System-wide
Questions and answers regarding the general components of Flex HRM, users, and other system-wide settings that are not module-specific
Employees/Users
- Login in Flex HRM
- How do I change my password in Flex HRM?
- When is email sent out about changes to employees?
- Are Visma Connect accounts automatically created for new employees in Flex HRM?
- Automatic handling when removing Visma Connect connection
- How do you manually register a new employee and user?
- What does the warning mean when I enter an end of employment date for an employee?
- User log – Can I see who has logged in to Flex HRM?
- ⚙️What is a user?
- ⚙️What is the difference between an employee and a user in Flex HRM?
- Copy employee between companies – retained annual leave and period of employment
- ⚙️Can we require two-step verification (2FA) when logging into Flex HRM with Visma Connect?
Permissions
- How does delegated authority work?
- Can I temporarily delegate my attestant authorisation to someone else when I am on a day off?
- Which role applies when a user has multiple roles?
- Authorisation overview – See who has authorisation for whom in HRM
- ⚙️What is a role?
- ⚙️Roles and authorisations in Flex HRM
- ⚙️How does company-bound authorisation work?
- ⚙️What is handled in the Security view?
Navigate in Flex HRM
Reports
- How does Flex HRM support your work with CSRD? (en)
- Report generator - What is the report generator?
- Report package – What is a report package and how does it work?
- Report generator - How do I schedule withdrawals of reports from the report generator?
- How do I export and import reports in Flex HRM?
- ⚙️Reports - How do I set up authorisations for standard reports?
- ⚙️Report generator – How can I extract reports on staff appraisals from the report generator?
- Reports - Which standard reports are available in Flex HRM?
Statistics
- Statistics - What is the Statistics?
- Dashboard Employee turnover – How do the different calculation models work?
- Dashboard - Meter/Value - How do I measure and visualise my values?
- ⚙️Dashboard - What is a Dashboard?
- ⚙️How do I present Dashboards on the Front page (Home)?
- ⚙️Statistics on the front page – How do I configure and view statistics on the front page?
- ⚙️Panels in Dashboard - How do the shared panel settings in Dashboard work?
- Statistics: Statistics types - What do the various statistics types in the Statistics centre mean?
Account code dimensions
- How do account code combinations work?
- ⚙️How do you manage account code dimensions in Flex HRM?
- ⚙️ What is an account code register?
- ⚙️What is a project register?
- ⚙️Is it possible to copy projects?
- ⚙️What is a customer register?
- ⚙️What is a home account code?
- ⚙️How do we set up account code combinations?
Import, Export, Integrations
General
- How do I add external links?
- AI agent in Flex HRM – Who is Flexie?
- How do I activate a new module that I have purchased?
- How do Reminders work on the front page?
- Which languages can be selected in Flex HRM?
- How do I change the language in Flex HRM?
- How do Messages work in Flex HRM?
- How do I change from Flex Lön to Flex HRM as master for employee information?
- Which functions in Flex HRM are included in the module Concern?
- What are background jobs and where can I find them?
- How do I know when a job I started is finished?
- ⚙️How do Reminders work?
- ⚙️Translation in Flex HRM
- ⚙️How do I upload instruction videos in Flex HRM?
- ⚙️Settings for next of kin
- ⚙️What authorisations are available for messages in Flex HRM?
- ⚙️How do I activate concern management in Flex HRM?
- ⚙️How does the master company work?
- ⚙️ How can I create a new company or copy a company?
- ⚙️How can I use themes in Flex HRM?
- ⚙️How do colour schemes work in Flex HRM?
- ⚙️Audit levels - How do audit levels work in Flex HRM?
- ⚙️How does the change log work in Flex HRM?
- ⚙️How do I set which change logs should be active in Flex HRM?
- ⚙️General tips and preparations before annual leave
- ⚙️Formula language in Flex HRM
- ⚙️News - How do I work with news feeds in Flex HRM?
- ⚙️How can I add contacts in Flex HRM?
- ⚙️What is copied when I copy a company?
New year
- ⚙️Everything you need to know for the year-end closing in HRM Travel (en)
- ⚙️Control discrepancy days at year end/new year (en)
- Year-end checklist in Flex HRM Payroll (en)
- ⚙️Import tax tables for the new year at the turn of the year
- ⚙️How are fixed values for amount and percentage updated at the turn of the year?