PlanMill Absence User Guide Eng
Contents
1. My balance ml N 730 37 H Time amp expense 11 el H Resources amp utfkzation 9 HH Sates amp service 23 14 Update reports 7 0006 6 2005 77 2005 8 2009 3 2009 Ko WD E Recently viewed projects 4 4 Revenues 2 F Now actions amp requests 1 H Projects 7 H Mise 14 5 Accounts 2 H Comtacts 8 E Teams 1 Figure 2 My Workspace in PlanMill showing Personalize tools PlanMill Ltd 2009 www planmill com PlanMill Absence 1 0 6 User Guide PlanMill Absence users can set their own role based company guidelines on how to implement workspace personalization In My Workspace all PlanMill users can Customize layout Drag and drop frames Expand and collapse frames Change height of frames RSS feeds from What s new and Reminders frames Indicators Select your favorite key performance indicators KPI from the Indicators tab Reports Select your favorite reports from Reports tab Useful links Add your favorite links Custom content Customized frames gadgets and widgets can be added For more information view the online demo Personalize your Workspace Note Limited support for MS Internet Explorer 6 0 Power users should contact PlanMill Support to activate new functions to user roles From My Workspace gt My settings users can edit their own User information and User settings PlanMill Ltd O 2009 www planmill com PlanMill Absence 1 0 7 User Guide2. a Users Niinioja Marjukka qe TS EM FPL AN MILL gt My workspace gt My settings 1 9 2009 10 37 my settings Name Niinioja Marjukka Title Account PlanMill Oy Department Status Active Mobile phone Fax Work phone Email marjukka niinioja amp planmill com Primary address Westendintie 1A Secondary address 02160 Espoo Country Finland Country Type Partner Hire date Nationality Depart date Mother tongue Superior Payment team Created by System Modified by Niinioja Marjukka 13 08 2009 10 54 28 08 2009 14 24 User name marjukka niinioja Currency EUR Language English Theme Grey Horizon Tabs shown 14 Enable group tabs No Role Absence Power Time unit Hours Balance adjust Balance maximum Time zone Europe Helsinki Personal key code used only for API programming interface fe610bccf236a2e275b1bc84cceaa7cf Figure 3 My settings showing user information and settings PlanMill Ltd O 2009 www planmill com PlanMill Absence 1 0 8 User Guide 3 Key features of PlanMill Absence PlanMill Absence allows specific actions for different types of users Below is a description of the features common to all users Features for all Absence users Allows flexibility in reguest and acceptance with duration of absence period calculated by hours and days Users are able to enter free text in the description box when reguesting an absence Allows attachments for each absen
3. users in the HR database which for example can perform general actions within the PlanMill Absence system Absence type By default the absence type includes Annual holiday Sick leave Sick leave due to child Maternal leave Paternal leave Military leave Unpaid holiday Paid holiday Overtime leave Balance leave Bonus holiday pay Military refresher Layoff and Child care leave Annual Refers to the holiday calculation according to Finnish annual holiday holiday law implemented by default HR access This access right allows all persons in this role for example rights to view all absences and accept interruptions in absence request iCal iCalendar is a computer file format which allows internet users to send meeting requests and tasks to other internet users via email or sharing files with an ics extension Recipients of the iCalendar data file with supporting PlanMill Ltd 2009 www planmill com Indicators Person Power User Superior Vacation year Work Scheduler Workspace PlanMill Absence 1 0 4 User Guide software such as an email client or calendar application can respond to the sender easily or counter propose another meeting date time PlanMill Absence can export the information of persons and absences as an iCal report Users can select favorite key performance indicators KPI from the Indicators tab The name of the person creating the absence form This refers to any of the em
