Articles on: Manuals

Employee Settings

Org. unit assignment, absence limit, work calendar settings and employee roles

Click Employees in the menu to see the Employee List.
Search for an employee using the filter.
To view the employee's detail click on the login or pencil icon (Figure 1)

Figure 1 - Employee list

1. Org. unit assignment

At the bottom of Employee Settings fill in the field Organizational unit and assign the employee to an organizational unit (Figure 2)

Figure 2 Employee Settings – Organizational Unit

The employee's supervisor will be assigned according to who is superior to the org. unit.

2. Time off settings

To edit the time off limits select Time off settings.
Enter the number of days of entitlement to absence, and choose the option to transfer days from last year, if applicable. (Figure 3)

Figure 3 Absence limits

3. Work calendar assignment

Click on Work calendar settings and choose +New to assign a new calendar.
Select the date Valid From, calendar name and default project and activity (Attendance module only)
Save (Figure 4)

Figure 4 Work calendar settings

4. Employee roles

Click Employee roles to add or remove a role for an employee (Figure 5)
To add a new role, click on the pencil icon or + icon, select the organizational unit for which the role should be designated and confirm by clicking ✔
To delete the role click on the trash icon

Figure 5 Employee roles

Updated on: 19/09/2023

Was this article helpful?

Share your feedback


Thank you!