Administrator

How do I add, edit or delete a mileage year?

How do I add, edit or delete a mileage year? Mileage years are crucial to the expense module. They are used to define mileage i.e. how much the company will pay and time (i.e. through what period). Mileage years work on three different levels, company, department and employee. Employee mileage rates will always have a […]

How do I add, edit or delete a leave year?

How do I add, edit or delete a leave year? Leave years are a crucial aspect of how the leave module functions. Leave Years establish a 1 year period, a threshold which is used to help calculate annual leave allowance. It also acts as the threshold of where annual leave is renewed i.e. if there […]

How do I add, edit and delete a company leave allowance?

How do I add, edit and delete a company leave allowance? It’s very easy to add a new leave allowance in LunaHR. Why may you want a new leave allowance? Perhaps you want your company to have a maternity leave allowance or leave in lieu. You can add these leave allowances by following the instructions […]

How To Assign A User A Task?

How to assign a user a task? Providing you have the permission you will be able to assign employees tasks. A task essentially means the employee must execute it, before they can do anything else. The tasks that can currently be assigned are: Enter sick leave (see here) Explain why you were late Explain details […]

Assigning A Sick Leave Task

Assigning a sick leave task Providing you have the permission you will be able to assign employees tasks. A task essentially means the employee must execute it, before they can do anything else. For example, you can assign a sick leave task to somebody who has recently been out of the office. They will have […]

Enable / Disable Expense Payer to see Rejected Expenses

Enable / Disable Expense Payer to see Rejected Expenses By default, expense payers will not see rejected expenses. However, if you want expense payers to see rejected expenses you can enable this option. You can do this by following these instructions: Expenses -> Settings Check the Allow Payer to View Rejected Expense box By doing […]

Enable / Disable Expense Payer to Process Expenses

Enable / Disable Expense Payer to Process Expenses This is disabled by default. It can be enabled to allow expense payers to process expenses like how an expense approver might. For example, if enabled an expense approver has the same functionality, they can approver and reject expenses before paying them. If you want your expense […]

How To Add An Expense Threshold Date

How to add an expense threshold date In LunaHR it is possible to add an expense threshold date. In other words, employees can only apply for expenses up until this date. This can be a useful feature if you want employees to submit all expenses by a certain date. You can use this functionality by […]

How To Add An Expense Limit

How to add an expense limit In LunaHR it is possible to add a company expense limit. This expense limit means employees can not apply for an amount above this threshold. This is a useful feature if your company has a policy limiting the amount an employee can claim for at any one time. You […]

Enable / Disable users to apply for sick leave

Enable / Disable users to apply for sick leave Some companies will not want their staff applying for sick leave, as they may abuse this privilege. For example, some companies will want employees to ring HR first to state they are ill. HR will then assign them a task to fill a sickness form upon […]