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- "text": "Exelsys easyHR Administration User Guide \nExelsys easyHR Administration User Guide \n26 \nUsing the Exelsys Support feature \nExelsys Support feature allows you to directly report any issues or suggest any \nfuture enhancements that could be implemented in our future releases. The ticket \nwill be submitted, and a notification email will be send directly to us to investigate \nfurther. This allows us to automate the process and provide a better support to our \nclients and partners. \nIf required, we will provide feedback and change the status of the support tickets \naccordingly until it has been resolved. For any updates regarding your ticket, you \nwill receive an email notification stating the current status of the ticket and/or any \npossible responses provided by Exelsys. \nTo add a support ticket, select \u201cMy Support Tickets\u201d from the user preferences as \nshown below. \nhttps://inkeysolutions0-my.sharepoint.com/:i:/r/personal/\nmunavvar_husein_inkeysolutions_com/Documents/Public/page_26_img_1.png?\ncsf=1&web=1&e=RjY1vl\nThis feature is only available to admins and any requests are handled based on \ntheir submitted priority. \nhttps://inkeysolutions0-my.sharepoint.com/:i:/r/personal/\nmunavvar_husein_inkeysolutions_com/Documents/Public/page_26_img_2.png?\ncsf=1&web=1&e=uu3WJN"
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- "text": "Exelsys easyHR Administration User Guide \nExelsys easyHR Administration User Guide \n27 \nID \nThe number of the support ticket \u2013 Generated automatically after submission. \nDescription \nEnter a short description name for the submitted ticket \nGeneral \nThe General Tab includes the following fields to enable us to categorize the issue based on \nits Object ID and the reported priority. \nReported Priority \nChoose the priority of the reported problem \nProblem Details \nUse this tab to describe the details of the reported problem \nResolution \nThis tab is placed under the Problem Details field and shows all the response history related \nwith the specific ticket. For every response you will also receive email notifications requesting \nyour feedback. Clicking again on the Support link you will be able to see all the support \ntickets you have submitted and provide your answers and or/clarifications for the selected \nticket. \nProblem Category \nSelect the most appropriate category based on the nature of the issue i.e. Enhancement \nRequest, Support Request, e.t.c.. \nObject ID \nSelect from the dropdown list the form that the support ticket is related to \nDocuments Section \nAdd any additional documents using the create button as shown below. A new form will be \nloaded to allow you to add a number of documents. Once you select all the documents you \nwould like to upload press the \u2018Play\u201d button under the Upload Progress\u2019 column. \nBefore the upload you have also the possibility to edit the name of the file as well as define a \ndocument folder specifically for this purpose. "
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- "text": "Exelsys easyHR Administration User Guide \nExelsys easyHR Administration User Guide \n28 \nhttps://inkeysolutions0-my.sharepoint.com/:i:/r/personal/\nmunavvar_husein_inkeysolutions_com/Documents/Public/page_28_img_1.png?\ncsf=1&web=1&e=FIdx5r\nhttps://inkeysolutions0-my.sharepoint.com/:i:/r/personal/\nmunavvar_husein_inkeysolutions_com/Documents/Public/page_28_img_2.png?\ncsf=1&web=1&e=esYUSm\n you submit a support ticket the Exelsys Support team will automatically receive an email \nnotification with the details you have listed and if necessary, will post a response to you. \nAny responses will be received on the email address associated with your user account \nbut can also be found on the actual support ticket for your reference. "
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- "text": "Exelsys easyHR Administration User Guide \nExelsys easyHR Administration User Guide \n29 \nEmployee Management \n Creating new employee record \nTo create a new employee first you must select the \u201cAdd\u201d button from the \ntoolbar\nhttps://inkeysolutions0-my.sharepoint.com/:i:/r/personal/\nmunavvar_husein_inkeysolutions_com/Documents/Public/page_29_img_1.jpeg?\ncsf=1&web=1&e=rtXDOe\nhttps://inkeysolutions0-my.sharepoint.com/:i:/r/personal/\nmunavvar_husein_inkeysolutions_com/Documents/Public/page_29_img_2.png?\ncsf=1&web=1&e=hfn6uK\n \nHere you can add the core details of the employee such as First and Last Name, \nEmployment Date, Birth Date, Organisational Unit and Location. \nhttps://inkeysolutions0-my.sharepoint.com/:i:/r/personal/\nmunavvar_husein_inkeysolutions_com/Documents/Public/page_29_img_3.png?\ncsf=1&web=1&e=a0AJ2E"
