1. Training tool Admin General Settings

2. Training objective
At the end of the training session, admin will be able to
To control the basic administration features and functions of Eurécia

3. Training program Espace Admin
Access to online user guide and to the Release Note
Create or archive new employees
Send access
Company record
Create a department
Create a branch
Customize design
Configure a approval cycle
Schedule reminders
Create a work shift calendar
Create a report criteria
Create a custom users list
Up date public holiday calendar

4. Admin area

5. Access to help center
Access to online user guide and to the Release Note
Access: Home page

6. Create new employees Create an employee
Access: Admin area > General settings > Employee & users > Open

7. Archived an employee Archive an employee
Access: Admin area > General settings > Employee & users > Open

8. Send email access Activate the « to send email to users » option
Access: Admin area > General settings > Company record > Open > Configuration
Access : Payroll > Employee and users

9. Create the initial timesheet
Access: Admin area > General settings > Employee & users > Open

10. Company record Fill your company data
Access: Admin area > General settings > Company record > General
Fill your company data

11. Company record Create a department
Access: Admin area > General settings > Company record > Organization
Create a department

12. Company record Create a branch
Access: Admin area > General settings > Company record > Organization
Create a branch

13. Company record Customize the home page: Insert a logo
Access: Admin area > General settings > Company record > Customize design
Customize the home page: Insert a logo
Customize the home page: Insert an home image ans customize the homepage message.

14. Company record Create a general cycle in the company record
Access: Admin area > General settings > Company record > Configuration
Create a specific cycle in employee record
Access: Admin area > General settings > Employee and users > Rules
In employee record do not delete the line concerning the approval cycle of the company (the line turns grey when adding the new approval cycle)
the data in the employee record has priority over the data in the company record

15. Company record Schedule email reminders
Access: Admin area > General settings > Company record > Open > Configuration

16. Work shift calendars Create a new work shift calendar
Access: Admin area > General settings > Work shift calendar

17. Work shift calendars Create a new work shift calendar
Access: Admin area > General settings > Work shift calendar > Open > select the work shift

18. Report criteria Create a new report criterion
Access: Admin area > General settings > Report criteria > Open

19. Report criteria Create a new report criterion Create a sub-account
Access: Admin area > General settings > Report criteria > Open
Create a sub-account

20. Custom users lists Create a custom users list
Access: Admin area > General settings > Custom users lists > Open

21. Custom users lists Create a custom users list
Access: Admin area > General settings > Custom users lists > Open

22. Update the public holiday calendar
Example : Delete Easter Monday
Access: Admin area > General settings > Public holidays > Open > Select the calendar