4. functionalities of the PlanMill business application suites PlanMill Ltd O 2009 www planmill com PlanMill Absence 1 0 5 User Guide By clicking on Personalize the contents of My Workspace can be adjusted to fit individual user needs for example by selecting the different dashboards available or adding customized content to workspaces within PlanMill views These actions can be performed under Select layout and Add amp remove your preferred frames N Performance indicators My settings Help Logout gt My workspace gt Indicators search ll PLAN MTEL 3 Start timer 18 6 2009 10 58 s SM x eca 1 900 00h 1 520 00h 1 140 00h 360 00h 720 00h 1 080 00h 1 440 00h 1 800 01 OThi e This year Last year pe 380 00h MEA E Billabl Non bil Paid ab Unpaid 1 Adminis This year Last year Type This year Share Lastyear Share Change Change total Billable work 582 07h 55 3 978 50h 30 9 396 43 h 68 1 Non billable work 280 17h 26 6 258 25h 8 2 2192h 8 5 0 00h 2 20h 4 40h 6 60h 8 80h 11 00h Paid absences 15250h 14 5 185450h 58 6 1702 00 h 91 8 ee NE linnaid ahsenres a7mh sas TMh 473 Mh anal Figure 1 Indicators can be selected to My workspace from Indicator tab SB Cs es PLAN MIE gt My workspace om 19 Start timer 11 9 2005 12 09 indicators Actions Accounts Cortacts Opportunities Requests Campalges Al won oppormunnies MI lost opportunities
5. PLANMILL PlanMill Absence User Guide Sheila Riikonen 13 10 2009 PlanMill Absence 1 0 User Guide Contents 1 About this guide uvuison osaa Sahaa nd dse dd bedrede iemaisa geass 2 To find the right information uv aa as vaasa saana haet n Vasadis aa Kaa 2 Typographic Cornyentionss v avaa asuen ksaa vaate vakka e s IK aneN mea oi kaa aN KKT aN 2 RESOURCES aamua asve naive Ne 2 2 Getting started in PlanMill Absence annnnnnnnannnnnununnnnnnnnennnnnnnener 3 Terminology men euaeaasassa sas eene daa s 1a KAKA ciest ioeie i Kk SKA Se Na KA EEA KA 3 My Workspace in PlanMill ornrnnnnnnnnnnnnunnnnnnnnnnennnnnnnnnnnnennnunene 4 3 Key features of PlanMill Absence arannanunnansenensenenennennennnnenee 8 Features for all Absence users e sorereovarvannnnnnannanensenensenenenneneer 8 Imports and exports ssessessecssessscoseosesosccoscosecsesesecosceseceeeese 8 Automatic calculati h Senara a EE aE E E EE 9 4 Roles and workflow in PlanMill Absence rrnrannnnnnnnnnnununnnnnnenen 10 Pestana 10 ACceptokussseaasvrssorsrraurasee kart SN KATE SENA 13 Absences as a part of HRM system annnnnnnnnnnnnnenennnnnnnnnnennnenene 13 5 Views and fields in PlanMill Absence nnnnnnnnnnununnnnnnennnnnnnnnener 15 HEEN Se 15 TADS GALEGO sa NE 15 Default fields usanne ad kerkeb easier E Leea KI ouu maa akkaa 16 S mmary VIEW Liste as 17 6 Modules in PlanMill Absence
6. anMill Absence PlanMill Ltd O 2009 www planmill com PlanMill Absence 1 0 10 User Guide 4 Roles and workflow in PlanMill Absence PlanMill Absence is designed as an easy to use everyday tool for existing PlanMill users as well as for new users who are using PlanMill systems for the first time PlanMill Absence allows specific users to perform various actions or roles A Person is anybody in the company making the absence reguest and can be a full time or part time employee A person for example can plan for future absences generate work schedules and time reports automatically An Acceptor is the person who is going to accept the employee s absence request By default employee s superior is set as the Acceptor of the absence reguest but the employee can choose any other superior from the acceptor list for example if user s own superior is absent A Superior is defined and automatically set in User information Every user can have one superior i e manager defined in the user form information The Superior has the right to accept and reject all absences reguested by the employees users under him Note Preliminary Status does not generate Email notification When the Superior approves Absence Email is automatically sent to the Person requesting the Absence The typical processes covered by PlanMill Absence as a whole is described below Different users with varied roles are involved in a subset of these processes dep
