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• Only managers can access their team’s absence requests.
• A user can check their Absences from their User Profile or via HR Automation > Absence Management
• Entitlement must be set up for each user for the current year which will allow for accurate calculation of Absence Days.

Submit a new Absence Request

1. There are two ways to add a new absence:
   • Go to Packages > HR Automation > Absence Management. Click on the + Icon
   • Add a Quick Absence by clicking on the Quick Add Icon on the left side of the screen
2. In the form complete the following fields:
   • Title – the Absence Request title
   • Basic Info – e.g Type of Absence Request (holiday, short term leave, a holiday from overtime, sickness, long service leave, maternity/paternity Leave). Only System Admins have the ability to add an Absence for a person other than themselves.
3. In the Scheduling section of Absence Request, you can see the following:

• • The previously set Entitlement for the Absence types. You can also view the Absence Balance (which are the remaining days) and the Approved days of that type to date
  • Sickness Entitlement refers to previously set sickness entitlement
  • Start and End Dates of Absence Request must be added. For Absence Request of short term leave, you can set the time-frame. For half day Absences, please also specify the time. Public holidays and non-working days (Region Schedule) will have been added through the Business Setup and then each new person will have been assigned to a specific Region Code. The duration of the Absence Request excludes the region’s Public Holidays and non-working days
  • Add a description
  • Select the desired Save option (refer to Quick Reference Guide)

A notification is sent to the user’s Manager who has access to your Absence Request. The user is notified about the decision.

Review Absence Request

In order to review absences,

• Go to Packages > HR Automation > Absence Management

Depending on your managerial role, you can view Absences for the Personnel you manage and whether the requests are approved, pending or rejected. Non-managerial users can only see their absence requests and whether they have been accepted or rejected. Pending in the “approval state” filter is pre-selected. In the table:

• Approved Absence Requests will be Completed.
• Approved but Red Canceled means that it was initially approved by the Manager, but subsequently called-off (rejected) by the Manager.
• Approved but Black Canceled means that it was initially approved by the Manager, but subsequently called-off
• Rejected by the Manager is indicated also as Red Failed

Another option to viewing your Absence Requests (and whether the requests are pending, approved or declined) is from the user profile in the absences link in the left panel.

Users can also view their team Absence Requests (pending, approved, declined) from Absence Calendar and Absence Report.

Accept or Decline an Absence Request

When an Absence Request is submitted a System Notification is sent to the Manager of the person with information about the request.

The manager can then act upon the absence request.

1. In the form that opens in the Absence Request summary tab, check the basic info of the Absence Request
2. Check the scheduling of the Absence Request. This gives information on the duration, the entitlement and balance of that specific type of Absence Request. A description of the Absence Request will appear here
3. The manager can check Assigned Tasks, Work Packages and Projects for that person for that specific time frame. This allows the manager to make an informed decision on whether to approve or reject the Absence Request
4. The manager can also see more information about past or scheduled Absences for the person from the user Absence Report tab.
5. There is an option to communicate with the person by using Notes-Notifications via the discussion board

6. The manager can Approve or Reject the Absence Request by using the green/red buttons on the top right. However, the manager cannot delete an Absence Request unless they are a Data Manager user or have actually created that Absence Request

When the Absence Request is approved or rejected, the person who submitted it will receive a System – Notification with the decision.

Rejected Absence Requests are turned automatically to Failed Processes, approved Absence Requests are turned to Completed and Absence Requests that have been initially accepted but then called-off, are turned from Completed to Cancelled Processes.

Where a person has been assigned a task during the period of the Absence, a pop-up will appear for the manager asking him to confirm whether this Absence will be Approved and that this Task will be re-assigned or Rejected.

A System – Notification will be sent to the assigner of the task to inform them of this approved Absence Request which will impact the task scheduling.

Edit an Absence Request

A user who has requested an Absence and any “Data Manager” can view, edit or delete the user’s Absence Request. 

