Managers & admins
Important tasks for managers and system administrators.
By Relu1 author150 articles
- Change an approverYou can change an approver in a few easy steps.
- Assign permissionsYou can check or assign permissions to an employe in a few easy steps.
- Filter permissionsYou can filter permissions in a few easy steps.
- Run a batch updateTo update your system and process any changes or updates you've made within the HR, System, run a batch update and clear your system cache.
- Run HR post updateYou can run hr post update in a few easy steps.
- Sign in as another employeeYou can use the temp cover feature so you can check employee's permissions and make any required changes.
- Manager can no longer see the rotasIf you, as a manager can't see the rotas anymore, you need to check your permissions.
- Upload a payslip fileYou can load a payslip file in a few easy steps.
- Change a cost codeUpdate the cost code on an employee post to ensure payroll costs export to the correct budget. Covers the impact on all employees in the post and the steps to…
- Create a new starterYou can create a new starter in a few easy steps.
- Process P60sYou need to process P60s at your end of financial year.
- Salary admin permissionYou can view your team's salary with the correct permissions.
- New starters are not receiving the login emailIf you have new employees that are not receiving their logon details, once registered, you'll need to check several settings.
- No employees are receiving a password reset emailIf none of your employees are receiving a password reset email, you'll need to check several things.
- Employee access to rotas via the postYou can set the employee access to rotas via the post, in a few easy steps.
- Required permissions for payslip accessYou can set up an employee to see payslips in their self-service menu with the correct permissions.
- Test system is offlineIf your test system is offline, you'll need to contact us.
- Remove a user from raising cases on the support portalTo remove a user from raising cases on the support portal, you'll need to contact us.
- Change the time tracker password for a sectionYou can change a site's password on the clock in screen, in a few easy steps.
- Person has a profile, but it is showing no employmentsIf your employee has a profile but is showing no employments, you need to check the employee record.
- Create a subsection permissionYou can create a subsection in a few easy steps.
- The clock data from our EPoS system isn't showing on Access PeopleIf the clock data for employees imported from our EPoS system is not showing on Access People, you'll need to contact us.
- Test system linkIf you need access to the test system, you'll need to contact us.
- Make a section or subsection obsoleteYou can make a section or subsection obsolete, in a few easy steps.
- Change the description of a permissionIf you want to change the description of a permission, you'll need to contact us.
- Setting up permission to add new startersYou can add a permission to add new starters, in a few easy steps.
- Permissions for removing and adding holiday via self-serviceYou need certain permissions to allow users to delete and add holiday records in the self-service area.
- Add a training eventYou can add a training event or a course, in a few easy steps.
- Add an additional employmentYou can add an additional employment in a few easy steps.
- Change a line managerYou can remove or add a line manager to a post, in a few easy steps.
- No access to edit a sectionIf you don't have access to edit a section, you can resolve this in a few easy steps.
- Unable to clock in on the clock in machineIf you're unable to sign in on the clocking-in machine, you'll need to contact us.
- Unable to action approval requestIf you are unable to approve a leave request as they do not load, you'll need to contact us.
- Unable to see section filters in self-service calendarYou can set an employee's calendar in self-service to view other employees' calendar in their section, in a few easy steps.
- Expense claim approval lostIf an employee has submitted an expense claim and you don't know where this has gone for approval, you can easily resolve this.
- Employee has not received their P45If you have a terminated employee that has not received their P45, you need to contact your payroll officer.
- Manage an expense claimYou can approve an expense claim, in a few easy steps.
- Add a logo to our payslipsIf you want to Add a logo to our payslips, you'll need to contact us.
- Raise a new idea on the portalTo help us improve our products, you can submit your own ideas and vote for submitted ideas.
- Unable to add a new starterIf you're unable to add new starter as they are on the system already but can't find their profile, you can resolve it in a few easy steps.
- Give an employee access to rotasYou can give an employee access to rotas if you assign them the correct permission.
- Change the setting new employments to auto approveYou can change the setting new employments to auto approve in a few easy steps.
- Change the name of a sectionYou can change the name of a section, in a few easy steps.
- Override the total journey miles value when submitting a mileage expenseYou can override the total mileage when adding expenses with the correct permissions.
- Permission to see teams' payslipsIf you can't see your team payslip you need to check if you have the correct permission.
- Change an employee's password as a managerAs a manager, you can change an employee password, in a few easy steps.
- Blank payslip when downloading the PDFIf you get a blank payslip when downloading the PDF, you'll need to contact us.
- View an employee's P45As a manager you can view an employee's P45 in a few easy steps.
- Add shift notes for vacant shiftsYou can add contextual notes to vacant shifts during creation.
- Onboarding compliance right to work validationYou can see mandatory validation for right to work selection during the new starter onboarding process.
- Improved evacuation management interfaceYou can see an enhanced evacuation module for managing employee safety during emergency scenarios.
