Guides - Administrator level

Admin basics

• Admin basics
• Learning Centre Videos
• System Hierarchy - Global, Template and User Levels
• e-day webinars
• Request a logo change

Best practice guides (NEW)

• State Funeral of Queen Elizabeth II - Public Holiday
• Add User - Best Practice
• Absence Types - Best Practice
• Entitlement - Best Practice
• Entitlement Accrual Rules - Best Practice

Working locations (NEW)

• Creating Working Locations
• Booking Working Locations
• Using Working Locations to record hybrid working

Advanced Analytics (NEW)

• Advanced Analytics: Setup
• Advanced Analytics: Report Catalog
• Advanced Analytics: FAQ

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

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

• Entitlement - decimals
• Setting up email alerts for a User
• 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

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

Carryover / Transfer

• 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

Flex - Buy and Sell

• Configuring Buying and Selling Holiday (Flex Leave)

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

• 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

Time Submission

• Time Submission
• Configuring Time Submission
• Time Submission - Accrual Pattern Set-up
• Time Submission - Enable Breaks
• Time Submission - Submitting Digital Clock In / Clock Out

Security

• Security Information

Full Time Equivalent (FTE)

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

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

• 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

Calendar Integration

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

Document Portal

• Configuring the Document Portal

Employee Directory

• Configuring the Employee Directory
• Using the 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

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

Licensing

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

API Guides

• How do I create an API account?

SSO