Administrators
113 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.
- 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.
- People: Add a new person to Sense HRAdd a new employee, future starter, contractor, or other worker to Sense HR and create their profile.
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: Review and update employee entitlement and public holiday settings from their profile (Admin)Adjust entitlement values, manage public holiday settings, and understand how bookings affect balances
- People: Set up planner settings for a new employee (Admin)Configure working hours, public holidays, and entitlement when setting up an employee’s planner
- People: Manage or schedule changes to an employee’s working hours (Admin)Schedule working hours changes, manage working hours history, and review their impact on entitlement and bookings
To Do's
Articles relating to the To Do's area
- To Do: View, filter, and complete tasksFind tasks, understand their status, complete simple tasks, and action linked tasks from the To Do module or dashboard widget.
- To Do: Archive or delete tasksLearn the difference between archiving and deleting tasks, when each action is available, and why archiving is usually safer for workflow-created or linked tasks.
- To Do: Add and assign tasksCreate simple tasks using Add task, assign them to yourself or others, and choose how tasks should be completed when there is more than one assignee.
- To Dos: How they work, and what you can doUnderstand what To Dos are, how the main types behave, and how your permissions and profile access decide what you can see and do.
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.
- Understand calculated clock events for attendance records in Sense HRUnderstand how Sense HR calculates an inferred clock-in from an employee’s working hours configuration, schedule and clock activity.
- Calendar: Understand views, visibility and permissionsUnderstand how the Company Calendar works, how it differs from a personal Planner, and why different users may see different people, events, details and actions.
- Calendar: Use People, Calendar and List layoutsUnderstand when to use each Company Calendar layout and switch between them to view the same Calendar information in different ways.
- Calendar: Filter people, event categories, event types and attendanceUse Calendar filters to focus on the people, events and attendance records you need, without changing your permissions or affecting other users.
- Calendar: Use system views and create personal saved viewsUse system views to quickly focus the Company Calendar, and create personal saved views so you can return to your preferred filters and display settings without setting them up again.
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
- Reports: Understand report sharing and permissionsLearn what happens when a published report is shared, what recipients can see, and how permissions affect report results.
Settings
Articles relating to the System Settings
- Calendar & PlannerFor all guides on the 'Calendar & Planner' settings area.11 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 area10 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.
- Announcing Sense HR to your employeesUse this email template to let your employees know that Sense HR is coming soon and give them an early preview of the system.
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.