By default, Natural HR will log you out after 30 minutes of inactivity, although this can be set to a maximum of 4 hours (240 minutes). A pop up should appear telling you you are about to be logged out and you have the option to stay logged in, if you choose to stay logged in, the timer will reset.

If for some reason you do not have a focus on the Natural HR web page, you will not see this pop-up and may, therefore, be logged out. This may result in the loss of data that you have entered into a partially completed form that has not been submitted. This is particularly an issue with Performance review, Performance improvement and Other forms which require an Assigned employee and Completed field.

To prevent the loss of data in a partially completed form, from a system timeout, you can set Custom form save options to manually save or autosave a form before submitting it via:

Administration -> Company -> Settings -> Company settings

By default, this will be set to None, but if you select 'Save button' and then Submit:

You can partially complete the form and then click on Save next to the Submit button at the bottom of the form. This is especially useful if you are unable to complete a mandatory or required field.

Please note: If you click on the Save Button, and as a Manager, you have not selected an Employee name, then the information you have added will be lost and the form will not be saved.  

Important: If your form contains a Completed field, and it is set to Yes when you click on the Save button, the Completed field will be reset to No, otherwise this partially completed form might trigger a step in a workflow which would subsequently fail if the required data is missing.

If your form contains multiple Completed fields, for instance, there is an Employee completed and a Manager completed field, ALL these Completed fields will be reset to No if you click on the Save button.

If you want to ensure previous Completed fields on the form stay set at Yes, when you click on Save, then in the form, you can edit the Completed field, in this example, Employee completed, and set the Un-editable once completed field to Yes. You will see a padlock next to the field in the form view. This means that if the Manager clicks on the Save button after the Employee has completed their part of the form, the Employee completed will remain Yes.

After clicking on the Save button, at the top of the screen you will see an alert (coloured Blue instead of Green) telling you the form has been saved rather than submitted:

You can return to the form later to complete the remaining fields, and Save once again, or Submit.

There is an alternative setting to the Save button available via:

Administration -> Company -> Settings -> Company settings

You can choose for the system to automatically save the form every 5 minutes by selecting Autosave i.e. there is no Save button available. However, you can also choose the Both option which means you can either Save OR let the system save every 5 minutes.

Please note: Every 5 minutes, a new save is created, the data is overwritten, not appended, so if you add and then perhaps accidentally delete data between the saves, the data you originally added will not be saved, there is no 'Undo' function.