Manage non-holiday periods in Workforce using GIR 3
Start from: The Workforce Dashboard.
From the main menu, go to Configuration > Configuration by business unit.
Note: If you still see the path Configuration > Non-holiday periods, you are working on GIR 2. This screen has been deprecated. Please use Configuration > Configuration by business unit instead.
Select the Business Unit you want to configure.
Select the Holidays tab.
Locate the Non-holiday periods section.
Create a new Non-holiday period
Select + Period.
Set a Start and End date for the period.
Select + Add. The period will now be added to the list.
Note: You can continue adding periods by using the + Period button again.
Select Accept to save your new non-holiday periods.
Delete a Non-holiday period
In the Holidays tab, review the list of existing non-holiday periods.
Select Delete (the trash can icon) on the period’s line.
A confirmation window will appear.
Select Delete again to complete the removal.
Note: Unlike GIR 2, you cannot edit a period once it has been created. If you need to make changes, delete the old period and create a new one.
Attach mark-ups to desired business units
Start from: The Easilys menu.
A pricing grid allows you to associate mark-ups (expressed as a percentage or rate) to suppliers or even product families over defined periods in order to update the price lists for the desired business units. To use pricing grids, the feature must be configured by our technical team; otherwise, the mark-ups will not affect the price lists of the business units.
Contact your customer success manager if you're interested in finding out about this feature.
Select Products > Price schedule.
Select a pricing grid.
Go to the "Business units" tab of the pricing grid.
Select the business unit(s) you want to attach to this pricing grid.
The "Associate a pricing grid" panel appears on the right side of the screen.
Select Save.
The business units are now attached to the pricing grid, so the mark-ups for the different periods will apply to the prices in their price lists.
View and manage events by Business Unit
Start from: The Analytics dashboard
Navigate to Configuration > Events by Business Unit from the main menu.
You will see an interactive calendar that displays business-related events across a location.
Apply filters to narrow down the calendar view to match your planning needs:
Year: Select the year you want to view.
Business Unit: Choose a specific business unit to see only its associated events.
Templates: Filter by predefined event templates (e.g. national holidays, regional events).
Events: Focus on particular types of events (e.g. closures, milestones).
Notes: Combine filters for more specific results, such as viewing only regional holidays for one business unit in a particular year.
The filtered events will appear in the interactive calendar.
Each event is displayed clearly, making it easy to identify important dates.
Click on any event to view more details.
Customise templates
Select the Templates button to open a pop-up window.
Tick or untick templates to adjust what appears in the calendar view.
This helps tailor the event list to what’s most relevant for the selected business unit.
Assign product groups to business units
Start from: The Analytics dashboard
Navigate to Configuration > Business Units Product Groups.
You’ll see a grid displaying all product group assignments across business units. The grid includes the following columns:
Id: Unique identifier for the relationship between a business unit and a product group.
Business Unit: Name of the business unit.
Group: Name of the assigned product group.
Edit: Use this action to update the assignment.
Edit product group assignments
Select the Edit button in the row of the business unit you want to update.
Choose a new product group from the popup menu.
Select Save to confirm your changes.
Note: Product group assignments can be changed at any time to reflect operational changes or reorganisations.
View the Flow Learning compliance report
Start from: The Flow Learning Dashboard.
Select Reports from the main menu.
Select Compliance Overview from the list of reports.
You will now be able to view your Compliance data as a chart. Use the Group By dropdown to customise the view.
Resource types included in the compliance report
Compliance reporting covers all the resources you have flagged as compliance items in your settings:
Modules
Workbooks
External Training
Competences
Noticeboard items
Appraisals
Knowledge Checks
Each of these resources can be filtered by status (e.g., Not Started, In Progress, Completed) so you can see exactly how they contribute to your overall compliance levels.
Saving filter presets
Select Filter to configure the data to be shown in the report, such as learner statuses, dates, regions, departments, etc. You can adjust the report as desired.
Once you have adjusted the filters, you can save the configuration by selecting the Save preset button OR moving to the Preset Filters tab.
Once in the Preset Filters tab, enter a name for the preset in the text field and select the checkmark ? to save it.
You can delete the presets later if they are no longer needed. To do this, select the Delete button next to the saved preset.
Excluding future learners
By default, the Compliance Overview report includes Future learners (those with a start date in the future). This may cause compliance scores to appear lower than the actual values for currently active staff.