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- "text": "Exelsys easyHR Administration User Guide \nExelsys easyHR Administration User Guide \n30 \nhttps://inkeysolutions0-my.sharepoint.com/:i:/r/personal/\nmunavvar_husein_inkeysolutions_com/Documents/Public/page_30_img_1.png?\ncsf=1&web=1&e=pcX1cI\nCommunication details which are mandatory for sending notifications to employees can \nbe added under the Work Tab. \nhttps://inkeysolutions0-my.sharepoint.com/:i:/r/personal/\nmunavvar_husein_inkeysolutions_com/Documents/Public/page_30_img_2.png?\ncsf=1&web=1&e=xCO6ZC\nClassification details should be added under the Work Tab, to record the grade, contract \ntype and reporting manager and the related Calendar that needs to be assigned to each \nemployee. "
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- "text": "Exelsys easyHR Administration User Guide \nExelsys easyHR Administration User Guide \n31 \nhttps://inkeysolutions0-my.sharepoint.com/:i:/r/personal/\nmunavvar_husein_inkeysolutions_com/Documents/Public/\npage_31_img_1.png?csf=1&web=1&e=aFikvL"
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- "text": "Exelsys easyHR Administration User Guide \nExelsys easyHR Administration User Guide \n32 \nSalary Update Worksheet \nThis form is used for updating employee salaries. Salaries can be entered individually, or they \ncan be generated for all employees or selected departments by applying an increase on the \ncurrent salary. \nhttps://inkeysolutions0-my.sharepoint.com/:i:/r/personal/\nmunavvar_husein_inkeysolutions_com/Documents/Public/page_32_img_1.jpeg?\ncsf=1&web=1&e=2xZAmL\nhttps://inkeysolutions0-my.sharepoint.com/:i:/r/personal/\nmunavvar_husein_inkeysolutions_com/Documents/Public/page_32_img_2.png?\ncsf=1&web=1&e=2Qrlx8\nAfter generating, you can make changes on individual employee salaries by editing \nthe individual entries. \nYou can generate new salaries for the whole or part of the company by using the \n\u201cGenerate Salaries Increases\u201d option found under the Ellipsis menu (the three vertical dots \nfound on the top right of the screen) \nHere you can select the salary change based on the following options: \nhttps://inkeysolutions0-my.sharepoint.com/:i:/r/personal/\nmunavvar_husein_inkeysolutions_com/Documents/Public/page_32_img_3.png?\ncsf=1&web=1&e=8Sax7o\nEffective Date: The date which the new salary is going to be affected. \nIncrease by: You can either select to use a percentage of which the salary will change based \non the previous salary (if any) for example 20% or you can select Increase By Amount and \ntype in the actual value in your own currency i.e. 500. "
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- "text": "Exelsys easyHR Administration User Guide \nExelsys easyHR Administration User Guide \n33 \nChoose your rounding method: Available options (Up/ Down/ Nearest) \nUsing the Filters below you have the possibility to make mass salary updates based on one of \nthe following filters: \nFor example, you may want to apply salary updates only to the employees of a selected \ndepartment or grade and/or contract type by 20%. To do that you need to define these \ncriteria on the filters section as shown below. \nhttps://inkeysolutions0-my.sharepoint.com/:i:/r/personal/\nmunavvar_husein_inkeysolutions_com/Documents/Public/page_33_img_1.png?\ncsf=1&web=1&e=m8kJfh"
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- "text": "Exelsys easyHR Administration User Guide \nExelsys easyHR Administration User Guide \n34 \nCreating a user account \nTo create a user account, select the related employee and then from the \u201cSelected \nItems Menu Actions\u201d found on the toolbar, select the Create Login function. \nhttps://inkeysolutions0-my.sharepoint.com/:i:/r/personal/\nmunavvar_husein_inkeysolutions_com/Documents/Public/page_34_img_1.jpeg?\ncsf=1&web=1&e=WR6hdi \nThen the Create Login User form will open which allows you to select the System User \nRole, The Status and the way that the Username will be. \nhttps://inkeysolutions0-my.sharepoint.com/:i:/r/personal/\nmunavvar_husein_inkeysolutions_com/Documents/Public/page_34_img_2.png?\ncsf=1&web=1&e=MTnT2d\nAs this form allows only one role to be set at the time of creation you will additionally need \nto use the Edit User Account function or go to the \u201cUsers\u201d form to Add/Remove Roles from \nthe Roles tab, if it is needed. Simply drag and drop from the Available Roles section to the \nAssigned Roles. \nAs easyHR only provides HR Administration role and HR Mobile Access roles, this will not be \nrequired. "