Click the pending Absence Request you want to edit from the list of Absence Requests.

1. Click on the Pencil Icon to edit the form
2. Amend any information as required
3. Select the desired Save option (refer to Quick Reference Guide)

Cancel an Absence Request

A manager of a User that has requested an Absence can call-off (reject) a previously approved Absence Request.

1. Click on the approved Absence Request you want to cancel from the list of Absence Requests
2. Click on the Cancel Request button on the top right of the Absence Request view

A Notification will appear confirming that the Application has been canceled.

Delete an Absence Request

A user that has requested an Absence and any “Data Manager” can view, edit or delete the user’s Absence Request.

1. Click on the pending Absence Request you wish to delete from the list of Absence Requests
2. Click on the delete button on the top right of the Absence Request view

A confirmation box will appear.

Manage an Absence Request

1. Click on the Absence Request you wish to manage from the list of Absence Requests
2. Click on Absence Approvals in the left panel to check the decision information, e.g. who acted upon the request, date and time of the action, etc
3. Click on the tags link to add a new tag to that Absence. You can also manage existing tags that have been previously added. Adding tags to Absences will help in grouping, filtering and finding them
4. Click on the links tab to add a new link between this Absence Request and any other Comidor object e.g. a Project, an Event, a Job Title, etc

Manage Absence Requests

Click on Packages > HR Automation > Absence Management

Depending on your role you can view Absences and their approval status for yourself and your team.

Multi-check Absence Requests to link them with any other Comidor object e.g. a Project, an Event, a Job Title, etc.

Absence Calendar

1. Click on the Absence Calendar option on the Unit Title bar.
2. You will see Absences per personnel. In the filters section you can select between Business Organization filters (Functional groups, Divisions, Offices), User filters (User Name, Team Name – from the ones you are a member of) and Absences filters (Leave type, Approval status). You can also choose to hide empty rows
3. Click on execute to check the calendar or on clear to clear up filters
   • Green with green line – Approved Absence Requests
   • White with red line – Rejected Absence Requests
   • White – Pending Requests
   • Red with green line – Approved Requests subsequently canceled by a Manager
   • White with green line – Approved Requests subsequently canceled by the requestor
4. Navigate to previous or future weeks with the arrows, click on the small calendar icon to select a date or navigate back to the current date

Absence Report

There, you may see depending on your managerial role, yours and your team’s Absence, approved, pending or rejected. Personal Absence Report is available also through your User Profile.

1. Click on the Absence Report option on the unit title bar
2. Choose up to which Year you want to see the Absence Report results and then:
   • Selecting Absence Type, specify the Absence Request type to view a report with all Personnel’s Balance, Entitlement and Requested Absences by each month
   • Selecting Status (Pending, Approved), you can specify the Absence Request Status to view a report with all Personnel’s Balance, Entitlement and Absences for that status by each month
   • Selecting Personnel you can specify the user to view a report with all Personnel’s Balance, Entitlement and Absences, by each month
3. Click Fetch to view the report

The post Absence Management appeared first on Comidor Low-code Automation Platform.

• “Search by Skills” and “Skills per Person” features are also available through Personnel
• Skills can be used in conjunction with Job Title. To do this associate Skills with a Job Title
• Skills can be added to specific Personnel by their Manager, either manually or while allocating Job Titles to Personnel

Create a new Skill

Go to:

1. Packages > HR Automation > Skills
2. Click on the + icon to add a new Skill
3. Fill in the Basic Info such as the Category of Skills and then add the Skill Name
4. Fill in the Description and select the desired Save option (refer to Quick Reference Guide)
5. When the information is saved the Skill Levels can be added by clicking on the Levels tab:
   • Click on the + icon to add a new Level
   • Choose whether this level applies to all Skills of the same category – this will automatically apply the level to all Skills of the same category.
   • Give the Level a number (i.e. 1,2,3,…)
   • Add a Title for the Skill
   • Choose the Colour
   • Add a Description
   • Press Save and Save and New to proceed, or Cancel to cancel the process