7. ation Absence Absence ID 579626 Person Hood Thomas Acceptor Brunnsberg Andre Status Ready for acceptance Absence type Annual holiday Length 7 00 d Start 18 06 2009 Finish 26 06 2009 Interruption date Created by Hood Thomas Modified by Hood Thomas 18 06 2009 11 16 18 06 2009 11 17 Change history 2 Modified 18 06 2009 11 17 Modified by Hood Thomas Start 18 06 2009 Finish 26 06 2009 Modified 18 06 2009 11 16 Modified by Hood Thomas Start 18 06 2009 Finish 18 06 2009 Figure 10 Viewing Absence Information and Change History PlanMill Ltd O 2009 www planmill com PlanMill Absence 1 0 18 User Guide 6 Modules in PlanMill Absence In PlanMill Absence the Power User can use all of the modules that are not accessible to all employees or persons with ordinary users access rights In the list below Absences is the only module visible to the user s Modules Description Indicators Refers to planned work versus forecasted work including difference in the actual days that are added This includes a chart option based on Flash Adobe Reports Reports assigned to roles listed in one glance additional description can be added to the report Calendars Users can select the dates including day month and year within PlanMill Absence similar to Work calendars used by the Administrator and HR in the PlanMill system r I Resource planning on a monthly weekly or daily mode In sende standalone Absence user
8. ble in PlanMill Absence The user can also use functions such as Filters Select Columns Sort out order of columns and Export to MS Excel Note Columns can be sorted using the arrow which indicates the ascending or descending information Tabs Categories In PlanMill Absence there are two main tabs or categories namely e Absence information e Email Notification PlanMill Ltd O 2009 www planmill com PlanMill Absence 1 0 16 User Guide In Absence information the user can write relevant information related to the absence application The Person can then send an email notification to any recipients after selecting the names and clicking Save Default fields Below are the default fields in PlanMill Absence and how they are used in the system Fields Absence Person Acceptor Status Absence type Length Start Finish Interruption date Vacation year Created by Modified by Description Description Absence ID automatically assigned The name of the person reguesting the absence The person who is going to accept your absence reguest Select either Preliminary initial absence planning or Ready for acceptance The values in status list change according to the status of the absence and user s access rights Choose from drop down list the nature of absence Numerical value in day s The start date and optional time of absence The finish date and optional time of absence Shows Ongo
9. ce reguest e g certificates for study leave or military duty Automatic email notifications for acceptor when someone reguests absence and for the employee when absence is accepted or reguested Allows email notification for the HR or to any other person within the company anybody that is part of the system as active user See all absence reguests in resource calendar work schedules also in preliminary status for team company wide holiday planning Export absence periods to calendar for guick reservation e g iCal Enables view of Change History of each Absence Creates automatic time reports for ongoing and completed absences when using add on Absence module as part of broader use of PlanMill with time reporting functionalities Imports and exports Users of PlanMill Absence can use default import for earned vacations how much each person can have annual holiday and bonus holiday each year The source for the import can be from the HR system or excel or manually entered for each person in the PlanMill User summary Optional exports for actual amounts of absences for each person and absence type for payroll calculations in HR systems is also possible See availability for different systems in www planmill com PlanMill Ltd O 2009 www planmill com PlanMill Absence 1 0 9 User Guide Automatic calculations e Enables annual holiday calculation Finnish annual holiday law implemented by default but supports also hol