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- "text": "Exelsys easyHR Administration User Guide \nExelsys easyHR Administration User Guide \n35 \nThe most common roles for easyHR are the HR Mobile Access / easyHR \nAdmin or any related user defined roles created specifically for your \norganisation. Using this form your also allowed to change the user\u2019s Status, set \nthe Sensitivity Level Access and define the associated Roles. \nhttps://inkeysolutions0-my.sharepoint.com/:i:/r/personal/\nmunavvar_husein_inkeysolutions_com/Documents/Public/page_35_img_1.png?\ncsf=1&web=1&e=yhUmRH\nOn creating the user Login the system will send an automatic email notification \nto the employee informing the employee of their login details and inviting the \nemployee to connect. \nThe email can be resent if required by selecting the function Send Email from the \nSelected Items Menu Actions and selecting the template New User as shown below. \nhttps://inkeysolutions0-my.sharepoint.com/:i:/r/personal/\nmunavvar_husein_inkeysolutions_com/Documents/Public/page_35_img_2.png?\ncsf=1&web=1&e=kqnwxE"
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- "text": "Exelsys easyHR Administration User Guide \nExelsys easyHR Administration User Guide \n36 \nTerminating Employees \nSelect the Employee name you need to terminate and then select the Employee Termination \nfunction under the \u201cSelected Items Menu Actions\" \nWrite any termination details you need to record for this employee and save the record. \nThis will save the file in the terminated list of employees and can only be viewed by \nselecting the Terminated tab as explained further below.\nhttps://inkeysolutions0-my.sharepoint.com/:i:/r/personal/\nmunavvar_husein_inkeysolutions_com/Documents/Public/page_36_img_1.png?\ncsf=1&web=1&e=E5WYNq \nThis action is automatically deactivating their associated User account (if applicable) by \nsetting the status to Inactive and therefore preventing the associated user from logging \ninto the HR system. \nImportant Note: Changing the status of an employee from Active to Terminated DOES \nNOT properly terminate the employee record. It simply transfers the record to the terminated \nlist. However, any related details are not recorded, and the related user account associated \nwith this employee remains active. \nhttps://inkeysolutions0-my.sharepoint.com/:i:/r/personal/\nmunavvar_husein_inkeysolutions_com/Documents/Public/page_36_img_2.png?\ncsf=1&web=1&e=f7h7Ub\nTermination details added \nhere are stored under the \nClassification tab of the \nTerminated employee record. \nFinding Terminated Employees \nTo find terminated employees select the Terminated tab on the Employees form. You \ncan switch between Active, Terminated and view All employees. \nhttps://inkeysolutions0-my.sharepoint.com/:i:/r/personal/\nmunavvar_husein_inkeysolutions_com/Documents/Public/page_36_img_3.png?\ncsf=1&web=1&e=PMzMKU"
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- "text": "Exelsys easyHR Administration User Guide \nExelsys easyHR Administration User Guide \n37 \nRehiring Former Employees \nAt times you might need to rehire some former employees which have been laid off either \ndue to financial situations or due to wrong decision making. Regardless the reason for taking \nthis decision, rehiring former employees can be a cost and time efficient process. \nSince the Rehire functionality does not exists in easyHR, a workaround to rehire an employee \nwho was in the company's employment and was previously terminated is to follow the below \nsteps in order to rehire an employee: \nGo to the Employees list and from the Functions menu select \u201cShow Terminated\u201d. \nOpen the record of the employee which you want to rehire and change the status from \nTerminated to Active and also then set the new Employment Date. \nThen open the rehired employee\u2019s record under the Active tab which can be found on the \ntoolbar and on Work tab - Classification Tab, at the \u201cLogin Code\u201d field select \u201cNon-Selected\u201d \nand then click Save. Refresh your page and then proceed with creating a new Login as \nexplained above. \nhttps://inkeysolutions0-my.sharepoint.com/:i:/r/personal/\nmunavvar_husein_inkeysolutions_com/Documents/Public/page_37_img_1.png?\ncsf=1&web=1&e=dnxSAD\nForce Delete Employee records \nAt times there is the need to delete employee records due to wrong or inadequate \ninformation or due to duplications resulting from different HR Administrators or even from \nmultiple entries imported through spreadsheets. \nSince employee records however hold all the related and required employee information \nneeded from the system to function properly, employee records cannot simply be deleted \nonce created since they hold mandatory fields and connect all employee information from \ndifferent forms e.g Salary, Training, Absences records etc. "
