record training providers

Create reusable training templates

Add custom training fields

Categorise training as internal or external

Set training as mandatory or optional

Set mandatory training requirements by job role

Set mandatory training requirements for multiple roles

Set training requirements for specific employee groups

Set individual employee training requirements

Set default expiry periods for training

Automatically calculate expiry dates from completion dates

Employee Training Records

Keep completed training, certificates and evidence together against the individual employee.

Central training record within each employee profile

Manually add completed training

Assign training to employees

Record training type

Record training provider

Record training cost

Record completion / achieved date

Record training expiry date

Maintain a complete history of employee training

Track completed training

Track outstanding training

Track pending training

Upload certificates

Upload proof of training

Upload supporting files and evidence

Employees can record their own training where permitted

Employees can upload their own supporting evidence where permitted

Mandatory Training & Compliance

See what each employee should complete and where mandatory training is missing.

Define mandatory training requirements

Define optional training requirements

Mandatory training by job role

Mandatory training by employee group

Individual training requirements

Automatically identify training requirements for new starters

Identify missing mandatory training

Track mandatory training completion

Mandatory training completion percentage by employee

See how much mandatory training remains outstanding

Identify compliance gaps across teams and departments

Role-based training requirement reporting

Expiry & Renewal Management

Keep on top of expiring certificates without manually chasing every renewal.

Training expiry tracking

Certificate expiry tracking

Default expiry periods

Automatic expiry date calculation

Automated expiry reminders

Set reminders days, weeks or months before expiry

Refresher reminders

Overdue training alerts

Send expiry notifications to multiple people

Notify the employee

Notify the employee's line manager

Notify other nominated users

Identify training approaching expiry

Identify expired training

Training Matrix & Reporting

Give managers a clear view of what is complete, missing, pending or approaching expiry.

Visual training matrix

Training Required report

Mandatory training reports

Training completion reporting

Training expiry reporting

Training compliance reporting

List-based training reports

Graph-based training reports

View completed training

View pending training

View training approaching expiry

View expired training

Identify training gaps

Mandatory completion percentage reporting

Filter training reports by employee group

Filter reports by department or relevant employee groups

Manager-specific training visibility

Managers can view training information for their own teams

Export training reports

Audit-ready training exports

Permissions & Employee Access

Control who can view and update training information.

Permission-controlled training access

Control who can view training information

Control who can add training records

Allow employees to record their own training

Allow employees to upload training certificates

Manager access to relevant team training information

Restrict training information to appropriate users

Training Data & Administration

Keep historic training information and supporting records organised in one place.

Record training costs

Track external and internal training

Store training evidence against the employee

Centralise historic training records

CSV / report exports

Support for bulk training data imports during implementation

Software

HR Management Software

Info

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Data Processing Agreement

Evalu-8 Software Ltd

Earl Business Centre

Oldham

OL8 2PF

0161 5289466