Settings
Articles relating to the System Settings
42 articles
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.
Screen Designer
For all guides on the 'Screen Designer' settings area.
- Screen Designer: Create custom ScreensLearn how to build new screens to capture the exact information your organisation needs within employee profiles
- Screen Designer: Edit ScreensEdit existing screens safely and confidently, with clear guidance on what changes affect the rest of your system.
- Screen Designer: OverviewUnderstand the core concepts behind Screen Designer so you can confidently customise how information appears and behaves inside employee profiles and workflows.
- Screen Designer: Understand and use Screen variantsScreen variants control which fields workflow participants can see, edit, or must complete during workflow tasks — without affecting the employee profile.
- Screen Designer: Concepts & data behaviourUnderstand how screens, fields, templates, workflows, and data behave behind the scenes so you can build a clean, predictable, and safe configuration in Sense HR.
- Screen designer: Manage profile templates (Admin)Manage profile templates to define which screens appear in an employee’s profile and how they’re organised for each workforce group.
Documents
Articles for the documents settings area.
- Document settings: Create a reusable template for personal documentsUse the Sense HR document editor (with optional AMI assistance) to design templates that keep your documents clear, consistent, and ready to reuse.
- Documents: Using the Sense HR in-app document editor toolbarLearn what each option on the in-app document editor toolbar does and how administrators can use them to format and customise templates.
- Documents: Using advanced merge tags in document templatesPull data from screens, including custom screens and current, future-dated, and multi-record data into document templates
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.
- Access Role Management (ARM): Create and manage a Limited admin role (Admin)Give selected users administrator-level access for specific people or groups only.
Bulk upload
Guidance for preparing, validating, and importing standard and custom HR data templates into Sense HR during initial setup and controlled system extension
- Bulk upload: Advanced use with custom screens (Admin)Upload data into custom screens or customised system-standard screens using Screen Designer and the advanced data load process.
- Bulk upload: Data preparation and upload for initial system setup (Admin)Bulk upload (data load) all essential HR data to Sense HR to get your system up and running efficiently.
- Bulk upload: Guide to completing data templates for initial system setup (Admin)Use this guide to correctly complete the Excel templates required for initial system setup and data load in Sense HR. It provides field guidance and formatting rules to ensure smooth…
- Bulk upload: Employee documents (Admin)Data load and manage employee documents in bulk using the Sense HR Bulk Upload feature
- Bulk Upload: Complete manual and field-by-field guidance (PDF download)Complete guidance for preparing and completing a data load in bulk