Settings

Configure your system to suit your needs.

By Joshua1 author58 articles

System settings areasAssigning access to the settings area for a specific location.

Flexible benefitsHow do I set up flexible benefits for my company.

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.

Authorisation rules

How authorisation rules work in the system.

Set up Multi-Authorisation WorkflowsSet up approval workflows, specifying users to approve holidays and other transactions.

Change logbook authoriserHow to change the logbook's authoriser to progress the logbook.

Employee's holiday request is going to the wrong managerHoliday requests are not sent to the correct approver.

I can't create an authorisation ruleI don't have the + button to create new authorisation rule.

Manage holiday approval process for an employeeEmployees approve their own requests.

Requests not going to the line managerWhen submitting a request, this is not going to user's line manager, but to their manager's manager.

Second line approvalIf second line approval is turned on will any notification be sent out.

Submitted by in Authorisation rulesSetup authorisation rules for reporting lines above manager.

Add approvers for multi-authorisation workflowsHow to add multiple users to approve requests.

Allow employees to approve their own holidaysHow to allow employees to approve their own holidays.

Approval type - Approve in order specifiedHow does the approve in order specificed authorisation rule work.

Change approvers order for authorisation rulesHow to amend the order in which approvers will receive the requests.

Create authorisation rules for expenses of different amounts How can I create authorisation rules so that anything more than £100 goes to HR for approval and anything less goes to their manager.

Create authorisation rule for specific other event reasonAuthorisation rules for specific other events.

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.

Company news feed settings and publishingSet up a company news feed with videos.

Expenses

Manage expense settings.

Delete expense category tagHow to delete a category tag on expenses.

Disable expenses featureHow to disable expenses module. Turning off the expenses module

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.

Different language for timesheetsLanguages showing incorrectly in PeopleHR.

Mobile

Mobile settings.

Disable the chat functionHow to disable the chat function on the mobile app.

Notifications

Manage notification settings.

System notifications overview and settingsDoes People HR have a function that sends a notification to admins when an employee changes their bank details or address.