actiPLANS User Guide

User Management Interfaces

User management interfaces allow system administrators to invite new users and to manage user accounts, approval rules, and PTO & Sick Days settings.

Invite new users by clicking on the ‘+ Add Users’ button and selecting the necessary option: Configure new user profile or Invite several users at once.

Configure new user profile or invite several users at once
Configure New User Profile interface
Invite Several Users at Once interface

When adding users individually, you can configure their account settings before inviting them to the system. When inviting several users in bulk, you’ll only need to enter their names and emails; it allows you to speed up the invitation process.

For managing user accounts and settings, three interface views are available:

  • Account Settings, a view for management of user profiles, permissions, and approval rules; available for the managers having 'Manage Users and Settings' permission.

  • PTO Settings, a view for management of users' PTO balances and accrual rules; it is available for managers that have 'Manage Leave Time' permission.

  • Sick Days Settings, a view for management of users' Sick Days balances and accrual rules; it is available for managers that have 'Manage Leave Time' permission.

Account Settings Interface

Account Settings interface with tooltips

Point the cursor over a working week duration to see more information about it:

Personal work schedule tooltip

Point the cursor over a cell with approver name to see names of all configured approvers:

Click on permission icons to grant and revoke permissions:

Permissions' description

To see brief description of the permissions, click on the 'i' icon in the table header:

Permissions' descriptions

To edit user profile and work schedule, click on a user name. This will open 'Edit user' pop-up window:

Edit User interface

When entering and modifying user’s hire date, please keep in mind that no leave requests can be submitted before the hire date. If you update it, all leave requests before the hire date will be deleted; a warning will be shown that leave requests will be deleted and leave balances will be updated accordingly.

To edit approvers assigned to a user, click on a cell in the 'Approved By' column. This will open a panel for editing user approvers:

Approver appointment

See also section Overview of Major Features: Leave Request Management for more information on approval of leave requests.

PTO & Sick Days Settings Interfaces

PTO Settings interface

To edit user's PTO or Sick Days balance, click on the balance value and edit it in a panel that will appear:

Manual balance ajustment

Use the ‘Add comments’ field under the corrected balance value to add a comment on your correction.

Note that you can change type of the correction to be applied, if you click on the button before the input field:

PTO balance ajustment

To edit PTO or Sick Days accrual rules for a user, click on the cell in the 'PTO Accrual Rules' or 'Sick Days Accrual Rules' column:

PTO Accrual Rules interface

To view PTO or Sick Days Balance History for a user, click on the icon in the 'Current PTO Balance' or 'Current Sick Days Balance' column:

PTO balance panel

See also section Calculations of Paid Time Off & Sick Days Balance for more information on PTO & Sick Days support in actiPLANS.