HR module settings
Set up modules such as absence classes and working patterns.
By Cristiana1 author31 articles
- Create a working pattern for two weeksFollow these steps to set up a working pattern template that spans over two weeks instead of one.
- Sickness triggersYou can set up sickness triggers in the Settings area of the system.
- Change a holiday entitlement from days to hoursYou should not change a holiday entitlement template that has been set in days to hours, as this will cause issues on the employee's record.
- Add a person titleYou can add person titles to the system by following the steps in this article.
- 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 background check categories and typesFollow these steps to create new background check categories and types in the system.
- Set up leave as paid or unpaidFollow these steps to determine whether an absence is paid or unpaid.
- 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 meeting typesFollow these steps to set up meeting type options.
- Add new termination reasonsFollow these steps to setup more termination reason options.
- 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 year groupsFollow these steps to create a new year group for the school workforce census.
- Set up absence reasonsFollow these steps to create absence reasons which can be used when adding sickness or leave.
- 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.
- Add marital status optionsFollow these steps to add a marital status option if it's not available on the system.
- Change the annual cap for an absence classFollow these steps to change the annual cap for a certain type of leave.
- Create a contract basisYou can set up a new contract basis under HR Module Settings.
- 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.
- Set up shifts for working patternsThis article provides guidance on creating shifts to be used on working patterns.
- Add new National Insurance categoriesFollow these steps to set up a new NI category.
- Add ethnicity, nationality and religionFollow these steps to add new options for ethnicity, nationality and religion to be selected when creating employees.
- Add or amend work eligibility and identification optionsFollow these steps to add more options when selecting work eligibility for an employee.
- Change the hours on a working pattern templateIf you have noticed a working pattern template has incorrect hours, follow these steps to change them.
- Set up approval groupsFollow these steps to create and assign approval groups.
- 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.
- 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).
- Add an absence trigger resolutionFollow the steps in this article to set up a new absence trigger resolution.
- Remove an absence triggerSickness triggers can be deleted in the Settings page unless they are already in use.
- Add or amend an absence classYou can add or amend an absence class in a few easy steps.
- Enter public holidaysPublic holidays need to be added manually into the system by following these steps.
- 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.