143 results found for tag 'user guide'
Calendar: Admin overview

Application administrators of Calendar can access its admin side to manage all group or personal calendars created on the site and alter various configuration options. There are 3 tabs on the left s...

0 comments • Last modified on 22 April 2025 in Calendar

Document Metadata

The Metadata application allows the inclusion of additional fields within other Claromentis applications, such as Documents and News. These fields allow users to submit further information alongside...

0 comments • Last modified on 20 August 2024 in Documents

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

Change Requests

This guide will cover the purpose of our change request and the information you will need to provide. The change request form is for: Custom work: This relates to any custom work you would like deve...

0 comments • Last modified on 19 March 2025 in Discover

Courses: Front-end overview

Introduction This article will provide an overview of the Courses (e-learning) application that can be found within our main Learning application. We will cover the following areas: Overview of ...

0 comments1 person liked this • Last modified on 1 December 2023 in Learning & Courses

InfoCapture scenario: Auto-populate metadata to IC tickets

Introduction In InfoCapture, metadata from the People application can be pulled through when submitting tickets. The Submitter’s information will auto-populate so they are not required to manually e...

0 comments1 person liked this • Last modified on 8 March 2024 in Advanced Guides

People: Skill Search

Requirements This user guide is for anyone on Claromentis 8.2+ Overview This video showcases the Skill Search feature available in the people application. Enabling users to reach out to other staff ...

0 comments • Last modified on 1 December 2023 in People (Staff Directory)

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

People: My Settings

Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Overview This article will provide an overview of the My Settings are...

0 comments • Last modified on 1 December 2023 in People (Staff Directory)

Org chart

Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Introduction The Org chart provides access to the Organisation Chart ...

0 comments • Last modified on 13 May 2022 in People (Staff Directory)

People: My Profile

Requirements This user guide is for anyone on Claromentis 8.2+ Overview This video aims to show how a user can configure and update their own profile Steps 1. Users can access their profile from eit...

0 comments • Last modified on 22 May 2019 in People (Staff Directory)

People List

Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Introduction This article will showcase the features of the people li...

2 comments • Last modified on 1 December 2023 in People (Staff Directory)

InfoCapture 'Thank You' Page

A 'Thank You' page can be created to display to users after they have submitted an InfoCapture issue. This is useful for showing a message customised with images, such as your corporate br...

0 comments • Last modified on 21 June 2023 in Beginner Guides

Document Preview

Configuration By default, opening a document from the front end of the application will load the preview page. There is a configuration option in Admin > Documents > General Configuration whic...

0 comments • Last modified on 11 June 2025 in Documents

People: Phone List and Contacts

Introduction In this article, we will introduce the Phone List and Contacts features in the People application. ----------------------------------------------------------------- Phone List The main ...

0 comments • Last modified on 2 December 2024 in People (Staff Directory)

Events reports

There are two different types of reports for the Events application: User reports Event reports To access reports in the Events application, you will either need to be an application administrator o...

0 comments • Last modified on 22 September 2025 in Events

Create New Users

Introduction Depending on your license limit, you will be able to add as many users to the Claromentis system as needed. Here we will provide steps on how to add users where you have the option to e...

1 comment • Last modified on 20 August 2024 in People (Staff Directory)

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

People: Configure User Profile Fields

Requirements This user guide is for anyone on Claromentis 8.2+ ----------------------------------------------------------------- Introduction We will give you an overview of the Configure User Profi...

0 comments • Last modified on 1 December 2023 in People (Staff Directory)

Custom Reports

Introduction In the Reports application, you can create your own custom reports. This article will provide an overview of how you can build and save a custom report for the following applications - ...

0 comments • Last modified on 6 December 2023 in Reports