Settings

Configure your system to suit your needs.

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.

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.

Authorisation rules

How authorisation rules work in the system.

Set up multi-authorisation workflowsSet up users to approve holidays on someone's behalf.

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

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.

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.

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.

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.

Work patterns.

Manage work pattern settings.

Create a rotating work patternHow do I set up a rotating work pattern.

Create a split work patternHow to set up a split shift pattern like: 9am-2pm, then 6pm-10pm on same day?

Create work patternsHow can I set up shift patterns?

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.

News

Company news settings.

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

Copilot

Manage copilot settings.

Company documents HR Assistant plugin overviewCompany documents HR Assistant plugin.

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.

Localisation

Manage localisation settings.

Different language for timesheetsLanguages showing incorrectly in PeopleHR.