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- "text": "Exelsys easyHR Administration User Guide \nExelsys easyHR Administration User Guide \n38 \nIf you need to delete an employee record you must first terminate the employee and then \nuse the Force Delete function as explained in more detail further below: \n1.\nFirst you need to use Employee Termination. Since the record is wrong, you are not \nactually terminating the actual employee but the specific record.\n2.\nSelect a reason for termination\n3.\nOnce terminated find the related record from the \u201cTerminated\u201d tab employees view \non the toolbar menu\nhttps://inkeysolutions0-my.sharepoint.com/:i:/r/personal/\nmunavvar_husein_inkeysolutions_com/Documents/Public/page_38_img_1.png?\ncsf=1&web=1&e=euwiJ1https://inkeysolutions0-my.sharepoint.com/:i:/r/personal/\nmunavvar_husein_inkeysolutions_com/Documents/Public/page_38_img_1.png?\ncsf=1&web=1&e=euwiJ1\n4.\nOpen the related employee record and use the Force Delete functionality found under\nthe Actions menu as shown below to Force Delete the record\n5.\nReturn to the Active Employees list by selecting the \u201cActive\u201d Tab on the toolbar\nhttps://inkeysolutions0-my.sharepoint.com/:i:/r/personal/\nmunavvar_husein_inkeysolutions_com/Documents/Public/\npage_38_img_2.png?csf=1&web=1&e=cyh5Gl"
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- "text": "Exelsys easyHR Administration User Guide \nExelsys easyHR Administration User Guide \n39 \nAbsence Management \nCauses of Absence \nAny number of different absence categories can be defined (e.g. Public Holiday, Annual \nLeave, Army Service, Maternity, Sick Leave, etc). However, to minimise implementation \nin easyHR, all the standard absence types are defined and offer them \u201cout of the box\u201d. \nhttps://inkeysolutions0-my.sharepoint.com/:i:/r/personal/\nmunavvar_husein_inkeysolutions_com/Documents/Public/page_39_img_1.png?\ncsf=1&web=1&e=UpJemd\nFor each Cause of Absence, you can define the general rules that govern its behaviour as \nfollows: \nLocation \nYou can define a cause of absence with specific \nsettings per location. \nCalculation Type \nDecreasing: Annual holidays or any other type with \ndefined entitlement days and subject to decreasing \nbalance \nIncreasing: Other types of leave that are not subject \nto any entitlement days. The calculation of this type \nis increasing with a starting balance 0. Any days \ntaken will appear with decreasing value. \nApportioned (Accrual Basis): Subject to a defined \nentitlement which is accrued per month or days \nworked as defined on the parameter \n\u201cApportionedAbsenceCauseCalcPeriod\u201d \nEnd Year \nDefine the date to be considered as end of the \nholiday year. \nCarried Forward \nPercentage \nApplies only if it is of type \u201cDecreasing\u201d. What \npercentage of any remaining balance can be carried \nforward to the following year. "
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- "text": "Exelsys easyHR Administration User Guide \nExelsys easyHR Administration User Guide \n40 \nYearly Ceiling \nThis is the absolute number (in the base unit of \nmeasure that the user can carry forward from one \nyear to the next. \nCarried Forward \nCeiling \nApplies only if it is of type \u201cDecreasing\u201d. This is \nmaximum (cumulative of all years) that can be \ncarried forward to the following year. \nDays to Count \nSelect Working or Calendar for the cause of absence. \nI.e. you can choose to count days as calendar days or\nas working days.\nBalance Expires on \nThis is used in the case that leave carried forward \nexpires on a certain date if not taken. This is not \nautomatic but you need to run a special function \n\u201cAbsence Expiration Adjustment\u201d in order to achieve \nthis. In this process you define the day to use, to \ncalculate the leave taken up to that date and \nwill create adjustment records for the remaining \navailable balance which needs to be cleared from the \nemployee\u2019s leave balance. \nInterface with Payroll Define if the specific type of leave will be interfaced \nwith the payroll. This is dependent on the specific \ninterface connector for a given payroll system and \nhow it uses it. \nEffective date \nSet the date for which the type will be effective. \nExpiry date \nLeave this blank or enter NULL unless you want the \nspecific type to be removed from the available leave \ntypes. \nMinimum Quantity \nSet