Before you begin

☑️ Make sure you have an Administrator access role, or an Access Role with permission to manage Features > Settings > Calendar & Planner – General.

☑️ Changes made in General settings can affect Planner setup, working-time and entitlement calculations, or the features available to employees. Check what a setting controls before changing it.

General settings contains organisation-level defaults and settings used across Calendar & Planner.

You can:

Go to:
​ Settings > Calendar & Planner > General.

Calendar & Planner General settings page

The following organisation defaults prepopulate Planner settings when a new employee’s Planner is set up:

Choose the settings that apply to most employees to make Planner setup quicker. They can be changed for an individual employee during setup or later if required.

For more information, see:
​

👉 People: Set up planner settings for a new employee (Admin)

👉 Calendar & Planner settings: Set a default public holiday group for your company (Admin)

Full time working hours defines the number of hours in your organisation’s standard full-time working week. Sense HR uses this value when calculating FTE and holiday entitlement.

For example, if your organisation considers 37.5 hours to be a full-time week, enter 37.50.

The organisation setting provides the default, but Full time hours can also be set for an individual employee in People > [select profile] > Planner > Settings.

For more information, see:

👉 People: Set up planner settings for a new employee (Admin)

👉 People: Manage or schedule changes to an employee’s working hours (Admin)

Standard working day (Hours) defines how many hours Sense HR should treat as one working day when it can’t determine the day’s hours from the employee’s Working Hours schedule.

Sense HR normally uses the employee’s scheduled hours for the date. However, there may be no scheduled daily hours to use. For example:

In these cases, Standard working day (Hours) provides the hours Sense HR can use when it needs to convert between days and hours or calculate an equivalent duration.

For example, if Standard working day (Hours) is 7.50, one day is treated as 7 hours 30 minutes when the Standard working day is required for the calculation.

An employee profile can use the organisation default or have an employee specific Standard working day set through their Working Hours schedule at People > [select profile] > Planner > Settings > Working hours schedule.

For more information, see:
👉 People: Manage or schedule changes to an employee’s working hours (Admin).

These settings have different purposes:

Expand Absence scheme to configure how sickness absence is measured and what action is required when an employee reaches a trigger point.

For detailed setup instructions, see:
👉 Calendar & Planner: Implementing an absence scheme (Admin)

Turn ON Personal planner heatmap to highlight the days of the week on which an employee has most often been sick over the previous 12 months.

The heatmap helps authorised users identify patterns when reviewing sickness information in an employee’s Planner.

Turn ON Dashboard sickness widget to allow employees to notify their manager that they are sick using the Dashboard widget.

The widget notifies an authorised user that the employee is sick. An authorised user then reviews the notification and records the Sickness event in Planner.

The Sickness event can also be configured in Event Manager to allow employees to book their own Sickness events directly.

For detailed setup instructions, see:
👉 Calendar & Planner settings: Switch on the dashboard sickness widget (Admin).

A: No. The organisation defaults in Calendar & Planner > General don’t have to apply to every employee. Holiday year, Working hours, Public holiday group, and Full time working hours prepopulate the employee’s initial Planner setup, where you can change them if needed. You can also change these later for an individual employee in their Planner settings.

Standard working day (Hours) works slightly differently. You can set an employee-specific value in their Working Hours schedule after their Planner has been set up.

A: Full time working hours defines the organisation’s standard full-time working week and is used for FTE and holiday entitlement calculations.

Standard working day (Hours) provides the number of hours to use for one working day when there are no scheduled hours for that day. For example, this can happen when an employee’s Working Hours configuration doesn’t specify a daily schedule, or when an event is booked on a day they aren’t normally scheduled to work.

A: Sense HR normally uses an employee’s scheduled hours to work out the length of their working day. Standard working day (Hours) provides the daily hours when there are no scheduled hours to use — for example, if their Working Hours configuration doesn’t include a daily schedule, or an event is booked on a day they don’t normally work.

If an employee has their own Standard working day (Hours) set in Planner, this overrides the organisation default.

A: No. If an employee is using the organisation Standard working day (Hours), changing the default doesn’t recalculate their existing Planner bookings. The new value is used for new bookings and when an existing booking is edited.

If the employee has their own Standard working day (Hours) set in Planner Settings, this overrides the organisation default, so changing the organisation default doesn’t affect their calculations.

A: No. Turning on the Dashboard sickness widget allows employees to notify sickness. The notification must then be reviewed and the Sickness event recorded by an authorised user. Allowing employees to create their own Sickness events directly is controlled separately by Self-booking in the applicable Sickness rule in Event Manager.

A: If both Sickness Self-booking and the Dashboard sickness widget are unavailable to an employee, sickness recording is centralised. A manager or HR administrator records the Sickness event on the employee’s behalf.