User's guide /

Human capital

/

General information
This documentation covers the following processes:
TIME-OFF
Effectively manage your vacation requests, replacements, cancellations, and sick leave submissions using the employee management system.
HOME OFFICE
Request and cancel home office time using the "Home Office Requests" module in your employee management system.
WORK SCHEDULES
Create and manage shifts, view team plans, check personal planning, request paid vacations and home office, and review monthly worked hours.
COMPANY DATA
Manage employee information, organization data, generate reports, handle employment contracts, additional agreements, PDF generation, e-signing, and document sharing.
DIGITAL SIGNATURE
This workflow involves vacation request, manager approval, digital signing via EvroTrust, email notifications, and document storage in OBS2GO. Configuration details included.

Time-off requests

Submit a vacation requests
Cancel an approved vacation
Submit Sick Leave
Submit Sick leave during approved vacation period
Cancel approved home office requests
Print PDF from vacation request (Not required if El. signatures solution is selected)
Review existing vacations (for yourself)
Review the team planning (time-off calendar)
Review shared documents (In Employee Profile)
Annual vacation balance
Cancel approved home office requests
Vacation Request Approvals
Attach Sick Leave Document After Creation
Reports and Analytics

Administration

Creating users / different user creation methadologies
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
Manage organizational structure
Dynamic Probation Period Adjustment for Absences

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 additional agreements (AA)
Generate PDF and Print EC & AA
Initiate the electronic document signing process (EC & AA)
Share EC & AA with employees (in their profiles)

Approval Delegation

Delegating Approval Rights for Requests
Managing Requests for Delegated Employees