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Image gallery overview

This guide will provide an overview of the Gallery Image application from both the front-end and admin side of the application. We will cover the following topics: How to set admin permissions in im...

1 comment • Last modified on 30 November 2023 in Gallery

Favourite Images / Lightbox

Article related to version 8.7+ but relevant for earlier versions How to add images to 'My Favourites' formerly Lightbox Depending on which version of Claromentis you are using, this featu...

0 comments • Last modified on 30 November 2023 in Gallery

Submitting holiday request on behalf of user

A Holiday Manager has the ability to submit holiday request on behalf of another user within the Holiday group. A substitute manager also can submit a holiday request on a user’s behalf. For more in...

0 comments • Last modified on 30 November 2023 in Holiday Planner

Cancelling or changing past holidays

Cancelling absence or holiday requests As a user, you can cancel previously booked holiday by following these steps. 1. Navigate to My Holidays then click on the Request history tab 2. Cancelation r...

0 comments • Last modified on 30 November 2023 in Holiday Planner

Holiday Zones & Groups and Visibility Tricks

What are Holiday Zones? Zones are typically countries. It is important to set up a different zone for each country that you have users in because they will likely have different public holidays, dif...

0 comments • Last modified on 30 November 2023 in Holiday Planner

Who's Out Component

The 'Who's Out' component is a handy tool that simply displays a list of who is out from the company/team that day and the following day. It pulls its data from the Holiday Planner to...

0 comments • Last modified on 30 November 2023 in Holiday Planner

What is 'My Team' in Holiday Planner

What is 'My Team' The concept of 'My Team' in Holiday Planner can be represented in two ways: 1. Users with the same holiday group manager If this option is selected, users with ...

2 comments • Last modified on 30 November 2023 in Holiday Planner

Approving a holiday request

The Manager of a holiday group will be notified of holiday requests by users within the group for them to action. Substitute managers will be notified instead in instances where the manager is on ho...

0 comments • Last modified on 30 November 2023 in Holiday Planner

Creating a holiday request as a user

Overview In this article we will cover the following: How to request a holiday How to view your booked holiday & requests How to cancel a holiday This may be a useful article to share with your ...

1 comment • Last modified on 30 November 2023 in Holiday Planner

Administrator: Setting up Holiday Planner

What is Holiday planner? A holiday booking system with a built-in approval system. The tool is highly configurable to suit your company's holiday set-up, this includes: Setting up different day...

1 comment2 people liked this • Last modified on 30 November 2023 in Holiday Planner

Holiday Planner FAQ's

How do I update all user's holiday quotas? On the admin side of the application, you will want to click the 'User quota' tab down the left. You will see a list of users appear and at ...

0 comments • Last modified on 30 November 2023 in Holiday Planner

Recalculating holiday statistics

Relevant for 8+ Included in this article About holiday planner user statistics How to recalculate user statistics 1. About holiday planner user statistics Within the holiday planner, there is a tool...

0 comments • Last modified on 30 November 2023 in Holiday Planner

Bradford Factor

Article related to version 8.7+ Topics covered in this article 1 - What is the Bradford Factor? 2 - How to enable Bradford Factor 1 - What is the Bradford Factor The Bradford Factor is a means of pr...

0 comments • Last modified on 30 November 2023 in Holiday Planner

Holiday planner drop in recording

Recording of the holiday planner drop-in session from the 11th of July 2018. Includes creating of new holiday day types, setting zones and groups, common holidays and users quota. From the front end...

0 comments1 person liked this • Last modified on 30 November 2023 in Holiday Planner

How to add a day type in Holiday Planner

Introduction Within the Holiday Planner application, you are able to add and edit day types. This allows you to configure what requests users can make. Adding a Day You will need to go to: Admin >...

0 comments • Last modified on 30 November 2023 in Holiday Planner

How to add HR tool admins

Overview Unlike other applications, you cannot give admin access to the HR tool from the application administrator panel in Admin > System > Administrator. Instead, the functionality is set fr...

0 comments • Last modified on 30 November 2023 in HR

HR notification settings and reminders

Introduction In the HR tool, there are two types of alerts that you can create: Notifications - Generates an in-system and/or email alerts to users based on changing fields within the HR Tool Remind...

0 comments • Last modified on 30 November 2023 in HR

HR tool configuration options

Introduction There are three separate parts to the configuration of the HR tool admin panel: Custom Fields Document Types Benefits The configuration options will reflect what can be viewed & edi...

0 comments • Last modified on 30 November 2023 in HR

How to use the HR tool from the front-end

Overview From the front-end, the HR tool can be accessed via the People application. Users will be able to see different information based on the permissions granted by the HR tool admin. This artic...

0 comments • Last modified on 30 November 2023 in HR

How to set HR permissions

The HR tool allows for Role-based permissions to be used to manage and access different HR information. Permissions for each role are defined in the admin panel of the HR tool. We will cover the fol...

0 comments • Last modified on 30 November 2023 in HR