Setup and invite new employees
Click: Setup Admin -> Create/edit employees
A new employee must be created with at least the following master data:
Email address (employee's username for BitaBIZ)
Date of employment
Policy (rules for vacation, hour bank, standard hours, time registration, etc.)
Payroll number (only relevant if BitaBIZ updates your payroll system)
When you click "Save employee", an invitation is automatically sent:
The employee is now ready to use BitaBIZ!
A new employee is created with your default settings for new employees:
Access to registration types (vacation & absence, time registration, time bank, etc.)
Team calendar access
Change an employee's default settings for registration access:
If an employee needs more advanced settings for registration and calendar access, individual settings are selected under the "Application Access" tab on the employee's master data card.
Should the new employee have a role in BitaBIZ?
An employee is created by default without roles.
Click the "Roles" tab to assign a role:
Approver. Read more here!
If an employee is marked as an approver for a department, all vacation requests by employees of that department, are sent to the approver. Read more about how to setup approver flow here!
Working week - Standard working hours
Are vacation, absences, time off paid for hours? If YES, the employee's standard working hours must be created for BitaBIZ.
Typically, standard working hours are created for the policy the employee is connected to. Read more about policies here!
The employee's master data card can also be used to manage the employee's standard working hours. If the employee's standard working hours deviate from the standard working hours created for the employee's policy - then create the standard hours for the master data card:
Create multiple dimensions for the employee profile?
Phone numbers are shared via the mobile app's phonebook and the web portal's people page.
Use BitaBIZ to store master data about the employee's private address, link employment documents, the employee's birthday, etc.