HR module settings
Set up modules such as absence classes and working patterns.
Create a TOIL absence classYou can create a TOIL absence class to be used when adding leave that uses lieu days instead of working days.
Enter public holidaysPublic holidays need to be added manually into the system by following these steps.
Add or amend an absence classFollow the steps in this article to create or edit an absence class.
Remove an absence triggerSickness triggers can be deleted in the Settings page unless they are already in use.
Add an absence trigger resolutionFollow the steps in this article to set up a new absence trigger resolution.
Nationality not recognised as part of EEAFollow the steps in this article to ensure that a nationality is recognised in the system as part of EEA (European Economic Area).
Create or change absence period schemesYou can create a new absence period scheme or make changes to an existing absence period scheme by following the steps in this article.
Set up approval groupsFollow these steps to create and assign approval groups.
Change the hours on a working pattern templateIf you have noticed a working pattern template has incorrect hours, follow these steps to change them.
Add or amend work eligibility and identification optionsFollow these steps to add more options when selecting work eligibility for an employee.
Add ethnicity, nationality and religionFollow these steps to add new options for ethnicity, nationality and religion to be selected when creating employees.
Add new National Insurance categoriesFollow these steps to set up a new NI category.
Set up shifts for working patternsThis article provides guidance on creating shifts to be used on working patterns.
Create mileage locations, new addresses and post codesThis article offers guidance on adding a new location for Mileage on Access Education People or changing the address of an existing location.
Create a contract basisYou can set up a new contract basis under HR Module Settings.
Change the annual cap for an absence classFollow these steps to change the annual cap for a certain type of leave.
Add marital status optionsFollow these steps to add a marital status option if it's not available on the system.
Add a point in time change to a holiday entitlementFollow these steps if you need to change an employee's holiday entitlement starting with a certain date.
Set up absence reasonsFollow these steps to create absence reasons which can be used when adding sickness or leave.
Add year groupsFollow these steps to create a new year group for the school workforce census.
Add 'death in service' as a reason for terminationFollow the steps in this article to create 'death in service' reason for termination and add it to an account.
Add new termination reasonsFollow these steps to setup more termination reason options.
Set up meeting typesFollow these steps to set up meeting type options.
Add a sexual orientationYou can add a sexual orientation to the system and select it on an employee's Sensitive Information page by following the steps in this article.
Set up leave as paid or unpaidFollow these steps to determine whether an absence is paid or unpaid.
Add background check categories and typesFollow these steps to create new background check categories and types in the system.
Create and assign working pattern templatesFollow the steps in this article to create a new working pattern template and assign it to an employee or post.
Add a person titleYou can add person titles to the system by following the steps in this article.
Changing a holiday entitlement from days to hoursYou will be able to change a holiday entitlement template that has been set in days to hours by following the steps in this article.
Sickness triggersYou can set up sickness triggers in the Settings area of the system.