Edays 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 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

General questions 22

• Is it possible to take absences in hours if entitlement is in hours?
• I want to remove holidays from some employees, since they don't want the day off anymore.
• When users request a holiday, the total hours doesn't match to what they work on those days. Why is this?
• User not being able to book remaining day
• New administrator set up issue

See all 22 articles

Upcoming Webinars 1

• End of Year Checklist Session

On-demand webinars 6

• Creating Edays Reports Webinar
• Alerts Webinar
• Enhancing your Hierarchy/Groupings with Edays
• Edays New Booking Form
• Alerts in Edays

See all 6 articles

Public Holidays 9

• Public Holiday Setup - Deleting a public holiday date
• Public Holiday Setup - Updating a public holiday date
• Public Holiday Setup - Adding a new public holiday date
• Public Holiday Setup - Deleting a public holiday group
• Public Holiday Setup - Updating a public holiday group

See all 9 articles

Calendar events 2

• Calendar Event Setup - create a group and add dates
• Calendar Event Setup - Importing Calendar Events

Absence types 30

• Absence Setup - Disabling absence type on Global, then enabling on admins own account.
• Absence Types - Global absence type set to No - Template set to Yes
• Absence Types - Setting Template Minimum/Maximum Notice Period Restrictions For an Absence Type
• Disabling an absence type for a User
• Absence Setup - Global level minimum/maximum notice period restrictions

See all 30 articles

Custom days 6

• Custom Days - Deleting dates from a custom days group
• Custom Days - Editing dates in a custom days group
• Custom Days - Adding dates to a custom days group
• Custom Days - Deleting a custom days group
• Custom Days - Editing a custom days group

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

• Groups - Changing a user's group(s)
• Groups - Editing a group type
• Groups - Deleting a group type
• Groups - Adding a new group type
• Groups - Apply a minimum staffing level to a group

See all 8 articles

Overtime and TOIL types 8

• Overtime/TOIL Setup - Edit cancellation settings at the Global level
• 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

• Buy/Sell - Deleting a holiday buy/sell record
• Buy/Sell - Cancelling a holiday buy/sell record
• Buy/Sell - Updating a holiday buy/sell record
• Buy/Sell - Adding a holiday buy/sell record
• Carryover/Transfers - Deleting a transfer/carryover record

See all 18 articles

Recycle bin 4

• Recycle Bin - Setting a retention limit
• Recycle Bin - Permanently deleting an item
• Recycle Bin - Restoring an item
• Recycle Bin - Accessing the recycle bin

Roles 14

• Roles - Assign or alter the roles applied to a user
• Roles - Set an account type to 'Super user'
• Roles - Deleting a role
• Roles - Updating a Role
• Roles - Adding a new role

See all 14 articles

Rota and Calendar 9

• Reapplying the rota - User level
• Rota/Calendar - Overriding specific public holiday or custom day dates
• Rota/Calendar - Assigning custom days to a Users rota
• Rota/Calendar - Applying public holidays to a Users rota
• Rota Setup - Adding a new nights rota pattern

See all 9 articles

Configuration - Global 9

• System Setup - 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 9 articles

Configuration - Template 17

• Assigning custom days to a template rota
• Rota/Calendar - Applying public holidays to a Template rota
• Applying a Rota on a Template
• Assigning public holidays to a template rota
• Changing a template calendar year

See all 17 articles

Configuration - User 24

• Entitlement - decimals
• Amending the Maximum length of an Absence on a User level.
• Setting up email alerts for a User
• Changing a User from days to hours
• Changing a User from hours to days

See all 24 articles

Admin basics 3

• e-day webinars
• Admin basics
• System Hierarchy - Global, Template and User Levels

Licensing 3

• Licenses - Adding leaver licenses
• Licenses - Adding user licenses
• Licenses - Removing users from your system

Security 1

• Security Information

Document Portal 1

• Configuring the Document Portal

Employee Directory 2

• Configuring the Employee Directory
• Using the Employee Directory

Carryover / Transfer 11

• Two Year 'Waterfall' Carryover
• Carry Over / Transfer Expiry
• Configuring Carryover - Global - Advanced Entitlement mode
• Configuring Carryover - Template - Advanced Entitlement mode
• Configuring Carryover - User - Advanced Entitlement mode

See all 11 articles

Time Submission 3

• Time Submission
• Configuring Time Submission
• Time Submission - Accrual Pattern Set-up

Bulk data update 9

• Import Entitlement - Bulk updating Users' entitlement
• User Import/Export - Exporting data
• Bulk User Update - Password reset
• Bulk User Update - Authoriser
• Bulk User Update - Groups

See all 9 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) 2

• FTE - Full Time Equivalent (FTE) Overview
• FTE - Changing a user's Full Time Equivalent (FTE) level

Calendar Integration 2

• Calendar Integration - Importing calendar via iCal link
• Calendar Integration - Microsoft Graph API

Entitlement Setup 14

• Disabling an entitlement pot on a global level
• Entitlement Setup - Accrual policy setup
• Long Service Award - Example and Configuration
• Updating a Users holiday entitlement - Advanced Entitlement
• Updating a Users holiday entitlement - Standard Entitlement

See all 14 articles

User Templates 4

• User Templates - Deleting a Template
• User Templates - Updating a Template
• User Templates - Adding a new Template
• User Templates - Re-assign a User to a different Template

Filters and User Views 15

• Filters/Views - Changing the Reporting User View - User level
• Filters/Views - Changing the Calendar User View - User level
• Filters/Views - Changing the Staff Records User View - User level
• Filters/Views - Changing the Admin User View - User level
• Filters/Views - Changing the Reporting User View - Template level

See all 15 articles

Manager Dashboard 14

• Manager Dashboard - Applying filters to a droplet
• Manager Dashboard - Viewing a staff record dashboard
• Viewing an entitlement summary for Last Year
• Viewing an entitlement summary for Current Year
• Viewing an entitlement summary for Next Year

See all 14 articles

Reports Dashboard 11

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

See all 11 articles

Authoriser basics 2

• Authoriser basics
• Authorising and Unlocking Time Submissions

Holiday and Planned absences 7

• Logging a new planned absence in days using manual day calculation
• Logging a new planned absence in days using manual day calculation
• Logging a new planned absence in hours using manual day calculation
• Absences - Editing a booked absence
• Absences - Cancelling your booked absence

See all 7 articles

My Dashboard 12

• Dashboard - Opening a closed droplet
• Dashboard - Moving a droplet
• Dashboard - Closing a droplet
• Dashboard - View last year entitlement information
• Dashboard - View current year entitlement information

See all 12 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

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