Edit and Manage a Skill

Go to:

1. Packages > HR Automation > Skills
2. Select a skill from the list
3. In the Summary tab click on the Pencil Icon on the top right to edit the Skill information
   • Edit any field (Category, Skill name, Description)
   • Select the desired Save option (refer to Quick Reference Guide)
4. In the Levels tab click on a Level and then on the Pencil Icon to edit it:
   • Choose whether this level applies to all Skills of the same category – this will automatically put this level in all Skills of the same category
   • Change the Level number (i.e. 1,2,3,…)
   • Change the Title for the Skill
   • Adjust the Color
   • Change the Description
   • Press either Save to proceed or Cancel to cancel the process.

5. Click on the Actions Icon to edit the Skill. Click on:
   • Delete: to delete Skill. A confirmation box will appear.
   • Print: To print the current view of the Skill. A new tab will open in the browser where you should follow the relevant printing procedure. Users can print using the Printer icon
   • Link a Skill with another Comidor object, e.g. a Project, an Event, etc
   • Click on Notify to send Notification to specific groups, users, or external recipients via email (provided that you have already connected your email in the system)
6. Click on Tags to add a new Tag to that Skill and mark the tag as a private, group, internal or public. Edit tags that have previously been added to the Skill. Adding Tags in Skills assists with grouping, filtering, and finding them
7. Click on Links in the left panel to add a new Link to this Skill and any other Comidor object e.g. a Project, an Event, a Job Title, etc

Manage multiple Skills

Go to:

1. Packages > HR Automation> Skills
2. Select multiple Skills from the List to:
   • Delete multiple Skills at the same time. A confirmation pop-up box appears
   • Change the category of Skills.
3. Click on the Actions Icon to:
   • Export the view or results to .xls
   • Print the current view
   • View the Skills Levels table where you can manage, print or export all Skills Levels

Skills Report

Go to:

1. Packages > HR Automation > Skills
2. Click on Skills Report on the top right
3. Filter results by selecting the Divisions, Company or Employee to search
4. Click on Fetch to get the results. Print and Export the Results to .doc or .xls

Search by Skills – Skills per Person

In Personnel search for Personnel based on the selected Skills. Check the Skills per Person table which identifies all the skills that are assigned to each person. The search Personnel option is also available in a Project.

In the Skills per Person table view, all the Skills added to Personnel with Levels, Colours, Certifications, etc.

Divisional Report

In the Divisional Report view Skills added to Personnel by Divisions/Companies.

Go to:

1. Packages> HR Automation > Divisional Report.
2. Filter results by selecting the Division, Company, Skill or Employee
3. Click on Fetch to get the results

The post Skills (Skills Management) appeared first on Comidor Low-code Automation Platform.

Plan a new Training

Go to Packages > HR Automation > Trainings.

Then click on the “+” icon to continue.

Training Scheduling

1. Add basic info for the Training:
   • Add the subject of the Training
   • Select its Process Business Category and the secondary Category
   • Specify the user who is the organizer
   • Add the location details
   • Set up who will have access to this Training and can join
   • Add a short description
2. Set the Planning Schedule for the Training:
   • Add the scheduled start and end dates and times
   • Add the Timezone
   • If you select a Region Code, a calculated duration for this Training will appear. Select it or fill in the scheduled duration of the Training
   • If you wish, check to copy Planning in the Training’s agenda. (This means that for a Training that will last for less than one day, the Start and End Times will be used for the Agenda; if you need to split up Training sessions over a number of days, keep it unchecked)

3. Add related objects for the Training:
   • Add any Account that might be related with this Training
   • Specify the Functional Group, Division, Office that is related to this Training
4. Select the desired Save option (refer to Quick Reference Guide)