any minimum value you want to impose to \nemployees at the time they enter an absence request \nMaximum Quantity \nSet the maximum value that employees can enter at \nthe time of entering their request. \nUse of Self-Service \nSelect this to make the type available on self-service. \nIf not selected the type will not be available on the \nemployee\u2019s available list and only administrators will \nbe able to enter leave requests for that type. \nUse in Bradford \nFactor \nSelect if you want the system to include absences \nwith this cause of absence to be included in the \nBradford factor calculation. \nUse Reason Code \nIn case you want to allow the employee to select a \nspecific reason at the time of leave. Reason codes \nare not specific per type and therefore all reasons \ndefined will be available for any types of leave you \nmark to use reason codes. "
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- "text": "Exelsys easyHR Administration User Guide \nExelsys easyHR Administration User Guide \n41 \nThe information held in Causes of Absence is used in conjunction with Employee Absence \nAllowances to determine the absence balances of an employee. \nAbsence Entitlements \nIn this form the user can define by \u201cCause of Absence\u201d and Year, the quantity entitled. This is \nusually defined only for \u201cDecreasing\u201d type of absences such as Vacations. The quantity of \nleave entitled is defined by the combination of Cause of Absence, Year, Object type and \nQuantity. \nhttps://inkeysolutions0-my.sharepoint.com/:i:/r/personal/\nmunavvar_husein_inkeysolutions_com/Documents/Public/page_41_img_1.png?\ncsf=1&web=1&e=BtcSxO\nObject type can be set to \u201cAll\u201d, \u201cContract Type\u201d, \u201cPosition\u201d, \u201cGrade\u201d or a specific \u201cEmployee\u201d. \nUsing these values the user can define the entitled leave of a specific department, grade or \nposition. If the user selects the special object type \u201cAll\u201d, this denotes that this entitlement will \napply to all employees. Otherwise, it will only be applied to the specific object selected. If the \nobject \u201cDepartment\u201d is selected, you will also need to select from the next dropdown list the \nspecific department you wish to apply this entitlement. \nWhen calculating the entitled days for an employee the system works from the more general \nto the more specific level. Therefore, to determine the actual quantity an employee is \nentitled, the system first tries to find an entry for the specific Employee. If no entry exists, it \nwill move up to Position, Grade, Contract Type and then to the general rule for \u201cAll\u201d type. If \nno such entry exists, then the quantity allowed will be set to zero. \nIf an entry is made for a specific year the same information will be used for all subsequent \nyears until a new record is specified. This means to you do not need to create new Absence \nEntitlement records every year if things remain the same. "
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- "text": "Exelsys easyHR Administration User Guide \nExelsys easyHR Administration User Guide \n42 \nApproval Rules and Routings \nApproval Routings \nThis form is used to create the different routings you want to implement in the system. \nWhether these differentiations are due to a certain grouping or a type of leave you must \nalways create the desired routings and then assign them accordingly from the Approval Rules \nform. \nTo create a routing, you first create a new record (+) \nThe system will open a new line on the left window of the form to allow you to enter a \ndescription. Note that there is a minimum of 8 characters. \nFor easyHR the routings are maintained by your Exelsys Partner. \nhttps://inkeysolutions0-my.sharepoint.com/:i:/r/personal/\nmunavvar_husein_inkeysolutions_com/Documents/Public/page_42_img_1.png?\ncsf=1&web=1&e=PtIaSd\nSpecial Routings \nAuto Approval: The routing sequence needs to be left blank. In this case any requests \nfollowing this routing will be automatically approved. \nInformation Only: Information only routing need to consist only of Information only type of \nroutings which in this case the system will use the Auto-approval logic but will also send the \nnotifications as defined under this routing. \nApproval Rules \nUse this form to define the different rules you want to apply for specific units, grades, type of \nrequest etc. "