10. e 10 Viewing Absence Information and Change History Figure 11 Tracking annual vacations through Indicators PlanMill Ltd O 2009 www planmill com N Aa A 11 11 12 14 15 17 19 21 Index Absence 1 3 4 5 6 7 9 11 13 14 16 17 18 20 absence period 9 12 13 absence request 4 9 11 12 13 14 16 17 21 22 Absences to handle 14 Acceptor 11 12 14 17 access rights 4 5 14 17 20 add on 3 6 9 20 Administration 15 Annual holiday 4 12 attachments 9 calculate 10 11 calendar 4 9 12 Custom content 7 dashboards 6 database 4 14 Description box 13 Duty Type 21 Earned vacations 15 email notifications 9 employee 3 4 7 9 11 14 employer 3 7 21 Export to MS Excel 16 exports 4 9 features 3 4 9 fields 3 11 16 17 Finnish annual holiday law 4 10 forms 3 18 GUI 3 PlanMill Absence 1 0 22 User Guide Help 3 holiday calculation 4 10 holiday planning 9 HR 4 5 7 9 11 14 20 21 human resources 3 4 iCal 4 9 import 5 9 15 imports 4 Indicators 5 7 20 21 Interruption 14 18 layout 6 7 lists 3 MS Internet Explorer 7 My WorkSpace 3 Person 5 7 11 17 Personalize 5 7 power user 3 Power User 5 7 11 20 processes 11 Reports 7 20 resource calendar 9 RSS feeds 7 Sick leave 4 standalone 3 4 5 13 20 Superior 5 7 11 systems 4 5 9 11 Teams 20 Terminology 4 Time s
11. e period Note Users can select another acceptor other superiors for example if their own superior is not available for example on vacation 5 Set Status as Preliminary useful for initial absence planning or Ready for acceptance The Acceptor receives an automatic email when you save this absence request with the status Ready for acceptance 6 Under Vacation year amounts users can see the Vacation year which is used only for Annual holiday and Bonus holiday pay acation year amounts acation year Time bank remaining as work days d Annual holidays remaining d Bonus holidays remaining d Description Figure 6 Selecting Vacation year in the New Absence form PlanMill Ltd 2009 www planmill com 11 PlanMill Absence 1 0 12 User Guide 7 In the Description box write something about this absence period 8 Use the Email notification if you want to notify someone else team colleague and others about your absence From the Receivers box select names to move to the Selected receivers view In the Description box you may also write something about this absence period bsences Absence ID 333 Ot EMD PLANMILL gt My workspace gt Absences gt Absence ID 333 gt Edit absence 1 9 2009 16 03 kalk Mukaan h i pi Absences JARNI Absence information Email notification Receivers Selected receivers Brunnsberg Andr T Hood Thomas Haapanen Jari Leino Ja
12. ending on company policies and responsibilities The workflow process describes the common tasks performed by three main user roles in the system Person Superior Acceptor and HR Below is a typical workflow process according to specific users This covers mainly the following typical scenarios such as Reguest accept schedule calculate and getting statistics for absences Person 1 From HRM gt Absences create an absence reguest by clicking New absence Under Absence information type the relevant information The Person and Power User fields are automatically generated 2 Select Absence type from drop down list Balance and annual vacation calculations are based on the absence type PlanMill Ltd O 2009 www planmill com PlanMill Absence 1 0 User Guide PEANMIEL b My workspace gt Absences gt Edit absence 2 9 2009 14 43 v va kd san en EE Absence information Email notification Person Absence type Niinioja Marjukka v Start dd mm yyyy Finish dd mm yyyy Must include saturdays 02 09 2009 H 02 09 2009 Acceptor Status Brunnsberg Andr v f Ready for acceptance Interruption date dd mm yyyy a f Figure 5 Entering Absence type and Start Finish in New Absence form 3 Select Start and Finish dates according to your chosen absence period from the calendar You can report absences any time before during or after the absenc
13. h 0 00 h 15 00 h Overtime leave 7 50 h 0 00h 7 50h Other 0 00 h 0 00h 0 00 h Figure 11 Tracking annual vacations through Indicators Case 2 I m not going to be absent but my absence request is already accepted Work scheduling and Vacation day calculation are always done in every status If you want to free the scheduling or the reserved vacation days PlanMill Ltd O 2009 www planmill com PlanMill Absence 1 0 20 User Guide you can delete the absence reguest To delete the absence change the status first to Preliminary in Preliminary and Ready for acceptance status you can also edit the days for existing absences Note A person can remove own absence