• Versions 1.19.3 – 1.19.15 (18/02/2025 – 24/03/2025)

    ADD: Customisable permissions to view Employee Feedback submissionsADD: Customisable permissions to view other survey creators surveysADD: Scheduling facility for SurveysADD: Filtering for viewing declined surveys UPDATE: Performance improvements for permission checkingUPDATE: Performance improvement to loginUPDATE: Surveys now automatically set to closed after last submissionUPDATE: Automatic update for survey form definition…

  • Report Designer

    The HR Planner Report Designer allows you to create visually appealing, user-friendly reports from your HR data. Customise existing reports by changing the fields, logos, font type or add your own reports from one of these types: Click here for detailed help on using our Report Designer.

  • Example Forms: Employee Appraisals

    Enhance employee training with this guide on utilizing the Forms feature in HR planner for employee appraisals. 1. Introduction From creating your form, distributing to employees, completing and viewing results, this walkthrough will help you streamline the appraisal process efficiently. To create a form, access the Settings section. 2. Select…

  • How to Request Leave for Multiple Employees

    This guide provides a step by step walkthrough of how to request leave for multiple employees using the bulk leave request feature. 1. Access the Directory As an example, you can use the bulk leave request feature to book leave for multiple employees during a company shut down between Christmas…

  • Bulk Allowance Changes

    This guide will walk you through the steps to Using the Bulk Allowance Change feature 1. Introduction The Bulk Allowance change feature allows you to add, remove or transfer allowance for multiple employees in a single process. 2. Click “Directory” You can access the feature via the Directory section. 3….

  • Types of Attributes

    This guide will walk you through the types of attributes available in HR Planner. 1. Introduction There are many default attributes and you can add as many custom ones as you need. 2. Click “Settings” Access the settings menu. 3. Click Attributes And select the attributes section 4. Select a…

  • Introduction to Attributes

    An explanation of attributes and sections in HR Planner. 1. Introduction From adding employee names, phone numbers or even salary and emergency contact details this guide will explain attributes and sections. 2. What are Attributes? Attributes are fields for data. There are many default attributes such as the employees email…

  • AI Intro

    Here’s how to access the Artificial Intelligence chat feature in HR Planner 1. Introduction This guide will walk you through efficiently utilizing the AI feature, accessing questions and viewing previous chats. 2. Click the AI icon To access click the AI icon in the tool bar. 3. Type your question…