Knowledgebase
Administration
- User Groups and Associated Permissions
- What happens when a manager leaves?
- Adding User Accounts
- How to setup Natural HR and Greenhouse integration
- How to use the payroll integration reports
- Logging in to Natural HR using Two Factor Authentication
Announcements
API
Asset Management
Billing
Documents
- Document Search
- Accepted File Types and Sizes
- Company Document Classifications
- Can I prevent managers from uploading and/or deleting employee documents?
- Company Document Expiry Reminders
- Bulk uploading documents
Employer Branding
- How can I apply site level branding?
- Marketing Permissions
- Uploading your company logo
- Displaying Company Mission Statement, Visions, Values and Behaviours
- Adding URL links to the Natural HR menu
- Set a background image
Expenses & Mileage
- Enabling an HR level user to Approve or Decline an Expense claim
- Viewing an Expense claim for approval
- Expense Settings
- How to show timesheet information on Expense Lines
- How to submit Expenses on behalf of another employee
- Mileage Rates
Employee engagement
- How do i moderate the social chat in the social stream?
- Employee portal
- Employee Suggestions
- How do i record a late record against an employee?
- Display Job details in Self-Service
- Public calendar permissions
Forms
- Form builder field types
- Limited editing of custom forms with responses
- Create and send a survey to a specific site or department
- Form auto lock
- Recruitment Forms
- Application Forms (Recruitment)
Getting started
- Editor functionality
- Toggle right side bar (formerly Privacy mode)
- Getting Started - Adding Departments
- Getting Started - Adding Company Information
- Getting Started - Adding Job Roles
- Testing self service
Internationalisation
Login
- What does "Google reCaptcha has detected potential suspicious behaviour from your device' mean?
- What is the recommended advice for password strength when using Natural HR?
- How do i set up pin codes for employees to use when logging in?
- Can i use Google single sign on with Natural HR?
- How do I resend users their login details?
- I have forgotten my PIN, how do I reset it?
People
- Is it possible to automatically archive records for leavers?
- Manager Change & Managers name not appearing in the drop down list
- How do I restore an archived employee?
- Setting, using and deleting Reminders
- Employee Benefits (Custom)
- Custom Benefits (Simple)
Performance
- How to collect and report 360 feedback using the standard question option
- How to collect and report 360 feedback using the custom question option
- Performance split screen view visible to employees
- 9 Box Grid (custom)
- Default Warning reminders
- How do I bulk upload employee goal updates?
Reporting
- How do I create and share a dashboard?
- How do I share Report builder standard reports?
- How do I replace my dashboard metrics with a custom dashboard?
- How do I report employee custom benefits?
- How can I set up and use custom colours in column, bar, line and pie charts?
- How can I export a report to a csv file with different field separators?
Recruitment
- Request assets when completing an employee
- Creating and using a Recruiter code
- Displaying requisitions created in Natural HR in your company website careers page
- Show requisitions on job portal
- Display Name for Job Roles
- Allow Managers to add and edit candidates
Self service
- Creating and using Natural HR Tickets
- Localisation option for 'Card View' or 'Table View'
- Uploading Employee Photo Via Self-Service
- Total time off allowance breakdown chart
- Employees updating extra information
- Does Natural HR have a mobile app?
Time and Attendance
- Time off balances data source (dataset)
- Prorating Time Off Allowances for Part-Time Employees
- Disabling the editing or deleting of time off
- Mid year starter/leaver calculations
- Booking time off for less than a full day (AM/PM)
- Year end time off process (end of company holiday year)
Training
- How can I see who has attended a training course?
- How to complete a training course outcome?
- How do I auto archive expired training?
- What are the training result options?
- Employees viewing course library
- How do I add documents to training library courses?
Troubleshooting
- Error CB014 - Subscription Error
- Error 874 - Access Permissions Error
- Error 603 - Too many failed log in attempts
- Error 14 - Please enter all required information
- Error 404 - Page not found
- Error 17 - Incorrect Username or Password
Workflows
- Requisition workflow triggered by job
- Include or restrict employees of more than/less than 'x' years length of service to be included in a workflow
- Allow triggered workflows to be updated
- Continuous Workflows - Triggering Once
- How do I use workflows?
- How do I trigger an offboarding workflow based on exit reason?