There may be occasions when a User needs to view all the People located at a certain site or for a certain Resource. These and many other kinds of searches can be performed using the "People List" button. With this function, it is possible to search... Read More
Viewing/Editing People
Custom Data fields are available to allow Users to enter additional information against a Person record which may not fall into any of the pre-defined fields. Custom Data can be entered using the Add/Edit/View Custom Data button. For more information... Read More
What is it? Building on the already successful Impersonation feature, Delegation allows Users to register their annual leave on the system, and select a coworker to delegate their responsibilities/Buildings to during this absence. Rather than only... Read More
In some cases, Users may have documents that are specifically related to People within the system. These documents can be added using the Add/Edit/View Documents button when selecting a Person from the People List. For more information on uploading... Read More
To configure Delegations for a User, the User will need to access the Time Off tab of the desired Person Record. On here, click the "Add" button to add in a new Leave Request. After selecting the Category/ Request Type and Start Date, the User can... Read More