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General information
Configuration
Company data
Departments
Positions
Employees
Time-off requests
Submitting Vacation Requests
Managing Requests on Behalf of Employees
Submit Sick leave
Submit Sick leave during approved vacation period
Attach Sick Leave Document After Creation
Cancel Vacation Requests
Vacation Request Approvals
Generating Vacation Request PDF (Not Required with Electronic Signatures)
Electronic Signature Process
Review Historical Vacation Data
Review the team planning (time-off calendar)
Annual vacation balance
Notification Email Overview
Managing Past Period Requests
Policies and Limits
Reminders and Notifications
Reports and Analytics
Integration with HR Platforms
Automatic Update of Annual Vacation Balance
Home office requests
Approval Delegation
Work Schedules
Shift Management
Operations
Additional functionalities
Planning with shift codes
Daily Stats
Approved monthly schedules
Monthly shift planning stats
Worked hours breakdown
Call-out and overtime hours
Stand by
Company Data
Managing Employees (Creating New Employees and Editing Existing Ones)
Managing Organizations, Departments, Branches, Offices, Positions, and More
Generating Various Reports (Form76, Approved Vacation Requests, etc)
Managing Employment Contracts (EC)
Managing additional agreements (AA)
Generate PDF and Print EC and AA
Share EC and AA with employees (in their profiles)
Administration
Holiday Setup Management
Editing the Vacations, Employment contracts, and Additional agreements PDF templates
Evrotrust Integration (for vacations / employment contracts / internal transfers)
Importing absence requests (paid/unpaid/maternity/paternity) for current year (Data import in vacations)
Update existing employees info for: Days vacation (current year) and Vacation days per contract
Create privilege group and assign it to users
Set up System Email
Manage vacation types
Manage user access
Manage row level permissions and organisational structure
Dynamic Probation Period Adjustment for Absences
Additional Agreements
Creating Additional Agreements
Method 1: Direct Creation in Additional Agreements module
Printing and Exporting contracts for signatures
Electronic signature integration
Historicat record and Autid trail
Configuring Evrotrust signature notifications
Notification and reminders
Additional Agreements options
Data gathering
Surveys
Document Surveys
Creating Document Surveys
Viewing Survey
Sending the Survey
Printing and Exporting Surveys for signatures
Electronic Signature Integration
Historical Record and Audit Trail
Configuring Evrotrust Signature Notifications
Sending Documents to Employees via Staff module
Employment Contracts
Creating Employment Contracts
Direct Creation in Employment Contract Module
Creation via Staff Module
Printing and Exporting Contracts for Signatures
Contract Renewal and Termination
Electronic Signature Integration
Historical Record and Audit Trail
Integration with Other Modules
Configuring Evrotrust Signature Notifications
Version Control and Updates
Notifications and Reminders
Contract Termination
Digital signature
E-Signature-Based Vacation Approval Workflow
Pre-configurations
Initial Set up of Evrotrust in OBS ERP
Enabling E-Signature Settings
Entering Essential Employee Personal Data
Verifying Employee Connection in Evrotrust
Document Templates
Workflow Automation Setup
Comparison
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