General FAQ's
Frequently asked PeopleHR questions
By Robert1 author90 articles
- How to use the Employee ListHow to use the filters within the Employee List.
- TLS 1.2 protocolMake sure your browser is compatible with TLS 1.2.
- How to use employee search within the Smart MenuHow to use the employee search.
- Who has access to your dataWhich teams at PeopleHR have access to your system and why they need it.
- How to remove items from the history tab?I've added the wrong bank details to somebodies account, I have removed this but how can I remove from the clock icon?
- Uploading MS Word forms to a userCan I upload an MS Word form to a users record, for them to complete and submit within the system.
- PeopleHR AccessibilityWCAG level or approach to reasonable adjustments has the site been developed to achieve.
- Recalculate an employees entitlementPerform a test calculation for an employees entitlement
- Modern Slavery StatementWhere can I see the latest statement.
- Find my login pageWhat is our general login URL.
- Smart MenuHow to use the PeopleHR Smart Menu.
- How to store information within the systemCan we store asset information within users' records.
- Log in with test user when self service is offCan we log into the system from an employee perspective when self service is off.
- Record diversity detailsCapture diversity data.
- Locations of data centersWhere is the location of your data centers.
- Scheduling changes with effective datesSchedule system changes on specific dates.
- Email address changes impactWhat happens when changing an employee's email address.
- What PeopleHR can or can't do as data processorsCan you delete the data for me.
- Length of service rule has not applied to some usersLOS profile should have updated people's holidays with an additional day based on the number of years of service.
- Recover deleted dataAccidentally deleted information and I need to recover it.
- Standard emails from PeopleHRReceiving emails from PeopleHR.
- Processes triggering emailsAll emails sent by the system, when they're triggered and to who.
- Information SecurityDetails about INFOSEC, ISO27001, ICO, GDPR, and other policies.
- Supported file typesSupported document sizes and file types.
- Resend the welcome emailSend the welcome email to multiple users.
Employee queries
Common employee questions.
- Can an employee add or edit their own sickness?Is it possible for an employee to enter their own sickness.
- Unable to add or edit personal informationWhy employees cannot add their date of birth or NI number.
- Add different types of leave on the same dayAdding Holiday and Sickness for the same day.
- TOIL balance does not show on DashboardsTOIL balance does not show on dashboard.
- Can employees view their salariesAre employees able to view and edit their own salaries.
- An employee has deleted a past holidayAn employee has retrospectively withdrawn or deleted a holiday.
Admin queries
Common admin queries.
- Whitelist our email server to enable receiving emailsWhat is the PeopleHR IP address.
- How to clear cache on different browsersHow to clear cache on Google Chrome. How to clear cache on Microsoft Edge.
- Make a user an adminHow can I enable an employee to be an administrator.
- How to restrict admin accessCan I make someone an Administrator but not allow them to view certain information or details.
- Delete data in bulkIs it possible to schedule data retention policies and manage automatic deletion of employee data.
- Reassign the notification adminHow to change the notification admin.
- Delete a location, department or job roleWe don’t have the option to delete items from drop-down menus, even when the data isn’t in use for any user.
- Set an admin as a leaverHow to set an admin as a leaver.
- Restricting ability to book holidaysRestrict users to book holidays in PeopleHR.
- Admin can't delete a holidayThe holiday request is grayed out.
- Log salary entitlements and deductionsWhere do I log entitlements and deductions in an employee's record.
- Unable to edit England & Wales public holiday templateI can't edit the England and Wales template.
- Buy and sell annual leaveIs it possible to set up a scheme to buy or sell annual leave.
- Delete history of changesHow can I delete historic data.
- Holiday entitlement calculation is showing incorrect figuresHoliday entitlements error.
- Create a test employee or managerEnter someone as a test employee.
- Bulk upload to change employee IDUpdate employee IDs in bulk.
- Delete company departments linked to a leaverI have some company departments that are no longer relevant and I want to delete these but they are linked to an ex-employee.
- Audit trailI want to request an audit trail on who viewed something in the system.
- Can I see leaver information after rehiring a user?How do I find historical leave dates after rehiring.
- What happens when I delete an employee?Complying with GDPR regulations and auditing on deleted records.
- Change the default sequencing for employee IDChange the default PW sequence. Changing the number sequencing for employee ID.
- Edit default system emailsEditing the default email notifications.
- Who can change employee profile information?Can employees update their own personal information.
- Admin unable to see settings tabAdmin can't see the settings tab.
- Additional managers can't view emergency contact detailsSome of the additional line managers on employee profiles can't access emergency contact details. Is this correct.
- Add Right to Work documentsHow to add Right to Work documents.
- Hide an employee on the systemCan I hide an employee from other employees so that he does not appear in the org chart or company directory.
- Keep a record of the final employment date for rehired employeesWhen rehiring a leaver their final employment date does not show in the queries.
- Revoke access for specific usersHow to revoke access to your PeopleHR system for a specific users.
- Can I edit Expense Submission List to include a mandatory field?It is possible to edit the Expense Submission List to include a mandatory field for comments or further information.
- Stop certain employees from seeing and editing their informationHow to stop certain employees from being able to see and edit their own information on desktop and mobile app.
- Expenses bulk uploadI would like to bulk upload some expenses.
- User having access to profiles they shouldn'tIf a user has access to another one's profile when they shouldn't, there may be a glitch in the reporting line.
- Display preferred name within employees listWhen you display people in the employees tab, can you display people by their preferred names rather than their given names.
- Admin cannot view plug-insMy admin colleague cannot view the scheduled plug-in reports which I set up.
- View Department events access but user can see moreI want to restrict the access to view the company planner to view department only excluding sick days for employees.
- Cookie policyGuidance on PeopleHR cookie policy.
Manager & Additional manager queries
All queries for users set as managers.
- Indirect ReportsHow do I give someone access to see the information of manager's manager direct reports.
- Additional manager level of accessDo additional managers have full access to their employees' records.
- View employee profilesHow admins or managers can view an employee's profile.
- Line manager can't see the contact details for their direct reports toHow do I grant line managers access to the details for their direct reports.
- How can managers see leavers who previously reported to themIs it possible for managers to access their terminated team member's records later on.
- Manager receiving emails about leaverManager is still receiving emails regarding an employee that left the company.
- Manger receiving updates for users that are not in their teamA manager is receiving recap updates for users that are not within their team.
- Tasks suddenly appear on manager's dashboardUser reported that they had a number of tasks suddenly appear on their dashboard.
- Manager - An overview of the Path to Great appWhat can I do in the Team Path To Great tab in Access Evo.
- Email alerts for not logging timesheetsCan members of staff and managers can receive email alerts or reminders about members of staff not logging their time.
- Manager not able to view direct reports tasks in All TasksManagers can't view reports to tasks.
Manage your account
View your invoices and renewals, raise support cases, manage access support services and FlexPoints.
- Contact the accounts management or finance teamsContact my account manager.
- Grant and revoke access to your system for PeopleHR supportGranting access for a member of PeopleHR to investigate.
- Change the company name and URLChange the company name.
- System training requestHow can I set up a training session for People HR.
- Create a test environmentCreate a sandbox account.
- Cancel my PeopleHR subscriptionCancel my PeopleHR account.
- How to change the number of licensed employeesIncrease the number of licensed employees.
- Can't log in to trial siteWhy can't I access my trial site.
- Copy of the PeopleHR signed contractGet a duplicate of our PeopleHR contract.
- Set up new account for different siteWe have another branch of the business which we would like to utilise PeopleHR for.