Creating a new user in your system involves a series of precise steps in hr planner. 1. Introduction From entering user details to assigning roles, this guide will walk you through the process seamlessly. 2. Click “Directory” Access the Directory section. 3. Click here and click the Add User icon…
Learn how to update your password on hr planner. 1. Introduction Follow these clear instructions to easily change and confirm your new password. 2. Click here Access your profile by clicking your name in the top right corner 3. Click “Settings” and selecting Settings 4. Click “Enter a New Password…”…
Discover how to enhance your dashboard by adding a new widget on hr planner. 1. Introduction Follow these engaging steps to seamlessly integrate a widget that suits your needs, providing a personalized touch to your dashboard experience. 2. Click here On your dashboard click the Settings wheel 3. Click “Add…
Learn how to personalize your system by changing the color schemes with these straightforward instructions. 1. Introduction Customize the look of your interface to match your preferences and style effortlessly. 2. Click Your Name Open the user profile settings. 3. Click “Settings” Navigate to the settings menu. 4. Click here…
Enhance your employee profile information in HR Planner by adding your own Attributes. 1. Introduction This guide will walk you through the steps to create a new Attribute and how to populate it with information. 2. Click “Settings” Access the settings menu. 3. Click “Attributes” Navigate to the attributes section….
Learn how to efficiently manage documents by creating folders and uploading files in the Employee Training application. 1. Introduction Follow the instructions to organize and store important documents for easy access and collaboration. 2. Click “Settings” Access the settings menu. 3. Click “Folders” Navigate to the folders section. 4. Click…
This guide will walk you through the process of raising a leave request on behalf of an employee you manage in HR planner. 1. Introduction From navigating to the Directory tab to submitting the request for approval, each step is outlined clearly to streamline the process. 2. Click “Directory” Navigate…
Learn how to generate a Leave Summary Report specifically filtered for Holidays with HR Planner. 1. Introduction From accessing the reporting section to refreshing the report, this guide will walk you through the necessary steps. 2. Click “Reports” Access the reporting section via the menu on the left hand side….
Learn how to efficiently request leave directly from the calendar in HR planner. 1. Introduction Follow these simple instructions to streamline your leave management process. 2. Click “Planner” Access the calendar by clicking on “Planner”. 3. Click here Locate the month you wish to request leave for. 4. Click and…
How to request leave from the Dashboard in HR Planner This guide will walk you through the process of submitting a leave request in the HR Planner application. 1. Introduction From initiating the request to final submission, follow these clear steps to ensure a smooth leave application experience. 2. Click…