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- "text": "Exelsys easyHR Administration User Guide \nExelsys easyHR Administration User Guide \n43 \nEmployee entitlements entered here will be applied annually. If entitlements should occur \nonly for a specific period (yearly period) should be entered under the Employee Absences \nform. \nRecall Functionality \nIn some cases, after having your request approved, you may change your plans and you may \nwish to recall it. This can be done provided that the request has not been \u201cCompleted\u201d. \n\u201cCompleted\u201d means that it has updated the permanent leave records and this happens after \nthe absence request \u201cTo Date\u201d. \nThere are three different methods to recall a request, which are controlled by the Business \nEntity Parameter \u201cRecallSendsOnlyMail\u201d \nRecallSendsOnlyMail = False \nThis action will send an email to the last approver informing them that the employee has \nrecalled their initial request. The status of the request will change to \u201cEntered\u201d, to allow \nemployees to make any required changes and resubmit it as usual. \nRecallSendsOnlyMail = True \nThe recall will simply generate an email to the last approver requesting them to recall the \nrequest. The status of the request will not change and will remain with the same status as it \nwas prior to the recall. In order for the manager to perform this action they will need to have \nthe role Manage Absence Requests or similar access to the form Manage Absence Requests. \nhttps://inkeysolutions0-my.sharepoint.com/:i:/r/\npersonal/munavvar_husein_inkeysolutions_com/\nDocuments/Public/page_43_img_1.png?\ncsf=1&web=1&e=msj1cX"
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- "text": "Exelsys easyHR Administration User Guide \nExelsys easyHR Administration User Guide \n44 \nRecallSendsOnlyMail = WithApprovalTransaction \nThe recall request follows an approval flow as this has been defined through the Approval \nRules and Routings and therefore it requires at least one approval rule for the new type of \ntransactions \u201cRecallRequest\u201d. When a request is recalled by an employee it will triggers a \nRecall Request Notification to the manager to Approve or Reject the recall in the say way as \nthey approve or reject a normal request. \nIn easyHR, Recall functionality can be done only by an HR Administrator. To \u201cRecall\u201d an \nabsence request: \nThe HR Administrator should select the record that needs to be recalled and from the \n\u201cSelected Items Menu Actions\u201d use \u201cRecall Absence Request\u201d. This action will automatically \nsend a recall request notification to your manager for approval. \nYou can only recall requests with Completion Status Open. If the status is Closed then the \nHR department can Cancel the request. \nhttps://inkeysolutions0-my.sharepoint.com/:i:/r/personal/\nmunavvar_husein_inkeysolutions_com/Documents/Public/page_44_img_1.png?\ncsf=1&web=1&e=IEwsif\nThe Recall Reason Comments window can be used to record the reason for your recall as \nshown below. Click OK to save the comments and send the recall request to your manager. \nhttps://inkeysolutions0-my.sharepoint.com/:i:/r/personal/\nmunavvar_husein_inkeysolutions_com/Documents/Public/page_44_img_2.png?\ncsf=1&web=1&e=MNy4dj\nDouble click on the request to see the status of the recall as shown here: \nRequest Status: Records the status of the request. (Submitted/Approved/Rejected) \nCompletion Status: Records the completion status of your request (Open /Closed/ \nCancelled) \nOpen: All Approved requests with dates prior to the current working date or Rejected \nLeaves "
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- "page": 20,
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- "text": "Exelsys easyHR Administration User Guide \nExelsys easyHR Administration User Guide \n45 \nClosed: All Approved requests with dates after the current working date \nCancelled: Requests that have been either previously Closed but not been taken and HR has \ncancelled it or have been recalled and the recall request has been approved by the manager \ntherefore initial request was cancelled. \nRecall Status: Records the initial status of the recall (Requested/Approved/Rejected) \nA related email like the absence requests will be sent to your manager for approving the \nrecall \nhttps://inkeysolutions0-my.sharepoint.com/:i:/r/personal/\nmunavvar_husein_inkeysolutions_com/Documents/Public/page_45_img_1.png?\ncsf=1&web=1&e=D9beJW\nRecall Approved: If the Recall request is Approved the status of the Recall Status will change \nto Recall Approved, and Completion Status to Cancelled and balances will revert to their \noriginal status prior to this request. \nImportant Note: \n In case you want to submit a new absence, you will need to submit a new absence request \nwith the correct information as the specific one will remain in the system for auditing \npurposes. \nRecall Rejected: If the recall has been rejected then the Request Status of the request will \nremain the same as it was prior to the recall (Submitted/ Approved) and a rejection email will \nbe sent to the employee that the recall has been rejected. The reject action will be recorded \nunder the Recalled Status as shown here. \nhttps://inkeysolutions0-my.sharepoint.com/:i:/r/personal/\nmunavvar_husein_inkeysolutions_com/Documents/Public/page_45_img_2.png?\ncsf=1&web=1&e=KhNble\nIn this case the manager will need to approve or reject the original absence request as it was \nsubmitted prior to this recall request. "
