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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

HR module and GDPR

Overview The HR Module within Claromentis is designed to follow GDPR (The General Data Protection Regulation). GDPR is a regulation in EU law on data protection and privacy for all individual citize...

0 comments • Last modified on 30 November 2023 in HR

HR Tool Initial Setup and Configuration

Step 1: Set up HR Administrators After installation, the only user who can access the HR Admin panel is the user with ID:1 which is typically the Claromentis Administrator. As part of the on-boardin...

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

Infocapture: Making changes to an established form

We appreciate there is a lot to get to grips with in InfoCapture and its particular mechanisms will become familiar with the experience. An established form is one that has been in use for a period ...

0 comments1 person liked this • Last modified on 30 November 2023 in Advanced Guides

InfoCapture best practices: Investigative Tools

We appreciate there is a lot to get to grips with in InfoCapture and its particular mechanisms will become familiar with the experience. Below are some best practice tips for administrators or respo...

0 comments1 person liked this • Last modified on 30 November 2023 in Advanced Guides

InfoCapture best practices: Form functionality changes

We appreciate there is a lot to get to grips with in InfoCapture and its particular mechanisms will become familiar with experience. Below are some best practice tips for administrators managing cha...

0 comments • Last modified on 30 November 2023 in Advanced Guides

InfoCapture scenario: Creating time-based triggers

Introduction In this guide, we will give you step-by-step instructions on how to create a notification trigger that is attached to a time-based condition set. A time-based trigger can be used for va...

0 comments1 person liked this • Last modified on 30 November 2023 in Advanced Guides

Highlighting InfoCapture ticket colours by status, assignee or field value

Overview You can assign a colour to ticket status by navigating to: Admin > InfoCapture > {YourProjectName} > Statuses The status name will be highlighted according to the colour you have s...

0 comments1 person liked this • Last modified on 30 November 2023 in Advanced Guides

Configuring MailGun for Email Fetching

What is Mailgun? Mailgun is the email automation service that you can set-up along with an InfoCapture project to initiate the creation of a ticket simply by sending an email to a dedicated email ad...

0 comments3 people liked this • Last modified on 30 November 2023 in Advanced Guides

Infocapture Database Structure Explained and How to use BI Business Intelligence (BI Tool)

Overview A simple guide to help on-prem clients to integrate InfoCapture with their existing BI (Business Intelligence) software. InfoCapture provides an easy and quick way to create e­form, capture...

0 comments • Last modified on 30 November 2023 in Advanced Guides