Rules and restrictions

Manage staff access with roles and set up staff restrictions and rules

Set up User roles to manage who can access which particular areas of the system and then assign roles to as many staff as necessary. Use Rules and restrictions to ensure that you maintain the correct staffing levels required across groups.

Managing Staff with Rules,Restrictions and Policies

When you create a group, you can define which users are in the group and who can "see" the group along with the minimum staffing level required. A restriction can be set between groups and/or individuals to avoid leave clashes.

Within Leave types you specify rules such as  notice periods, maximum time off and also set up leave types are available to particular groups. You can define how much Carryover is allowed based on service length with your company and when that carryover must be used by. Creating a policy for Accruals lets you automatically increase a staff members allowance each month. 

Reviewing Permissions

Administrators are able to create roles that enable managers to access specific functionality which can help them manage their own staff/team without having complete access to the whole system. e.g. being able to submit leave on behalf of their team.


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Posted on Thu, 06th Jun 2019 More flexibility in Overtime options, coming soon Need more flexibility on how to run your Overtime? Don't worry, the update to the Overtime area within WhosOffice is coming, and it's great!
Posted on Fri, 31st May 2019 New features coming to WhosOffice in June 2019 From new reports, to downloads and exports, there are a number of new features coming to the WhosOffice platform in the coming weeks.
Posted on Thu, 30th May 2019 Updates coming to WhosOffice in June 2019 A number of feature updates are coming to WhosOffice, including an updated User Interface as well as the most used tools available.
Posted on Wed, 24th Apr 2019 New Android WhosOffice App available - install today Download the brand new WhosOffice app on Android today. Take the system with you on the move!

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