reguest and will always know that the absence reguest has disappeared from the system when for example the acceptor deletes the absence s PlanMill Ltd O 2009 www planmill com PlanMill Absence 1 0 User Guide Table of Figures Figure 1 Indicators can be selected to My workspace from Indicator tab Figure 2 My Workspace in PlanMill showing Personalize tools Figure 3 My settings showing user information and settings Figure 4 Types of users in PlanMill Absence Figure 5 Entering Absence type and Start Finish in New Absence form Figure 6 Selecting Vacation year in the New Absence form Figure 7 Sending email notification in PlanMill Absence Figure 8 Selecting Absences to handle in PlanMill Absence Figure 9 Absence tab in PlanMill Absence Figur
14. he Acceptor in PlanMill Absence is any person listed in the company s database who has a user role that has access rights to accept or reject the reguest for absence and the Acceptor has to be a superior assigned at least in one user s user form information Below is the typical workflow of the Acceptor 1 The Acceptor receives an automatic email when the absence status is set as Ready for acceptance Absences with this status will also be in the acceptor s absence list view under Absences to handle 2 The Acceptor follows the email notification absence link Click here or the absence subject and enters the PlanMill system and the absence summary of that particular absence reguest The Acceptor can accept or reject the absence from the summary page using Accept Reject tools or from the edit link by changing the status in the absence form or by choosing any number of absences to accept reject in the Absence list view by checking the check boxes of the absences to handle After checking the boxes the Accept Reject tools appear in the list view toolbar Users are then notified with email that their absences are accepted Absences as a part of HRM system 1 Select All absences from the Absence list view to see all the company absences Use filters to select what you want to see in the list 2 When an employee or acceptor change the status of an absence reguest to Interrupt then all users with HR access rights will receive an email not
15. heet 13 20 user roles 7 11 PlanMill Ltd 2009 www planmill com PlanMill Absence 1 0 23 User Guide Users 5 9 12 14 20 Work schedule 20 vacation year 5 15 Work Scheduler 5 22 Vacation year 5 12 18 workflow 3 4 11 14 web based 4 Workspace 5 6 7 PlanMill Ltd O 2009 www planmill com PlanMill Absence 1 0 24 User Guide Copyright Notice Entire contents copyright 2009 by PlanMill Ltd All rights reserved Reproduction of this publication in any form without prior permission is forbidden PlanMill disclaims all warranties as to the accuracy completeness or adeguacy of such information PlanMill shall have no liability for errors omissions of inadeguacies in the information contained herein of for interpretations thereof The reader assumes sole responsibility for the selection of these materials to achieve its intended results The content expressed herein is subject to change PlanMill Ltd O 2009 www planmill com
16. iday calculations in other countries guite well with default functions e Cancalculate the total amount of time of absences within the organisation ssa ger PLANMILL 1 9 2009 15 54 Reset filters Personalize Total 12 Page 1 of 1 O edit runnsi PlanMill Oy Permanent Westendintie 1 Finland andre brunnsberg amp planmill com Power i Andre full time A 02160 Espoo E edit Haapanen PlanMill Oy Permanent Westendintie 1 Finland jari haapanen amp planmill com Absence full time A User 02160 Espoo edit Hood PlanMill Oy Permanent Westendintie 1 Finland thomas hood planmill com Sales Thomas full time A 02160 Espoo E edit Leino Janne PlanMill Oy Permanent Westendintie 1 Finland janne leino amp planmill com Pro full time A 02160 Espoo edit Loikkanen PlanMill Oy Permanent Westendintie 1 Finland antti Joikkanen amp planmill com Pro Antti full time A 02160 Espoo E edit Movie PlanMill Oy Permanent Westendintie 1 Finland marie movie planmill com Team Marie full time A 02160 Espoo E edit Niinioja PlanMill Oy Partner Westendintie 1 Finland marjukka niinioja amp planmill com Absence Marjukka A Power 02160 Espoo edit Niinioja Olli PlanMill Oy Permanent Westendintie 1 Finland olli niinioja amp planmill com Pro full time A 02160 Espoo E edit Nordlund PlanMill Oy Permanent Westendintie 1 Finland christer nordlund amp planmill com Power Christer full time A b Figure 4 Types of users in Pl
