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 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!
Posted on Thu, 14th Mar 2019 How can you easily manage flexible working?

Although we live in an age where your ‘office’ is anywhere with an internet connection and ‘office hours’ can be any time of the day, the flexible working movement has stalled.

Posted on Fri, 11th Jan 2019 iOS and online apps dashboard update We have released an update to the dashboard UI for iOS and Online Apps to show more detail on your forthcoming events.
Posted on Thu, 20th Dec 2018 New iOS WhosOffice App available - Download today We are proud to announce the brand new WhosOffice app available for iOS today. Taking the system you have come to know and depend on, from your desk to your mobile.

Start your long trial today get until Tuesday, 25th Jun 2019 absolutely FREE! No credit card, no setup fees and no hidden costs!