Organisation

Overview

• Organisation

  • General
  • Leave Management
  • Shift and Timing
  • Holidays

  CXO and Admin users can access settings.

Navigate to settings

• Workplaze -> Settings -> Organisation

General

• General
  • Company Details
  • Location
  • Time Zone
  • Currency
  • Financial Year
  • Date Format
  • HRMS Self Service
  • Timesheet Overtime
  • Email Notification

Company Details

• Company Name
  • Name of the company, max limit is 150
• Address Line 1
• Address Line 2
• Country
• Zip code

Location

• Able to add multiple locations

• Location requires the following details
  • Location Name
  • Address1
  • Address2
  • Timezone
  • Country
  • Zip code

• Able to mark the particular location as default
• Able to view the employees, who are allocated to the particular location

Timezone for the Application

Currency

• Base Currency
• Supported Currency
  • Multi-Currency support is not supported but will be supported in the future release

Financial Year

• Start Month
  • Allow you to enter starting month of the financial year

Date Format

• Able to change the date format in two types like
  • DD / MM / YYYY
  • MM / DD / YYYY

HRMS Self Service

• Enable this section will allow users to modify HRMS information.

Timesheet Overtime

• Enabling this will allow the users to enter overtime information.

• Also the user have an option to choose single/ multiple approvers

Email Notification

• Enabling this will allow the users to receive the email notification based on the event-based or schedule email for the following process:

  • Consultant Addition
  • Consultant Status Change
  • Contract Expiry Reminder
  • Contractor Reportee Change Notification
  • Crm Task Reminder
  • Daily Attendance Notification
  • Employee Addition
  • Employee Reportee Change Notification
  • Employee Status Change
  • Employee Timesheet Reminder
  • Leave Application Approval
  • Leave Application Rejection
  • Leave Application Submission
  • Opportunity Email
  • Probation Ending Notification
  • Project Creation
  • Project Deletion
  • Project Expiry Notification
  • Project Resource Allocation Notification
  • Project Status Change
  • Project Task Creation
  • Project Task Deletion
  • Project Task Reminder
  • Project Task Status Change
  • Resource Allocation Ending
  • Timesheet Approval Notification
  • Timesheet Draft Notification
  • Timesheet Rejection Notification
  • Timesheet Submission Notification
  • Weekly Summary Notification
  • Weekly Timesheet Defaulters List

Leave Management

• Leave management allows users various types of leaves according to the company policies

Add Leave Policy

• A button from the leave management will pop up a form
  • Leave Policy
    • Name of the leave policy
    • Mark this leave policy as default will allow a particular policy as default and be starred in the leave management list
  • Start Month
    • Specify the start month of the specific policy
    • Policy period show‘s start to the end date of the policy period i.e. from the respective start date to 12 months
  • Applicable From
    • Indicates when this policy starts

Add Leave Type

• The user able to add, modify/ delete the leave types

• A button from the leave type will pop up a form
  • Leave Type
    • Name of the leave type
  • Default Amount
  • Leave Increment
  • Interval
  • Carry Forward Limit
  • Is Carry Forward
  • Is Allow Negative Balance
  • Include Holidays as leaves
  • Is Leave Without Pay

Shift and Timing

• Work Shifts
• Work Timings

Work Shifts

• Allow entering various work shift timing
• Slack and the email notification will be based on the shift

For Map Employees, Edit and Delete Shifts

• Using the right-side buttons we can map employees, edit and delete

Add Shift Form

• To create a new shift

  • Name

    • Save the name of the shift

  • StartTime

    • Save the start time

  • EndTime

    • Save the end time

  • Allowance

  • Is Active

    • Enabling this feature, mark as the default shift

Work Timings

• Start of the week

  • Saves the start of the week

• Weekend

  • The check box will allow specifying the weekends

• Working Hours

  • This will be the organisation working hours. Based on this various calculations happens across the application.

Holidays

• Adding a New Holiday
• Exporting Holidays Data
• Dropdown to check data

Add Holiday Form

• Click the Add Holiday button, by filling the mandatory fields, the user able to add the holidays.

Exporting Holidays Data

• Click the export button, the user can export the holiday details data

Dropdown to check data

• Able to switch & check the holidays data and export it.