Natural HR Support

Pinned articles

• User Groups and Associated Permissions
  Within Natural HR there are a total of 9 different User Groups available for you to choose from when setting up a User.  Each group gives the user a different set of permissions and access rights, ...

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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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• What does 'Error 172: Google reCaptcha login error, please try again' mean?
  As part of our continuing efforts to keep our data secure, we have rolled out the use of Google reCaptcha on all of our external-facing forms i.e. login pages. You can find out more about this tech...

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• Is it possible to automatically 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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• How do I create and share a dashboard?
  The Natural HR Report builder allows you to create custom dashboards based on your custom reports, to provide you with the data your business needs to make the right decisions. Once you have create...

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• How do I share Report builder standard reports?
  Within Natural HR, in addition to the custom reports you can create with Report builder, there is a library of standard reports. Before a user can access these reports however, they must be publish...

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• How do I replace my dashboard metrics with a custom dashboard?
  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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