How to apply a working pattern to an employee that starts on specific date. 1. Introduction This guide will walk you through the process of setting a specific start date for a new working pattern. 2. Click “Directory” Access the Directory section. 3. Select the Employee Select the specific employee….

This guide will help you set up custom working patterns in hr planner. 1. Introduction If your business has common part time working patterns, you can create and add them to your default list to apply to a new employee. 2. Click “Settings” Access the settings menu. 3. Click “Working…

This guide will walk you through the process of setting your Leave Year Start Date in hr planner. 1. Click “Settings” Access the Settings menu. 2. Click “Companies” Navigate to the Companies section. 3. Select your company Select your company 4. Set by Company You can set your company leave…

Learn how to create an anonymous and requestable Feedback form for your employees using hr planner. 1. Introduction Follow these instructions to efficiently set up a platform for valuable feedback from your team. 2. Click “Settings” Access the settings menu from your dashboard. 3. Click “Forms Library” and navigate to…

This guide will walk you through creating a multi-step form. 1. Click “Settings” Multi-Stage forms allow you to define a different person to complete each section (or page) of a form. As one person completes a page the form automatically forwards to the next employee and so on. Firstly, access…

This guide will walk you through creating a Low Cover Group in hr planner to manage employee leave scheduling efficiently. 1. Introduction Low Cover Groups allow you to set limits on how many of your employees can be absent at the same time. 2. Click “Settings” Click on the Settings…

This guide delves into the intricacies of managing the employee engagement permissions. 1. Introduction By following the instructions provided, you will efficiently navigate through the application, ensuring your employee engagement strategies are effectively implemented. 2. Click “Settings” Firstly, access the settings menu from your dashboard, 3. Click “Employee Roles” navigate…

This guide will give you an overview of the employee engagement feature in HR Planner 1. Click “Requests” Employee Engagement allows you to create questionnaires, send them electronically to employees and view the results. 2. Click “Employee Satisfaction Survey” There are a variety of pre-built questionnaires to choose from or…