Events Calendar – Agenda

1. Click on Event Calendar in the left panel to add information for the Training or whilst in the summary tab press the button next to Event Calendar
   • If you have selected to copy scheduling in the Agenda, you will have already added the session in the Agenda. If you have not selected to copy scheduling in the Agenda, just click on start Training day in the calendar. A pop-up window appears
   • Specify Start and End dates and times. Time proposals are the suggested duration based on the other events added in the Training agenda
   • Add the scheduled duration of the Training in hours
   • Add a title and click save
   • Continue adding any other events you wish in the Training Agenda

1. • You can manage an existing event in a Training Agenda by clicking on it. You can either edit details and press Save or you can Delete the event
   • Navigate to the Agenda Calendar by using the left and right arrows Switch to Monthly, Weekly, Daily view

Training Files

Clicking on Attachments in the left panel you can add any file relating to the training by either uploading a file from your desktop or attaching a link from the web or linking a file from Comidor Files (DMS). Click on an existing file to open it (downloading and previewing of current and previous versions are available), rename it, or delete it. By clicking to enter a file, you can see if there were any previous versions of the file.

Invite Participants

In summary on the right hand side, click on the + icon next to the Participants section to start sending invitations to other users. In the pop-up that appears, specify participants (users and groups of people that you would like to invite) and choose whether to notify new participants via email. Click Save to proceed or Cancel to cancel the procedure. Participants will be notified upon the creation of the event.

Big Blue Button option: Open Source web conferencing system designed for online learning

1. Press Create Meeting Link to create the link for the meeting

2. Press Start or Join Meeting if you participate in this meeting and a new tab will pop up with your name

3. To invite non Comidor users, press Send Email Invitation and choose from the list of your contacts. An email will be sent to the contacts with information on the event and the link to join the event

This is the email the non Comidor user will receive, with all the necessary information in order to join the meeting.

Pop – Up tab after starting/ joining the meeting

1. Select how you want to connect (Microphone/ Listen Only). Once you join, you can activate your camera as well.

On the left side, you can see the public chat, notes, and participants. The presenter can share his screen, a video link, or  a presentation. There is the option of Whiteboard to write something down during the presentation. A polling option, and take over the “presenter” option are available, too.

Respond to a Training Invitation

1. Go to Packages > HR Automation > Trainings. Click on the Training you wish to participate in. Users can also click on the Event-Notification you received

2. In the Training view on the top right, you can specify the participation (Confirmed, Declined, Maybe). Also, you can download the .ics file to include the Training event in your email calendar
   
3. If participation is confirmed, new Tasks will be added to the participant’s Calendar and the hours for the related day(s) will be booked for the specific person

 Edit a Training

1. Go to Packages > HR Automation > Trainings. Click on the Training you want to edit
2. Click the Pencil Icon to edit the Training’s information. Adjust any information you wish. Select the desired Save option (refer to Quick Reference Guide)
3. To edit the Event Calendar, click the Pencil Icon next to the Event Calendar section and perform the same action you performed on the Training planning
4. Click on Tags on the actions button to add a new Tag to that Training. You can also manage existing tags. Adding Tags in Trainings will assist with grouping, filtering, and finding them
5. Click on Links on the actions button to add a new Link between this Training and any other Comidor object e.g. a Project, an Event, a Job Title, etc
6. Click on Notifications and you can see all the System-Notifications that were sent to participants. You can check whether the participant has seen the Notification and the Date and Time it was seen. You can also check if they have removed the Notification
7. Click on the Actions icon to perform the following:
   • Refresh – to check the instant updates
   • Delete – to delete the Training. A confirmation box will appear
   • Link with – Link this Training with any Comidor object (another process, account, contact, project, opportunity, etc.). A pop-up window appears
   • Notify – Notify a person or group of people regarding this Training. Ensure that people notified have access to the Training
8. Add a comment to the Training process using the Comment Icon. Users who have access to the Training will receive a Note-Notification. The comment can be added using a simple or enriched HTML Editor (Open editor). Users can click on refresh to see new comments; click on Show More or Show Less to see the number of comments they wish below a Training
9. Finally, change the Process state by clicking on the state field on the top right. Then select the state of the process. Changing the Training Process from Confirmed to Running should be performed by the Training Host or Creator.
   • Select Scheduled in order to schedule respectively the Training Process that is about to start. A new pop-up window appears where you can now set a different start time and date or accept the suggested time and date. Click on Save
   • Select Running and a new window appears, where the user can set the execution time and this will update the Training state
   • Select Paused in order to pause a Training Process. A new pop-up window appears and users can see the update in execution information
   • Click on Failed on a Training Process that failed to be completed, update start and end dates and times, duration (suggestion of tracked or computed durations are available), and quantity and click on Save. See the update in Training Process execution information
   • Click on Canceled for a Training Process that has been canceled, update start and end dates and times, % of completion, and click on Save. This will update the Training Process execution information
   • Click on Completed to set a Training Process as complete. Update start and end dates and times, duration (suggestion of tracked or computed duration are available) and click on Save. See the update in Training Process execution information

