How to setup custom registration types
Own registrations types are often used for purposes like:
Planning and overview:
Evening roster, weekend roster, working from the office
Working from else were:
Working from home, seminar, travel
Fixed and variable day off
Company specific days
Special holiday(s) or anniversaries for a staff group or a country.
Activities that affect payroll:
Day off (own expense), travel days with allowance, on-call duty
Setup or manage custom registration types
Click: Setup Admin -> Modules -> Custom registration types
Create the registration name.
For example: Day off (own expense)
Select if the registration type should be approved by a manager.
Should the registration type be available for every employee group or a selected employee group only?
Should the registration count days or hours?
Should the registration be transferred fore payroll processing?
If YES select "Add to payroll export" and insert the payroll ID-number
Read more about payroll export here!
Which available status should the event type share/communicate?
At the office, working else where, Out of Office.
💁 Get improved planning and overview by choosing a color for the registration type.
Selected time registration unit
The selected time registration unit matches the time registration method for the event type created.
When "Hours" is selected:
When "Days" is selected:
Employee access to custom registration types
Default access to registration modules are saved on default application access page. Hence, new employees can get access automatically to the module. Read more here!
On the employee master data card individual access to registration modules are managed. For employees to get access to own registration type select "Own registration types":
Employees with access to the module Own registration types:
Employees get access from web-portal, mobile app and Outlook app.
An extra counter is added to employee statistics