Setting up LeaveWizard – Organisation and users

Setting up LeaveWizard – Organisation and users

The Organisation & Users page allows you to add locations, workgroups and employees so that you can model your actual organisational structure within LeaveWizard

You can also watch a video demonstrating the functionality on the Organisation & Users page
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This page additionally provides functionality that allows you to Bulk Upload employees to avoid manually adding data.


In the tree on the left you can right click and edit the selected node or perform additional actions. To speed up your registration process we have given your organisation a name using your email address. This is a good time to change it. Right click the company node and select Edit. In the Company details screen change the organisation name and click submit.



The “New” buttons:

Adding a new location allows you to group employees for which you can specify a common work pattern, maximum number of staff on leave restriction and also a separate list of public holidays which you can find out how to configure from the Public holidays set-up article.



Adding a new workgroup allows you to group employees for which you can specify a location, the workgroup lead (which could be the approver for the workgroup too), a default work pattern for the employees in this workgroup and a maximum staff on leave restriction. To read more about work patterns visit the work patterns in depth article.



The New employee button allows you to add a new employee to the system.The employee user name which they will use to log-in to the system must be an email address. You can also select a workgroup for the employee as well as a role. To find more about the employee details screen visit the joiners and leavers article.


General

  1. Setting up hours based leave for part-time workers
  2. Resetting your password
  3. Verifying status of a leave request
  4. The Administrator Dashboard
  5. The Line Manager Dashboard
  6. Reports
  7. Manage Leave Restrictions
  8. Work (Shift) patterns
  9. Setting up LeaveWizard–Summary
  10. Setting up LeaveWizard – Public Holidays
  11. Setting up LeaveWizard – Approvers
  12. Setting up LeaveWizard – Event types and Allowances
  13. Setting up LeaveWizard – Organisation and users
  14. Setting up LeaveWizard – Basic settings
  15. Monthly Allowance Reports
  16. Restrict who can request specific leave types
  17. Recording leave in hours
  18. Location specific Public Holidays
  19. Showing and hiding allowances and leave details
  20. Carry overs explained
  21. Allowing events to be recorded on non-working days
  22. Allowing events to be requested in the past
  23. How to allow or disallow users editing requested events
  24. Setting your default company leave year
  25. LeaveRestriction user groups
  26. The Bradford Factor
  27. Overtime and Time Off in Lieu
  28. Leave Visibility and Leave Type Visibility groups
  29. How is my billing information processed?
  30. Subscribing to a paid plan
  31. How can I view my account details
  32. How to manage room bookings
  33. How to share your company calendar
  34. Outlook and Google Calendar Integration
  35. Specifying someone to cover leave
  36. Alternative Work Patterns
  37. My Settings
  38. Cancelling leave
  39. I want to book a period of leave that incorporates a bank holiday. How do I stop this day from being deducted from my holiday allowance?
  40. Recording absence
  41. Base Leave Types
  42. Changing your password with LeaveWizard
  43. Approving or Rejecting Leave
  44. Leave Charts and Calendars
  45. Requesting leave
  46. Configuring allowances
  47. Performing a bulk upload
  48. Tracking appointments in LeaveWizard
  49. How does LeaveWizard Calculate Holiday Entitlement
  50. How to include bank holidays in the holiday allowance, then book these as a bulk booking for all the company
  51. Mandating leave requests in advance
  52. My line managers aren't approving leave requests, what should I do?

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