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Administrators
29 articles
Admin - Dashboard OverviewThis article will summarise the information displayed on the Overview section of the Administrators dashboard to get a better understanding.
Onboarding - Future starter's work pattern and entitlements
How to setup and manage Holiday EntitlementThis article explains the step by step process to manually setup an employee's holiday entitlement.
Reports - Point in Time ReportingThis article shows how to report on all events that are in a specific point in time.
Reporting - How to Report on Multiple Areas at Once
Entitlements- How to update employee's entitlement for next year
System Workflows: Date Based Alerts
Default User PermissionsBy default, there are 3 levels of access; Standard User, Managers and Administrators.
Screen Designer - How to Create Custom ScreensThis article explains how to use the screen designer functionality to create new custom screens for employee profiles.
Document Templates With AMI: Your AI Assistant
Documents - Adding E-Signatures to external document templates.
Documents: Adding 'Merge Tags' to your document templatesThis article explains how you can setup your document templates to automatically populate with employee data.
Settings - Event ManagerThis article explains how to access and use the Event Manager settings area.
Roll Out - HR Go Live ChecklistSteps and guides provided below to complete the checklist of essential setup to roll out the HR system to all employees
Holiday Calculation ExamplesThis article explains different conditions/scenarios that will impact a new starter holiday calculation.
Data Sheet Blank Templates and InstructionsThis article provides blank templates and how to correctly complete the employee data sheets for data migration.
Administrator - Adding Employee DocumentsThis article explains how an administrator can add a document to an employee record
Return to Work ProcessThis article explains how the return to work process unfolds in SenseHR.
Leaver ProcessThis article explains the standard workflow process that takes place in SenseHR when marking someone as a leaver.
Delete an EmployeeThis article explains how to delete an employee profile from your system.
Company DocumentsThis article will explain how to add documents to the 'Company Documents' area and manage the permissions of who can view them.
How to process a leaverThis article explains how to mark an employee as a leaver and also, how to access the leavers section to view leaver records.
SenseHR Roll-Out MaterialsThis article shows how to send a login invite to a new user e.g. a new starter, or when rolling the system out.
How to check team status - Where is everyone today?This article explains how to view the status of who's working and who's not available.
Admin - Update User PermissionsThis article will explain how to manage and update access levels on a persons profile between - Employee, Manager and Administrator
Create and Updating Work PatternsThis article explains how an administrator can create and manage system work patterns via the global settings.
Admin -Setting Up Line ManagerHow to set add a Line Manager to a user's profile
Settings - Return to Work Set UpThis article will provide a guide on how to create and control your Return to Work options for sickness records
Planner - Holiday Booked by AdminThis guide will provide guidance for what happens when an admin user books and event for an employee