Populations can be used to set up the Manager/Administrator role and thus determine the people they manage. They are used to group people from different departments under the same "entity".

However, this management method is not always necessary. It depends on your organisation method. In fact, you can manage employees by organisation chart level without creating any populations.

Population management can be accessed from the Population menu.

tog_minus        Viewing a population

Click on its name in the list at the bottom of the screen and on the icn_3 dots button to view the list of employees in the population.

tog_minus        Adding a population

1.Click on the button icn_add_black.

2.Enter the Name of the population and a Description to provide details.

3.If necessary, activate the Population of substitutes check box. This option is used to sort in Kelio Planning.

4.Choose one of the following:

A.From the Selection of employees belonging to the population table, select from the left-hand column the organisation chart levels you wish to include in the population, then click on icn_arrow_right to confirm the selected levels. Lastly click on the Validate button.

B.Add the employees who belong to the population by clicking on the Add button in the Selection of employees belonging to the population table, then activate the corresponding tick boxes, and lastly click on the Validate button.

C.From the Selection of visitors belonging to the population table, select from the left-hand column the organisation chart levels you wish to include in the population, then click on icn_arrow_right to confirm the selected levels. Lastly click on the Validate button.

tog_minus        Deleting a population

Click on the population to be deleted at the bottom of the screen then on the icn_delete_black button. The population can only be deleted if it is not assigned to a manager/administrator.

tog_minus        Changing a population

Click on its name in the list at the bottom of the screen.

tog_minus        Duplicating an existing population

To copy the setup of an existing population to the new population, click on the existing population then on the icn_duplicate button.

icn_info

You can manage two populations A and B with different rights, for example, full access to the sales department and view access to the marketing department.

Make sure there are no employees shared between these two populations at a given time.

In fact, to manage a population, it must first have been selected. If an employee belongs to two populations managed differently in the system, there will not be the same rights for this employee according to the selected population. When an employee is accessed through population A, this employee will be managed with the rights corresponding to A, whereas if this same employee is accessed through population B, the rights corresponding to population B will be applied.

See also:

Manage populations