Guides - Administrator level
Need help with performing admin tasks within edays? Look no further than the admin guides!
Admin basics
- Admin basics
- Learning Centre Videos
- System Hierarchy - Global, Template and User Levels
- Request a logo change
- Difference between days and hours rota pattern
Best practice guides
- Add User - Best Practice
- Absence Types - Best Practice
- Entitlement - Best Practice
- Entitlement Accrual Rules - Best Practice
- Public Holidays - Best Practice
Workflow Builder
Working locations
People Insights
Absence type setup
- 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 Setup - User level minimum/maximum absence length
- Absence Types - Setting Template Minimum/Maximum Notice Period Restrictions For an Absence Type
- Disabling an absence type for a User
Carryover / Transfer
- Carryover Configuration - Overview
- Configuring Carryover - Manual v Automatic Carryover
- Configuring Carryover - Global - Standard Entitlement mode
- Configuring Carryover - Global - Advanced Entitlement mode
- Configuring Carryover - Template - Standard Entitlement mode
Configuration - Global
- 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
Configuration - Template
- 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
Configuration - User
- Calculation Process for Working Periods
- Additional Email Notification - User level
- Changing a User from days to hours
- Changing a User from hours to days
- Changing the Leave Year – User
Public Holidays
- 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
Calendar events
Custom days
- 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
Groups
- 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
Email alert groups
- 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
Overtime and TOIL types
- 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
Planned and Unplanned records
- 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
Flex - Buy and Sell
Roles
- 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
Rota and Calendar
- User level - Rota refresh
- 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
Time Tracking
- Time Tracking - Configuration
- Time Tracking - Time entry mode
- Time Tracking - Accrual Pattern Set-up
- Time Tracking - Enable Breaks
- Time Tracking - Submitting Digital Clock In / Clock Out
Security
Full Time Equivalent (FTE)
Entitlement Setup
- 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
User Templates
Calendar Integration
Document Portal
Employee Directory
User Views
- User Views - User level reporting user view
- User Views - User level calendar user view
- User Views - User level staff records user view
- User Views - User level admin user view
- User Views - Template level reporting user view
Recycle bin
Bulk data update
- Import Entitlement - Bulk updating Users' entitlement
- User Import/Export - Exporting data
- Bulk User Update - Password reset
- Bulk User Update - Authoriser
- Bulk User Update - Groups