Create an Admin for a Group

by Lee Porter 24. February 2014 11:00

To create an Admin for a group go to the person you want to be the Admin by going to People > employee name > Person (dropdown) > Work and change their Home group to the Group that you want them to be the Admin for and submit.  Then return to the Home Group area and remove the tick in 'Remove Old Group' and change the Home group back to what it was - the Managers real home group - and submit.  Now go to Groups in the top menu (the groups of this employee).  Here you need to change the 'Role in group' for the group they are an Admin from Member to Admin which you can do by clicking the link.

If you want the admin to receive the same emails as the Manager does then go to Admin > Settings > Email > Email Settings and type #AllAdminsNotMgr# into 'Inc CC Any Excluding Approval' and then click on the 'Moved to' link under Sickness an add the same text in the field 'Email Failover - Alt Admin CC'

#AllAdminsNotMgr# in the CC fields for sickness and leave will copy the same emails sent to the Groups Manager to any Admins setup in the Group. 

Cancelling Sickness

by Lee Porter 20. February 2014 12:56
If you haven't added an Actual Return to work date (and the status is still Initial report or updated report) then you can remove it by finding it on the list of sicknesses on the Dashboard and clicking the Sickness Reference to open it.  You will find a Remove button at the bottom of the Sickness.

If the Return to work date has been added then you will need to Kill it.  To do this you will need to know which employee was sick and the numerical part of the sickness reference (e.g. SR001234 = 1234).  Then go to Admin > System Functionality > Sickness > Kill Record.

Cancelling Leave

by Lee Porter 20. February 2014 12:14
A user can withdraw leave in the future by clicking the Absence Ref in the 'My Future Leave Requests' list on their Dashboard.  At the bottom of the leave request is a Withdraw Request button.

OR

As a line manager (i.e. a Manager of a Group) they can find their direct reports by going to My Details > Groups and click on an employee.

As a Client Admin (the access you have) or Management Site Role you can access an employee simply by going to People > employee name.

...From there go to Leave > Leave and click on the Future leave request to cancel.  Click the Approved link to open the decision box and change the decision from Approved to Cancel Request and Submit.

In some cases you will want to cancel leave that falls in the past and to do that you must be a Client Admin and go to Admin > System Functionality > leave > Kill Record.  You will need to know the person its for and the numerical part of the Absence Reference (e.g. Ar001234 = 1234).  This extra control on past leave gives you more security in the system.

Adding a new Year in your Calendars

by Lee Porter 28. January 2014 22:47

Go to Admin > Settings > Calendars > Your Calendars and choose the 'Working Year' Calendar.  From this page you will see a list of the years at the bottom (e.g. 2011 - 2014).  To add 2015 you should change the 'Num periods' from 4 to 5 and Submit.  This will add another year to the list at the bottom of the page.  Then you should check to see that the new year includes all the appropriate Bank Holidays.  You can do this by clicking on the Period name for 2015.

This is the only required yearly task but doing it about now for the next year is a good idea.  Obviously you could add a few years by changing it to 7 for instance but if you go to far ahead the Bank Holidays won't be added automatically (so you'll have to do this yourself) and this is a good way to restrict leave being booked too far into the future before you've added rules for that year or mandatory leave etc.

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