1. Training Tool Admin Leave & Absences

2. 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

3. 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

4. Module area

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

6. 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

7. 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

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

9. 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

10. 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

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

12. 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

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

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

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

16. Admin area

17. 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

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

19. 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.

20. 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

21. 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…