Settings
Configure your system to suit your needs.
By Robert1 author58 articles
Email settings
Define your email requirements.
- Set up a daily recap emailWhat's included in the daily recap emails sent to admins.
- Weekly Manager EmailAutomatic email to Manager.
- 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.
- Appraisal due tasks are being shown in recap emailsThe system is generating an appraisal due notification on the weekly recap email.
- Set up holiday reminder emailset up holiday reminder emails.
Licenses
Understand the current licenses and manage self service.
- 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.
- License settingsWhat you'll find in the Licenses tab.
- 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.
- Give thanksGetting more engagement from employees with the thanks feature.
- Can't delete Thanks badgesCan't delete Thanks categories.
- 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.
- Create custom fieldsRecord additional information in employee records. Record gender, ethnicity, religion or sexual orientation within People HR.
- View and change company logoWhere to view your company logo and how to change it.
- Preview documents in browser setupGive employees access to view documents in the browser.
- Hide other events reasons on the company plannerHiding other events reasons.
- Validating Company NI or SSNEntering an employees national insurance number and it's showing invalid.
- Change the theme colourSet theme colour.
- Change the default probation periodI want to change the probation period.
- Disable comments on the Outlook calendarIs there a way to stop showing holiday comments on the outlook calendar?
- Validating sort code and bank accountAdd regex formulas for sort code and bank account to enable validation for these 2 fields.
- Other event reason has disappeared from Calendar Feed buttonOther event reason has disappeared from Calendar Feed button in company planner.
Employee settings
Manage your employee and manager system access.
- Employee and manager settingsHow do I manage what employees and managers can view.
- Manager can not upload documentHow to grant managers access to upload documents in their employee's profile.
- New starter employee data captureAllow new starters to enter their details.
- Check managers permissions to ensure they only see their direct reports salaryEnsure managers can only view the salary of employees who report to them.
- 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.
Localisation
Manage localisation settings.
Holiday & Absence
Customise the systems default settings to match your companies values.
- Set up default holiday settingsHoliday settings location.
- Include or exclude Other Events on Non-Working daysSystem counting non-working days on Other Events.
- Delete holiday templatesHow to delete public holiday templates no longer in use.
- Set a default holiday template for each locationThe employees need to pull the public holidays for their location straight away.
- Set default company valuesWhere do I set up default company values.