This tutorial guides you through submitting an expense claim using HR Planner. You will learn how to add expense items, provide claim details, and submit your claim for approval. 1. Navigate To Expenses Menu To create a new expense in HR Planner we navigate to the profile page and the…
This tutorial guides you through importing your data from BreatheHR into HR Planner. 1. Access Import/Export To start the import from BreatheHR, navigate to the import/export section in your HR planner settings. 2. Select BreatheHR Import Select BreatheHR from the list of available options and then click to start a…
ADD: New option for working pattern detail view on calendar, where possible shows leave events on the same day horizontally instead of stacked vertically UPDATE: Employee photos now shown in employee directory hierarchy viewUPDATE: Add event type to employee events gridUPDATE: Employee event duration shown on request and authorisation panelsUPDATE:…
ADD: New Partner Administrator feature. HR Planner Partners can now add and manage their own clientsADD: Reset button for ‘All Employees’ role to set back to default UPDATE: Employee role access no longer stored in cookie, removing need to for employee to log off after access role changeUPDATE: Leave summary…
ADD: New report data source for Employee EventsADD: New Bulk Employee Assignment feature enables you to send assignments to multiple employees in one stepADD: XSRF and CSP protectionADD: Support for employee import with partial fieldsADD: New report data sources for Employees and Bradford Factors by date range UPDATE: Allow a…
ADD: Custom access rules now supports selection of multiple items, e.g. departmentsADD: Custom access rule based on employee skillADD: Tasks list can now be filtered to view previous completed tasksADD: Option to automatically save employee assignment as pdf on completion UPDATE: Filtering and sorting options for viewing any table of…
ADD: New Bulk Leave Request featureADD: New Bulk Allowance request feature FIX: Report export / import not assigning changes to customerFIX: Permission to view leave details not evaluating correctlyFIX: Survey results not viewable
ADD: New multi-step forms feature with each page in a form design assignable to different peopleADD: New review feature to add comments on a form submissionADD: Forms have a new option to allow assignment requester to complete a form for an employeeADD: New report data source for skill certificates UPDATE:…
ADD: New API user featureADD: New report data source for working patterns UPDATE: Performance improvement checking low cover in a leave request FIX: Allowance totals not correctly including transfers from previous leave year
ADD: New AI HR Assistant chat feature!ADD: Notification message to display by leave type on request page UPDATE: Grant department administrators access to AI HR AssistantUPDATE: Show birthday as just day and month in directory for non-admins FIX: Too long chat title causes error when savingFIX: Carry over calculation not…