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Settings

Articles relating to the System Settings

42 articles
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 & Planner

For all guides on the 'Calendar & Planner' settings area.

Settings - Event ManagerThis article explains how to access and use the Event Manager settings area.
Settings - Return to Work Set UpThis article will provide a guide on how to create and control your Return to Work options for sickness records
Admin - How to set up CarryoverCarryover is the amount of remaining holiday entitlement that can be carried forward into the new year
Admin - Adding & Editing Sickness ReasonsThis article explains how to add new, and edit existing sickness reasons.
Admin - Length of Service RulesGuidance for how to set up Length of Service rules for your staff
Setting Up Full Time Equivalent In Event RulesThis article explains how to set up Full Time Equivalent entitlement settings for each event type (e.g Holiday/Annual Leave) so that the system can refer to the rule when holiday…
Event Manager - How to Create a New Event TypeThis article explains how to add more event types to the calendar for employees to be able to book, as well learn where you can set rules against these events…
Admin - Why hasn't a sickness event triggered a Return to Work form?This article explains why a sickness event hasn't created a Return to Work form
Admin - How to set up auto-approval of holiday requests for specific usersThis article explains how to configure automatic approval for holiday requests
How to setup paid Sickness in Sense HRThis article will guide you on setting up new paid sickness reason for the sickness event
Calendar & Planner: Implementing an absence scheme (Admin)Set up and monitor an absence scheme to track employee absence and configure trigger points for required actions.
The Bradford FactorLearn how the Bradford Factor is calculated and whether it’s the right absence scheme measure for you.
Calendar & Planner: Create and manage working hours configurations and work schedules (Admin)Create and maintain working hours and work schedules so planners, calendars, and entitlement calculations remain accurate and predictable.
Calendar & Planner: Working hours configurations and system defaults (Admin)Understand what working hours configurations are, how they’re used, and how to choose the right system default.
Calendar & Planner settings: Set a default public holiday group for your company (Admin)Quick steps article to set a default public holiday group for new employees, with the option to update individuals at any time.
Calendar & Planner: Set up Carryover and Length of Service rules for specific employees (Admin)Learn how to set up Carryover and Length of Service rules for selected employees instead of applying them to everyone.
Calendar & Planner settings: Switch on the dashboard sickness widget (Admin)Enable the sickness widget so employees can notify their manager of sickness directly from the dashboard.

Access roles

For all guides on Access Roles in the Settings area

Access Roles: Allow users to add their own sickness to the planner (Admin)Grant permission for employees to record sickness in their own planner without notifying a manager.
Access Roles ManagementThis article explains how to use the ‘Access Roles Management’ module in Sense HR
Default User PermissionsBy default, there are 3 levels of access; Standard User, Managers and Administrators.
Assign an access role to a user (Admin)Assign or change a user’s access role to control what they can see and do in Sense HR
Access roles in Sense HR: OverviewUnderstand how access roles control visibility, permissions, and user access across Sense HR
Access roles management (ARM): Create and edit access roles (Admin)Create, copy, update, and manage access roles to match your organisation’s structure and responsibilities.
Access Role Management (ARM): Manage profile and people permissions in access roles (Admin)Control which profile screens, fields, and people each access role can view, update, add, or delete in Sense HR.
Access Role Management (ARM): Manage feature permissions and custom actions for standard and advanced access roles (Admin)Control which modules, settings, planner actions, calendar views, reports, and custom actions each access role can use in Sense HR.
Access Role Management (ARM): Extend manager access with People groups (Admin)Add and manage extra people groups in manager-type (advanced) access roles to extend access beyond the reporting hierarchy.