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Knowledge base
Launch pack
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
3
Releasing e-days to staff
How to create a Online help portal account
Helpdesk Portal Creation - Post Go Live
e-days Terminology
1
Glossary of e-days Terminology
Phone Service
Phone Service
1
Phone Service
Temporary Issues
Cornerstone Related - resolved
1
Cannot Login To E-days Via Cornerstone
Administrator guides
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
Calendar events
1
Adding a new Calendar event
Absence types
28
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 28 articles
Custom days
6
Deleting a custom days date
Updating a custom days date
Custom days setup - Adding a new custom days date
Deleting a custom days list
Updating a custom days list
See all 6 articles
Email alert groups
11
Assigning alert groups to an absence type - Global
Deleting an absence alert
Updating an absence alert
Adding a new absence alert
Viewing an alert group list
See all 11 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
19
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 19 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
4
Adding a new nights rota
Adding a new hours rota
Adding a new days rota
Manual Day Calculator - Set-up and configuration
Configuration - Global
17
Setting up the Noticeboard
Enabling NHS wellbeing on a global level
Assigning custom days to the global rota
Assigning public holidays to the global rota
Updating the global rota
See all 17 articles
Configuration - Template
34
Assigning custom days to a template rota
Assigning public holidays to a template rota
Applying a Rota on a Template
Changing a template rota
Assigning custom days to a template rota
See all 34 articles
Configuration - User
49
Reapplying the rota - User level
Amending Admin user account to 'Super user'
Changing a Users reporting view
Entitlement - decimals
Overriding specific public holidays or custom days
See all 49 articles
Admin basics
2
Admin basics
Disabling an entitlement pot on a global level
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
Syncing e-days using iCal
1
Importing calendar via iCal link
Document Portal
1
Configuring the Document Portal
Employee Directory
2
Configuring the Employee Directory
Using the Employee Directory
Carryover / Transfer
12
Two Year 'Waterfall' Carryover
Automatic transfer configuration (Default) - Annual entitlement
Carry Over / Transfer Expiry
Configuring Carryover - Global - Advanced Entitlement mode
Configuring Carryover - Template - Advanced Entitlement mode
See all 12 articles
Time Submission
2
Configuring Time Submission
Time Submission - Accrual Pattern Set-up
Long Service Configuration
2
Accrual Pattern setup
Long Service Award - Example and Configuration
Bulk data update
7
User Import/Export tool
Bulk user update - Password reset
Bulk user update - Authoriser
Bulk user update - Groups
Bulk User Update - User template.
See all 7 articles
FAQ's
4
End of year Check-list
Feature Checklist
End of Year Rollover Checks
Support ticket impact levels explained
Flex - Buy and Sell
1
Configuring Buying and Selling Holiday
Authoriser help
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
14
Downloading a report
Building a new report
Applying filters to a report
Scheduling a regular report
Editing a scheduled report
See all 14 articles
Authoriser basics
2
Authoriser basics
Authorising and Unlocking Time Submissions
User help
Holiday and Planned absences
14
Logging a new planned absence in days from the personal dashboard
Logging a new planned absence in hours from the personal dashboard
Logging a new half day planned absence
Logging a new planned absence spanning non-working days
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
Group Calendar - Group By
User basics
3
User basics
Submitting Hours using Time Submission
Browser cache overview
e-days Classic guides
Leaver Guide
2
e-days Classic Leaver Guide
E-days Classic Creating a single week days based rota on
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
Import/ Export
1
e-days Classic - User Import/Export
Webinars
Webinars
1
e-day webinars
Release notes
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