e-days support portal

Check your system set-up 5

• Reviewing holiday entitlements
• Absence type permissions
• Reporting lines
• Reviewing rotas
• Reviewing visibility settings

Email your employees 9

• Email content for Admins
• Download User guide
• Download Administrator guide
• User overview video link
• Authoriser overview video link

See all 9 articles

Go Live 2

• Releasing e-days to staff
• How to create a Online help portal account

e-days Terminology 1

• Glossary of e-days Terminology

User view access configuration 14

• Changing a Users reporting view
• Changing a Users calendar view
• Changing a User’s staff records view
• Changing a Users admin view
• Changing a template reporting view

See all 14 articles

Public Holidays 8

• Deleting a public holiday date
• Updating a public holiday date
• Adding a new public holiday date
• Deleting a public holiday list
• Updating a public holiday list

See all 8 articles

Absence types 24

• Disabling absence type on Global, then enabling on admins own account.
• Global absence type set to No - Template set to Yes
• Setting template minimum/maximum notice period restrictions for an absence type
• Setting global minimum/maximum notice period restrictions for an absence type
• Setting template minimum/maximum length restrictions for an absence type on a template

See all 24 articles

Custom and Calendar days 7

• Calendar event overview
• Deleting a custom days date
• Updating a custom days date
• Adding a new custom days date
• Deleting a custom days list

See all 7 articles

Email alert groups 8

• Assigning alert groups to an absence type
• Deleting an absence alert
• Updating an absence alert
• Adding a new absence alert
• Viewing an alert group list

See all 8 articles

Groups 8

• Changing a user's group(s)
• Editing a group type
• Deleting a group type
• Adding a new group type
• Setting a minimum staffing level for a group

See all 8 articles

Overtime and TOIL types 8

• Changing the cancellation settings for an overtime and TOIL type
• Changing the global visibility settings for an overtime and TOIL type
• Changing the global booking settings for an overtime and TOIL type
• Assigning defined reasons to an overtime and TOIL type
• Adding new defined reasons for overtime and TOIL types

See all 8 articles

Planned and Unplanned records 18

• Deleting a holiday purchase record
• Cancelling a holiday purchase record
• Updating a holiday purchase record
• Adding a holiday purchase record
• Deleting a transfer/carryover record

See all 18 articles

Recycle bin 4

• Setting a retention limit for the recycle bin
• Deleting an item from the Recycle bin
• Restoring an item from the recycle bin
• Recycle Bin

Roles 6

• Changing a Users role
• Deleting a role
• Updating a role
• Adding a new role
• How to enable profile editing - ability for users to edit their own information.

See all 6 articles

Rota configuration 12

• Rota - re-applying on User level
• Overriding specific public holidays or custom days
• Assigning custom days to a Users rota
• Applying public holidays to a Users rota
• Assigning custom days to a template rota

See all 12 articles

Template configuration 20

• Assigning custom days to a template rota
• Assigning public holidays to a template rota
• Making an adhoc change to a template rota
• Changing a template rota
• Changing a template calendar year

See all 20 articles

Tools and Features 29

• Two Year 'Waterfall' Carryover
• Automatic transfer configuration (Default) - Annual entitlement
• Accrual set-up
• End of year Check-list
• Setting up the Noticeboard

See all 29 articles

Users level configuration 32

• Amending Admin user account to 'Super user'
• Amending the Maximum length of an Absence on a User level.
• Public Holiday import via Import Feed
• Adding Public Holidays Dates individually
• Disabling an absence type for a User

See all 32 articles

Admin basics 1

• Admin basics

Microsoft Graph API 1

• Microsoft Graph API

Licensing 3

• Adding leaver licenses
• Adding user licenses
• Removal of users from your e-days account.

Security 1

• Security Information

iCal help 1

• Acquiring iCal link for import

Manager Dashboard 18

• Opening a closed droplet
• Moving a droplet
• Closing a droplet
• Applying filters to a droplet
• Viewing a staff record

See all 18 articles

Reports Dashboard 10

• Downloading a report
• Building a new report
• Applying filters to a report
• Scheduling a regular report
• Editing a scheduled report

See all 10 articles

Authoriser basics 1

• Authoriser basics

Holiday and Planned absences 14

• Logging a new planned absence in days
• Logging a new planned absence in hours
• Logging a new half day planned absence
• Logging a new planned absence spanning a weekend
• Logging a new planned absence spanning a public holiday

See all 14 articles

My Dashboard 10

• Opening a closed droplet
• Moving a droplet
• Closing a droplet
• Viewing holiday entitlement for Last Year
• Viewing holiday entitlement for Current Year

See all 10 articles

Overtime and TOIL 3

• Logging TOIL
• Spending earned TOIL
• Logging overtime

Sickness and Unplanned 2

• Completing a self-certification form
• Logging an unplanned absence

Calendar 2

• Viewing the calendar key
• Grouping your calendar

User basics 1

• User basics

Leaver Guide 2

• e-days Classic Leaver Guide
• Creating a single week days based rota

Booker guide 1

• e-days Classic Booker Guide

Sickness Restriction guide 1

• e-days Classic Sickness Restriction Guide

Groups Guide 1

• e-days Classic Groups Guide

Webinars 1

• e-day webinars

Release 5.42 1

• e-days release 5.42

Release 5.43 1

• e-days release 5.43

Release 5.44 1

• e-days release 5.44

Release 5.45 1

• e-days release 5.45

Release 5.48 1

• e-days release 5.48

Release 5.50 1

• e-days release 5.50

Release 5.52 1

• e-days release 5.52

Release 5.55 1

• e-days release 5.55

Release 5.57 1

• Release 5.57

Release 5.58 1

• Release 5.58

Release 5.60 1

• Release 5.60

Release 5.61 1

• Release 5.61

Release 5.62 1

• Release 5.62

Release 5.63 1

• Release 5.63

Release 5.64 1

• Release 5.64

Release 5.65 1

• Release 5.65

Release 5.69 1

• Release 5.69