Planner
All articles relating to the planner
By Joshua and 1 other2 authors162 articles
Personal planner
How to add different types of events to your planner.
- HolidaysAll information regarding holidays.10 articles
- Planner settingsUnderstand planner settings.12 articles
- Work patternsAdd & assign work patterns.11 articles
- SicknessAll information around managing sickness.17 articles
- Return and back to work interviewsManage return to work interviews and notifications.7 articles
- Other eventsAll information around other events.6 articles
- Bradford FactorArticles relating to the Bradford Factor.7 articles
- Public holidaysManage public holidays on the planner.12 articles
- TOILManage Time Off In Lieu.11 articles
- Timesheets & AssignmentsAdd and edit timesheets on the planner.1 article
- Maternity and PaternityManage this type of leave.4 articles
- EntitlementsManage users entitlements in the planner.9 articles
personal planner FAQ's
Popular planner questions.
- Planner is out of sync and displays working days incorrectlyThe booked holiday is appearing on the wrong days.
- Remove the yellow flag in the plannerHow do I remove absence that requires a self certification form and absence that requires a back to work form, messages from employees planner.
- Who has access to delete or amend personal other event through the plannerDeleting or amending my own other events.
- Can managers add sickness to their planner?Adding my own sickness.
- Employee is unable to add files to sicknessEmployee is unable to add a sick note.
- Bank holiday duration is showing as zeroThe duration shows as zero hours on the planner and not being deducted from their allowance.
- Booked holiday over a period of separate months not deducting correctlyUser has booked holiday over a period of separate months and the planner is showing an incorrect deducted amount.
- Booking reoccurring holidaysBooking multiple holiday dates for an employee.
- Working Pattern does not reflect correct number of contracted hoursContracted hours field shows incorrect information in the employee's planner settings.
- Can I set an entitlement for Sick leave?Can I limit the amount of sick leave taken.
- Can we set up expiry dates for sickness fit notes?Is it possible to enter an expiry date for fit notes and medical certificates in sicknesses.
- Can you carry over negative balances to new holiday year?Is there an option to have a negative carried-over balance?
- Can't change the holiday durationI can't amend the duration of a holiday recorded in an employee's planner.
- Cannot change start dateError message 'There is at least one absence recorded on the employee planner prior to this date, please remove absence(s) and try again.'.
- Users unable to book holidays on a Public holidayWhen employees try and book leave on a Bank Holiday it doesn't allow them to do it.
- Unable to change work pattern - Error: 'There is already a pending work pattern.'Error: There is already a pending work pattern. Please click on ‘!’ to check details.
- Edit the return to work form templateIs it possible to edit the template for the current return to work form on the PeopleHR system so we can include more questions.
- Holiday taking incorrect amount of entitlementDeducted incorrect amount of leave for a holiday.
- How to see all return to work form banners in user's plannerHow to see all return to work form banners.
- How to see an employee's first day back to workSee in a report what is an employee's first day back to work.
- Incorrect FTE showing in user's profileA users FTE is showing incorrectly in their profile against their work pattern.
- Incorrect number of working days in daily cost of absence calculationThe system is showing 261 working days which is incorrect as there are 260 days in a year.
- On Leave status for Other EventsWhen a user has an appointment, it sets their status to On Leave for the whole day.
- Other event duration is incorrectOther event showing as 24 hours.
- Planner showing incorrect booked amountEmployee booked holidays but the planner shows incorrect value.
- Sick Days Heat Map in personal plannerWhat does the heat map represent in an employee's planner.
- The difference between approved and pending requestsDifference between approved and pending holiday requests in the planner.
- Add a block of authorised unpaid days as extra holiday givenIs it possible to add a block of authorised unpaid or paid days as extra holiday given.
- Bank holidays appear incorrect on the plannerBank holidays are incorrect on the planner.
- Change icons in the plannerWe wish to change the icons in the planner.
- Compare annual leave remaining vs working hoursHow to find users with remaining annual leave balances higher than one week's working hours.
- Employee can see manager holidaysWhy are employees able to view their manager's holidays.
- Employee exceeded the holiday entitlementAn employee has managed to book more hours than they have.
- Employees are requesting 0.25 and 0.75 day holidaysHow can we set up a rule so that employees can only book either .5 or 1 day of annual leave.
- Error - 'Duration exceeds a day'When trying to add an absence within PeopleHR, an error shows: Duration exceeds a day.
- Holiday error - 'This request will exceed the maximum consecutive days of leave your company allows'Employees are unable to log a lot of leave days.
- Holidays have disappeared from an employee's plannerEmployee's holidays that they have taken for the whole year have been deleted.
- How to stop employees from deleting holidaysHow can I prevent employees from deleting their holidays.
- Managers are able to exceed their employees' holiday balanceWhen a manager adds a holiday to an employee, they are able to book holidays beyond the employee's holiday entitlements.
- Personal planner is not showingOne of the employees doesn't have any days holiday showing.
- Set contracted hoursHow to set contracted hours.
- Sick days versus working daysSickness totals are displaying incorrectly.
- Updated a work pattern but the planner is not updatedTo resolve this, you need to check for and remove a future work pattern.
Company planner
Utilise the company planner.
- Viewing levels for company plannerWhat each company planner viewing option means.
- Lock and unlock days to prevent or enable holiday requestsLock days in the company planner to prevent employees from booking holidays on those days.
- Use the company plannerView the team's holidays, sickness, and other events simultaneously.
Company planner FAQ's
Popular company planner questions.
- X next to employee's name in Documents tabWhat does the 'x' means after the employee name on documents tab.
- Company planner not showing any employeesCompany planner is blank and not showing employees.
- Multiple public holiday templates on the company plannerMy company planner shows the incorrect bank holidays.
- Colours in the company plannerWhy are there colours in the company planner.
- Employees disappear from the company planner filtersManagers are unable to see the team planner.
- Viewing unexpected sickness recordsEmployees can see other employees' sickness days.