HR for Property Teams

Bring people information together across property, maintenance and support teams. Keep working arrangements, time away and qualification evidence organised as your Employees support different locations.

Property and facilities management brings together people with varied responsibilities, from administration and customer support to maintenance and other services. Their working patterns and time away may differ, making a single employee list an incomplete picture of availability.

HR Planner gives HR and Managers connected records and processes for those differences. Maintain employee details, configure the patterns people follow and review leave alongside the relevant team information.

HR Planner employee profile and basic contact information

Connect records

Keep employee information consistent across your internal teams.

Employee Records provides configurable profile sections and linked HR records. It gives authorised users a place to maintain details as responsibilities change, helping reduce separate lists held by different parts of the business. Clear ownership of updates keeps the shared record useful.

For example, an Employee moves from one internal maintenance team to another. HR can review their recorded organisational details and linked information, then check the related access arrangements. The record gives the people handling the change a common reference.

Employee Records 

Match patterns

Represent weekly and repeating rotating arrangements through working patterns.

Four-on four-off shift pattern in HR Planner

Working Patterns defines schedules through day sets and work periods. Those arrangements provide working-time context for leave handling when Employees do not share the same week. Review employee assignments and representative dates so the configured patterns reflect the intended arrangements.

For example, an administration Employee works a regular week while another Employee follows a repeating pattern. HR can configure the relevant schedules and check the leave handling for each. This helps Managers interpret time away without assuming everyone works the same days.

Working Patterns 

Minimum staffing cover rule for the Finance Team

Consider cover

Bring configured staffing cover requirements into leave request handling.

Minimum Staffing Cover supports cover groups, membership and at-least or up-to thresholds. These settings help the organisation represent its cover considerations when requests are handled. Check the chosen groups and thresholds against representative scenarios before relying on them in everyday use.

For example, a support team wants to consider overlapping leave among the people who handle enquiries. HR can configure an appropriate group and thresholds, then check how sample requests are handled. Managers still decide how available people will meet the business’s service commitments.

Minimum Staffing Cover 

Holiday allowance and request limit settings in HR Planner

Review time off

See employee leave in calendar views with organisational grouping.

The Staff Holiday Planner brings employee events and request actions into a shared view. Authorised Managers can review relevant time away and use it as context for decisions. That helps conversations about availability start from the same information.

For example, a Manager reviews leave requests from several colleagues before confirming the team’s availability for the coming month. The planner makes the overlap visible so they can discuss cover and make decisions. Operational scheduling remains part of the team’s normal planning.

Staff Holiday Planner 

Keep evidence

Maintain employee qualification records with documents and relevant expiry details.

Employee skills with valid-from dates, expiry dates and status

Skills and Certificates combines a skills catalogue with employee certificate records and evidence. Renewal handling and expiry views help authorised users review what needs attention. Your organisation decides how evidence is assessed and whether it is suitable for particular responsibilities.

For example, a maintenance Employee supplies updated training evidence. HR can maintain the document and applicable expiry details on the certificate record. The information can support later review conversations without replacing the checks your business makes before assigning work.

Skills and Certificates 

Employee expense claim with mileage and overnight stay items

Organise claims

Give employee expenses a structured route from preparation to review.

Expense Management keeps claim periods, descriptions and individual items together, with supporting documents attached to items. Employees can prepare and submit the relevant information through the configured process. Reviewers can consider the evidence against company policy.

For example, an Employee attends a meeting at another office and incurs an agreed travel expense. They can enter the claim details and attach the receipt for review. The business then handles any approved reimbursement through its normal payment arrangements.

Expense Management 

Clearer HR for your team

HR Planner employee icon

Employees

Find your information and use the available processes to keep everyday HR tasks moving.

HR Planner manager icon

Managers

Review relevant team information and requests with the access your responsibilities require.

HR Planner admin icon

HR Administrators

Maintain employee records, configure processes and organise the information your business needs.

Explore the tools for your team

Four-on four-off shift pattern in HR Planner

Working Patterns

Minimum staffing cover rule for the Finance Team

Minimum Staffing Cover

Employee skills with valid-from dates, expiry dates and status

Skills and Certificates

Your questions answered

Can we support different employee working arrangements?

Working Patterns supports weekly and repeating rotating arrangements through day sets and work periods. Configure the intended patterns and employee assignments, then check representative dates and leave handling.

Can staffing cover be considered when Employees request leave?

Minimum Staffing Cover supports groups and configurable thresholds for request handling. Check the settings against your team structure and typical requests. Managers remain responsible for organising operational cover.

Can we track employee training evidence?

Skills and Certificates supports employee certificate records, document evidence and applicable expiry information. Your business decides what evidence is required and how it should be checked.

Does HR Planner manage properties or maintenance jobs?

The features on this page organise employee HR information and requests. Property records, tenant management, work orders and maintenance scheduling are separate operational requirements.

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