Handbook for managers
Approving leave, calling someone in sick and the files of your department, step by step.
This article is for everyone who leads a department, and for HR. You only see the people of your own department and of the departments below it. HR sees everyone. What exactly you may see and change, the owner decides at Settings > Personnel.
Start every day on My day
Open My day. Under Personnel you see:
- how many leave requests are waiting for your decision;
- who of your people is sick today.
Tap a line to go straight there. New requests and sickness reports also come as a notice on your phone.
1. Approving or declining leave
- Open Personnel > Leave, tab To decide.
- Tap Approve on a request. You then see how much holiday leave the employee has left afterwards.
- Or tap Decline and write a Reason. The reason is required: the employee sees it.
- The employee gets a notice straight away.
Coming up lists all approved leave still to come. You never approve your own leave: it goes to the layer above you, HR or the owner.
2. Registering leave for someone
Someone calls to say they take tomorrow off? Then you register it.
- Open Personnel > Leave and tap Register leave.
- Choose the Person, the kind and the days, and tap Submit.
- Leave you register is approved at once.
Leave that does not happen you cancel with Cancel leave, even when it has already started.
3. Changing the leave allowance
By default someone has four times their weekly hours of holiday leave per year (the legal minimum).
- Open Personnel > People and tap the person.
- Go to the Leave tab and tap Leave allowance.
- Fill in the hours for this year, plus what was carried over from last year, and tap Submit.
4. Calling someone in sick
- Open Personnel > Leave and tap Call in sick. Or open the file, tab Sickness.
- Choose the Person and the first day sick at Sick since, and tap Call in sick.
- Never ask or write down why someone is ill. It is not the employer's business, and jb.people deliberately has no box for it.
On the rota the employee shows as Away until they report back. Colleagues do not see it is sickness; you, HR and the owner do.
5. Reporting someone back
- Open the file, tab Sickness.
- Tap Back at work on the report, choose the first working day and tap Report back.
Called someone in sick by mistake? Tap Delete. At the top of the Sickness tab you see how often and how many days someone was sick in the last 12 months.
6. The files of your department
Open Personnel > People. You see the people of your department and of the departments below. Depending on what the owner has set, you see or change their profile, contract, documents and salary. Whoever looks at a salary or opens a payslip is listed in the Who looked tab (for the owner only).
For HR
- A new employee: open Personnel > People and create a file. Add the contract with the hours per week and the working days.
- Payslips: open the file, tab Payslips, and tap Add payslip. They are stored encrypted.
- A contract that ends: you get a notice 30 days before. Extend it, add a new contract or fill in the leaving date.
- Someone leaves: tap Edit in the file and fill in Left on. The file is kept until the end of the retention period and is then removed by itself. 30 days before, the owner and HR get a notice; with Keep longer you keep it longer, for instance during a dispute.