The HR module of our integrated information system not only centralizes employee data but also efficiently monitors their attendance, including absences. The availability of specific absence types, allowable leave durations, required documentation, and comprehensive absence calendar functionality are all pre-configured within our information system, driven by Flowis Play technology.
Accessing Absences Setup
Initiate the setup directly from the Dashboard by clicking on the last box:
Alternatively, access it from the left menu by selecting the “Absences Setup” option within the “HR (Setup)” section. Navigate through the separate parts of the setup using the tabs located in the upper section of the screen:
The initial tab provides a quick guide outlining the functionality of accessible buttons, while subsequent tabs house the codelists necessary for the Absences setup.
Managing Absences Setup
Upon entering the Absence types codelist, a list of pre-filled records and several options for record management becomes visible.
At the screen’s top, a filter facilitates the search for specific records. Below the filter, a few buttons offer various actions:
- New – this button allows you to manually add new records to the codelist. You will need to fill in all the data. When you are finished, do not forget to click “Save” not to lose your data.
- Import – enables bulk import of records from a .xlsx file. However, the imported file needs to meet certain rules regarding the contained columns and their names – you can obtain the file template by clicking on the “Download” button. This way, you will get a file with the correct columns and only need to fill it with your data.
- Customize – tailor column views according to your preferences. If you wish to see more columns, or fewer columns, or see them in different order, you can set it up with this button. This setup will only be visible to you – you will not impact how other Users see this list.
- Download – after clicking the little arrow at the end of the button, you can see the list of the downloading options – which format you want to download. If you previously used the filter to show only some of the records, only those that meet the filtering criteria will be downloaded. If you wish to download the whole list of all Entities, you must first clear the filter (use the “Clear and refresh” button).
Beneath these buttons lies the list of records. Each row features an icon allowing the editing of the fields – its name, needed documents, available contract types, and much more. Marking an absence type as inactive excludes it from HR processes.
Sorting the list is convenient, achieved by clicking on sorting column names. The sorting direction is adjustable, and sorting can be cleared with a simple click on the X in the “Sort” row.
Viewing Details
Clicking on a specific row reveals the details of the corresponding Absence type in a separate window. In the top right corner, several buttons offer different options:
- Edit – modify the details of the record
- New – manually create a new record
- Duplicate – create a new record by duplicating the current one
- List – redirect to the list of all records
