Administrators
71 articles
Dashboard
Articles relating to the administrator dashboard
Admin - Dashboard OverviewThis article will summarise the information displayed on the Overview section of the Administrators dashboard to get a better understanding.
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.
Employee Profile
Articles that relate to Employee's profile
Admin - Setting Up Line ManagerHow to set add a Line Manager to a user's profile
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.
Delete an EmployeeThis article explains how to delete an employee profile from your system.
Leaver ProcessThis article outlines the standard SenseHR workflow for marking an employee as a leaver, including pro rata entitlement calculation.
Assigning Custom Action WorkflowsThis article explains the steps for assigning custom action workflows and how to track the progress of any workflow instances
Employee Planner
Articles relating to the employee planner
Planner - Holiday Booked by AdminThis guide will provide guidance for what happens when an admin user books and event for an employee
Entitlements- How to update employee's entitlement for next year
Holiday Calculation ExamplesThis article explains different conditions/scenarios that will impact a new starter holiday calculation.
How to setup and manage Holiday EntitlementThis article explains the step by step process to manually setup an employee's holiday entitlement.
Planner: View absence scheme metrics in a user’s profile (Admin)Learn how to access and interpret the absence scheme metrics displayed in a user’s profile.
People: Apply working hours and patterns, public holidays and entitlement to an employee or future starter profileLearn to use Profile Planner Settings to assign, set or update working hours, public holiday settings, holiday year and entitlement to a person
Documents
Articles relating to Documents
Admin - Bulk Loading DocumentsThe guide is for setting up and bulk loading documents to 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.
Administrator - Adding Employee DocumentsThis article explains how an administrator can add a document to an employee record
Documents: Adding 'Merge Tags' to your document templatesThis article explains how you can setup your document templates to automatically populate with employee data.
Documents - Adding E-Signatures to external document templates.
Documents: Advanced Merge TagsThis article explains how you can use Merge Tags from any screen and how to pull current/future records for employment and payroll documents
Documents - Supported File TypesThis article provides the details of what file types are supported in Sense
Documents: Legal validity, compliance and best practice for e-signatures in Sense HRE-signatures in Sense HR are legally valid, secure, and fully supported—ensuring compliant, reliable document handling.
AMI
Articles relating to AMI features (Sense HR AI Tools)
AMI Powered Expense Policy ReviewThe article is to help explain how you set up AMI powered policies to scan and update Expense claims
Reports - Analyse With AMIThis article explains how you can use AMI to analyse your reports and get valuable insights into your data quickly and easily.
Upload Payslips With AMIThis article explains how to bulk upload payslip PDF’s using AMI in Company Documents.
Document Templates With AMI: Your AI Assistant
Calendar
Articles relating to the Company Calendar
Administrator - How to book a holidayThis article explains how to book a holiday on SenseHR.
Planner - How to add a sickness eventThis article explains how Admins and Managers can add sickness events on behalf of employees
Locking Days in The Company CalendarThis article explains how you can lock days in the company calendar for specific employees to prevent leave events being booked.
Reports
Articles relating to system Reporting
Reporting - How to Report on Multiple Areas at Once
Reports - Point in Time ReportingThis article shows how to report on all events that are in a specific point in time.
Reporting - Reporting – Salaries/Pay (Current Only)This article explains how to report on just the current salary record for all employees.
Reporting – Salaries/Pay (Including History)This article explains how to report on all salaries/pay details including all historical records.
Reports - Filters BreakdownThis article explains how the different filter types work in reports.
Settings
Articles relating to the System Settings
Admin - Turn on/off clock in and clock outThis article explains how an admin can turn on or off the option for users to clock in and out on the dashboard
Access Roles ManagementThis article explains how to use the ‘Access Roles Management’ module in Sense HR
Sense Portal Settings: Granting Access for Sense Staff (Admin)Learn how administrators can securely grant and revoke temporary access for Sense Workplace support staff in the Portal.
Roll-Out
Guides to assist administrators in delivering the roll out of SenseHR company wide.
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.
HR Go LiveSteps and guides provided below to complete the checklist of essential setup to roll out the HR system to all employees
Mobile App - Installation and Roll-OutHow to install the app on a mobile device and how to grant users access to start accessing once they have installed the app.
Pre-Roll OutMessage to send to staff pre-roll out to inform them that you have acquired the system and that it will be ready to launch soon.
FAQ
Articles relating to Frequently Asked Questions
Admin - Sending Login InvitesThis article is a guide on how to invite users to your Sense site in bulk or for individuals.
Admin - Assign Access RoleThis article will explain how to manage and update access levels on a persons profile between - Employee, Manager and Administrator
Default User PermissionsBy default, there are 3 levels of access; Standard User, Managers and Administrators.
Administrators - How to log a support ticketFollow this guide for instructions on how to log a ticket with our support team.
How to Setup Additional Managers and Event ApproversThis article explains how you can assign multiple line managers to a single employee record and how you can assign someone as an ‘Event Approver’ only for an employee
Admin - How to change an employee's email addressThis article explains how Admins can update a user's email address that they use to log in to Sense
Admin - How to add a new AdminThis article explains how a new Admin can be added into Sense
Admin - Undo LeaverThis article explains how to re-activate a leaver profile and revert it back to being an active employee record.