Knowledgebase
Customer Masterclass
- End of year session | Customer masterclass
- Building workflows for HR | Customer masterclass
- Building forms for HR | Customer Masterclass
- How to get the most from the HR support team | Customer masterclass
- Managing performance: the next steps | Customer Masterclass
- Managing performance - The basics | Customer masterclass
HR Release Notes
Payroll
Administration
- User Groups and Associated Permissions
- Adding User Accounts
- Modules enabled in Display Settings still aren't visible
- How to setup Natural HR and TeamTailor integration
- Upcoming Events differs from Calendar Events
- Works ID auto generation rule
Announcements
API
Asset Management
Billing
Documents
- Accepted File Types and Sizes
- Company Document Classifications
- Can I prevent managers from uploading and/or deleting employee documents?
- Document Search
- Company Document Expiry Reminders
- Bulk uploading documents
Employer Branding
- Displaying Company Mission Statement, Visions, Values and Behaviours
- How can I apply site level branding?
- Marketing Permissions
- Uploading your company logo
- Adding URL links to the Natural HR menu
- Set a background image
Expenses & Mileage
- Pushback Timesheets, Expenses and Mileage
- List of Statuses in Expenses / Mileage
- Expense management
- How to set up Split Expense claims
- How to Submit Expenses on Behalf of Another Employee
- Expense Settings
Employee engagement
- Social Recognition for Multiple Employees
- How do I moderate the social chat in the social stream?
- Employee Suggestions
- How do I record a late record against an employee?
- Public calendar permissions
- What is the employee pulse?
Forms
- Only usable in workflow
- Duplicating a Form
- Editing a form with responses
- Maximum data size per custom form
- Create and send a survey to a specific site or department
- Form auto lock
Getting started
- Getting Started - Adding Employees
- Getting Started - Adding Sites
- Getting started - Adding or Editing a Job Status
- Getting Started - Adding Company Information
- Getting Started - Setting up Time Off
- Getting started - Introduction
Internationalisation
Login
People
- Is it possible to automatically archive records for leavers?
- What Access Does Each User level Have?
- Exit Reasons
- How do I change an employees job role, manager and other core details?
- What is a National Insurance number and can I remove it?
- Employees are missing from the dropdown in add company users
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
- Goals maintenance
Reporting
- How do I share Report builder standard reports?
- How do I share a report?
- Exporting charts
- Using Employee custom fields in Report builder
- Issues when opening data in Excel
- How do I create a Pivot table report?
Recruitment
- Recruitment Stages
- CV-Library integration
- Recruitment Mailbox
- Using custom web font in recruitment portal
- Creating a recruitment jobs page
- Request assets when completing an employee
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
- Mid year starter/leaver calculations
- Timesheets - Multiple Lines Per Entry Delta
- Return To Work
- Working Patterns
Training
- Allow manager to request training on behalf of employee
- 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
Troubleshooting
Workflows
- Trigger a workflow based on Time Off Duration
- Use of [request_status] tag
- Using Employee custom fields to trigger workflow tasks
- Using Employee custom fields as Continuous workflow Change triggers
- Data changes data types
- What does the "All comments visible" option mean when building a workflow