Printable Guides

Below is a list of the printable guides. These guides are generally updated with each release. If the content within a printable guide differs from the content within Online Help, the content within Online Help is always the most up-to-date.

Analytics

Topic Printable Guides Last Modified
Dashboards Dashboards March 17, 2023
Insights

Insights

Includes the following:

  • Insights Main Dashboard
  • Manage Favorites
  • Career Mobility
  • Compliance
  • Employee Growth
 March 17, 2023
Reporting 2.0 Reporting 2.0 March 17, 2023
Standard Reports

Standard Reports

Includes the following:

  • Billing
  • Compensation
  • Connect
  • ILT
  • Performance
  • Recruitment
  • Succession
  • System
  • Track Employees
  • Training
  • Volunteer Management
 March 17, 2023

Cornerstone HR (CHR)

Topic Printable Guides Last Modified
Cornerstone HR (CHR)

Cornerstone HR

Includes the following:

  • Absence Management
  • Benchmark
  • Compensation
  • Employee Load
  • Forms
  • Headcount Trend Report
  • Point-in-Time Administration
  • Admin-Core-Org Chart
  • Planning
  • User Record
  • View
  • Cornerstone HR Integration
 March 17, 2023

Edge, Infrastructure, and Tools

Topic Printable Guides Last Modified
APIs APIs March 17, 2023
Connectors Connectors March 17, 2023
Data Load Wizard Data Load Wizard March 17, 2023
Edge Import Loads and Feeds Edge Import Loads and Feeds March 17, 2023
Edge Integrations

Edge Integrations

Includes the following:

  • Configuration and Settings
  • Integrations
 March 17, 2023
Edge Marketplace

Edge Marketplace

Includes the following:

  • Getting Started in Edge
  • Payment and Renewal
  • Trials
 March 17, 2023
Networking Issues Networking Issues March 17, 2023
Single Sign On Single Sign On (SSO) March 17, 2023

General Features (Core)

Topic Printable Guides Last Modified
Capabilities and Skills Profile Capabilities and Skills Profile March 17, 2023
Custom Fields Custom Fields March 17, 2023
Email Administration

Email Administration

Includes the following:

  • Email Digest
  • Marketing Emails
  • System Email Administration
 March 17, 2023
General Minimum Requirements General Minimum Requirements March 17, 2023
Groups Groups March 17, 2023
Integrations for Core Integrations for Core March 17, 2023
Language and Translations Language and Translations March 17, 2023
Login and Welcome Page Login and Welcome Page March 17, 2023
My Account My Account March 17, 2023
Organizational Unit Administration Organizational Unit Administration March 17, 2023
Partner Access Administration Partner Access Administration March 17, 2023
Preferences for General/Core

General/Core Preferences

Includes the following:

  • Cross-Platform Preferences
  • Display Preferences
  • Security Preferences
  • System Preferences
 March 17, 2023
Search Search March 17, 2023
Security Roles & Permissions Security Roles & Permissions March 17, 2023
Universal Profile Universal Profile March 17, 2023
User Records User Records March 17, 2023
Miscellaneous

Miscellaneous

Includes the following:

  • Admin Tools
  • Announcements
  • General Data Protection Regulation (GDPR) Readiness Program
  • Google Analytics
  • HTML Safe List
  • Inline Help
  • IP Blocking
  • jQuery Validation Tool
  • My Team (Legacy)
  • Page Titles in Browser
  • Safe Listed Customizable Elements
  • Secure Page Timeout
  • Setting Availability
  • Support Central
  • System Notifications
  • System Pop-ups
  • Trust Site
  • Video Streaming
  • Writing Tools
 March 17, 2023

Learning

Topic Printable Guides Last Modified

Certifications

Certifications

Includes the following:

  • Certification Administration
  • Certification Management
  • Certification Proxy Enrollment
  • Certification Transcript Issues
  • Certification Versioning
 March 17, 2023
Connect: Postings, Communities, Live Feed Connect March 17, 2023
Content: Online Course Creation, Tests, and Other Content

Content

Includes the following:

  • Asset Importer
  • Content Uploader
  • Course Builder
  • Course Publisher
  • Learning Reporter
  • Surveys
  • LinkedIn Learning
  • Module Builder
  • Tests
  • xAPI
 March 17, 2023
Course Catalog

