{"id":135,"date":"2017-10-23T12:25:31","date_gmt":"2017-10-23T12:25:31","guid":{"rendered":"https:\/\/blogsource.theholidaytracker.co.uk\/?p=135"},"modified":"2018-01-09T09:46:59","modified_gmt":"2018-01-09T09:46:59","slug":"faq","status":"publish","type":"post","link":"https:\/\/theholidaytracke-4xhy3odrd6.live-website.com\/2017\/10\/23\/faq\/","title":{"rendered":"FAQ"},"content":{"rendered":"
Below are answers to some of the more frequently asked questions about The Holiday Tracker.<\/p>\n
<\/p>\n
Q<\/strong>: When a manager is on holiday, their team members have to wait until they return before their holiday requests are approved. Is there a way to have another manager approve these requests in their absence?<\/em><\/p>\n Absolutely. We have a concept we call \u201cDeputies\u201d which allows you to define who should receive the requests when a manager is off.<\/p>\n As an example: you set Mandy to be Eric\u2019s manager, so when Eric makes a request Mandy gets the email. If you then set Alan to be Mandy\u2019s deputy, if Mandy is absent when Eric makes the request, the email will be sent to Alan instead.<\/p>\n Deputies also have access to the manager\u2019s team, so they can check the Team Calendar before they decide to approve or reject the request.<\/p>\n <\/p>\n Q<\/strong>: We have a team that reports to one manager, but we\u2019d like other managers to be able to view that team too \u2013 is this possible?<\/em><\/p>\n Yes, on the Employment Details page there is a section called Team Calendar Permissions. Go to the Employment Details page for the employee you wish to grant permissions for, then use the \u201cAdd Permission\u201d box to grant the permissions.<\/p>\n For example: you want to give Tony the ability to see Mandy\u2019s team, but not to make changes to it. Go to Tony\u2019s profile and find the Team Calendar Permissions section. Start typing Mandy\u2019s name into the \u201cAdd Permission For\u201d box and then select Mandy when her name appears. Finally, tick the \u201cRead Only\u201d box and click Add.<\/p>\n Now when Tony logs in and goes to the Team Calendar page, he\u2019ll be able to switch between his own team and Mandy\u2019s using the tabs above the calendar.<\/p>\n <\/p>\n Q<\/strong>: We\u2019d like all employees to be able to see who else on their team is on holiday before they make a holiday request. This stops employees asking for time off when there isn\u2019t the capacity.<\/em><\/p>\n By default, standard employees (non-managers) cannot see the team calendar for the team they belong to, but you can easily change this from the Company Settings page. The first option on the Company Settings page is labelled \u201cDo you want non-managers to be able to view their team’s Team Calendar?\u201d Change this to Yes and all employees will be able to see a \u201cread only\u201d view of their team calendar.<\/p>\n <\/p>\n Q<\/strong>: We allow employees to take time off as flexi-time, but still require them to check with a manager before taking this time. Can they request flexi like they do holiday?<\/em><\/p>\n Yes, this can easily be enabled from the Company Settings page. Once enabled, an employee will be able to tick the \u201cUse Flexi\u201d box when requesting holiday. The days will then be shown on the calendar in a dark-green to distinguish it from the light-green of a holiday.<\/p>\n However, we don\u2019t have a way to track how much flexi-time an employee is entitled too, so your managers will have to know if an employee is entitled to the flexi they\u2019ve requested.<\/p>\n <\/p>\n Q<\/strong>: We allow our employees to carry over a maximum of 5 days\u2019 entitlement from one year to another, if they haven\u2019t used it all. Can this be automated in The Holiday Tracker?<\/em><\/p>\n From the Company Settings page, you can enable Carry Over and set the maximum number of days employees can carry over. You can also set a maximum number of hours if some of your employees have their entitlement calculated in hours.<\/p>\n Once a new holiday year begins, the first time each manager logs in, they\u2019ll be prompted to approve any carry-over for each of their employees.<\/p>\n The carry-over figure can also be amended from the Employment Details page of each Employee.<\/p>\n <\/p>\n Q<\/strong>: We would like to record training days on each employee\u2019s calendar so these are taken into account when a manager checks to see if we have sufficient capacity before approving a holiday.<\/em><\/p>\n The custom absence types we allow you to record are listed at the bottom of the Company Settings page. From there you can edit and delete the existing types and add new ones.<\/p>\n When adding a new type, simply enter an appropriate name and chose the desired colour.<\/p>\n You can see more on recording absence and amending the types in our Other Absence Types video.<\/p>\n <\/p>\n Q<\/strong>: We close down our factory over Christmas and all employees must use some of their holiday entitlement to cover this period. Is there an easy way to add these holidays to all employees\u2019 calendars?<\/em><\/p>\n Yes, that\u2019s what the Company Calendar is for. If, for example, you want to mark the 27th and 28th of December as holidays for all employees, then add the holiday to the Company Calendar as you would any employee calendar. It will warn you that any entries that already exist on employee calendars will be removed first. Once you\u2019ve added it, it will appear on EVERY employees\u2019 calendar. To remove it, simply delete it from the Company Calendar.<\/p>\n <\/p>\n Q<\/strong>: There are a lot of different fields for recording data on each employee. We don\u2019t use most of these and feel they are cluttering the profile pages. Is there a way to hide them?<\/em><\/p>\n Yes, you can use the Fields button on the employee profile pages to hide any unused fields. Click the Fields button and then use the toggle boxes on each of the fields to determine if that field will be visible or not.<\/p>\n These settings are company-wide, not per individual, so hiding DOB on one employee\u2019s profile will hide it on them all.<\/p>\n <\/p>\n Q<\/strong>: When a manager leaves, it can be very time consuming going into each of their team to assign them a new manager \u2013 is there a quicker way to do this?<\/em><\/p>\n When viewing the employee profile pages for a manager, the panel on the left will indicate how many employees they are a manager for. The panel also contain a \u201cReplace Manager\u201d button you can use to re-allocate the team.<\/p>\n For example: Mandy is leaving the company and Tony will be taking over her entire team. Go to Mandy\u2019s profile and click \u201cReplace Manager\u201d, then start typing Tony\u2019s name into the New Manager box and select Tony from the list. Simple.<\/p>\n <\/p>\n Q<\/strong>: I can add a new working pattern, but there doesn\u2019t seem to be a way to amend the existing pattern.<\/em><\/p>\n When you add a new working pattern, it will remove any existing patterns that the new pattern would replace. So to replace the existing pattern, simply add a new work pattern with the same start date as the existing one.<\/p>\n","protected":false},"excerpt":{"rendered":" Below are answers to some of the more frequently asked questions about The Holiday Tracker. Can holiday requests go to another manager when I\u2019m on holiday? Can more than one manager see a single team? Can all employees see their team calendar? Can employees request flexi-time? Can employees carry-over some of their entitlement into the […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7],"tags":[],"class_list":["post-135","post","type-post","status-publish","format-standard","hentry","category-knowledge"],"yoast_head":"\nCan more than one manager see a single team?<\/h3>\n
Can all employees see their team calendar?<\/h3>\n
Can employees request flexi-time?<\/h3>\n
Can employees carry-over some of their entitlement into the following year?<\/h3>\n
Can we change the absence types we record?<\/h3>\n
Can I mark a period of time as holiday for ALL employees?<\/h3>\n
I don\u2019t want to record employees\u2019 DOB; can I hide some of the employee fields?<\/h3>\n
One of our managers is leaving, how can I switch his team to another employee?<\/h3>\n
How do I change an employee\u2019s current working pattern?<\/h3>\n