8 | HR

Finding the HR Module:

Navigate to ADMIN>HR

Adding a New User:

To add a new user, click on "Add User" located in the top right corner.

Adding Activity to a User:

To add an activity to a user, click on the "Activity" button.

Viewing Activities:

To view upcoming or previous activities, navigate to Activity > View.

Adding Time Off to a User:

To add time off for a user, click on the "Time Off" button.

Viewing Time Off:

To view previous and upcoming time off, go to Time Off > View.

Updating or Viewing User Information:

Simply click on a user to update or view all of their information.

Securing HR Documents Within User Profiles:

Safeguard essential HR documents, like contracts and performance reviews, by securely storing them within each user's profile.

Approve/Deny leave

To approve or deny a leave request, simply click on "Approvals" in the top right corner of your screen.

You have the option to either approve or deny the user's leave request, and you can also provide a reason for your decision.

Shift Manager

Where to Find It: Head to your profile, and you’ll spot it right there!

Starting & Ending Your Shift: Just tap ‘Start Shift’ to clock in, and ‘End Shift’ when you’re done!

Tracking Your Shifts: Click on ‘My Shifts’ to view your shift history – and yes, you can even export your shifts to Excel!

Shift reporting:

Find the Shift Report button at the top—click to open and filter shifts by date for quick and easy tracking! 📊✨

You can also go to shift reports by going to Analytics>Reports>Standard Reports:

Creating a Custom Email Template for Shift Scheduling

You can create and customise email templates directly in your Flowte Admin settings. Follow the steps below to build your own email design.

How to Create a Custom Template

Go to Fan Engagement > Templates > Email Designs.
Click Add Email Design.
In the editor, add a Text Box to your email layout.
Open the Notification Schedule panel.
Select the elements you want to include in your template.
Save your design.

Once created, go to settings and select the Schedule Notification template that should be used

User Role Restrictions

When adding a new user, you can now set their role as either Administrator or Employee.

If a user is set as Employee, they will not be able to edit or save any changes to their profile.

Time Zone for Clock In/Out

Clock in and clock out times now reflect the time zone set in the user's profile.

After selecting a time zone, users must log out and log back in for the change to take effect.
Times will display according to the selected time zone.

Manager Reason for Time Off Approval or Denial

A new field has been added for managers to enter a reason when approving or denying time off requests.

The reason will be visible in the time off record.
Please ensure the manager's note is entered during the approval or denial step.

Time Off Calendar View

Time off is now visible on the calendar.

Users can choose to view time off for all employees or filter by specific employees.
This provides an overview of planned leave and improves visibility across the team.

File Uploads with Original Names

You can now upload documents directly to a user's HR profile, and the file will retain its original name. No more renaming files after upload — everything stays just as you saved it.

Edit Shifts with Ease

Admins can now easily update shift start and end times. Simply go to HR, select the user, and click the edit icon next to the relevant time or date.

Add Custom Fields in HR

Need to track specific employee details? Head to Settings, choose Available employee info, and add your custom fields.
These fields will automatically appear in each user’s profile so you can tailor the platform to your team’s needs.