Workforce management

Overview: Workforce 2.0

Workforce allows managers and supervisors to use the employee dashboard to manage their team, enabling…

Filter the employee grid

Workforce allows users to apply filters to the employee dashboard to make it easy to…

Customize the employee panel

Workforce allows managers to adjust and customise the columns of the employee dashboard, so they…

Export employee dashboard information

Workforce allows managers to download employee dashboard information, enabling them to analyze the data externally…

Manage employee details

• Employee management
• Employee data
• Employees

Workforce allows managers and responsible staff to manage employee data to maintain accurate and up-to-date…

Create an employee

• Employee management
• Create Employee
• Employees

Workforce allows managers and responsible staff to create employee profiles, so they can add new…

Change an employee's email address

• Email
• Employees
• Employee data

Employees’ email addresses are stored as part of each employee record and are used by…

Manage employee "employment conditions"

Workforce allows employers to modify data related to employees' employment conditions. This way, they can…

Terminate an employee using the direct method

Terminating an employee in Workforce is a process that allows you to enter the necessary…

Set work restriction periods for an employee

Configuring work restrictions allows employers to ensure that employees' work is scheduled correctly at the…

Assign Business Units to employees

Workforce allows managers and staff managers to create employee profiles so that they can add…

Create and manage a labour conditions proposal

• Employees
• Proposals
• Labour conditions

A labour conditions proposal allows you to request changes to an employee's contractual and scheduling…

Get familiar with the Proposals screen

• Proposals

The Proposals module in Workforce allows managers to submit, review, and approve changes to employee…

Create and manage a termination proposal

• Employees
• Proposals
• Termination

A termination proposal allows you to formally register an employee's discharge before it is approved.…

Create and manage a hire proposal

• Employees
• Proposals
• Hire

A hire proposal allows you to register a prospective employee in the system before their…

Create and manage an employee data proposal

• Proposals

An employee data proposal allows you to request changes to an existing employee's personal information…

Understand the Holidays screen

Workforce allows you to record holiday periods for each employee. The following describes the data…

Add holidays retroactively

• Holidays

Workforce allows you to add holidays retroactively. Only users with the appropriate permissions will be…

Review holidays

• Holidays
• Review

Workforce allows you to review holidays so that users with lower permissions can no longer…

Permissions and actions: Holidays

• Holidays

Workforce allows you to manage access permissions to the Holidays screen through role configuration. This…

Add holiday days

Workforce allows you to record each Employee's holiday periods. The steps to plan them correctly…

Configure holiday carryover

Workforce allows employers to configure a specific period for employees to accumulate holiday days between…

Configure validation rules for absence incidents

• Absences

Validation rules let you control which absence incidents employees can create and under what conditions,…

Edit absenteeism incidents

GIR allows users to view weekly shifts in two possible ways by quadrant or by…

Delete holidays or absenteeism incidences

Summary: GIR allows employers to remove absences or leave from the system to correct any…

Enter absenteeism incidents

Registering absenteeism incidences is key to keeping all employee time-off requests and other unexpected leaves…

Create payroll incidences

The balances or Labour Quotas configuration is used in Workforce to keep the accounting of…

Configure indirect work for a shift

Weekly shift planning involves the detailed review of several parameters; among them, the indirect work…

Review Payroll Incident

once a payroll issue has been reviewed, it can be marked as closed by a…

Close Payroll Incidence

Once a payroll issue has been reviewed, it can be marked as closed by a…