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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
2
Releasing e-days to staff
How to create a Online help portal account
e-days Terminology
1
Glossary of e-days Terminology
Administrator help
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
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
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
User help
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
e-days Classic guides
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
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
