Home Simplified HR Work Journal Module Guide - Part 1

Work Journal Module Guide - Part 1

Last updated on Aug 29, 2025

The Work Journal module helps you document daily work activities, maintain productivity records, and track progress over time. This comprehensive guide covers everything from initial setup to advanced reporting features.

Note: Work Journal is a premium feature that requires a Pro subscription.

Prerequisites

Before using the Work Journal module, ensure you have:

  • A Pro subscription to Simplified HR

  • Administrative access for initial setup and configuration

  • Proper user permissions assigned through Roles and Permissions. 

Getting started

Install the Work Journal module

  1. Navigate to the Marketplace in your Simplified HR application

  2. Search for and install the Work Journal plugin

  3. Refer to the Marketplace Installation Guide for detailed installation instructions

Set up permissions

Configure user access by assigning appropriate permissions through the Roles and Permissions system. See the Roles and Permissions User Guide for detailed instructions.

Once installed, you can access Work Journal from:

  • My Library section in the Marketplace

  • My Apps section of the application

  • Control Centre page (admin users only)

Configuration

Admin users can customize Work Journal settings to match organizational requirements.

Access configuration settings

  1. Navigate to one of the following locations:

    • My Apps > Work Journal

    • My Library > Work Journal

  • Control Centre > Work Journal (admin users)

  1. Click Get Started if accessing for the first time

  2. On the Work Journal page, click the Settings icon

Journal settings

Configure submission and modification windows along with notification preferences.

Submission window

Set the grace period (in days or weeks) allowed for submitting Work Journal entries after the deadline:

  • EOD: Grace period starts after the day ends

  • EOW: Grace period starts after the week ends

  • EOM: Grace period starts after the month ends

Modification window

Define how long users can modify and resubmit entries after initial submission. This grace period begins immediately after journal submission.

Default recipients

Select recipient roles that automatically receive Work Journal notifications:

  • Recipients are automatically added to the recipients field

  • They receive notifications when users submit work journals

Other recipients

Add specific email addresses that should receive notifications. These emails will:

  • Automatically appear in the recipients field

  • Receive notifications when Work Journals are submitted

Notification settings

Configure when notifications are sent by selecting the appropriate options:

Notify recipients when an EOD, EOW or EOM is submitted

  • Sends notifications to configured recipients when employees submit their Work Journal

Notify recipients when an EOD, EOW or EOM is pending

  • Sends notifications to recipients when journal entries are overdue

Remind user when an EOD, EOW or EOM is pending

  • Sends reminder notifications directly to employees with pending entries

Weekly summarisedz report to recipients when an EOD, EOW or EOM is missed

  • Sends weekly summaries to recipients listing employees who missed journal submissions

Job title settings

Configure Work Journal requirements based on employee job titles. This determines which types of journals (EOD, EOW, EOM) are required for each role.

  1. Use the search field to quickly find specific job titles

  2. Check the appropriate boxes for EOD Required, EOW Required, or EOM Required

  3. Use filters to view job titles with specific journal requirements

Important: Each employee must have a valid job title assigned in their profile for these settings to take effect. Manage job titles by navigating to System > Organization > Profile.

User settings

Override job title settings for individual users to provide more granular control over Work Journal requirements.

Add users to override settings

  1. Use the search field to find users by name (minimum 3 characters)

  2. Click on the user's name from the dropdown

  3. Click the + (plus) button to add them to the configuration list

  4. Configure their specific EOD, EOW, and EOM requirements

Remove users from Work Journal submissions

To exclude a user from Work Journal submissions entirely:

  1. Add them to the User Settings list

  2. Uncheck all three options: EOD Required, EOW Required, and EOM Required

This allows users to save entries privately without submitting them to recipients.