- MIS integration for self-serveATS onboarding now offers enhanced capabilities for seamless data synchronization with MIS.
- Enhanced edit mode control in custom reportingYou can see a thorough functionality for custom reporting.
- Staff record matching for MISWe've introduced advanced verification to prevent duplicate records and ensure accurate staff synchronization between the HR system and MIS.
- Re-open a vacancy in the recruitment moduleIf you want to re-open a vacancy in the recruitment module, you'll need to contact us.
- Remove a shift codeYou can remove a shift code, in a few easy steps.
- Remove a payroll claimYou can remove a payroll claim, in a few easy steps.
- Change the name of a division, section or subsectionYou can change the name of a division, section or subsection, in a few easy steps.
- Payslip for terminated employee after termination grace periodAs a manager, you can download and forward the payslip to a terminated employee, in a few easy steps.
- Check the amount of tronc left overYou can check the amount of tronc left over, in a few easy steps.
- Change the description of a section groupYou can change the name of a section group, in a few easy steps.
- Amend the OSP entitlementsIf you need to amend the OSP entitlements, you'll need to contact us.
- A tab is missing on employee's profileIf a tab is missing on employee's profile, you can resolve this in a few easy steps.
- Biometric clock in data storedYou can check where biometric data are stored.
- Check employee's availabilityYou can check your employee's availability, in a few easy steps.
- Duplicate post reference numbersIt is possible to have duplicate post reference numbers, however, is not recommended.
- A potentially dangerous request.path value was detected from the clientIf a potentially dangerous request.path value is detected from the client, you can easily resolve this.
- Set up remote clock inYou can set up a remote clock in in a few easy steps.
- See who made changes to a postYou can see who made changes to a post in a few easy steps.
- See my team's calendarAs a manager, you can view direct reports calendar, in a few easy steps.
- Remove a sectionYou can remove a section in a few easy steps.
- No access to the new section that I've just createdYou need specific permission to the new section that you've created.
- Missing or incorrect sales figures showing on rotasYou can have multiple reasons for missing sales figures on a rota, and it depends on how your sales figures are added to the rota.
- Manager needs access to probation tabIf you need access to the probation tab, you'll need the specific permission to access this tab.
- Register your fingerprint on the clock in machineYour staff can register their fingerprints against the clocks, in a few easy steps.
- Give an employee another roleYou can give an employee another role, in a few easy steps.
- Change a tronc batch entry once it is submitted to payrollYou can change a tronc batch depending on his status.
- Applicant’s status indicates that their application has been withdrawnIf your applicant’s status indicates that their application has been withdrawn, you'll need to contact us.
- Add a new collaborate userYou can add a new collaborate user if you contact your payroll adviser.
- Ran the absence export for the incorrect payrollIf you ran the absence export for all payrolls instead of a specific one, you can rerun it for the correct payroll.
- View subsections without employeesYou can view subsections without employees in a few easy steps.
- Reopen a closed training eventYou can't reopen a closed training event but there is a workaround.
- Remove a duplicated payroll periodIf you have two payroll periods for the same dates and payroll you need to take immediate actions.
- Payroll period has been sent to PayWise+ but identified as a duplicateIf you have an issue with duplicate payroll period, you'll need to contact us.
- Manager to approve leaveYou can give manager access to approve leave, in a few easy steps.
- Load a payslip fileYou can load a payslip file in a few easy steps.
- Identify a possible permission issueIf you suspect an issue with an employee's permissions but receive no error message, you can identify the missing permission.
- Filters are not applying to the detailed rota report CSV exportWhen using filters on the detailed rota report and exporting to CSV, the full list is exporting anyway.
- An absence has been entered through data manager without an end dateIf an absence is imported via data manager without key details like an end date, you'll need to contact us.
- Absences tupe transferIf the absences are not showing on the rota when tuped, you'll need to contact us.
- See who has changed a setting on the systemTo see who has changed a setting on the system, you''ll need to contact us.
- No subsections within new section on rotaIf you have recently created a new section but there are no subsections, you need to assign an employee to that subsection.
- Manager can't view terminated employeeIf you, as a manager can't view terminated employee, you can resolve this in a few easy steps.
- Log into the system as a userYou can log into the system as a user, depending on how you are set up on the system.
- Leave uploaded through data manager for incorrect periodIf you have uploaded leave for employees and this is not showing, you need to check the absence period scheme.
- Item is not showing in addition or deduction from basic payIf you have added a new pay element, but it is not showing in the item drop down list, you'll need to check the pay element settings.
- Find the incomplete information for applicantsYou can find the incomplete information for applicants showing as application currently incomplete, in a few easy steps.
- Find and download the temporary adjustments exportYou can find and download the temporary adjustments export in a few easy steps.
- Edit a user's role or permissionsYou can edit a user's permissions, in a few easy steps.
- Configure subsections to be included on the rota exportYou can configure subsections to be included on the rota export in a few easy steps.
