Tools

Use the Tools pages to view employee information, manage leave and agreements, use mass update, and manage rotations. See all employees on one window, and quickly update a field for multiple employees at once.

Using Mass Update

Select Employees from the main menu.
Select Tools > Mass Update.
Select the check box next to all employees whose records should be updated.
Note: To quickly select all employees, select the check box in the table header. To quickly clear all check boxes, clear the check box in the table header.
Enter the settings that you want changed.
Select Update.

Verifying Setup

Note: You must have organization level permissions to use Verify Setup.

Select Employees from the main menu.
Select Tools > Verify Setup.
Select the section name of the setup information you would like to view.
Setup information displays.
Select the radio button to specify the amount of information: Exceptions Only or All
Select a Name to make changes or additions to the employee setup information.
Related window displays.
Note: Refer to the How To's for that section.

Managing Leave:

Select Employees from the main menu.
Select Tools > Manage Leave.
Select the forward and backward arrows to display future and past years or use the calendar picker.
To add Leave, select Add.
Add >> Leave window displays.
Example:
On the Add Leave request window, select Leave Type.
Note: Leave Types are entered in the Leave > Types page. Role permissions are required.
Select a Start Date and End Date.
Type the number of Days in Range or verify the automatic calculation.
Type the number of Total Hours or verify the automatic calculation.
Select the Status: Request or Grant.
Select the check box to Sync Hours.
Enter Times only if the request is for less than one day, then specify the hours start and end time.
Add a Comment as desired.
Select Save.
To grant a leave request, select Grant.
Pop-up window questions: Grant Leave?
Select OK.
When you refresh the window, Granted displays in green.
To deny a Leave request, select Deny.
Pop-up window questions: Deny leave?
Select OK.
When you refresh the window, DENIED displays in all capital letters.

Managing Agreements

Select Employees from the main menu.
Select Tools > Manage Agreements.
Select the check box next to all employees whose records should be updated.
Note: To quickly select all employees, select the check box in the table header. To quickly clear all check boxes, clear the check box in the table header.
Enter the Mass Update Effective Date.
Select a Policy using the drop-down list.
Note: Policies are entered using the enterprise level Organization > Policies.
Select an Agreement using the drop-down list.
Note: Agreement Types are entered using the enterprise level Organization > Lists > Agreement Types page. Role permissions are required.
Select the Position using the drop-down list.
Note: Position Types are entered using the enterprise level Organization > Lists > Position Types page. Role permissions are required.
Select Update.

Managing Rotations

Note: Rotations only displays under Tools when you are logged into a location.

Select Employees from the main menu.
Select Tools > Rotations.
To add a rotation, select Add.
Add >> Rotation window displays.
Example:
Type the Name and select the Start Date.
To add a pattern to the rotation, select Add.
Add >> Rotation Pattern displays.
Example:
Select the Order, Days, whether employees are On or Off, and Limit To the number of hours or All Day.
Select Add. Repeat steps for On Pattern and Off Pattern.
Example:

Calendar refreshes automatically and displays the Rotation Patterns.
Example:
To assign Employees to the Rotation, select Add.
Add >> Rotation Employee window displays.
Example:
Select the employees to assign to this Rotation and select Add.
Employees display in Assigned window.
Example:

Note: An employee can only be assigned to one Rotation.