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Training tool Admin General Settings
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Training objective At the end of the training session, admin will be able to To control the basic administration features and functions of Eurécia
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Training program Espace Admin
Access to online user guide and to the Release Note Create or archive new employees Send access Company record Create a department Create a branch Customize design Configure a approval cycle Schedule reminders Create a work shift calendar Create a report criteria Create a custom users list Up date public holiday calendar
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Admin area
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Access to help center Access to online user guide and to the Release Note Access: Home page
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Create new employees Create an employee
Access: Admin area > General settings > Employee & users > Open
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Archived an employee Archive an employee
Access: Admin area > General settings > Employee & users > Open
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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
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Create the initial timesheet
Access: Admin area > General settings > Employee & users > Open
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Company record Fill your company data
Access: Admin area > General settings > Company record > General Fill your company data
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Company record Create a department
Access: Admin area > General settings > Company record > Organization Create a department
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Company record Create a branch
Access: Admin area > General settings > Company record > Organization Create a branch
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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.
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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
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Company record Schedule email reminders
Access: Admin area > General settings > Company record > Open > Configuration
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Work shift calendars Create a new work shift calendar
Access: Admin area > General settings > Work shift calendar
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Work shift calendars Create a new work shift calendar
Access: Admin area > General settings > Work shift calendar > Open > select the work shift
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Report criteria Create a new report criterion
Access: Admin area > General settings > Report criteria > Open
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Report criteria Create a new report criterion Create a sub-account
Access: Admin area > General settings > Report criteria > Open Create a sub-account
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Custom users lists Create a custom users list
Access: Admin area > General settings > Custom users lists > Open
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Custom users lists Create a custom users list
Access: Admin area > General settings > Custom users lists > Open
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Update the public holiday calendar
Example : Delete Easter Monday Access: Admin area > General settings > Public holidays > Open > Select the calendar
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