Administrators
108 articles
Sense HR Administrator Manual (PDF Download)The comprehensive guide to configuring, managing, and maintaining your organisation’s Sense HR system.
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.
Dashboard: View and interpret workforce Insights (Admin)Learn how to view Insights and use key HR metrics to track trends, support decisions, and improve workforce management.
Dashboard: How Insights Are Calculated and What They Mean (Admin)Understand how workforce metrics are calculated, including staff turnover, absence rates, percentage change, and chart groupings
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
People: Send a verification code for Sense Mobile login (Admin)Learn how administrators can send or resend a verification code for employees logging into the Sense Mobile app.
People: Find and manage Leavers (Admin)Learn to find a Leaver or Future Leaver, update their details including leaving dates, and choose when to remove system access.
People: Quick check for historical changes to a user’s profile (Admin)Quick Steps article for administrators to check and review historical changes to a user’s profile.
People: Add and Manage Job Roles and Line Managers (Admin)Add, update, and enter end dates for job role records in a user’s profile, including tracking changes to line manager over time.
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.
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
Planner: Switching event entitlements between days and hours (Admin)How to change an event entitlement unit of measure from days to hours or hours to days
How to setup and manage Holiday EntitlementThis article explains the step by step process to manually setup an employee's holiday entitlement.
To Do's
Articles relating to the To Do's area
Viewing Completed To DosFor Managers, Admin or Users you can view completed and historic To Dos
Deleting To DosThis article will show you how to delete To Dos that are not needed anymore in your Sense system
To do: Add and assign tasksLearn how to create To do tasks, assign them to yourself or others, and keep work organised and on track.
Documents
Articles relating to Documents
Documents: Supported file types for document uploads in Sense HR (Admin)Understand which file types can be uploaded as documents in Sense HR, when PDF is required, and which formats support merge tags and e-signatures.
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.
Company documents: Upload, set up permissions for, and manage company documents (Admin)Learn how to upload, set up viewing permissions for, and manage company documents such as policies, handbooks, guidelines.
Documents in Sense HR: Overview and document typesUnderstand how company documents, personal documents, and document templates work in Sense HR, and when to use each one.
Documents: Using basic merge tags and e-signaturesFind, copy, and apply basic merge tags to insert employee data and e-signatures into templates and merged PDF documents
Documents: Understanding and preparing merged PDF documents with merge tags and e-signaturesLearn how merged document uploads work in Sense HR, what they support, and when to use them for personal documents
Personal Documents: Add a document to an employee profileUpload, generate, or link personal documents for an employee, then set access, reading, or signing requirements
Personal documents: View, edit, download, delete, and track document activity (Admin)Manage personal documents stored on an employee profile, including document settings, access, download, deletion, and activity history.
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.
Calendar: Manually Add a Clock In/Out for an Employee (Admin)Learn how administrators can manually add a clock in or clock out event to the calendar if an employee forgets to do it.
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.
Reports: Generate an expenses report (Admin)Learn how to create an expenses report
Reports: Generate a Payroll Extract report (Admin)Create a Payroll Extract report to support payroll processing, financial reporting, and workforce cost forecasting.
Reports: Generate a To do activity audit report (Admin)Create a report showing who actioned a To-do, when it was actioned, and optional details like Date Created or Assignee.
Reports: Generate an audit report for user activity (Admin)Admins can generate and analyse user activity reports to audit profile changes, track editors, and keep accurate compliance records.
Reports: Create reusable payroll summaries with Payroll Extract and Analyse with AMI (Admin)Create consistent, reusable payroll summaries and prompts using Payroll Extract reports and Analyse with AMI
Reports: Generate a public holiday report for tracking entitlements (Admin)Learn how to build a public holiday report to track holiday groups, effective dates, and entitlements in your organisation.
Reports: Generate a report for tracking holiday entitlements (Admin)Learn how to build a report to track FTE, holiday groups, effective dates, and entitlements in your organisation.
Reports: Generate a report for tracking attendance (Admin)Learn how to build a report to track attendance across your organisation.
Reports: Generate a Leaver Details Report (Admin)Learn how administrators can build a report showing leaver details such as last working date, reason for leaving, and rehire status.
Reports: Generate a report for tracking Age of employees (Admin)Learn how to build a report to track employee Age
Reports: Generate a report for tracking Length of Service of employees (Admin)Learn how to build a report to track employee Length of Service (LOS) in years or months
Reports: Generate a report for tracking all events (Admin)Learn how to build a report to track all Events across your organisation.
Reports: Generate a report for tracking and auditing Access role or Permission groups (Admin)Learn how to build a report to track employee access roles and permission groups.
Reports: Generate a report for tracking start and end dates for future starters or future leavers (Admin)Learn how to build a report to track employment start dates for future starters and employment end dates for future leavers.
Reports: Generate a headcount report (Admin)Learn how to build a report to show a full headcount including assigned profile template, permission group, and contract type.
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
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.
Calendar & PlannerFor all guides on the 'Calendar & Planner' settings area.17 articles
Screen DesignerFor all guides on the 'Screen Designer' settings area.6 articles
DocumentsArticles for the documents settings area.3 articles
Access rolesFor all guides on Access Roles in the Settings area9 articles
Bulk uploadGuidance for preparing, validating, and importing standard and custom HR data templates into Sense HR during initial setup and controlled system extension5 articles
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.
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.