To exclude Future learners:
Open the Filter menu.
Locate the Learner Status section.
Toggle off Include learners with future start date to remove them from the report.
Exporting the compliance report
Select the Export icon and choose from the following export options:
Export Data to CSV
Export Chart to CSV
Export Chart to PDF
Export Chart to JPEG
Once the export is initiated, the CSV file is downloaded to your local device.
The three "Export Chart to..." options show the overview data, while the "Export Data to CSV" option details the progress of every learner (depending on how you've set up the report).
Change balances
Start from: The Workforce module.
Reset a balance
Navigate to Configuration > Labour Quotas.
Select Balances.
Notes: Select the word Balances directly, not the drop-down list.
Select Edit in the row of the specific balance to be modified.
Select the Balance Start Date (the date from which you want to reset the balances to zero).
Check the Reset Balance box.
Select Accept to reset the balance OR Cancel to discard the procedure.
Add or subtract to the balance manually
Select Workforce Management > Payroll Incidences.
Select the Work Center.
Select the arrow icon in the row of the specific period for which you wish to modify the balance.
Select from the Incidences of Payroll dropdown the specific incident whose balance you wish to modify.
In the Incidences of Payroll screen, you will see the following elements:
Employee: You will see a list of the workers in the selected center.
Balance: It will show the accumulated balance for each worker.
The following columns, each one corresponding to a day of the selected period.
The editable numeric boxes allow you to enter amounts (of days, hours, or sums) owed or paid to workers on each day of the period.
For system purposes, positive numbers (1.00) imply that a unit has been paid and will be subtracted from the balance; while negative numbers (-1.00) imply that a unit is owed, so the number will be added to the balance.
For example, if an employee has 3 days in his or her holiday balance and takes or is paid for those days, the employer should put a 3.00 in one of the boxes or fill boxes for three days with 1.00. This will result in a balance of 0.00 for the worker.
Now, if the employee has these 3 days and works 2 more holidays, the employer will have to put -1.00 in the box for each holiday worked, thus leaving the balance at 5.00, which implies that this employee is owed 5 holidays.
Once the balance has been modified, check the Completed box to lock the actions in the table and indicate that the changes have been made.
Select Save to keep the changes OR Exit without saving to discard them.
Configure a site’s information
Note: any action that can be performed on the application is subject to a right. If you are unable to carry out the recommended actions in the articles you are viewing, it might indicate that the required permissions are not enabled for your user profile. Reach out to the Support team or your administrator for further information.
Managing business units through Mapal OS
For users on Mapal OS, your business units should now be managed on the Mapal OS dashboard. You can find out more at Manage business units in Mapal OS.
Note: if you're not sure whether you are on Mapal OS, contact your line manager or Mapal support.
Managing sites via Easilys site settings
Start from: the Easilys menu
Select the small camera icon or your avatar (1).
Select the Paramètres du site (Site's parameters) (2).
You are directly redirected to the "Informations” (Information) tab of the site settings.
Complete site information
In the "Coordonnées" (Contact details)* section, select Mettre à jour (Update).
*The name is a little misleading, this area will allow you to update much more than just your site's contact details. You can activate or deactivate certain operating options, for example.
Complete the information sheet that appears on your screen.
You can add the site's main e-mail address and telephone number, which will be distinguished by a pictogram. The first e-mail address and telephone number will always be defined as "main".
Select Mettre à jour (Update) when finished.
Program closing days
You can tell Easilys which days your establishment will be closed. The application will then take them into account in various reports and screens such as supplier orders and production reports.
Select the start date of your closure period from the calendar on the right, next to "Coordonnées" (Contact details).
The "Période de fermeture" (Closing period) window appears on the screen.
Enter the end date of your closing period and select Créer (Create).
Repeat for each closing period.
? Add or modify the site logo
In the "Identité” (Identity) section, select Mettre à jour le logo (Update logo) to add a logo.
Select Appliquer sur les enfants (Apply to children) if you want the logo used on this site to be used on children's sites too.
Managing order delivery
Start from: The Easilys menu.
From child sites, users can place orders in the same way as they order from other suppliers. To manage the delivery of their order, you must go to the "Delivery notes" screen on the parent site.
Select the Shipping > Site supply tabs.
The table listing the orders from your child sites is displayed.
Select the order you want to process.
The delivery note form appears on the right of the screen and lists the details of the order.
