Pinned articles
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What happens when a manager leaves?
When a manager leaves your organisation, and they have employees reporting in to them, this can result in a situation where those employees no longer have a manager. This can affect approvals etc....
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Adding User Accounts
Within Natural HR the concepts of Employee Records and User Accounts are separate. The Employee Record stores information about an employee and the User Account contains their login credentials an...
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Document Search
Within the Documents module in Natural HR, it is possible to enable a feature which will allow users to search through documents stored in the system.
To enable this feature as an administrator, na...
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Form builder field types
When building any of the different types of forms within Natural HR, there are many different types of fields which can be used in the form. To build a form go to
Administration > Company > Form ...
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Auto archive records for leavers
When an employee leaves, by default, there are no actions that occur automatically for the time off or expenses linked to the employee to be archived, so this will still be visible within their res...
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Manager Change & Managers name not appearing in the drop down list
You may come across a time where an employee's manager will change.
There are 2 options for doing this
Changing the manager of an individual employee
Changing the entire manager's team to a new...
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Creating and sharing a dashboard
The Natural HR Report builder allows you to create custom reports, to provide you with the data your business needs to make the right decisions. Once you have created your reports you can share the...
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Report builder - standard reports
Within Natural HR there is a library of 35 standard reports which can be accessed and used via Report builder. Before these reports can be accessed however, they must be published to each user who ...
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Custom home screen dashboards
By default, for all Manager and above users, a dashboard will be displayed on your Natural HR home screen comprising up to 25 default tiles. However you can filter which of these tiles you want to ...
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Time off balances data source (dataset)
In reporting, the 'Time off balances' data source (sometimes referred to as a dataset) is one the most useful. It allows you to see as of today, how many days/hours each employee has booked and tak...
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Prorating Time Off Allowances for Part-Time Employees
Within Natural HR it is now possible to automatically prorate time off allowances for part-time employees based on either:
Their FTE or
Their working days
In the latter case, we can only prorate ...
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Disabling the editing or deleting of time off
Natural HR allows you to disable the ability for your employees to edit or delete their time off bookings.
To do this go to
Administration > Company > Settings > Time off settings (Global)
In the '...
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Mid year starter/leaver calculations
Within Natural HR there are multiple ways to pro-rate balances for mid year starters giving various options around how you utilise the pro-ration to handle working patterns and mandatory holidays....
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Booking time off for less than a full day (AM/PM)
When booking time off within Natural HR, there is the option to select whether or not the request is for a full day, just the morning (AM) or the afternoon (PM).
To enable the AM/PM selection, fro...
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Year end time off process (end of company holiday year)
When you approach the end of a holiday year, it is time to consider the tasks which need to be performed to close out one year and start the next.
Check if you are using a 'Set date' by going to
Ad...
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