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
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.