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Administrator - Time & activities

Contents

With this role, you manage the rights of the user who in turn administrates the data of other employees in the Kelio Time & Activities module. It allows you to specify the extent to which the administrator can access the data in this module:

•which data?

•view?

•modify?

•create?

In certain cases, you may need to select administration options.

Common rights
Common rights
Modify the data in the locking periods	Locking dates
Authorise messages to be sent by SMS
Authorise messages to be sent by email
Authorise messages to be sent on the terminal	Messages can only be sent on a touchscreen terminal
Assign absences	Absences/Bus. leave
Assign daily schedules	Schedules by exception
Assign activities	Activities
Authorised types for the task(s)	Select via Set up
Authorised types for the cost centres
Authorised types for the customer(s)
Authorised entry modes
Assign remote working types	Remote working
Create folder(s) for the concepts authorised in addition	Folders
configuration of public holidays	Double click on a public holiday Consult the public holiday
Start a recalculation from the employee list

Set up
Customisable fields
Manage free and predefined fields	Customisable fields
Manage system fields	Customisable fields
Define the activities
Define the task(s)	Activity(ies)
Define the cost centre(s)	Cost centre(s)
Define the client(s)	Client(s)
Define the hourly rates	Hourly rates
Configure the activity rights for the virtual clocking terminal and the activity declarations	Activity virtual clocking terminal
Print the barcodes for the activities with a badge printer	Print to PDF or Evolis printer
Calendars
End-of-period calendars	Calendars
Locking/unlocking of results earlier than a payroll period	Locking dates
School holiday calendar	School holidays
Public holiday calendar	Public holidays
TOIL calendar	Time off in lieu
Time contract
Time contract	Time contracts
Groups
Configure the employee groups	Groups
Manage public employee groups	Groups
Advanced functions
Template transfer file	Calculation functions
Account transfer file	Calculation functions
Dynamic assignments	Dynamic assignments
Additions/Deductions
Transfer files
Assign the rules/extensions
Account initialisation
Manage balance initialisations
Manage other accounts initialisations (Except balances)
Reports
Customisable reports	Reports
Manage owners	Assign an owner to reports
Barcodes in the reports	Set up the barcodes to be added to a standard report
Fire reports	Set up a fire report

Administrate
Configure
Access employee file	Select the contents of the employee file which the administrator will be authorised to access by selecting the User - Employee file profile from the dropdown menu or via
Create employees	Create employees
Check the consistency of dates in the employee file	Use the Dates wizard. Select the elements checked via Set up
Integration of employees	The employees created in access management need to be integrated into Time & Attendance Management to be used.
Be informed by email when an employee file is to be validated
Delete employees	Action from the employees' list
Archive employees	Action from the employees' list
Define the filtering conditions for a population
Define default employee
Be informed by email when employee files in my population are modified
Warn the other administrators by email of my changes to their population's employee files
Warn the employees by email of my changes to their file
Manage
Attendance	Clockings, Attendance indication
Locate the attendances
Configure your customisations for the attendance screen
Configure the standard customisations for the attendance screen
Retrieve the clockings.
Planning	Planning
Modify standard customisations
Apply the daily schedules by default	Return to planning by default (to return to the initial status)
Enter comments
Authorise planning on unauthorised elements	Place an authorised element on an unauthorised element
Advanced functions	Advanced functions
Add/deduct file	Advanced functions > Additions/Deductions
Transfer files	Advanced functions > Transfer files
Assign transfer files	... > File assignment
Transfer file templates
Account transfer files
Transfer files created during assignment
Process the transfer file runs	Via Set up select the Transfer files that can be executed
Process the individual transfer files
Process account transfer requests	... > Account transfer requests
Receipt of notification emails regarding validation of transfer of account to another individual	... > Account transfer requests
Account initialisation file	Account initialisations
Manage balance initialisations
Manage the initialisation files of other accounts (Except balances)
Rules/Extensions	Rules/Extensions
Assign rules/extensions
Process rules/extensions
Supervise
Anomalies/alerts monitoring	Supervise the anomalies
Receipt of anomalies/alerts by email with the details in the content
Receipt of anomalies/alerts by email with the summary in the content
Configure your anomalies/alerts monitoring customisations
Modify the standard customisation for the anomalies/alerts monitoring
Display anomalies/alerts on the portal	Select which anomalies to display on the portal via Set up and enable Anomalies/Alerts in the Notification type tile
Real-time monitoring of anomalies/alerts by email	Reception of the list of anomalies via the various media
Real-time anomalies/alerts monitoring by SMS	Reception of the list of anomalies via the various media
Monitoring absent/present employees	Supervise the Absent/Present employees
Fire report monitoring	Print the monitoring
Analyse
Results	Time & Activities > Administrate > Analyse > Results
Attendance results
Absence/business leave results
Balances
Break results
Annualised hours results
Activity results
Hourly basis variance results
Monitoring	Time & Activities > Administrate > Analyse > Absenteeism
Absenteeism indicator monitoring	Time & Activities > Administrate > Analyse > Absenteeism
Print
Standard reports	Run the Standard reports
Employee badge reports	Generate an Employee badge report
Individual report	Generate a PDF, XLSX/CSV document by employee
Certified electronic signature	Submitting individual reports for signature
Receiving alert emails concerning request validations or denials
Customisable spreadsheet reports	Select the reports which the administrator will be authorised to access via Set up.
Favourite reports	Favourite reports
Send copy of favourite report
Automate favourite reports
Disable report printing
Logfile of reports by population
Modify the automation of favourite user reports
Send reports by email
Send reports by FTP transfer	Select FTP servers via Set up.
Tools
Modification logfile	Track the system modifications