Select Edit if you want to make changes to the quantity, price, replace a product with another (by selecting the “replace” icon in front of the product name) or add other products as needed.
It is possible to deliver the requested products in several shipments. To do this:
Change the quantities to indicate those delivered in the first shipment.
Activate the "Redelivery" toggle on the lines of the products that will be delivered in a second shipment.
Send the note.
A new note containing only the products that have not yet been sent is then created: you can send it when needed.
The unit visible in the “Delivered qty” column corresponds to the billing unit of the finished product.
Note: It may be necessary to edit the delivery note if the total stock of ordered products is not sufficient. To be able to set the delivery to Sent status, you will need to replenish the stock or change the delivered quantity on the delivery note form.
Select Send at the bottom right of the delivery note form to indicate to Easilys that the delivery has been sent.
The delivery note form changes to Sent status and the stock removal of sent products is performed automatically on the parent site.
Easilys automatically generates a pre-filled receipt note on the child site receiving the delivery. The user will not be able to change the delivered quantity or price, but can change the received quantity if needed and generate claims or credit requests as for normal receipts.
Once the child site validates the receipt note, your delivery note form changes to Received status.
You can track the status of your deliveries from the “Site supply” screen, at any time and for any past or future period.
Using the "Task" tag
Start from: The Easilys menu.
Tags of the "Task" type allow you to organize the tasks available in the TASKS screen (TOOLS section), which is generally only accessible to main administrators of the Easilys environment.
The TASKS screen is a highly restricted access screen. It allows you to obtain very detailed data extractions according to the needs of administrators while waiting for the deployment of Easilys ANALYTICS offers to meet those needs.
These tags are applied directly to tasks, and you can then filter the task list by selecting the tag, as well as from the site settings, "Tags" tab, to define which tasks a business unit can see.
Culture codes in Mapal OS
Supported Culture Codes
Use the table below to reference the available culture codes in Mapal OS. Each code defines a language and regional variant used to localise user interfaces and content. This is essential when setting language defaults for Business Units or assigning culture-specific configurations.
CULTURE SPEC.CULTURE ENGLISH NAME
--------------------------------------------------------------
Invariant Language (Invariant Country)
af af-ZA Afrikaans
af-ZA af-ZA Afrikaans (South Africa)
ar ar-SA Arabic
ar-AE ar-AE Arabic (U.A.E.)
ar-BH ar-BH Arabic (Bahrain)
ar-DZ ar-DZ Arabic (Algeria)
ar-EG ar-EG Arabic (Egypt)
ar-IQ ar-IQ Arabic (Iraq)
ar-JO ar-JO Arabic (Jordan)
ar-KW ar-KW Arabic (Kuwait)
ar-LB ar-LB Arabic (Lebanon)
ar-LY ar-LY Arabic (Libya)
