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Administrators

114 articles
Sense HR Administrator Manual (PDF Download)The comprehensive guide to configuring, managing, and maintaining your organisation’s Sense HR system.

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.

Reports

Articles relating to system Reporting

Reports: Create, edit, and manage reportsLearn how to create a report, choose fields, preview results, manage filters, save changes, publish, export, copy, and delete reports in Sense HR.
Reports: Work with and understand reports including drafts, saved changes, publishing, and unsaved changesLearn how draft reports, unsaved changes, saved changes, publishing, leaving a report, and refresh work in Sense HR.
Reports: Analyse report data with AMILearn how to use AMI to analyse saved report data and generate summaries, insights, and structured outputs from Sense HR reports.
Reports - Point in Time ReportingThis article shows how to report on all events that are in a specific point in time.
Reports - Filters BreakdownThis article explains how the different filter types work in reports.
Reports: Generate a Payroll Extract reportCreate a Payroll Extract report to support payroll processing, financial reporting, and workforce cost forecasting.
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 an expenses reportLearn how to create an expenses report
Reports: Generate a To do activity audit reportCreate 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 activityAdmins can generate and analyse user activity reports to audit profile changes, track editors, and keep accurate compliance records.
Reports: Generate a public holiday report for tracking entitlementsLearn 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 entitlementsLearn how to build a report to track FTE, holiday groups, effective dates, and entitlements in your organisation.
Reports: Generate a report for tracking attendanceLearn how to build a report to track attendance across your organisation.
Reports: Generate a Leaver Details ReportLearn 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 employeesLearn how to build a report to track employee Age
Reports: Generate a report for tracking Length of Service of employeesLearn how to build a report to track employee Length of Service (LOS) in years or months
Reports: Generate a report for tracking all eventsLearn how to build a report to track all Events across your organisation.
Reports: Generate a report for tracking and auditing Access role or Permission groupsLearn 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 leaversLearn how to build a report to track employment start dates for future starters and employment end dates for future leavers.
Reports: Generate a headcount reportLearn how to build a report to show a full headcount including assigned profile template, permission group, and contract type.
Reports: Generate a current pay details reportCreate a report showing only the current pay details or salary record for employees using the Profile information report
Reports: Generate a current and historical pay details reportCreate a report showing current and historical pay details records for employees.
Reporting - How to Report on Multiple Areas at Once