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System Configuration

Advice and guidance on custom configuration settings

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.
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.
Hide or remove lookup valuesExpire options within a dropdown or lookup.
Customise dashboards to align with your company brandingConfiguring dashboard themes in line with company branding.
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 incorrectThings to check if an employee has the incorrect effective status.
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.