- Closed vacancies still showing on the recruitment portalIf your closed vacancies are still showing on the recruitment portal, you need to check your system settings.
- Amend the admin for adding user to the clock machineIf you need to change the admin for adding users to your clock machine, you'll need to contact us.
- Add a new support user to an entitlementYou can add a new user to an entitlement.
- Specific format for post referencesYou can set specific format for post references in a few easy steps.
- Remove tronc tab from individuals' sitesYou can remove tronc tab from individuals' sites, in a few easy steps.
- Post change reporting toIf you change a post's line manager to assistant manager, the line manager will still see the team.
- Managers don't have access to their teams' profilesIf as a manager, you don't have access to employees' profile, you'll need to contact us.
- Manager can't see the position tab within employmentIf you, as a manager can't see the position tab within employment, you need to check if you have the correct permissions.
- Make subsections appear in a specific orderYou can change the order of subsections within a rota in a few easy steps.
- Change the subsection codeYou can change the subsection code, in a few easy steps.
- View the holiday balance calculationYou can view the holiday calculation in a feww easy steps.
- View the details of historical additions and deductionsYou can view the details of historical additions and deductions in a few easy steps.
- View and download P60 as an administratorYou can view and download P60 as an administrator, in a few easy steps.
- Set up email alerts on rota rejectionsYou can set up a notification via email on rota rejection in a few easy steps.
- Request API integrationYou can request API integration if you speak with your account manager or customer success manager.
- Request a branded payslip templateYou can request a branded payslip template.
- Remove departments with no historical dataYou can remove departments with no historical data.
- Reference request is incompleteYou can add a new reference if a previous one has got issues or wasn't fully completed by the referee.
- Print individual references on recruitmentWhen dealing with applicants during the reference stage, we’ve added the ability for you to print individual references.
- Pension contributions deducted from your accountYou can have pension contributions deducted from your account.
- Payslip only portals: I have an unmatched payslip for an employee that is not on the systemYou can match a payslip, in a few easy steps.
- Mark agency as obsoleteAs an administrator, you now have the ability to mark an agency as obsolete.
- Manage your posts and organisation structureYou can manage your posts and organisation structure to ensures employees are placed correctly and approval requests reach the right people.
- Manage approvals as a managerYou can easily manage approvals as a manager, if you follow the guidance within this article.
- Limit a manager's access to employee's financialsIt's not possible to limit a manager's visibility of their employee's financials and salary information.
- Find and download the absence exportsYou can find and download the absence exports, in a few easy steps.
- Export P45 file data to ExcelYou can export the P45 file data in an Excel format in a few easy steps.
- Exit interview date on the termination wizardAs an administrator, you now have the flexibility to choose whether the exit Interview date selector is optional, mandatory, or disabled.
- Establish evacuation process and employees accounted forYou can use clock-in to quickly run the evacuation register and check staff safety.
- Enable rota rule for open sicknessAs an administrator, you can enable rota rule for open sickness in a few easy steps.
- Enable a user access to release notesYou can enable a user access to release notes in a few easy steps.
- Enable admin option for Digital Assistant updatesYou can enable admin option, for your preferred employees so they can receive posts from the Digital Assistant.
- Edit a completed subsectionYou can edit a completed subsection on a rota.
- Create a new payroll batchYou can create a new payroll batch in a few easy steps.
- Complete the year-end processThese are the steps you need to action for the year-end process.
- Complete applicant tracking system onboardingYou can complete applicant tracking system (ATS) onboarding on Access People Hospitality in a few easy steps.
- Change the grade boundaries on a postYou can change the grade boundaries on a post, in a few easy steps.
- Changes to tips legislationYou can read about the changes to tips legislation that you need to be aware.
- Bulk pay claim importAs an administrator, you can bulk paste pay claims into a pay claim batch in a few easy steps.
- Be aware of law and changes in legislationsThis article outlines key UK laws and regulations businesses must follow in 2025 to stay compliant and adapt to organisational changes.
- Assign separate bank accounts to each employment for one employeeAssign separate bank accounts to each employment for one employee.
- Add post to applicant tracking system approval groupsYou can add post to applicant tracking system approval groups in a few easy steps.
- Access customer success webinars and the communityAs a signed in customer, you can register to all our webinars.
- See all employees in your teamAs a manager, you can review your direct and indirect reports in the organisation structure.
- Add password for employees on the clock machineAs an admin, you can add password for employees on the clock machine, in a few easy steps.
- Create a rota variableYou can create a new rota variable which allows user input.
- Employee access to the system without being paidYou can add a user to the system without paying them, in a few easy steps.
- Enable managers to book leave for an employeeYou can give access to managers so they can book leave for employees in a few easy steps.
- My team filtersYou can amend the filters to pull back a certain section, in a few easy steps.
- Global setting for reporting periodYou can check global setting for reporting period to provide flexibility in defining the first month of the reporting year.