HCM

People and leave

49 articles in 6 sectionsStart reading

Getting started

What HCM is, how to sign in and find your way, your role, and the one setup step every new workspace needs.

• What is HR Management (HCM)?HCM keeps your people, your org chart, leave and employee documents in one place, and this article shows who uses which page.
• Signing in and choosing a workspaceHow you get into HCM from the Launcher, and what the workspace picker means.
• Finding your way aroundThe top bar, the left rail with its six pages, and the profile menu.
• Your role in HCMEmployee, HR Manager or HR Administrator: what each role sees, and why one role has three names.
• Date formats and languageHCM is English only, and some dates follow your Juvaro profile while leave dates are always year-month-day.
• Set up leave approval firstNewA new workspace has no leave types and no approval rules, so nobody can request leave until an HR administrator sets them up.

HR administrators

For HR administrators: access, employees, history, leave types, accrual, holidays, approval rules and every other setting.

• Granting HCM accessHCM roles are given in the Tenant Portal, and a workspace admin role alone does not open HCM.
• Adding an employeeUse the Add employee dialog, with generated initials and email and a searchable manager picker.
• Editing an employee recordWhat you can change in the Edit dialog, what only changes through History, and the Sensitive section.
• Recording a change in HistoryUpdatedRecord a promotion, transfer, new manager or pay change with the date it takes effect, including a date inside an earlier period.
• Correcting a history periodFix a period that was recorded wrong with Correct, Valid from and Valid to.
• Viewing history as of a past dateSee what an employee record, or the whole org chart, looked like on a chosen date.
• DepartmentsAdd, edit, archive and restore departments, with an optional parent department.
• Leave typesTracked and untracked types, Requires approval, colour, and archiving.
• Accrual and holiday yearsEarned over the year, Days arrive, Holiday year starts, Can be taken for and Carryover cap, explained.
• Country policy templatesPrefill a leave type from the Denmark or the generic template, and what the "modified" mark means.
• Public holidays and company daysThe Danish holiday pack, the customary half days, your own company days and the Preview.
• Approval rules and routing to managersUpdatedRoute leave to the requester's manager with @manager:L1, or to a role, and how modes, amounts, dimensions and the HR fallback work.
• Custom fields and access classesAdd your own employee fields and decide who may read them.
• Salary grades and the band checkDefine salary bands and see how History checks a salary against them.
• Employee documents and document categoriesUpload contracts and payslips to an employee, and decide who can view each category.
• Identity generationChoose how new employees get their initials code and email address.
• Sign-in accounts and provisioningCreate sign-in accounts on hire, fill gaps with Provision accounts, and hand over one-time passwords.
• Field auditThe tamper-evident log of who read or changed sensitive fields, and Verify integrity.
• The org chartRead the reporting tree on the Employees page, look back with As of, and collapse branches.

Managers

For managers: the approvals inbox, deciding leave, delegating while you are away, and the team calendar.

• Your approvals inboxThe steps waiting for you, and how to read the Step, Approver and Status columns.
• Approving or rejecting a leave requestUpdatedCheck the leave details and Balance if approved, then Approve or Reject, and why an approval can be refused.
• Delegating approvals while you are awayLet a colleague decide your steps while you are out of office, and revoke it again.
• The team calendarA month grid of who is out, with pending and approved leave, and who you can see.
• Your reporting line and the employee rosterThe read-only views a manager gets of the team and of the workspace.

Employees

For everyone: your balances, requesting and cancelling leave, your documents and the messages you may meet.

• My Leave at a glanceYour details, your balance cards and your requests, all on one page.
• Requesting leavePick a type and dates, read the working-day preview and the balance estimate, and submit.
• Understanding your balanceUpdatedWhat available, earned so far, carried in and pending approval mean, and how the year-by-year statement adds up.
• Cancelling a leave requestWhich requests you can cancel, and what the messages mean when you cannot.
• My DocumentsDownload the documents HR keeps on file for you.
• "No employee record" and other access messagesWhat each access message means and who can fix it.

Integrations

How Flexshop, Helpdesk and the Tenant Portal use HCM, and what AMS does not.

• Flexshop and the line managerHow Flexshop asks HCM who should approve an order as Manager, and what to fix when it cannot tell.
• Helpdesk capacity plannerHelpdesk reads approved absences and direct reports from HCM.
• HCM as identity sourceThe four HCM switches on the Tenant Portal's Identity sources page, and directory sync.
• AMS and HCMThere is no live link between Asset Management and HCM today.
• What other apps can read from HCMThe three kinds of read access other Juvaro apps have to HCM, and what each can see.

Reference

Permissions, statuses and technical values, leave rules, error messages, defaults, the field glossary and release notes.

• Roles and permissionsWho can see and do what in HCM, page by page and field by field.
• Status chips and technical valuesThe colours of every chip, and what the lowercase status words, approval rule texts and user ids on some screens mean.
• Leave rules explainedUpdatedBalance checks, reservations, the re-check on approval, holiday-year boundaries, overdraft carry and routing.
• Validation and error messagesEvery message HCM can show, what causes it and what to do.
• Defaults and limitsWhat a new workspace starts with, the values a new leave type gets, and the hard limits.
• Field glossaryThe fields of an employee, an assignment, a leave type, a holiday year, a holiday, a document and a grade.
• Language supportHCM is English only; Danish appears only in holiday names and in other apps' screens.
• What changed in the October 2026 releaseNewEverything new for HCM users from August to October 2026, newest first, with links to the details.