17. ification and can change the status to Interruption accepted They can also directly interrupt an absence Note Interruption is necessary when an annual holiday absence has been reguested for example for four weeks but the employee has to come to work or would have incurred injury after two weeks Interruption changes the finish date of the absence to interruption date even after completion and removes all scheduling and time reports after the new finish date 3 The HR users usually have a user role with access rights to update and import earned vacations yearly for users Manual updating can be done from the User module by selecting the user from the link in the user s name and choosing Edit earned vacations from this user s summary page PlanMill Ltd 2009 www planmill com PlanMill Absence 1 0 14 User Guide Choose New vacation year or edit an existing year when type the amount of days that user can have annual holiday or bonus holiday that year Note Earned vacations for the current year are recommended to be entered before users start to reguest annual holidays or bonus holidays for that year Earned vacation information can be imported with a tab delimited text file also That is done from the Administration gt Import Contact PlanMill support if you are interested to learn more about import function PLANMILL O Timer running 18 6 2009 11 26 v Persone an x Acceptor an Te Du
18. ing or Completed absence Interruption date Vacation year amounts containing information about Vacation year Time bank remaining as work days Annual holidays remaining and Bonus holidays remaining The name of the person creating the absence form The name of the person modifying the absence form A free text field for describing the absence in detail PlanMill Ltd O 2009 www planmill com PlanMill Absence 1 0 17 User Guide Change Shows the name of the person taking actions on the History absence form Summary view Click Edit to make changes to Absence information You can also use functions such as View or Export iCalendar The summary view can be viewed by clicking on the View link in the tools section In Absence Information the user can view the completed forms in the Absence Information Summary Page located on upper level element of the User Interface In this view the user can categorize information as well as expanding and collapsing categories All users can also perform the following actions Edit View and Export iCalendar In addition the user can view Change History showing who was the last person modifying the absence information as well as the date of modification a Absences Absence ID 579626 My settings Help Logout gt My workspace gt Absences gt Absence ID 579626 3 HRM Forums Users Teams Competences Calendars Time bank Absences Edit View PDF Export iCalendar Absence inform
19. nne gt L ikkanen Antti PA Movie Marie Niinioja Marjukka Niinioja Olli Nordlund Christer TS YK iter CT Nork schedule oan Description Paragraph v Font size vArV BIU e EE Kn e Hi Tom Kindly accept my request for Study leave on September December 2009 Attached is my Acceptance Letter to the Training course B Regards Marjukka Figure 7 Sending email notification in PlanMill Absence 9 View your list of absences by going back to Absences tab The Absence form checks the data when you try to save the form For example overlapping absences or not having vacation days left for the annual holiday cause an error message Absences will automatically show the schedules in Work schedules 10 Click Save to store the information or Cancel to remove the absence request Note Absences are automatically scheduled to the correct period Absence schedules cannot be edited directly from Work schedules but they will change if the absence period is change Time reports are also automatically generated to the correct period They cannot be manually edited in the Time sheet 11 When the start date of the absence period is reached the status of the absence is change to Ongoing or Completed and the time reports are generated not applicable in standalone PlanMill Absence PlanMill Ltd O 2009 www planmill com PlanMill Absence 1 0 13 User Guide Acceptor T
