Your holiday, sick, compassionate and unpaid leave
Add Training Video
Add Guide
Add Staff Member
✉ An invite email will be sent automatically so this person can set their password and log in.
Role, job title, branch/locations, date of birth, and leave entitlement are all set up afterward in the HR/Admin area — this just creates the account.
Audit Log
IT Support
Orders & Procurement
Tasks
Meetings
Admin
Staff Directory
Manage staff accounts, roles, locations and send login invites
Calendar Events & Bank Holidays
Add bank holidays and organisation events to the staff calendar
Locations
Sites your organisation operates from
Statutory Pay Days
Maximum entitlement days for SSP, SMP, SPP and related statutory pay. Applied to new claims.
Bookmarks
Links visible to staff on the Bookmarks page, filtered by role
Training & Guides
Video tutorials and guides staff can watch, complete quizzes on, and reference
Policies
Edit policy content, quiz questions and visibility. Changes apply immediately for all staff.
Strategy Access
Control who can view and edit the Balanced Scorecard machinery. Separate from operational roles so strategic access can change without touching clinical permissions. See the current permission model in Strategy → Governance.
Feature Flags
Layer 1 access control. Enable or disable each module org-wide. Disabled features are invisible to everyone. Combined with per-staff permissions (Layer 2), both must allow access.
Leave Entitlements & Balances
Set annual leave entitlements per staff member per year, and see the full org-wide balance table. Only visible to super admin and users with edit access on HR.
Year
Payroll Years
Define your financial payroll years. Each year automatically seeds 12 monthly periods (P01\u2013P12) starting from the year\u2019s start date. Only one year can be active at a time; that\u2019s the year the Payroll page defaults to.
Service Teams
Names for support staff who aren't tied to a specific clinic branch \u2014 e.g. Shared Service Centre, Ops, Finance, IT Support, HR. Once you\u2019ve added them here, they show up in each staff member\u2019s edit modal (Payroll section) as an alternative to per-location assignment.
AI Integration
Configure API keys for AI providers. These power the Scorecard Explainer, KPI insights, retrospective drafts, and other AI features across the app. Keys are stored server-side and never exposed to the browser.
Permissions
Approval Workflows
Roles
System
Notifications Log
System
Notifications Matrix
Appearance
Theme & Branding
Organisation Identity
All date/time calculations use this zone. Automatically handles DST (BST/GMT switching in the UK, etc).
External App Links
Leave blank to hide the icon from the topbar.
Company Details
Used across every report, PDF export, letterhead, and generated letter. Fill once — every export pulls from here automatically.
Registration Numbers
Colour System
These colours flow through every button, badge, pill, hover state and topbar in the app.
Presets
One-tap themes. Click any to apply and preview before saving.
Live Preview
IP
Organisation
STAFF INTRANET
Sample Card
This is how a card and its text will look with your chosen theme applied across the app.
Call Detail
Day Detail
Log a Complaint
Add Treatment
Treatments Delivered
Edit
Edit Staff Profile
Edit Branch Header Info
Location
Deeper details (opening hours, room booking, on-site notes) can be added from the Locations page.
Role
Used to group staff across the app (leave overview, reports, etc.). Leave blank for uncategorised.
App Link
Performance
Appraisals
Super Admin
Appraisal Admin
Appraisal
Reports
You don't have access to any report categories. Contact your administrator if you believe this is incorrect.
HR — Leave & Incidents
Procurement
IT — Requests & Data Breach Reports
Policies — Acknowledgements
Tasks
Training & Guide Completions
CPD — Continuing Professional Development
Complaints
Calls
Audit Log
Expenses
Incident Reports
MDT Meetings
Sickness Episodes
Clinical Audits
Letters & Communications
Appraisals
New Task
Strategic linkageRequired
Every task belongs to a strategic theme. Optionally link it to a specific goal, initiative, or KPI to auto-update strategy progress on completion.
Subtasks
Task Detail
Add Bookmark
Training Video
▶
Embed your video here — YouTube / Vimeo / hosted MP4
Request
OA
Staff Profile
Staff Name
Data Access
Which branches' data this person can read — complaints, IT tickets, procurement, payroll, calls, expenses, reports.
Separate from Location Access above (where they work). They usually match, but a regional lead might work at one site and need data for several.
Tick none and they'll see no branch-scoped data at all. Org-wide records (service teams, all-branch payroll lines) always remain visible.
Payroll
Contracted weekly hours per location
Used to compute Scheduled hours per payroll period. Tick a location above first.
Contracted weekly hours (total)
One line per payroll period. Location access above still applies for practical read/write access, but doesn\u2019t drive payroll or profile display.
↑↓ to navigate ↵ to select⌘K anywhere to reopen
Tutorial
Add Tutorial
For Google Drive: set the file's sharing to "Anyone with the link" (or everyone at ipersonal.co.uk) so staff can watch without an access prompt.
Quiz Questions (1–5 questions)
Edit Policy
Auto-expires acknowledgements after this many months. Leave blank to use only the "Next review" date.
Quiz Questions (1–5 questions — staff must pass to acknowledge)
New Conversation
Select people to message
Group Name
Notifications
Turn on desktop alerts so you're told about messages and tasks even when this tab is in the background.
