Entity(ies)
Contents
Entity management
The Multi-entity software option enables the Kelio setup to be organised in different entities. So, on the same Kelio server, it becomes easier to manage a multi-entity, multi-site, multi-store, multi-establishment, multi-agreement, etc. business.
The principle is the following:
1.The different entities managed in Kelio are defined.
2.The adapted setup is created for each of these entities (the parameters - schedules, accounts, absences - may be common or specific to the different entities).
3.Each system user is assigned the right to manage the employees of his/her entity(ies) with the corresponding setup.
In this way, it is possible to divide the system into different independent entities with administrators who are common or specific to each entity defined. So, you can structure and decentralise the management of a Kelio system while keeping global usage and administration possibilities.
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There is no link between the organisation chart and the list of entities. |
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Creating an entity
This screen enables you to identify the different entities managed. The term "entity" may be renamed to suit the breakdown you want for your organisation. You can then define a list of establishments, stores, companies, etc. To add a new entity, proceed as follows: 1.Open the entity management window using the Setup > Organisation > Entity(ies) menu. 2.Click on the button 3.Enter a Description (40 characters maximum). 4.Enter a Detailed description (optional/255 characters maximum). 5.Click on Save to validate the entry. |
. Choosing the entity(ies) linked to each parameter
1.In the upper right-hand part of the setup screen, click on 2.Select the entity(ies) concerned by checking the corresponding boxes. 3.Validate your choice. 4.The This element is used in X entity/entities: field then display the number of entities to which the parameter has been linked. |
. Choosing the parameters to be linked to an entity (reverse logic)
Right-clicking on an entity then on Modify the entity classification or double-clicking on the entity organisation chart (filtering zone in the bottom left of the screen) opens a screen to modify this entity's parameters. The Name and the Description of the corresponding entity are listed in the upper part of the window. The left-hand column lists all the parameters created for which you are authorised. The right-hand column lists all the parameters that have already been linked to the entity. To make them easier to read, these are presented in italics on a grey background in the left-hand column. The elements which do not belong to any entity are displayed in red. A filter enables the assignments to other entities to be displayed. To modify enrolment to an entity, you must: 1.In the left-hand column select the types that you want to link to the entity then click on 2.Click on Confirm to confirm the new link. In addition to this separation by entity, you may store parameters in "folders" to which viewing rights must be assigned. |
to confirm the selected types or click on 
to confirm them all. Similarly, you can select types in the right-hand column then remove them from the list by clicking on 
. To delete all types, click on 
. Deleting an entity
1.Open the entity management window using the Setup > Organisation > Entity(ies) menu. 2.Click on the button 3.Click on Yes to confirm the deletion. Deletion is not possible while the entity is being used in the system. |
.It may be quite hard to find your way around when long lists of schedules, daily schedules, activities and cost centres are managed in the Kelio configuration. The organisation by folder will make this management easier by enabling these elements to be stored in files that we will call "folders".
For example, it is possible to file together all the morning schedules, afternoon schedules, night schedules, etc. Any type of filing is possible! The Kelio Setup users (with folder creation rights) define the classification tree according to their own criteria. Once established, this classification is used by administrators to select and assign a schedule more quickly according to their rights.
In fact, folders are also used to filter the rights authorised to an administrator. In this way it is easy to define an administrator who e.g. only manages morning schedules or afternoon schedules.
In order to fit in with your daily management and make it easier for you to use the product, the term folder may be customised in the Customisation section. This term will then be reused in the different setup and operation screens.
The parameters concerned by this management by folder:
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Creating a folder
It is therefore possible to create one or more "folder(s)" for each of these parameters. To create a folder, you must: 1.Right click on the entity organisation chart (filtering field in the bottom left of the screen) and select Create Folder(s). 2.Enter a Description and a Detailed description for this folder. 3.Go to the entity for which this folder must be created. 4.Click on Validate. The new folder now appears in the list. Once the folder has been created there are two possibilities for attaching the parameters to it. For each parameter, you can choose in which folder they are to be stored, or conversely select all the elements to be attached to a folder. Please follow the instructions in Choosing the entity(ies) linked to each parameter and Choosing the parameters to be linked to an entity (reverse logic) for more details.
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Deleting a folder
1.Go to the folder to be deleted in the entity organisation chart (filtering field in the bottom left of the screen), right click and select Delete this element. 2.Click on Ok. In this way, you may attach the folder to another entity if you made a mistake during creation. Simply recreate the folder for the right entity. |