20. ployees of the company Has an access right to create new users and maintain other administrative data in the system The Power User also sees all available functions and data in the specific PlanMill edition that the company has purchased In the standalone edition of PlanMill Absence the Power User role is by default the only role with HR access rights and can import and export data within a company s HR systems Every user can have one superior e g manager defined in the user s user form information The Superior has the right to accept and reject all absences reguested by the employees users under him Contains data on employees vacation year amounts and the time showing remaining work days annual holidays and remaining bonus holidays Used commonly by the Resource amp Project Manager for tracking tasks reguests and their deadlines and shows assignments and performers assigned to the tasks In PlanMill Absence this is useful for checking current resources for the company during multiple projects Also called My Workspace this is the PlanMill dashboard where users can customize screen layouts from different readymade options and can add frames gadgets and widgets My Workspace in PlanMill PlanMill Absence is opened and viewed by existing PlanMill users from My Workspace gt HRM gt Absence s a standalone product PlanMill Absence can be opened similarly with the same user interface but without other
21. rrnnnnnnnnnnnnnnnnnnnnnnnennnnnnenennnnnnnener 18 7 QUICK guide scenarios 400 aasta sas a TEKONA K sa NANA S dy KIKNN S Ler 19 Table of Figures ssssssvsa seassa sisi salaa sanaan ONRU AEKA Na A AKKA AN NN KAISA SINA SKA n 21 NOOK meals a E ITA SKISE ISIEN SE 22 PlanMill Ltd 2009 www planmill com 1 PlanMill Absence 1 0 2 User Guide 1 About this guide To find the right information The PlanMill Absence User Guide describes the functions and use of PlanMill Absence both as a standalone product and as an add on module for existing PlanMill users The first part of this guide gives you a general overview of terminology used as well as describing the main user interface in My WorkSpace the entry point for all PlanMill users Next this guide describes the typical workflow of specific users whether as employee system power user employer or human resources manager In addition a list of key features including the default fields as well as forms lists and screenshots of the Graphical User Interface GUI of PlanMill Absence is shown Finally you will learn from the Ouick guide scenarios on how the tool is used in various everyday situations Typographic conventions The following conventions are used in this guide 1 Bold Names of buttons menu items check boxes fields and others 2 Italics Signs and highlighted texts 3 Blue text Cross reference and links Resources More information on PlanMill Ab
22. s can only view resources but in the ERP system work schedules allows also to see all resources plans for all projects and tasks and edit the resources schedules Absences The place to request view and handle absences when using the Absence module in the PlanMill system Users f Shows the persons using the PlanMill system and other integrated modules Teams Shows the teams using the PlanMill system and other integrated modules Time sheet Shows real time recording of daily tasks and integrated with another add on module PlanMill Timer PlanMill Ltd 2009 www planmill com PlanMill Absence 1 0 19 User Guide 7 Ouick guide scenarios Case 1 How to Track Annual Vacation From the Indicators view the employer and HR users can easily view the planned work versus forecasted as well as the different types of absences and the number of occurrences within the organisation By clicking on Absences gt Duty Type tracking absences for example due to sick leave can also be viewed PLANMTLE gt My workspace gt Indicators 1 9 2009 9 33 indicators Accounts Reports Work schedules Users Absences Show charts only Show lists only Show charts and lists dale My settings Help Log out 0 00h s3 00h 16 00h 24 00h 32 00h 40 00h OThis year Last year Annual holiday 30 00 h 0 00 h 30 00 h Balance leave 18 00 h 0 00 h 18 00 h Unpaid holiday 15 00 h 0 00 h 15 00 h Bonus holiday pay 15 00