ar-MA ar-MA Arabic (Morocco)
ar-OM ar-OM Arabic (Oman)
ar-QA ar-QA Arabic (Qatar)
ar-SA ar-SA Arabic (Saudi Arabia)
ar-SY ar-SY Arabic (Syria)
ar-TN ar-TN Arabic (Tunisia)
ar-YE ar-YE Arabic (Yemen)
az az-Latn-AZ Azeri
az-Cyrl-AZ az-Cyrl-AZ Azeri (Cyrillic, Azerbaijan)
az-Latn-AZ az-Latn-AZ Azeri (Latin, Azerbaijan)
be be-BY Belarusian
be-BY be-BY Belarusian (Belarus)
bg bg-BG Bulgarian
bg-BG bg-BG Bulgarian (Bulgaria)
bs-Latn-BA bs-Latn-BA Bosnian (Bosnia and Herzegovina)
ca ca-ES Catalan
ca-ES ca-ES Catalan (Catalan)
cs cs-CZ Czech
cs-CZ cs-CZ Czech (Czech Republic)
cy-GB cy-GB Welsh (United Kingdom)
da da-DK Danish
da-DK da-DK Danish (Denmark)
de de-DE German
de-AT de-AT German (Austria)
de-DE de-DE German (Germany)
de-CH de-CH German (Switzerland)
de-LI de-LI German (Liechtenstein)
de-LU de-LU German (Luxembourg)
dv dv-MV Divehi
dv-MV dv-MV Divehi (Maldives)
el el-GR Greek
el-GR el-GR Greek (Greece)
en en-US English
en-029 en-029 English (Caribbean)
en-AU en-AU English (Australia)
en-BZ en-BZ English (Belize)
en-CA en-CA English (Canada)
en-GB en-GB English (United Kingdom)
en-IE en-IE English (Ireland)
en-JM en-JM English (Jamaica)
en-NZ en-NZ English (New Zealand)
en-PH en-PH English (Republic of the Philippines)
en-TT en-TT English (Trinidad and Tobago)
en-US en-US English (United States)
en-ZA en-ZA English (South Africa)
en-ZW en-ZW English (Zimbabwe)
es es-ES Spanish
es-AR es-AR Spanish (Argentina)
es-BO es-BO Spanish (Bolivia)
es-CL es-CL Spanish (Chile)
es-CO es-CO Spanish (Colombia)
es-CR es-CR Spanish (Costa Rica)
es-DO es-DO Spanish (Dominican Republic)
es-EC es-EC Spanish (Ecuador)
es-ES es-ES Spanish (Spain)
es-GT es-GT Spanish (Guatemala)
es-HN es-HN Spanish (Honduras)
es-MX es-MX Spanish (Mexico)
es-NI es-NI Spanish (Nicaragua)
es-PA es-PA Spanish (Panama)
es-PE es-PE Spanish (Peru)
es-PR es-PR Spanish (Puerto Rico)
es-PY es-PY Spanish (Paraguay)
es-SV es-SV Spanish (El Salvador)
es-UY es-UY Spanish (Uruguay)
es-VE es-VE Spanish (Venezuela)
et et-EE Estonian
et-EE et-EE Estonian (Estonia)
eu eu-ES Basque
eu-ES eu-ES Basque (Basque)
fa fa-IR Persian
fa-IR fa-IR Persian (Iran)
fi fi-FI Finnish
fi-FI fi-FI Finnish (Finland)
fo fo-FO Faroese
fo-FO fo-FO Faroese (Faroe Islands)
fr fr-FR French
fr-BE fr-BE French (Belgium)
fr-CA fr-CA French (Canada)
fr-FR fr-FR French (France)
fr-CH fr-CH French (Switzerland)
fr-LU fr-LU French (Luxembourg)
fr-MC fr-MC French (Principality of Monaco)
gl gl-ES Galician
gl-ES gl-ES Galician (Galician)
gu gu-IN Gujarati
gu-IN gu-IN Gujarati (India)
he he-IL Hebrew
he-IL he-IL Hebrew (Israel)
hi hi-IN Hindi
hi-IN hi-IN Hindi (India)
hr hr-HR Croatian
hr-BA hr-BA Croatian (Bosnia and Herzegovina)
hr-HR hr-HR Croatian (Croatia)
hu hu-HU Hungarian
hu-HU hu-HU Hungarian (Hungary)
hy hy-AM Armenian
hy-AM hy-AM Armenian (Armenia)
id id-ID Indonesian
id-ID id-ID Indonesian (Indonesia)
is is-IS Icelandic
is-IS is-IS Icelandic (Iceland)
it it-IT Italian
it-CH it-CH Italian (Switzerland)
it-IT it-IT Italian (Italy)
ja ja-JP Japanese
ja-JP ja-JP Japanese (Japan)
ka ka-GE Georgian
ka-GE ka-GE Georgian (Georgia)
kk kk-KZ Kazakh
kk-KZ kk-KZ Kazakh (Kazakhstan)
