Frequently Asked Questions¶

I forgot my password. How can I reset it?

Click Reset password on the sign-in page and enter the email address linked to your account. You will receive a password reset link by email. Follow the link to create a new password.

I cannot sign in even though my credentials are correct.

Check whether your administrator has disabled your account or marked it as withdrawn. If your invitation has expired, ask your administrator to resend the invitation email. Also make sure you are using the correct company if your email is linked to multiple tenants.

How do I change my email address?

Under Profile menu > Employee settings > Change email, you can change your address yourself if a password is configured. Enter your current password and confirm the change through the link sent to the new address. Administrators and back office users can change the address under Company > Staff by opening the employee account and going to Account. The new address is saved directly and notifications are sent.

How do I switch between companies?

If your trustee status is verified and you are allowed to manage trustee clients, select the required Client in the Trustee area of the side menu. This switches you to that client's company.

Time tracking¶

How do I record my working time?

Navigate to Time tracking > My time tracking in the sidebar. Select the date, enter your start and end times or total hours, choose an activity type and optionally assign a project. Click Save to record the entry.

When can I edit a time entry?

You can edit your own time entries that have not yet been approved, provided permissions, period locks and project status allow it. An approved entry can only be changed after an authorized person clears its approval. System locks may also prevent editing.

What happens if I forget to record time for a day?

The system calculates target time from your employment periods and working time policy if target time calculation is enabled. Check missing time in your overview and balance. You can add entries for past days, provided permissions, period locks and other editing rules allow it.

Holidays and absences¶

How do I request holidays?

Go to Holidays & Absences > My holidays & absences, click Add, fill in the absence type, date range and duration, then click Submit. Your request is sent to your supervisor for approval.

Can I cancel a submitted holiday request?

You can delete your own requests with the status Draft, Submitted or Corrected. You can delete an approved request if your company allows changes to approved holiday requests. Declined requests cannot be deleted in the personal view.

How is my holiday balance calculated?

Your annual balance is calculated based on your employment rate and holiday policy. Carryover from the previous year and manual management adjustments are included in the balance view.

Which absence types are available?

Absence types are configured by your company administrator under Holidays & Absences > Settings > Absence types. Common types include holidays, sickness, unpaid leave and maternity/paternity leave. Each type may have different rules for document requirements and balance effects.

Expenses¶

How do I submit an expense?

Navigate to Expenses > My expenses, click Add expense entry, fill in the date, amount, currency and expense type, and attach a receipt. Click Submit when everything is ready. If you are not splitting the expense across several months, you can first save it as a draft.

Which file formats are accepted for receipts?

Receipts support DOC, DOCX, GIF, JPEG, JPG, PDF, PNG, PPT, PPTX, XLS and XLSX. The maximum file size is set by the general application configuration.

Who approves my expenses?

Expense approval follows your company's workflow. Usually, your direct supervisor or a designated back office user reviews and approves submitted expenses. After approval, expenses can be booked for payroll processing.

Passwords and security¶

How do I change my password?

Open Profile menu > Employee settings. In the security area, enter your current and new password and confirm the change.

Are there password requirements?

The password must contain at least six characters. A combination of uppercase and lowercase letters, numbers and special characters is not required. A long, unique password is recommended to protect your account.

Roles and permissions¶

I cannot access a feature. What should I do?

Access depends on your role, available modules and the rules of each feature. If access control (IAM) is enabled, the appropriate effective permissions must also be present. If a feature is missing or an action is rejected, have your role, module access and applicable direct or inherited permissions checked. IAM permission does not automatically override existing role, owner or record restrictions.

What is the difference between Administrator and Backoffice roles?

Both roles have broad access to HR operations. Backoffice can also manage the subscription, basic company information and available integration settings. Certain actions, including configuring login methods and login security, are restricted to administrators. Deleting the company additionally requires owner permission. If access control (IAM) is enabled, the required module and action permissions must also be present.

Data and reports¶

Can I export data from 2getHR?

Yes. In views with the general table export dialog, you can export data as Excel or PDF. Set the required filters and select an available format in the export dialog. Specialized exports may use different formats.

How do I create an hours report?

Navigate to Documents > My hours reports (or Documents > Hours reports management for supervisors). Click +, fill in the employee, date, hours and optional comments, and save. Hours reports can be submitted individually or together.

Integrations¶

How do I connect 2getHR to bexio?

Your administrator can enable bexio integration under 2getHR > Integrations > bexio. Once connected, features such as employee synchronization, payroll linking, absence transfer and expense booking become available in the corresponding modules.

What does Azure AD integration do?

Azure Active Directory integration enables single sign-on (SSO) and automatic user provisioning. Linked employees can sign in with their company credentials without needing a separate 2getHR password.

General troubleshooting¶

The page loads slowly or not at all.

Try clearing your browser cache and cookies, then reload the page. Make sure you are using the latest version of a supported browser. If the problem persists, check the 2getHR status page or contact support.

I see an error message after an action.

Note the exact error message and the action you performed. Common causes include validation errors (missing required fields), permission restrictions or network problems. If the error persists, contact your administrator with the details.

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