General location settings
This guide will help you quickly set up the general settings for your company's location so you can efficiently start planning and managing your team. Before you begin, make sure you have the role of Organization Administrator, Advisor or Location Manager.
Log in to the web version of Proplanum and go to the "Locations" tab from the toolbar.
Select the location you want to edit by clicking the three-dot icon on the right side and choose "Edit."
From the left sidebar, select "General."
Remember: The values of the general settings are predefined in the system, but you can edit them as you wish.
Specify what access to availability features your employees will have. Choose the group for which the availability feature will be available from the available options:
- for all employees
- only for contract employees
- only for full-time employees.
Specify the minimum declaration time - decide how far in advance employees can report their unavailability (in days).
Possibility to submit delegation requests - allow employees to submit delegation requests in a given location. If you enable this option, employees from the given location to whom you have assigned the request type "Delegation" will be able to submit them.
Specify the recipient of notifications - select the people who will receive alerts about events related to working time. (all managers or schedule creators).
The "All managers" option means that managers will receive alerts about employees only in the assigned location. The "Schedule creators" option means that the person who created and published the work schedule will receive alerts about employees (the system will automatically send notifications).
Employee lateness - set the time after the scheduled start of the shift to send a lateness alert ( default 15 minutes).
Premature end of work - set when the system should send an alert if the employee finishes work earlier than planned ( default never).
Employee absence from shift - specify the time after the scheduled shift to send an absence alert ( default never).
Don't forget to click the "Save" button before leaving the company settings.
How to set up general settings?
Log in to the web version of Proplanum and go to the "Locations" tab from the toolbar.
Select the location you want to edit by clicking the three-dot icon on the right side and choose "Edit."
From the left sidebar, select "General."
Remember: The values of the general settings are predefined in the system, but you can edit them as you wish.
Availability
Specify what access to availability features your employees will have. Choose the group for which the availability feature will be available from the available options:
- for all employees
- only for contract employees
- only for full-time employees.
Specify the minimum declaration time - decide how far in advance employees can report their unavailability (in days).
Requests
Possibility to submit delegation requests - allow employees to submit delegation requests in a given location. If you enable this option, employees from the given location to whom you have assigned the request type "Delegation" will be able to submit them.
Working time alerts
Specify the recipient of notifications - select the people who will receive alerts about events related to working time. (all managers or schedule creators).
The "All managers" option means that managers will receive alerts about employees only in the assigned location. The "Schedule creators" option means that the person who created and published the work schedule will receive alerts about employees (the system will automatically send notifications).
Employee lateness - set the time after the scheduled start of the shift to send a lateness alert ( default 15 minutes).
Premature end of work - set when the system should send an alert if the employee finishes work earlier than planned ( default never).
Employee absence from shift - specify the time after the scheduled shift to send an absence alert ( default never).
Don't forget to click the "Save" button before leaving the company settings.
Updated on: 31/07/2024
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