 Trainings Report

1. Go to Packages > HR Automation > Trainings
2. Click Training Reports on the top right of the screen to track all completed hours of Training for your Personnel. This report can also be accessed from the People Dashboard’s Actions Icon
3. To run a Personnel Training Report with all Training dates and hours that the Personnel has participated in:
   • Select Personnel option in Report
   • Specify the search in specific functional Group and Division
   • Select the Training
   • Zoom-in on a specific Personnel’s hours or in a specific role (Service)
   • Specify the dates range and click Fetch to get the report

4. Alternatively, if you wish to run a Training Participants Report with the Training hours of all participants:
   1. Select Training option in Report
   2. Specify the search in specific Functional Group and Division
   3. Select Training.
   4. Zoom-in a specific Personnel’s hours or in a specific Role (Service)
   5. Specify the Dates range and press Fetch to get the Report

Manage Trainings

1. Go to Packages > HR Automation > Trainings
2. Select the Training(s) you wish to manage from the list. Then, choose:
   1. Delete – to delete the selected Training(s). A pop-up confirmation box appears
   2. Link with – to add a new Link between this Training and any other Comidor object e.g. a Project, an Event, etc
   3. Export to .ics to download .ics file

The post Trainings (HR Automation) appeared first on Comidor Low-code Automation Platform.

• Approved Hours
• Hours per Employee
• Inflow/Outflow
• HRM Age Report
• HRM Entitlements
• Absence Management (Absence Report)
• Resource Availability Report
• Skills (Skills Report, Divisional Report)
• Training (Training Report)
• Recruitment (Recruitment Report)
• KPIs (KPI Report)

Approved Hours

In the Approved Hours Report, you may check the status of Approval for all the hours worked/traveled from Employees.

Go to:

1. Packages > HR Automation > Approved Hours.
2. Select the Division and Company to zoom-in specific Personnel.
3. Set up the date range by selecting the Year and Week.
4. Select a specific Personnel (User) you wish.
5. Press Fetch to get results.
6. You may Print/Export to .xls the results or press Clear to start applying new filters.

Approved hours are highlighted in blue, pending Hours in yellow (when tracked). 

Hours per Employee

In Hours per Employee Report, you may check all the hours worked/traveled from Employees.

Go to:

1. Packages > HR Automation > Hours per employee.
2. Select the Division and Customer.
3. Select a specific Project, Project Manager, Project Category, State, or Type.
4. Set up the date range by selecting the Year and Week.
5. Select a specific Manager (User) you wish, a Role, an Employee (User), Employee status, and Cost Center.
6. Zoom-in specific Task types or Job Types.
7. Press Fetch to get results.
8. You may Print/Export to .xls/.doc the results or press Clear to start applying new filters.

Inflow/Outflow

In the Inflow/Outflow Report you may check the FTE and # of Personnel entering/outing the company.