Course Catalog

Includes the following:

  • Course Catalog Management
  • Subjects
  • Curricula
  • Materials
  • Programs and Cohorts
  • Videos
 March 17, 2023
Course Console Course Console March 17, 2023
Cornerstone for Salesforce Cornerstone for Salesforce March 17, 2023
Evaluations

Evaluations

Includes the following:

  • Evaluations Administration
  • Evaluations Question Bank
  • Evaluation Categories
  • Evaluation Defaults
  • Creating Level 1 Evaluations
  • Creating Level 2 Evaluations
  • Creating Level 3 Evaluations
 March 17, 2023
Express Class Express Class March 17, 2023
Extended Enterprise

Extended Enterprise

Includes the following:

  • E-Commerce
  • Shopping Cart
 March 17, 2023
External Training

External Training

Includes the following:

  • Adding External Training
  • Marking External Training Complete
  • SF-182
 March 17, 2023
Grovo Grovo Create Tool March 17, 2023
ILT

Instructor-Led Training

Includes the following:

  • Vendors and Instructors
  • Facilities and Resources
  • ILT Request Forms
  • Events and Sessions
  • Session Roster
  • vILT
 March 17, 2023
Integrations for Learning Integrations for Learning March 17, 2023
Learner Home and Search

Learner Home

Includes the following:

  • Learning Search
  • Learner Home page
 March 17, 2023
Learning Administration

Learning Administration

Includes the following:

  • Learning Custom Fields
  • Learning Preferences
  • Offline Players
  • Learning Integrations
 March 17, 2023
Learning Assignment Tool

Learning Assignment Tool

Includes the following:

  • Manage Learning Assignments
  • Create Learning Assignments
  • Assignment Summary
  • Dynamic Reassignment and Removal
 March 17, 2023
Learning Details

Learning Details

Includes the following:

  • Learning Details (Early Adopter)
  • Training Details
 March 17, 2023
Learning Playlists Learning Playlists March 17, 2023
Mobile

Mobile

Includes the following:

  • Cornerstone Learn App
 March 17, 2023
Offline Players Offline Players March 17, 2023
Online Course Online Courses March 17, 2023
Training Form Management Training Form Management March 17, 2023
Training Plans Training Plans March 17, 2023
Training Tools

Training Tools

Includes the following:

  • Data Merge
  • Training Removal Tool
  • Training Update Tool
 March 17, 2023
Transcript

Transcript

March 17, 2023

Performance

Topic Printable Guides Last Modified
Check-Ins

Check-Ins

Includes the following:

  • Check-Ins Email Management
  • Manage Check-Ins
  • Check-Ins Admin
 March 17, 2023
Compensation

Compensation

Includes the following:

  • Compensation Data
  • Compensation Tasks
  • Compensation Statement
 March 17, 2023
End User Guide for Compensation March 17, 2023
Managers Guide for Compensation March 17, 2023
Competencies

Competencies

Includes the following:

  • Assessment Tasks
  • Competency Bank
  • Competency Assessment Models
  • Observation Checklists
  • Skills Matrix
March 17, 2023
Development Plans

Development Plans

Includes the following:

  • Development Plan Administration
  • Template Administration
  • User Development Plans
 March 17, 2023
Employee Relationships

Employee Relationships

Includes the following:

  • Permissions Constrained by Employee Relationship
  • Manage Employee Relationships
  • Peers - Create
 March 17, 2023
Engage

Engage

Includes the following:

  • Engage Lite
  • Campaigns
  • Dashboard
  • Emails
  • Library
  • Respondents
 March 17, 2023
Feedback

Feedback

Includes the following:

  • Feedback Preferences
  • Feedback Wall
  • Request Feedback
  • Snapshot Badges
 March 17, 2023
Goals

Goals

Includes the following:

  • Assignment
  • Configuration
  • Goal Creation
  • View and Manage Goals
 March 17, 2023
End User Guide for Goals March 17, 2023
Managers Guide for Goals March 17, 2023
Reviews

Reviews

Includes the following:

  • Performance Review - Administrator Overview
  • Admin Review Tasks
  • Comment Assistant
  • Custom Fields
  • End User Review Tasks
  • Form Sections
  • Reviews Snapshot
  • Preferences - Set Printable View
 March 17, 2023
End User Guide for Reviews March 17, 2023
Managers Guide for Reviews March 17, 2023
Succession

