Export Print
  • Email

Import Employee details

Employee details can be added in the app using two methods-

1. Import from SharePoint site

Here are the steps to get employees from the native site where Work 365 Time is installed:  

  • Click on the settings icon’ ’ of the app
  • Click on ‘Retrieve Employee Data’ available under Setup Activities

  • Click on ‘Get Employees’ available under Setup Activities. Manager Data would ideally come from the Active directory.
  • Navigate to Employee Details list under ‘Employee ’

  • Navigate to Employee Details List and you can make changes to the retrieved list:

 

 

2. Manually adding employees 

  • Navigate to Employee Details list under ‘Employee ’

  • Navigate to Employee Details List and you can add employees to the list:

Note:

  • Self-Approver can does not need approval, leaves are auto approved.
  • Manager Data would ideally come from the Active directory, in case it is not reflecting please add it manually.
  • Leave Plan assignment can be done for an individual employee.
  • Leave Plan priority will be as follows:
  •  1st Priority will be employee Details-> 2nd Priority - Security Group-Leave Plan-> 3rd Priority Lm Config.
  • Recommender can be a supervisor who needs to act on the leave request to take it to the manager.