Go to:

1. Packages > HR Automation > Inflow/Outflow.
2. Select the Division, Company, Office.
3. Give the Personnel Type, Cost Center, Role, Full Time/Part Time, Gender.
4. Select the Year, Months from, and to.
5. Press Fetch to get results.
6. You may Print/Export to .csv/.xls the results or press Clear to start applying new filters.

HRM Age Report

In HRM Age Report you may have employees ages stats.

Go to:

1. Packages > HR Automation >HRM Age Report.
2. Select the Company.
3. Select a Personnel state (Employee, Contractor, Student, Temporary)
4. Press Fetch to get results.
5. You may Print/Export to .doc/.xls the results

HRM Entitlements

In HRM Entitlements you may check all the Entitlement Days given to Employees.

Go to:

1. 1. Packages > HR Automation >HRM Entitlements.
   2. Select the Division and Company.
   3. Select a Personnel status (Active, Hired, Inactive)
   4. Press Fetch to get results.
   5. You may Print/Export to .doc/.xls the results

The post HRM Reports (Approved Hours, Hours per Employee, Inflow/Outflow, Age Report, Entitlements) appeared first on Comidor Low-code Automation Platform.

Creating a KPI

Go to Company Setup > Business Performance > KPIs.

1. Click on the + icon to add a new KPI
2. Start with the Basic Info:
   • Add the KPI Title and a description in the Formula field.
   • Select the Strategic Objective (Example List could be: CP – Customer Profile, CP – Finance, CP – Lead Conversion, CP – Marketing, FP – Assets, FP – Employees, FP – Investment, FP – Products, FP – Sales, IBP – Efficiency, IBP – Finance, IBP – IT, IBP – Management, IBP – Quality, IBP – Sustainability, LG – Employees, LG – Finance, LF – Innovations, LG – IP)
   • The Perspective (Internal Business Process, Learning, and Growth, Customer Perspective, Financial Perspective)
   • Type (Corporate, Group, User)
   • User Groups and/or User this KPI refers to
   • Set up the Schedule (From Date – To Date) for this KPI
3. Specify the Targets:
   • Choose whether the KPI Has Targets
   • Set up the Partitioning, if any (Per Day/Week/Fortnight/Month, Every Two/Three/Six months)
   • Choose the Direction (Higher is better – e.g. for Sales oriented KPI, Lower is better – e.g. for Position in the Market KPI)
   • The Completion Method can be Stepped (for KPIs where the target should be reached in each partition time frame) or Global (for KPIs where the target can be reached in total)
   • Target Range needs at least a Target number, but a Low threshold and High threshold may comply. For each Target number, a number of “Comidors” (credits) can be gained. Bonus Comidors may be added, too.
   • Initial Outcome – add the starting point for the target
   • Evaluation method (Higher than, Lower than)
   • Measurement units (Time, Money)

Navigating in a KPI

After entering a KPI a user can perform multiple actions:

1. Have a clear view of the KPI progress in the Summary
2. Navigate to the chart to view how Targets are improved within the Time frame. Download the graph or Print it
3. Click on Targets to check and view progress and results. Targets are inserted automatically from the configuration/creation of the KPI. However, they are editable and users can modify them. Furthermore, for every target, you can add the respective outcome. The system will automatically calculate the coverage.

4. Click the Processes tab to view all Processes that are using this KPI/Objective

5. Click on Comidor per Personnel to view the amount of “Comidors” reached per Personnel

6. On the Audit tab, you can see all the changes performed on the KPI targets

7. Click on the Actions Icon to delete, print, and change& view rights

8. Click on the Pencil Icon to edit the KPI

KPIs can be monitored from the Home Dashboard by adding a Graph.

• Firstly, go to unit Widgets, create a new one, and in Type choose KPIs. Then select the KPI you would like to be displayed in your widget.

• Then, go to your Home Dashboard and click on the edit your dashboard button. Drag-n-drop a Graph tile. The Graph tile populates all Widgets, so choose the KPI widget you have just created.

Learn more info about Widgets and Home Dashboard options.

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