This tutorial explains how to manage multiple currency options. 1. Introduction You will learn to add currencies, update expenses, and configure salary details effectively. 2. Access Settings Menu Open the settings menu to configure currencies 3. Open Companies Settings Navigate to the Companies section. 4. Select Company Profile Choose the…
ADD: Company currency management with a default currency, VAT rates and fixed or live exchange rates for supported currenciesADD: Support for recording employee salaries and expense items in different currenciesADD: Warning message when the browser does not support features required by HR Planner UPDATE: Show currencies in expense item lists…
ADD: New high contrast display modeADD: Table view for survey results alongside the existing dashboard viewADD: Check for Update option in the user menu UPDATE: Refresh page layouts and improve display on mobile devicesUPDATE: Improve keyboard navigation, screen reader labels and menu accessibility, including a link to skip to the…
ADD: New open-ended leave request option for leave types where the end date may not be knownADD: Authorisers can approve leave as open-ended or set the last day off, with an option to close the request when the end date is knownADD: Button to open request authorisation directly from the…
ADD: New Breathe HR import feature for employee data, departments, locations, working patterns, leave, projects and expense claimsADD: Preparation and Final Move modes for Breathe HR imports, with connection testing, progress tracking, import history and cancellation UPDATE: Move import and export tools into their own settings sectionUPDATE: Add hourly salary…
ADD: Buttons to edit or cancel leave requests and employee events from the planner popupADD: Options to add or exclude individual dates in repeating employee eventsADD: Settings for each employee event type to control date exceptions and when changes require reauthorisation UPDATE: Authorisers and notification recipients can now be selected…
ADD: New expense types feature with separate authorisation settings for each expense type UPDATE: Show expense type in the employee expense claims gridUPDATE: Hide expense type selection when no expense types are enabled
ADD: New billing section to manage billing details and payment methods, and view invoices with status filteringADD: Authorisation settings for forms in personal forms librariesADD: Option to include authorisation overrides from other personal forms libraries when managing authorisation settings, subject to access permissions UPDATE: Improve employee profile navigation and layout…
This tutorial guides you through configuring leave types to allow open-ended requests. 1. Introduction Open ended leave requests are for employee absences where the return date is not currently known. Perfect for sick leave, for example. 2. Access Settings Menu Open ended requests must first be enabled for each leave…
This tutorial guides you through managing leave requests within the HR Planner application. 1. Introduction Once an employee that you are the authoriser for, submits a leave request, an email notification is sent to you. 2. Access Your Authorisation Requests You can access your outstanding authorisation requests on your dashboard….