Training Tool Admin Leave & Absences

Training objective At the end of the training session, admin will be able to Manage employee’s life in the company Manage the different types of employee absence requests Manage team trackers Manage current problems/issues

Training program Module Area Make an absence request for one or more of your employees. Generate Excel Exports of staff leave calendar Presentation of the "My requests" and "My entitlements" menus Approve absence requests Admin Area Staff leave profiles management Leave & absences types management Team trackers management

Module area

Generate Excel Exports of staff leave calendar Staff leave calendar export Access : Staff Leave & Absences > Staff Leave Calendar

Make an absence request for one or more of your employees. Access : Staff Leave & Absences > Staff Leave Calendar From the calendar, select the period (start and end dates), then press «  New request » Access : Staff Leave & Absences > Manager view > Request approval

Make an absence request for one or more of your employees. Access : Staff Leave & Absences > Staff Leave Calendar Submit for approval can be used to follow the configured validation circuit Approve  can be used to ignore the validation circuit

Make an absence request for one or more of your employees. Override approval rules Access : Staff Leave & Absences > Staff Leave Calendar

Make an absence request for one or more of your employees. Make a collective absence request Access : Staff Leave & Absences > Staff Leave Calendar > New request > collective absence request

Make an absence request for one or more of your employees. Presentation of users menus Access : Staff Leave & Absences > My requests Access : Staff Leave & Absences > My entitlements

Make an absence request for one or more of your employees. Absence requests approval Access : Staff Leave & Absences > Manager view > Request approval

Team trackers management Access : Staff Leave & Absences > Manager view > Team trackers Staff leave balances By employee By period Type of leave Accrued Days taken Remaining days To be taken before

Team trackers management Create a tracker Access : Staff Leave & Absences > Manager view > Team trackers

Team trackers management Create or modify a tracker Access : Staff Leave & Absences > Manager view > Team trackers

Team trackers management Actions on trackers Access : Staff Leave & Absences > Manager view > Team trackers

Admin area

Staff leave profiles management Create a staff leave profile Access : Admin area > Staff leave & absences> Staff leave profiles > Open Staff leave profiles allow users to be differentiated according to their entitlements to different types of leave and absences. Exemple : Management Profile  is entitled to the types of absences: paid leaves and time in lieu Non-management Profile  à le droit aux types d’absences : Pais leaves

Staff leave profiles management Create a staff leave profile Access : Admin area > Staff leave & absences> Staff leave profiles

Staff leave profiles management Create a staff leave profile Access : Admin area > Staff leave & absences> Staff leave profiles > To add a new staff leave & absences type To delete a staff leave & absences type To chose how to display staff leave and absences types.

Staff leave profiles management Create a staff leave profile Access : Admin area > Staff leave & absences> Staff leave profiles This tab also allows you to manage other settings: Transfer rules Types of leave that cannot be taken in a row Types of leave that cannot be taken over several daysLe décompte en cas de pose d’une seule journée

Staff leave profiles management Create a staff leave profile Access : Admin area > Staff leave & absences > Staff leave profiles In Staff leave & absences types, you can change: The calendar color The last day of period The Days or hours accrued per month The notice : minimum number of days between the leave request date and the leave  start date…

support@eurecia.com 05 62 20 49 37