8 | HR

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:



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.