kn kn-IN Kannada
kn-IN kn-IN Kannada (India)
ko ko-KR Korean
kok kok-IN Konkani
kok-IN kok-IN Konkani (India)
ko-KR ko-KR Korean (Korea)
ky ky-KG Kyrgyz
ky-KG ky-KG Kyrgyz (Kyrgyzstan)
lt lt-LT Lithuanian
lt-LT lt-LT Lithuanian (Lithuania)
lv lv-LV Latvian
lv-LV lv-LV Latvian (Latvia)
mi-NZ mi-NZ Maori (New Zealand)
mk mk-MK Macedonian
mk-MK mk-MK Macedonian (Former Yugoslav Republic of Macedonia)
mn mn-MN Mongolian
mn-MN mn-MN Mongolian (Cyrillic, Mongolia)
mr mr-IN Marathi
mr-IN mr-IN Marathi (India)
ms ms-MY Malay
ms-BN ms-BN Malay (Brunei Darussalam)
ms-MY ms-MY Malay (Malaysia)
mt-MT mt-MT Maltese (Malta)
nb-NO nb-NO Norwegian, Bokmal (Norway)
nl nl-NL Dutch
nl-BE nl-BE Dutch (Belgium)
nl-NL nl-NL Dutch (Netherlands)
nn-NO nn-NO Norwegian, Nynorsk (Norway)
no nb-NO Norwegian
ns-ZA ns-ZA Northern Sotho (South Africa)
pa pa-IN Punjabi
pa-IN pa-IN Punjabi (India)
pl pl-PL Polish
pl-PL pl-PL Polish (Poland)
pt pt-BR Portuguese
pt-BR pt-BR Portuguese (Brazil)
pt-PT pt-PT Portuguese (Portugal)
quz-BO quz-BO Quechua (Bolivia)
quz-EC quz-EC Quechua (Ecuador)
quz-PE quz-PE Quechua (Peru)
ro ro-RO Romanian
ro-RO ro-RO Romanian (Romania)
ru ru-RU Russian
ru-RU ru-RU Russian (Russia)
sa sa-IN Sanskrit
sa-IN sa-IN Sanskrit (India)
se-FI se-FI Sami (Northern) (Finland)
se-NO se-NO Sami (Northern) (Norway)
se-SE se-SE Sami (Northern) (Sweden)
sk sk-SK Slovak
sk-SK sk-SK Slovak (Slovakia)
sl sl-SI Slovenian
sl-SI sl-SI Slovenian (Slovenia)
sma-NO sma-NO Sami (Southern) (Norway)
sma-SE sma-SE Sami (Southern) (Sweden)
smj-NO smj-NO Sami (Lule) (Norway)
smj-SE smj-SE Sami (Lule) (Sweden)
smn-FI smn-FI Sami (Inari) (Finland)
sms-FI sms-FI Sami (Skolt) (Finland)
sq sq-AL Albanian
sq-AL sq-AL Albanian (Albania)
sr sr-Latn-CS Serbian
sr-Cyrl-BA sr-Cyrl-BA Serbian (Cyrillic) (Bosnia and Herzegovina)
sr-Cyrl-CS sr-Cyrl-CS Serbian (Cyrillic, Serbia)
sr-Latn-BA sr-Latn-BA Serbian (Latin) (Bosnia and Herzegovina)
sr-Latn-CS sr-Latn-CS Serbian (Latin, Serbia)
sv sv-SE Swedish
sv-FI sv-FI Swedish (Finland)
sv-SE sv-SE Swedish (Sweden)
sw sw-KE Kiswahili
sw-KE sw-KE Kiswahili (Kenya)
syr syr-SY Syriac
syr-SY syr-SY Syriac (Syria)
ta ta-IN Tamil
ta-IN ta-IN Tamil (India)
te te-IN Telugu
te-IN te-IN Telugu (India)
th th-TH Thai
th-TH th-TH Thai (Thailand)
tn-ZA tn-ZA Tswana (South Africa)
tr tr-TR Turkish
tr-TR tr-TR Turkish (Turkey)
tt tt-RU Tatar
tt-RU tt-RU Tatar (Russia)
uk uk-UA Ukrainian
uk-UA uk-UA Ukrainian (Ukraine)
ur ur-PK Urdu
ur-PK ur-PK Urdu (Islamic Republic of Pakistan)
uz uz-Latn-UZ Uzbek
uz-Cyrl-UZ uz-Cyrl-UZ Uzbek (Cyrillic, Uzbekistan)
uz-Latn-UZ uz-Latn-UZ Uzbek (Latin, Uzbekistan)
vi vi-VN Vietnamese
vi-VN vi-VN Vietnamese (Vietnam)
xh-ZA xh-ZA Xhosa (South Africa)
zh-CN zh-CN Chinese (People's Republic of China)
zh-HK zh-HK Chinese (Hong Kong S.A.R.)
zh-CHS (none) Chinese (Simplified)
zh-CHT (none) Chinese (Traditional)
zh-MO zh-MO Chinese (Macao S.A.R.)
zh-SG zh-SG Chinese (Singapore)
zh-TW zh-TW Chinese (Taiwan)
zu-ZA zu-ZA Zulu (South Africa)
Customise templates
Note: Product group assignments can be changed at any time to reflect operational changes or reorganisations.
