Personal planner
How to add different types of events to your planner.
By Joshua and 1 other2 authors110 articles
Holidays
All information regarding holidays.
- Request a holiday via the web browserHow to book time off using the web version of PeopleHR.
- Delete holiday requestsCancel or change existing annual leave bookings.
- Book holiday for next yearHow do I book a holiday in the next holiday year.
- Error message 'Holiday is too far into the future'I am unable to edit the old sick records.
- Error message 'Please check this is a working day'When booking a holiday we get the error message 'Please check this is a working day' Error when booking leave: "Please check your dates include working days"
- Stop half day holidays being bookedIs there a way to stop or block employees from requesting half days.
- Part timer request durationAn employee works 1 full day and one half day, on the half day do they need to input 1 full day or 0.5 day.
- Request a holiday for an employeeRequest a holiday on behalf of an employee using the web browser version of PeopleHR.
- Unable to book holidays for next yearEmployees cannot book holidays for next year
- Unable to delete or cancel my holiday requestNo Delete button on holiday requests.
Planner settings
Understand planner settings.
- Change the carried-over days for employeesHow to change the number of holidays that were carried over from the previous year.
- Change the FTE valueHow to change the Full Time Equivalent value.
- Change the holiday year measurementWe would like for the entitlements to be shown in Hours or Days.
- Changing 'Measured in' field part way through the yearChanging a user from days to hours or vice versa part way through the year.
- Changing holiday yearWhat we need to know before changing the holiday year.
- Unable to update a users FTE salary amountUnable to update FTE salary for some staff.
- Unable to bulk upload holidays as a public holiday is already in that dateTrying to bulk upload an excel file but there are errors due to a public holiday already in their planner for that date.
- Non work days deducted from remaining leaveThe planner is deducting the non-working days from entitlement when adding holidays.
- Report on reason for entitlement changesReport to show the comments/reasons when we add this to the entitlements for annual leave.
- Amount of carried over daysHow to check how many days were carried over.
- How to change planner display from days to hours
- Unable to add decimals to the Hours Carryover fieldThe Max Holiday Carry Over Hours field in Settings is not allowing decimals.
Work patterns
Add & assign work patterns.
- Create a rotating work patternHow do I set up a rotating work pattern.
- Create work patternsHow can I set up shift patterns?
- Create a split work patternHow to set up a split shift pattern like: 9am-2pm, then 6pm-10pm on same day?
- Change an employee's work patternAssigning a different shift pattern.
- View a work patternWhere do I check employees' work patterns.
- Delete a work patternRemove a work pattern.
- Assign an employee to no work patternAssigning no work pattern.
- Work pattern rounds down working hoursSystem has rounded down the working hours I inputted into to work pattern settings.
- Changing work patterns updates previous holidaysWhen changing the work pattern for employees, the holiday duration for pre-booked holidays are changed.
- Unable to delete work patternsCan't delete the work pattern template.
- Rotating work pattern doesn't match the shift patternDays of the week do not match the shift pattern we have the employee working.
Sickness
All information around managing sickness.
- Delete sickness from the plannerI've marked an employee off sick by accident, how can I delete it.
- Add or extend an employee's sicknessHow can I add a sickness for an employee?
- Add sickness for an employee via the browserHow do I record sick leave for an employee in the browser version of PeopleHR?
- Add half and full day sickness on the same eventHow to add 1.5 sickness leave on one sick entry.
- Email notification for a return to work formWhat time is the latest time for return to work forms to be completed/sickness to be extended, before the system sends an email reminder.
- Employees are not able to add sick leaves to their own recordsEmployees are not able to add sick leaves to their own records.
- How to give users access to sickness return to work FormsSetting up return-to-work forms.
- How to record emergency leaveAdd emergency leave to adjust the holiday entitlement.
- Manage sickness reasonsAdd and amend sickness reasons.
- Notify HR to confirm sicknessesWill admins be informed that a sickness needs to be confirmed by HR.
- Return to work form does not triggerReturn To Work forms and emails are not generated.
- Sick leave duration is showing wrongThe sick leave duration is showing wrong when querying a specific period.
- Sickness comments are not savingWhen consultants put a comment on absences, it appears but when you click back in the sickness, the comment is gone.
- Sickness leave showing dashed lineSickness absence shows as though it has not been approved.
- Stop automated emails for return to work formsStop Automated return to work reminder emails.
- Add one and a half day sickness absenceHow to add 1.25 / 1.5 sickness leave.
- How do managers approve sickness?Managers get email notifications for holidays but not absences, when they put it onto the system how do they approve the absence?
Return and back to work interviews
Manage return to work interviews and notifications.
- Back-to-work interview required automatically tickedWhy is the back-to-work ticked directly.
- Complete a return to work formPeopleHR is prompting me to complete a return to work form.
- Electronic return to work form overviewExample of return to work forms and how they look.
- Employees don't see the full electronic return to work formI do not see the full electronic return to work form.
- Employees keep receiving Holiday Return To Work Form emailsEmployees and managers are still getting notifications to complete the forms.
