System Configuration
Advice and guidance on custom configuration settings
By Harry and 1 other2 authors74 articles
- Consultancy required for system configurationTraining on SelectHR or configuration change requests.
- Amend dashboard link controlsAmending dashboard link controls.
- Make a field mandatoryMake a field mandatory.
- Disable or hide a field on a formRemove a field from a form.
- Make a copy of a workflow and assign it to a menu setMake a copy of a workflow and assign it to a menu set.
- Make a copy of a form and apply to a processMake changes to a form by making a copy.
- Add an existing field to a formAdd a field to a form
- Set up an APIInformation about integrating SelectHR with an external API.
- Filter employees by current holiday ruleCreate a custom filter to show current holiday rule on a listing.
- FlexPoint bundlesFlexPoint bundle information.
- Performance troubleshooting: Listings are not loadingError when loading specific field lists: Error reading data: undefined
- Create a copy of a process and assign it to a menu setMake a copy of an existing process and assign it to a menu set.
- Make a field in a form editable or mandatory in a menu set, but read only or not mandatory in a different menu setUse this guide to configure a field so that it's editable in one menu set and read-only in another.
- Amend the name of a fieldAmend, edit, or change the name of a field on the SelectHR website.
- Hide or show existing fields on a listingRemove or show a specific field in a listing.
- Change the size of a text box on a formChange the physical size of a field on a form.
- Enable or disable a button (a process or workflow) of a menu setRemove a button/process/workflow from a menu set.
- Create a custom role filterCreate a custom role filter.
- Make a field mandatory within a workflowMake a field mandatory in a workflow.
- Amend a lookup to include or exclude valuesChange a lookup to include or exclude available options for selection.
- Best practice guidelines for configuration changesAdvice on making custom configuration changes.
- Missing custom configuration following the application of a patch fixCustom configuration is missing after a patch fix application.
- Create a new table or viewGuidance on creating a new custom table or view.
- Rename a menu itemRename a menu item or process.
- Guidance on custom visibility expressions
- Upload custom iconsUpload custom icons to use at buttons.
- Increase the character limit of a fieldIncrease the amount of characters allowed in a field.
- Guidance on the creation or editing of custom workflowsCreate or edit a new custom workflow.
- Create a table or view when creating a new lookupCreate a custom table or view.
- Create a custom tick boxCreate a custom tick box field.
- Add a custom document upload field to a formAdding a document upload field on a form.
- Create a lookup process to add, edit or delete lookup valuesAdd a new value to a lookup when the lookup is not visible on the website.
- Customise dashboards to align with your company brandingConfiguring dashboard themes in line with company branding.
- Allow file upload against an absence record in a HR menu-setSteps to allow files to be uploaded to an absence record by the HR team.
- Manage patch fix notification recipientsSet up notification recipients for system-level updates performed by our development team.
- Make a field mandatory based on another field’s valueMake a field mandatory based on the value in a different field.
- Create a quicklink from a fieldAdd a quicklink to a field so users can open related areas directly from a form.
Batch Jobs
Diagnosing Batch Job issues
- Guidance on creating a custom batch jobAdvice on creating a new batch job to send regular alerts.
- Check if a batch job has runCheck to see if a batch job has run succesfully.
- Run the Snapshot batch jobExecute the snapshot batch job.
- Batch job email is being sent for leaversAutomated email from a batch job is being sent to leavers.
- Self certification notification did not send to an employee
- Probation emails are being sent out for leaversProbation batch job is sending emails relating to leavers.
- Data Export: Email recipients for batch job messagesData export to show who receives the emails from each batch job.
- Holiday notification for leaverHoliday notification has been sent for a leaver.
- Probation review notifications are not being sent by the systemProbation review notifications are not being sent by the system
- Self certification batch job explainedSelf certification batch job explained.
- Batch job is not sending an email as expected for some recordsBatch job is not sending an email as expected for some records
- HMRC notification batch jobs explainedHMRC notification batch jobs explained.
- Snapshot batch job timing outSnapshot batch job failing to run overnight.
- Change the date and time that a batch job will runChange the date and time that a batch job is set to run.
- Change the recipient of a batch job email (not running a workflow)Change the recipient of a batch job email message.
- Change the recipient of a workflow email which is triggered by a batch jobChange the recipients of the email sent by the batch job that runs a workflow.
- No batch jobs are runningNo batch jobs are attempting to run automatically.
- Error when setting up automatic exports with batch jobs: Access to the path is denied. Error when setting up automatic exports with batch jobs: Access to the path is denied.
- Fit note tasks are being sent out for deleted absencesDeleted absences are still triggering fit note notifications
- Create a batch job for reminder emails or alertsThis article explains how to create batch jobs to send automated email reminders based on key dates in SelectHR.
- Batch job failed to trigger a notificationBatch job failed to trigger a notification.
- Employee effective status is incorrectAn employee has an incorrect effective status value.
- Enable or disable a batch jobSteps on how to enable or disable a batch job.
- Absence day is showing incorrect days or hours valueAn employee's absence days are incorrect on n absence.
- Schedule data exports to be run automatically via a batch jobAutomatically run an export data exports on a schedule.
Dashboards
Create, amend or delete dashboards
- Add a video to a dashboardCreate and add video to a dashboard.
- Create a new dashboard link controlAdd a button to "My Actions" on the self service dashboard.
- Add a dashboard to a menu setAdd a dashboard to a menu set.
- Edit a dashboardEdit what processes are shown on a dashboard and also the size of each process.
- Create a slideshow and add it to a dashboardCreate a slideshow and add it to a dashboard
- Create a copy of a dashboard to be amended and assign it to a menu setCreate a copy of a dashboard to be amended.
- Error when clicking dashboard button: The linked item does not appear on this menu and cannot be reachedError when clicking button on dashboard: The linked item does not appear on this menu and cannot be reached.
- Dashboard buttons are showing as padlocksDashboard Link Controls are showing as padlocks.
- Remove an item from a dashboardRemove a video/item from a dashboard.
- Grey background on dashboard itemsBackgrounds on dashboard listings are grey.
- Create a personal dashboardCreate a dashboard for personal use.
- Self service dashboard chart showing incorrect holiday entitlementA dashboard chart in self service is only displaying the basic holiday entitlement and does not include any holiday additions.