System Guides
Appointments
Home
Managing users
- User cannot log in / Change organisation
- Information stored in users profile
- Setting a user to a salary
- User - general notes
- User - Changing a user's pay group
- User - troubleshooting
Availability requests
Leave
- ★ Leave calculation / Leave shift length troubleshooting
- ★ Leave - how to set up leave approvals
- Selecting the default role for leave
- Leave shift management page
- Leave - Flexible Leave
- Leave - check who can approve leave, who will receive the leave request email and troubleshooting leave request email issues
Notices
Entitlement balances
- START HERE - initial configuration of easyemployer to display entitlement balances
- Entitlement balances - reassigning insufficient entitlement for leave
- Entitlement balances - troubleshooting
- Entitlement balances - how do they project?
- Entitlement balances - where entitlement balances displayed
- Entitlement balances - importing into easyemployer
Groups (sites, areas and roles)
Permission
Roster
- ★ The suitability ranker
- ★ Roster - unscheduled shifts
- ★ Roster - standard hours display
- ★ Roster - new roster (beta)
- ★ Rosters and timesheets - award based rules
- Roster - unassign conflicting shifts
Timesheet
- ★ Timesheet - default shift time
- Timesheet - GPS Functionality
- Timesheet - group selection
- Timesheet - process map
- Timesheet - tips
- Timesheet - awaiting finalisation email
Award
- Award | Create employment type*
- Public Holiday - region / home site
- Award - Leave Loading Penalties
- Award - configuring leave types and adding leave types to pay groups
- Award - user place holder rates
- Award - role rates
Payroll
- ★ easyemployer - end of financial year (EOFY) Award update
- Payroll - process map
- Payroll - setting a users export code
- Payroll - setting your payroll application
- Payroll - missing payroll information report
- Payroll - super fund
Reports
- ★ Report - roster costs
- ★ Report - Workforce Utilisation
- ★ Report - Profitability
- ★ Report - Roster Totals
- ★ Report - Paid Totals
- ★ Report - Variance
Other
- ★ Configuration services
- ★ Custom development services
- ★ Dashboard
- Childcare - Compliance Dashboard (Ratio Calculator)
- Submit and manage support requests + follow help centre sections for updates
- Changing roster, timesheet or payroll periods
Time Collection
The Ability System
- Ability | Creating an Ability
- Ability | Add an Ability to a User + Renew User Ability
- Ability | Ability to Role Linking
- Ability | Ability to Custom Entity Linking
- Ability | Expiration Indicators in Rosters
- Ability | Configuring Ability Reminders + Pay Update Reminders
System reminders
Custom entity functionality (e.g. clients and services)
Allowances
Import / export
- Custom Exports
- easyemployer - standard file imports and exports
- Timesheet Export
- Entitlement import - standard file format
- User import - standard file format
- Import / update payroll categories