- Return to work form for a past year TOILSort out holiday return to work for an employee that used TOIL last year but the system doesn't allow me to sign the declaration.
- The return to work form is not showing for a past sick leaveReturn to work form is not showing completely for a user who have returned.
Other events
All information around other events.
- Stop employees entering other event absencesStop employees entering other event absences.
- Add, amend or delete an employee's other eventManaging an employee's other events.
- Create a new other event reasonHow to create a new other event reason
- Delete an other event reasonDelete an other event reason.
- Edit entitlements for other eventAdd or update an employee's entitlement for a number of other event reasons.
- Show other events as working or leaveControl which other events are leave and which are working.
Bradford Factor
Articles relating to the Bradford Factor.
- Include sickness reasons in absence schemeInclude sickness reasons in absence scheme.
- Bradford factor not calculating correctlyBradford factor calculation is incorrect.
- Bradford factor scoreWhat is the Bradford factor score.
- Bradford Factor trigger pointsReference for the Bradford Factor trigger points in settings.
- Change the calculation period for Bradford factorHow to start Bradford factor calculations from a specific date.
- Bradford Factor score not triggering a warningEmployee exceeding threshold however there is no warning and the employee isn't appearing in the daily recap email.
- Can employees see the Bradford Factor score on the mobile app?Employees who use only the mobile app are unable to see their Bradford Factor scores.
Public holidays
Manage public holidays on the planner.
- Amend the duration of a public holidayHow do I amend the duration of a public holiday.
- Assign an employee to a public holiday templateApplying a public holiday template.
- Unassign a holiday templateHow to unassign the bank holidays for an employee.
- Employee working on public holidayAn employee wants to work on a public holiday.
- Error message 'Please enter today’s date or a date in the past'Getting the error message Please enter today’s date or a date in the past when changing the public holiday template.
- Public holiday displays incorrect durationBank holidays displays 0 duration or an incorrect number of hours.
- Public holiday duration can't be amendedI need to amend a public holiday duration but when I try to click the user planners it doesn't bring up the box to amend.
- Public holidays being deducted when user is not assigned to a public holiday templateThe planner is deducting non existing public holidays when the user is not assigned to any public holiday template.
- Public holidays missingPublic holidays are missing from the new year.
- Pro-rated public holidays for part time employeesHow to calculate bank holidays for part-time employees.
- Adjusting the entitlement to include public holidaysEntitlement including public holidays.
- Half day public holiday is deducted as full dayThe system is recognizing as non working day a Public holiday of 0.5 days duration.
TOIL
Manage Time Off In Lieu.
- Add or deduct TOILHow to record time off in lieu.
- Book Time Off In Lieu (TOIL)How can I ensure I am booking TOIL instead of holiday.
- Split TOIL from total holiday allowanceIs it possible to separate TOIL days from the total holiday allowance.
- Can I edit the expiry date for TOILI would like to reinstate a TOIL date that has expired.
- Is Time Off In Lieu (TOIL) carried over to the next year?Will the TOIL be carried over automatically to the next year.
- Book annual leave or TOIL over a public holidayTrying to book leave on a public holiday but it won't allow me to save.
- Unable to book TOIL - Error: 'There is insufficient TOIL balance for this period'Error: There is insufficient TOIL balance for this period. Please adjust the dates and try again.
- Book less than a day TOILHow do we reflect the TOIL hours as days.
- Negative TOIL balanceUsers have a minus on their TOIL.
- How is TOIL split for this years entitlementIncorrect values shown at the top of the planner.
- TOIL accrual in days or hoursIf someone's leave is measured in days and they accrue less than half a day TOIL (1 hour for example), can this be recorded.
Timesheets & Assignments
Add and edit timesheets on the planner.
Maternity and Paternity
Manage this type of leave.
- Add maternity or paternity leave to employee's recordRecording maternity or paternity leave for an employee.
- Public holiday being deducted when in maternity or paternity leavePublic holiday being deducted when on family leave.
- Maternity leave showing incorrectlyInstead of showing the number of days in the user's planner for the maternity leave, it's showing random figures.
- Maternity and paternity leave not applying the work patternWhen adding maternity or paternity leave, the work pattern is not applied.
Entitlements
Manage users entitlements in the planner.
- Holidays are not being deducted from annual leave entitlementsThe holiday is not being recorded correctly as it doesn't come of employee's entitlement.
- Recalculating public holiday entitlement when changing work patternHow do I calculate public holidays when changing a work pattern.
- Hours entitlements are showing wrong on plannerThe hours decimal entitlements are displaying incorrectly.
- What does Holiday Entitlement % reflectMeaning of the Holiday Entitlement % figure in holidays and absence settings.
- Entitlement not carried over into the new yearEntitlement was not carried over into the new holiday year allowance.
- Holiday carryover expiry expected behaviorEntitlement is incorrect and it keeps reducing daily.
- Holiday entitlement calculationHow is holiday entitlement calculated in PeopleHR?
- How to see the history of this year entitlementWhich employees had extra holiday added.
- Incorrect holiday entitlementUnexpected bank holiday and holiday calculation for part-timers.