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Setup of Kelio user-specific information is done from the employee file. It is accessible from the following modules:

•Time & Activities

•Staff administration

•Planning

•Employee area

The number of sub-tabs to be filled in depends on the different roles assigned to the employee. They allow you to assign profiles defining the rights of employees. The User tab must be completed in all cases.

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Before you enter any data, make sure that you have selected the right employee from the list of employees in the bottom of the screen. If you cannot find the person you want, check their enrolment periods!

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If you want to create a user in Kelio for whom you do not manage the attendance hours but who needs access to the Kelio software, you need to go to the Administrator workspace - User rights.
tog_minus        User

This tab is available from Administrate > Configure > User rights or Employee file > Configure > User rights.

User

1.Specify the Identifier and Password that the employee uses to access Kelio.

2.Select the Language the user must use to access the software as well as the Dictionary (optional) they will use.

3.Indicate the different Display formats.

4.Select the Default duration display. You can easily switch between the two at a later stage.

5.Choose a Contact list for the messages. The default contact list is created from the setup module.

Business Internet

6.Enter the Recipient email address that the system will use to send messages about him/her.

Absence synchronisation to the mail calendar

7.To synchronise the mail calendar with your absences defined in Kelio (absence requests and validated absences), select the Mail server defined in the Installation module and fill in the User account. This commercial option requires a technical service first.

8. Save.

tog_minus        Line management

In this menu, you can define the employee’s organisation chart data (identification number, section, date of arrival in the organisation). It is available from Administrate > Configure > Professional data > Line management or Employee file > Configure > Professional data > Line management.

Organisation chart

1.Enter the Date of arrival at organisation. Indicate the Seniority date, where applicable.

2.Enter the Identification number. You can also set the uniqueness of this identification number (set up via Staff administration > Set up > Customisable fields > System fields):

a.Overall uniqueness: only the identification number 

b.Uniqueness by company: identification number + number code.

3.Change the Section.

a.Click on icn_plus to enable a new section change or on icn_pencil to modify (overwrite) the current section.

b.Indicate the start and end dates of the section change.

c.Select the new section in the pop-down list.

d.Click on icn_validate to confirm the change. If you make a mistake, delete the line created by clicking on icn_cross_blue.

e.Save.

Using this procedure, it is possible to have a history of all section changes for each employee. The employee's current section is displayed as a tree. The names of the line mangers at each level are indicated in a tooltip at the level concerned.

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If an employee has been lent in Planning Advanced (option), this temporary change does not appear in this table. However, during the loan he/she will be displayed in the list of employees for the section to which he/she has been lent.

Hierarchy

4.If the manager displayed in the table is not the default one, click on icn_pencil to clear the box. Click on icn_validate to confirm the change. Click on icn_plus to add a Default manager using the icn_arrow_right arrows. Click on icn_validate to confirm the change.

5.If the person is a section or employee Manager, check the box in the Hierarchy section and select the section(s) or employee(s) using the icn_arrow_right arrows. The name of the manager will appear automatically in the file of any employee named here.

Customisable fields

6.Optionally fill in the Customisable fields.

Documents

7.Add documents (optional).

8.Save.