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.


Stay connected - Latest blog posts

STAY CONNECTED WITH THE LATEST FROM THE TEAM


Posted on Fri, 24th Aug 2018 Features and updates coming this Autumn to WhosOffice We are pleased to announce a number of new features and updates coming to WhosOffice shortly. Here we list each update which are currently undergoing final testing before launch to our live platform.
Posted on Wed, 04th Jul 2018 WhosOffice has answered France's leave conundrum Over years of helping companies manage their staff leave all over the world, we’ve experienced different leave policies and regulations that companies / countries must follow. Lots of these rules are very different to our own here in the UK.
Posted on Wed, 25th Apr 2018 Service updates 25th April 2018 We have published a number of updates to the WhosOffice platform, as well as updating our Security and Technical guide for customers with questions relating to GDPR.
Posted on Mon, 08th Jan 2018 Service updates for January 2018 We have published a few updates to the WhosOffice platform today, including Password requirements, Work Team View options and an update to the Work Planner viewing options.

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