HR
Manage employee records and compliance.
By Lucy and 3 others4 authors46 articles
Suggested employee not showing when allocating visitsIn this article, we explain how to resolve the issue if a suggested employee isn't showing when allocating visits.
Employee not integrating with CM2000In this article, we explain how to ensure employees integrate with CM2000.
Copy and cancel functionalityIn this article, we explain the copy and cancel functionality.
Configure availability typesIn this article, we explain how to configure availability types.
Disable 24-hour auto availability creationIn this article, we explain how to disable 24-hour auto availability.
Bradford Factor scoreHow to check the Bradford Factor score for employees.
Employee records & Management
Create, update, and manage employee details.
Unable to locate new employee recordIn this article, we explain how to resolve the issue when a new employee record isn't visible or not showing on the planning screen.
Terminate an employee recordIn this article, we explain how to terminate an employee record.
Amend an employee position typeIn this article, we explain how to amend an employee position type.
Add additional branches and areas to an employee recordIn this article, we explain how to add additional branches and areas to an employee record.
Employee address is a partial matchIn this article, we explain how to resolve errors when a employees's address is a partial match.
Update employee hours or days per weekIn this article, we explain how to update an employee's hours or days per week.
Create employee types and positionsIn this article, we explain how to create a new employee and position and add them to the profile and users.
Can an employee have two job roles?In this article, we explain if you can have more than one job role.
Recruitment & Applicants
Manage applicants and hiring process.
Create an applicantIn this article, we explain how to create an applicant.
Convert an applicant to an employeeIn this article, we explain how to convert an applicant to an employee.
Applicate data when recruited to an employeeIn this article, we explain how to view applicant data when they have been recruited as an employee.
User access & Permissions
Control user access and system permissions.
Create profiles to restrict user permissionsIn this article, we explain how to restrict user permissions.
Limit user access via branch and areaIn this article we explain how to limit access for users via branch and area.
Remove usersIn this article, we explain how to remove a user profile.
Amend your user passwordIn this article we explain how to change or reset a password
User unable to edit employee and client recordsIn this article, we explain what to do if your users can't edit employee or client records.
Training & Qualifications
Manage employee training and qualifications.
Set up or renew training and qualificationsIn this article, we explain how to set up training and qualifications.
Renew a training and qualification recordIn this article we explain how to update a pass date on training and qualification records.
Delete training and qualificationsIn this article, we explain how to delete training and qualifications.
LMS/SelectHR Integration – Training & Qualifications – User Guide
Task & Alerts
Manage tasks, alerts, and workflow processes.
Calendar flowIn this article, we explain how to view the flow of employees month by month.
Outstanding task showing incorrect deadline dateIn this article, we explain what to do if an outstanding task is showing an incorrect deadline date.
Remove document from employee taskIn this article, we explain how to remove a document from an employee task.
Create an event for employeesIn this article, we explain how to create events for employees.
Transport & Travel
Manage employee transport and travel options.
Create transport license typesIn this article, we explain how to create a license type for transport modes.
Is it possible to have two transport modes?In this article we explain whether it's possible to have multiple transport modes added to a user.
Amend the transport mode for an employeeIn this article, we explain how to amend the transport mode for an employee.
Employee pay & Payroll setup
Configure employee pay-related settings.
Add a rate sheet to an employeeIn this article, we explain how to add a rate sheet to an employee.
Assign a break profile to an employee recordIn this article, we explain how to assign a break profile to a staff record.
Enforcing employee maximum hoursIn this article, we explain how to enforce an employee's maximum hours.
Incorrect holiday pay rate is showing on payrollIn this article, we explain what to do when the holiday rate is showing incorrectly or as zero on payroll.
Unable to see pay rate sheet options for employeeIn this article, we explain how to add the pay rate sheet option for employees.
Holiday analysis report showing incorrect valuesWhat to do if the holiday analysis report shows unexpected values, including future bookable hours or unpaid holiday that appears to have already been paid.
Configuration & Setup
Customise HR fields and system options.
Add additional employee status optionsIn this article, we explain how to add additional employee status options.
Add new gender type to an employeeIn this article, we explain how to add a new gender type to an applicant or employee.
Add and configure eligibilityIn this article, we explain how to add and configure eligibility.
User log-in exportIn this article, we explain how you can view when users log in.
Understanding employee and service user dashboardsIn this article, we explain how you can view tasks on the employee and service user dashboards.
Unable to end or add unavailability record for employeeWhat to do when you're unable to end or add an unavailability record for an employee, including how to add open-ended sickness records and what to check if the system…
Add and remove availability and unavailabilityIn this article, we explain how to add or remove an employee's unavailability.