Training tool Admin General Settings

Training objective At the end of the training session, admin will be able to To control the basic administration features and functions of Eurécia

Training program Espace Admin Access to online user guide and to the Release Note Create or archive new employees Send email access Company record Create a department Create a branch Customize design Configure a approval cycle Schedule email reminders Create a work shift calendar Create a report criteria Create a custom users list Up date public holiday calendar

Admin area

Access to help center Access to online user guide and to the Release Note Access: Home page

Create new employees Create an employee Access: Admin area > General settings > Employee & users > Open

Archived an employee Archive an employee Access: Admin area > General settings > Employee & users > Open

Send email access Activate the « to send email to users » option Access: Admin area > General settings > Company record > Open > Configuration Access : Payroll > Employee and users

Create the initial timesheet Access: Admin area > General settings > Employee & users > Open

Company record Fill your company data Access: Admin area > General settings > Company record > General Fill your company data

Company record Create a department Access: Admin area > General settings > Company record > Organization Create a department

Company record Create a branch Access: Admin area > General settings > Company record > Organization Create a branch

Company record Customize the home page: Insert a logo Access: Admin area > General settings > Company record > Customize design Customize the home page: Insert a logo Customize the home page: Insert an home image ans customize the homepage message.

Company record Create a general cycle in the company record Access: Admin area > General settings > Company record > Configuration Create a specific cycle in employee record Access: Admin area > General settings > Employee and users > Rules In employee record do not delete the line concerning the approval cycle of the company (the line turns grey when adding the new approval cycle) the data in the employee record has priority over the data in the company record

Company record Schedule email reminders Access: Admin area > General settings > Company record > Open > Configuration

Work shift calendars Create a new work shift calendar Access: Admin area > General settings > Work shift calendar

Work shift calendars Create a new work shift calendar Access: Admin area > General settings > Work shift calendar > Open > select the work shift

Report criteria Create a new report criterion Access: Admin area > General settings > Report criteria > Open

Report criteria Create a new report criterion Create a sub-account Access: Admin area > General settings > Report criteria > Open Create a sub-account

Custom users lists Create a custom users list Access: Admin area > General settings > Custom users lists > Open

Custom users lists Create a custom users list Access: Admin area > General settings > Custom users lists > Open

Update the public holiday calendar Example : Delete Easter Monday Access: Admin area > General settings > Public holidays > Open > Select the calendar

support@eurecia.com 05 62 20 49 37