1) Overview
2) Add
3) Update
4) Deactivate / restore
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Custom Entities | Usage In The Roster
1) Overview
Custom entities are a highly customisable feature of Easy Employer, used to provide additional information to staff members on a rostered shift. A custom entity could be but is not limited to; a service, client, vehicle or funding scheme.
In this article, we are using the custom entity "Clients" to illustrate how to add, update or deactivate custom entities (same steps apply to any custom entity type).
2) Add
- Click Organisation.
- Click the custom entity (e.g., Clients).
- Click Add Client (plus sign icon).
- Populate the client's name and click Add.
3) Update
- Click Organisation.
- Click the custom entity (e.g., Clients).
- Select the client (click the client's name).
- On the sidebar, click the area that needs to be updated (e.g., Details).
- Click edit on the row that needs to be updated.
- Once the field has been updated click save.
4) Deactivate / restore
Custom entities will remain on the active list unless they are deactivated. If there is a custom entity that is no longer needed (either long or short term) they should be deactivated.
Deactivating a custom entity will prevent them from appearing on the roster or shift. If a custom entity is deactivated it can be restored back to the active list.
- Click Organisation.
- Click the custom entity (e.g., Clients).
- The custom entity list will be displayed.
- You can select to display active/inactive users by ticking Active or Inactive.
- To view a list of inactive custom entities click the check boxes so that only Inactive is ticked.
- Click deactivate to move a custom entity into the inactive list.
- Click Deactivate on the confirmation popup window.
- Once the action has been executed, the system displays a confirmation message.
- Inactive custom entities can be returned to the active list by clicking restore.