Settings
Configure your system to suit your needs.
By Joshua1 author58 articles
Holiday & Absence
Customise the systems default settings to match your companies values.
- Set up default holiday settingsHoliday settings location.
- Delete holiday templatesHow to delete public holiday templates no longer in use.
- Include or exclude Other Events on Non-Working daysSystem counting non-working days on Other Events.
- Set default company valuesWhere do I set up default company values.
- Set a default holiday template for each locationThe employees need to pull the public holidays for their location straight away.
Email settings
Define your email requirements.
- Appraisal due tasks are being shown in recap emailsThe system is generating an appraisal due notification on the weekly recap email.
- Weekly Manager EmailAutomatic email to Manager.
- Set up a daily recap emailWhat's included in the daily recap emails sent to admins.
- Daily recap email not sendingDaily admin email is turned on but no admin is receiving any emails.
- Employee weekly recap emailSetting up a weekly recap email for employees.
- Set up holiday reminder emailset up holiday reminder emails.
Licenses
Understand the current licenses and manage self service.
- License settingsWhat you'll find in the Licenses tab.
- Authorisation Workflow licenseHow do I know if I have the Authorisation Workflow license.
- Check the logbook designer licenseHave I got the correct license to use Logbook Designer. Do we have the Designer License to add Logbook fields.
- How to activate or deactivate licencesTurn on or off a license.
- Report Writer licenseI would like to be able to create my own reports.
Thanks
Choose which Thanks badges can be awarded, or create a new badge.
- Can't delete Thanks badgesCan't delete Thanks categories.
- Give thanksGetting more engagement from employees with the thanks feature.
- Turn off the Thanks featureCan we remove the Thanks option for our staff.
- Unable to upload photo to a thanks badgeI am trying to upload a photo to a new thanks badge and the file is in PNG format but the system is not recognizing it.
- Can't submit a thanks badgeWhen trying to submit a Thanks badge it doesn’t move to the next section.
Company settings
Manage your company settings.
- Validating sort code and bank accountAdd regex formulas for sort code and bank account to enable validation for these 2 fields.
- Change the default probation periodI want to change the probation period.
- Change the theme colourSet theme colour.
- Create custom fieldsRecord additional information in employee records. Record gender, ethnicity, religion or sexual orientation within People HR.
- Disable comments on the Outlook calendarIs there a way to stop showing holiday comments on the outlook calendar?
- Hide other events reasons on the company plannerHiding other events reasons.
- Preview documents in browser setupGive employees access to view documents in the browser.
- Other event reason has disappeared from Calendar Feed buttonOther event reason has disappeared from Calendar Feed button in company planner.
- Validating Company NI or SSNEntering an employees national insurance number and it's showing invalid.
- View and change company logoWhere to view your company logo and how to change it.
News
Company news settings.
Employee settings
Manage your employee and manager system access.
- Turn off the access to the Contacts tabTurn off the access to the Contacts tab for managers without losing access to emergency contact and home address details.
- Manager can not upload documentHow to grant managers access to upload documents in their employee's profile.
- Check managers permissions to ensure they only see their direct reports salaryEnsure managers can only view the salary of employees who report to them.
- Employee and manager settingsHow do I manage what employees and managers can view.
- New starter employee data captureAllow new starters to enter their details.
Localisation
Manage localisation settings.