Edays Support Portal

Upcoming Webinars 1

• Creating Edays Reports Webinar

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

Edays Terminology 1

• Glossary of Edays Terminology

Phone Service 1

• Phone Service

Cornerstone Related - resolved 1

• Cannot Login To E-days Via Cornerstone

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 29

• 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 29 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 9

• 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 9 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 User's role
• Deleting a Role
• Updating a Role
• Adding a New Role
• Enable Profile Editing for Users.

See all 6 articles

Rota configuration 5

• Adding a new nights rota
• Adding a new hours rota
• Adding a new days rota
• Manual Day Calculator - Set-up and configuration
• Amending an Existing Rota Pattern

Configuration - Global 18

• 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 18 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 10

• End of year Check-list
• Feature Checklist
• End of Year Rollover Checks
• Support ticket impact levels explained
• Unable to delete a user - account currently has reportees attached

See all 10 articles

Flex - Buy and Sell 1

• Configuring Buying and Selling Holiday (Flex Leave)

API Guides 1

• How do I create an API account?

Full Time Equivalent (FTE) 1

• Changing a User's FTE

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

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

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 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