Administrate

In the top left of the main menu, you may select the population of employees on which you want to work. The selection of a population determines the display of the menus/actions according to your user rights. Your rights are often different according to the populations. As a result, you do not have access to the same functions from one population to another.

In the filter zone in the bottom left of the screen, you may filter the population selected previously.

1.Use the dropdown menu or to indicate on which selection criterion the list must be based (for example, which section if you have selected the organisation chart type, etc.):

•by organisation chart 

•By predefined field (optional) 

•By group.

2.A filter is added to the list of employees according to the selected element. All the employees who belong to this selection are displayed.

3.Select a viewing period to restrict the number of people displayed. To do that, click on at the bottom right of the employee filter area:

•Default viewing period, to use the software's default settings previously defined in the display options.

•Customised enrolment period to define a relative period for the filtering of employees. If, for example, when you run your payroll, you only want to see employees who were present last month.

•One-off modification to momentarily filter employees according a period of particular dates. This filter will be cancelled when you leave the Administrate tab.

Example: If you only want to see the employees who will work in the Maintenance section the next month, simply perform a sort by organisation chart, select the Maintenance section and select the next month in enrolment period via the calendars .

In addition to filtering employees by Population and Enrolment period, you may:

•Search for the employees by entering a search criterion (surname, first name, badge number, etc.).

•Select the columns you want to see in the list of employees by right clicking on the header of a column and select Column selection.

1.Enter the search term in the search field.

2.Check the category(ies)/sub-category(ies) you want to display. This is the data in the employee file for which you have the necessary user rights.

3.Click on the header of each column to sort the data in ascending/descending order. Multiple sorts are possible by holding down the Ctrl key.

For example, you can sort the employees by time contract (1) then by job title (2) and finally by surname. To do so, you must click on the name of the Time contract column, then on the name of the Job title column, holding down the Ctrl key on the keyboard. Do the same for the Surname column. The order of items used for sorting is shown by numbers.

4.Drag & drop (left click in the header, hold down, move and release) moves a column to the location you want.

•Regroup the employees by section, for example.

•Return to the default display. Click on Default display to reorganise the list of employees as follows:

oSurname (default sort on this column in ascending order)

oFirst name (No. 1)

oBadge (No. 1)

oIdentification number

oSection

oWork cycle

•Use the Legend, which explains the colour codes of the category of personnel (employees, temporary workers) and the status of the employee (by default, awaiting deletion, archived).

•Resize the list of employees. The user may vary the size of the list according to their desires using the tab. Double-click on it to return it to its initial size.

In some screens, there are check boxes in the first column of the employee list. When this is the case, a grouped entry on several employees at a time is possible.

Grouped entry

1.Check at least two employees. The symbol starts flashing.

2.Click on to validate your selection. The number of people selected is displayed.

3.To perform the desired grouped entries, select Grouped assignment .

4.Select the parameters.

5.Save.

Grouped deletion

It may be necessary to delete a grouped assignment.

1.In this case, you must select the employees concerned as described above.

2.Check Grouped deletion and select exactly the same parameters as during assignment.

3.Save button.