e-days Booker Guide
The booker development increases the flexibility of booking planned or unplanned absences.
A booker is an e-days account which can be used to book sickness or planned absence on behalf of a group of users.
There are 3 types of booker
Items sent for Authorisation?
- Non authorising booker – Non authorising booker can book a planned or unplanned absence on behalf of a user. Once booked the absence is submitted for authorisation in the same way as a normal user makes a planned or unplanned absence request
- Sickness booker – This type of booker can book unplanned absence on behalf of a user. Once booked the absence is automatically authorised.
- Authorising booker – This type of booker can book a planned absence on behalf of a user. Once booked the absence is automatically authorised.
What are bookers used for?
- Booker logins can be used by PA’s, team administrators, HR & other employees who may need to carry out actions on other user’s behalf.
- Bookers are assigned to individuals in a similar way to how authorisers are assigned to users.
- Bookers are assigned to individuals in addition to their approvers / authorisers
- Bookers are often assigned to departments e.g. a login called Finance Booker is given to the PA for a Finance department.
How does the booker role work?
- A booker is a completely separate user with a unique login.
- When you login with a booker you will notice there are less navigation options than standard users; having only got access to staff records and the calendar. This is because they only need access to other user’s records that they are responsible for.
- Booking an absence with a booker is very simple and follows the exact same process used when making a request with a standard user.
How do you setup bookers?
- Bookers first need to be created as “Users” within the system.
- Once created a booker can be assigned to a user from within their “System Settings”; a user may have multiple bookers of different types assigned to them
- If you would like to setup Booker’s for the whole organisation the e-days team can do this for you; there is an admin charge for this.
The Setup process
- To create a booker first login to the admin panel and select the user link
- select the add new user link then enter the desired name and login details for the booker
- Select the type of booker you want to create for the list of user types; you need to place the booker in one of the teams that contain users that they are responsible for
- A booker does not need any associated authorisers or any holiday entitlement
- You can associate multiple email addresses with the booker role. This allows several members of staff to receive notification emails that are relevant to the booker.
- Enter confirm when all the changes are made.
- Once you have created a booker you need to assign them to specific users.
- Select the users link (please note that the same process applies to assigning authorisers bookers)
- Select the View link for the user you want to assign a booker to
- Choose the relevant booker(s) from the text box (hold ctrl for multiple selections)
- Select confirm to submit the changes