Who this guide is for: Administrators
Platform: Sense HR
Available on: All plans
Before you begin
Make sure you:
☑️ Have administrator permissions (or relevant permissions for your access role)
☑️ Know the employee’s working arrangement
☑️ Know how public holidays should be handled for this employee
Navigation path
Sense HR Dashboard > People > [Select profile] > Planner > Settings
Overview
When you open an employee’s Planner settings for the first time, you’ll complete a one-time Planner setup.
This establishes how the system manages:
Working hours
Public holidays
Holiday year
Entitlement
These values are pre-populated from your company’s Calendar & Planner General settings, but can be adjusted for the individual.
Once saved, these settings define how the employee’s planner behaves and can be updated later using:
Working hours schedule (for future changes)
Entitlement (for balance adjustments and event types)
Steps to set up planner
Step 1. Open Planner setup
Go to HR Dashboard > People
Select the employee’s profile
Click Planner in the left navigation menu
Click Settings in the upper right to open Planner setup
🖊️ Note: If company defaults have been configured in HR Dashboard > Settings > Calendar & Planner > General, they will pre-populate the Planner setup fields.
Review the pre-populated values in the Planner setup window and confirm they’re correct for this employee before saving.
Step 2. Set working hours and effective date
Review the Start date (set during employee creation, not editable)
Select the Effective date for the Working hours
Choose the applicable Working hours configuration
The system will automatically populate:
Contracted hours (read-only, from Working hours)
Full time hours (editable, defaults from company settings)
View working hours details (optional)
Click View working hours details to see a read-only summary of the selected configuration.
🖊️ Note:
Working hours configurations are created and managed in:
Settings > Calendar & Planner > Working hours
👉 See related articles:
Step 3. Configure public holidays
Select a Public holiday group
Choose whether public holidays are included in entitlement
If Yes, an additional option appears:
• Automatically book public holidays that land on a working day?
• If Yes public holidays are automatically booked in the Planner
View public holidays (optional)
Click View public holidays to see a read-only summary of holiday dates for the selected region.
Step 4. Select holiday year
Choose the Holiday year (e.g. Jan–Dec)
Step 5. Review and adjust entitlement
Review This year and Next year tabs.
For each year and entitlement event:
• Review Measured in (Days or Hours) and adjust if needed
• Review the Duration and adjust if needed
🖊️ Note: Hover over the Info icon
to view the calculation for each duration
• Add Notes for the entitlement event, if needed
🖊️ Note:
New or additional entitlement event types can be managed later.
Step 6. Save planner settings
(Optional) Add any Notes for the Planner Setup
Click Save
This applies:
Working hours
Public holidays
Entitlement
What changes after setup
After saving the Planner setup:
... Planner > Settings becomes a dropdown:
• Working hours schedule
• Entitlement settings
The profile Overview shows:
• Working status (including location)
• Next working shift (including location)
🖊️ Note: The location helps teams account for availability and time zones when planning.