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- "text": "Exelsys easyHR Administration User Guide \nExelsys easyHR Administration User Guide \n46 \nCancel Requests \nAs an administrator you might also need to manually cancel request due to some unplanned \nchanges. To manually cancel a request, select it from the Manage Absence Request form and \nthen select from the \u201cSelected Items Menu Actions\u201d the Cancel Requests\u201d function. Any \nunits associated with this request will be cancelled and the balance will change accordingly. \nhttps://inkeysolutions0-my.sharepoint.com/:i:/r/personal/\nmunavvar_husein_inkeysolutions_com/Documents/Public/page_46_img_1.png?\ncsf=1&web=1&e=WWcYhL \nManage Absence Requests \nThis form is used for managing absence requests and is usually granted to HR \nAdministrators and managers who need to manage their team\u2019s absences. \nhttps://inkeysolutions0-my.sharepoint.com/:i:/r/personal/\nmunavvar_husein_inkeysolutions_com/Documents/Public/page_46_img_2.png?\ncsf=1&web=1&e=S0vr0X\nAn employee who has been granted access to this form will be able to manage only records \nof the employees that report to them within their department or any other assigned \ndepartment granted to them through the Departmental Access tab found under the \nEmployee\u2019s classification details. In addition, anyone with IsAdmin rights will be able to see \nthe full list of employees despite any other restrictions. \nYou can use Manage Absence Requests to: \n\u2022\nCheck the status of a request entered by an employee\n\u2022\nSubmit an Absence Request on behalf of another employee who may not have access\nto a computer\n\u2022\nApprove a request on behalf of another approver in the case that the usual approver\nis not in a position to have access to a computer to approve the request, because of\nillness, being stuck in travelling etc."
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- "text": "Exelsys easyHR Administration User Guide \nExelsys easyHR Administration User Guide \n47 \nBusiness Parameters related to Entitlement \nIn addition to the general Absence Entitlements table there are also additional parameters \nthat could be configured to further control these entitlements. \nApportionEntitledAbsenceOnlyforFirstYear \nThis parameter controls whether the apportioned value will be effective until the end of the \ncalendar year or until the 1-year anniversary from the employment date. \nIf set to True = there will be apportion of entitlement from the date of employment until the \nend of the calendar year. For example, if someone was employed on the 20th July 2011 he will \nbe entitled only a % of days until December 2011. His full entitlement will start Jan 2012 \nIf set to False = the apportion period will be from the date to employment up until the same \ndate next year i.e., if hired in July 2011 he will be entitled the % any days until the end of July \n2012. His full entitlement will start August 2012 \nNote that whatever the case this is only applicable for 1st year of employment and is also \nlinked with the following parameter \nApportionEntitledAbsence \nThis parameter controls whether the entitlement will be apportioned or not and has effect on \nthe year of employment. It does not affect entitled absences of subsequent years whatever its \nvalue. \nIf set to True, the entitlement will be a % of the overall entitlement for that year based on the \ndate of employment \ni.e.\nIf the Absence Entitlements were set to 18 and the employee was employed on the 20th of\nJuly 2022, the entitlement will be calculated as 8.14 days based on the following formula.\nhttps://inkeysolutions0-my.sharepoint.com/:i:/r/personal/\nmunavvar_husein_inkeysolutions_com/Documents/Public/page_47_img_1.png?\ncsf=1&web=1&e=3Ue065\nStandard Entitlement (Defined in Absence Entitlements) / Count of days in year * \nCount of days from employment date to end of year. \nStandard annual leave 18 /365*(164+1) = 8.14 [164 = Days between 20/07/2022 -\n31/12/2022] "