23. sence and all PlanMill products are also available as e Online Help This is a browser based content that you can access through the Help menu of your PlanMill product e Help on the web Check for updates and additions or download the version of PlanMill Absence User Guide from our website www planmill com PlanMill Ltd O 2009 www planmill com PlanMill Absence 1 0 3 User Guide 2 Getting started in PlanMill Absence PlanMill Absence solves issues of absence management improves workflow and reduces operational costs of organisations As an expansion to PlanMill s growing web based business application suite this robust product is deployed either as a standalone or as optional module to existing PlanMill users The basic function of PlanMill Absence is to manage the workflow for requesting and accepting absences Additionally it will perform the annual holiday calculation based on the absence entries in the database and easily imports and exports data within the human resources HR systems of companies and organisations Terminology To understand the features and functions of PlanMill Absence below is a list of key words used in this document Absence Refers to vacations leaves or any types of absences by a person or employee working in a company or organisation The finish date and optional time of absence is entered in the Absence field Absence Refers to all the persons or employees in the company listed
24. ty type ai Statusi Ready for acceptance w a 20 12 2009 3 by Finish Submit Searchview Submit Total 16 CI 2 Absence m Person Acceptor Absence type Vacation year Status Length Sat O Finish Interruption date edit Absence ID 579528 Hood Thomas Brunnsberg Military leave Ready for 7 00 d 23 11 2009 30 11 2009 Andr acceptance edit Absence 1D 575764 p Loikkanen Antti Testaaja Timo Time bank Ready for 6 00 d 23 11 2009 29 11 2009 acceptance edit Absence ID 578563 Hood Thomas Brunnsberg Unpaid holiday Ready for 6 00 d 16 11 2009 22 11 2009 Andr acceptance edit Absence ID 575747 B Loikkanen Antti Testaaja Timo Time bank Ready for 1 00 d 02 11 2009 02 11 2009 acceptance edit Absence ID 579284 Hood Thomas Brunnsberg Unpaid holiday Ready for 8 00d 01 11 2009 09 11 2009 v Andre acceptance M edit Absence ID 575767 FF Loikkanen Antti Testaaja Timo Time bank Ready for 3 00 d 05 10 2009 07 10 2009 acceptance E edit Absence 1D 578711 Hood Thomas Brunnsi berg Unpaid holiday Ready for 15 00 d 01 10 2009 18 10 2009 Andr acceptance E edit Absence 10 576945 Hood Thomas Brunnsberg Sick leave Ready for 15 00 d 14 09 2009 30 09 2009 Andr acceptance edit Absence ID 578544 Suonio Titta Loikkanen Antti Annual holiday 2007 Ready for 11 00d 06 07 2009 17 07 2009 acceptance Figure 8 Selecting Absences to handle in PlanMill Absence PlanMill Ltd 2009
25. www planmill com PlanMill Absence 1 0 15 User Guide 5 Views and fields in PlanMill Absence List view Start from the Absence tab when you want to e Make an absence request e Accept Reject absence reguests e View information about absences O Poissaolot exo VET gt Oma ty tila gt Poissaolot nan ai i 0 juHallintav 4 Produc Uusi ajastin 15 6 2009 14 4 Foorumit K ytt j t Ryhm t Osaaminen Kalenterit Ty aikapankki Poissaolot Uusi poissaolo Vienti MS Exceliin a see Jevn re mn gt sr oo Omie poissaolot Yhteens 31 IT A ll Poissaolo Henkil Hyv ksyj Poissaolotyyppi Lomavuosi Tila Pituus Aloitus Lopetus Keskeytysp E muokkaa Absence Brunnsberg Nordlund Ty aikapankki Valmis 12 00 22 06 2020 03 07 2020 ID Andre Christer hyv ksytt v ksi pv 576718 muokkaa Absence S Niinioja Loikkanen Varusmiespalvelus Alustava 4 00 05 01 2015 08 01 2015 ID Marjukka Antti pv 575239 Absence Niinioja Loikkanen itiys ja Hyv ksytty 54 00 04 01 2010 26 02 2010 ID Marjukka Antti vanhempainvapaa pv 575236 7 muokkaa Absence Loikkanen Testaaja Ty aikapankki Valmis 6 00 23 11 2009 29 11 2009 ID Antti Timo hyv ksytt v ksi pv 575764 muokkaa Absence Hood Brunnsberg Palkaton vapaa Valmis 6 00 16 11 2009 22 112009 ID Thomas Andr hyv ksytt v ksi pv 578563 Figure 9 Absence tab in PlanMill Absence Personalization of list views is possi
Download Pdf Manuals
Related Search