Succession

Includes the following:

  • Career Center (Legacy)
  • Career Preferences
  • Custom Fields
  • Evergreen
  • Helicopter View
  • Resume
  • SMP Powerpoint Report
  • Succession Snapshot
  • Succession Task Templates
  • Talent Pools
  • Talent Search
  • Tasks
  • Team Builder
  • Succession Log
 March 17, 2023

Recruiting

Topic Printable Guides Last Modified
Candidate

Candidate

Includes the following:

  • Applicant & Application Custom Fields
  • Applicant Profile
  • Candidate Deletion, Anonymization, or Compliance
  • Duplicate Management
  • Flattened Application PDF
  • Review Applicants
  • Resume Carousel
  • Manage Hired Applicants
 March 17, 2023
Career Site and Career Center

Career Site and Career Center

Includes the following:

  • Career Center (Legacy)
  • Internal Career Sites
  • Career Site Management
  • Forgot Password
  • Mobile-Friendly Career Site
  • Candidate Applications
  • My Profile
  • Referrals
  • Standard Career Site
March 17, 2023
Integrations for Recruiting Integrations for Recruiting March 17, 2023
Interview Management

Interview Management

Includes the following:

  • HireVue Integration
  • Interview Events & Sessions
  • Interview Guides
  • Interview Scheduling
  • Interview Manager
March 17, 2023
Job Application

Job Application

Includes the following:

  • Apply With LinkedIn / SEEK
  • Compliance Questions
  • Job Application API
  • Mobile-Friendly Application Workflow Templates
  • PreScreening Questions
  • Resume and Resume Parsing
  • Standard Application Workflow Templates
  • Application Source Values
 March 17, 2023
Offer Letter Management

Offer Letter Management

Includes the following:

  • Modular Offer Letters (Early Adopter)
  • Creating/Editing Offer Letters & the Offer Letter Workflow
  • Offer Letter Approvals
  • Offer Letter Custom Fields
  • Offer Letter Preferences
  • Offer Letter Templates
March 17, 2023
Onboarding

Onboarding

Includes the following:

  • CIC Plus Integration
  • Onboarding Dashboard
  • Onboarding Workflows
  • Navigation Tabs and Links Extensions
  • Preboarding
  • Start Onboarding Page
 March 17, 2023
Requisitions

Requisitions

Includes the following:

  • Creating/Editing Requisitions
  • Default Requisition Templates
  • Manage Requisitions
  • Cost Fields
  • Feature Activation Preferences
  • General Preferences (by Division)
  • Other Requisition Functionality:
    • Job Requisition Form Status Workflow
    • Recruiting Roles
    • Rehired Employees
  • Recruiting and Onboarding Integrations
  • Referral Preferences
  • Requisition and Applicant Preferences
  • Requisition Approvals
  • Requisition Custom Fields
  • Requisition Requests
  • Requisition Snapshot
  • Requisition Templates
 March 17, 2023
Screening

Screening

Includes the following:

  • Add or Move to Requisition
  • Anonymous Reference Letters
  • Applicant or Application Flags
  • Applicant Statuses
  • Candidate Search Query
  • Dashboards
    • Hiring Dashboards
    • Recruiter Dashboard
    • Recruiting Manager Dashboard
  • LinkedIn Recruiter System Connect
  • Manage Applicants (Legacy)
  • Manage Candidates
  • Search Candidates (Legacy)
 March 17, 2023
Sourcing

Sourcing

Includes the following:

  • Agency Management
  • Applicant Sources
  • Broadbean or Other Job Distribution
  • Connect With Us
  • Create and Edit Job Postings
  • SmashFly Integration
  • Talent Pools
March 17, 2023
Standard Reports

Standard Recruiting Reports

Includes the following:

  • Applicant Compliance Report
  • Applications by Source and Status Report
  • Cost per Hire Report
  • Custom Form Data Report
  • Hires by Source Report
  • Recruiting Agency Statistics Report
  • Referral Statistics Report
  • Requisition Details Report
  • Saved Applicant Searches Report
  • Scheduled Interviews Report
 March 17, 2023

Glossary

Topic Printable Guides Last Modified
Glossary Glossary March 17, 2023