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- "text": "Exelsys easyHR Administration User Guide \nExelsys easyHR Administration User Guide \n48 \nNote that 1 day is added for correction purposes which based on the above calculation \ndoes not include the 31.12.2022 \nhttps://inkeysolutions0-my.sharepoint.com/:i:/r/personal/\nmunavvar_husein_inkeysolutions_com/Documents/Public/page_48_img_1.png?\ncsf=1&web=1&e=9ZrNcB\nIf the full entitlement for that year needs to be given the BE parameters \nApportionEntitledAbsence and ApportionEntitledAbsenceOnlyforFirstYear need to \nbe set to False \nhttps://inkeysolutions0-my.sharepoint.com/:i:/r/personal/\nmunavvar_husein_inkeysolutions_com/Documents/Public/page_48_img_2.png?\ncsf=1&web=1&e=FWVKIK\nAfter setting the above parameters to False the new entitlement now appears as 18 which \nis the full entitlement based on the table Absence Allowances. \nhttps://inkeysolutions0-my.sharepoint.com/:i:/r/personal/\nmunavvar_husein_inkeysolutions_com/Documents/Public/page_48_img_3.png?\ncsf=1&web=1&e=wllbLh\nNow if this person was employed 5 years ago according to the absence entitlements above \nhe should be entitled 22. \nTo check this, you can change the employment date accordingly and see how the entitlement \nchanges based on the configuration set. "
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- "page": 24,
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- "text": "Exelsys easyHR Administration User Guide \nExelsys easyHR Administration User Guide \n49 \nhttps://inkeysolutions0-my.sharepoint.com/:i:/r/personal/\nmunavvar_husein_inkeysolutions_com/Documents/Public/page_49_img_1.png?\ncsf=1&web=1&e=KjkRmD\nThe entitlement will change accordingly based on the configuration that after 5 years \nof service the entitlement increases to 22 days. \nhttps://inkeysolutions0-my.sharepoint.com/:i:/r/personal/\nmunavvar_husein_inkeysolutions_com/Documents/Public/page_49_img_2.png?\ncsf=1&web=1&e=CR1AV8\nThe 10 shown under B/F is the number of days allowed to transfer from one year to \nthe next as this has been configured under the specific Causes of Absence \nEntitledAbsenceUsesStartOfYear (to calculate Years of Service) \nhttps://inkeysolutions0-my.sharepoint.com/:i:/r/personal/\nmunavvar_husein_inkeysolutions_com/Documents/Public/page_49_img_3.png?\ncsf=1&web=1&e=Ix05m5\nThis parameter relates to the way the system calculates the years of service to give \nentitlement to an employee. \nIf this is set to True it will consider the entitlement based on the year it was employed. \nFor example, if a person was employed on the 20/11/2017 the system will calculate 5 \nyears of service even though we have not yet reached November "
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- "page": 25,
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- "text": "Exelsys easyHR Administration User Guide \nExelsys easyHR Administration User Guide \n50 \nhttps://inkeysolutions0-my.sharepoint.com/:i:/r/personal/\nmunavvar_husein_inkeysolutions_com/Documents/Public/page_50_img_1.png?\ncsf=1&web=1&e=HcHvjp\nI\nf set to False, the system will calculate 4 until it reaches the month of actual employment\nhttps://inkeysolutions0-my.sharepoint.com/:i:/r/personal/\nmunavvar_husein_inkeysolutions_com/Documents/Public/page_50_img_2.png?\ncsf=1&web=1&e=R4BPr5 \nImportant Note: \nIf therefore you want to give the full entitlement to employees based on the year and not the \ndate they have been employed, please use the parameter explained in point 2 and \nremember that both point 1 and 2 parameters will need to be set to false for this to work. \nhttps://inkeysolutions0-my.sharepoint.com/:i:/r/personal/\nmunavvar_husein_inkeysolutions_com/Documents/Public/page_50_img_3.png?\ncsf=1&web=1&e=YUmLNF\nThe \u201cYears of Service\u201d field allows you to specify different allowances for different years of \nservice. In the example above we have for 2022: \nYears of Service \nEntitled \n0 \n18 \n5 \n22 \n10 \n25 \nThis means that an employee with more than 10 years of service is entitled 25 days, more \nthan 5 years of service 22 days and others with years of service between 0 and 5 will be \nentitled 18 days. \nYearsOfServiceCalcMethod \nUse this parameter combined with parameter EntitledAbsenceUsesStartOfYear = True, to \ndefine how the system will calculate the years of service to change the entitlement as \ndefined under the Absence Allowances table. \nhttps://inkeysolutions0-my.sharepoint.com/:i:/r/personal/\nmunavvar_husein_inkeysolutions_com/Documents/Public/page_50_img_4.png?\ncsf=1&web=1&e=io1RRq"
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