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Employees

You can enter your employees’ data with the menu option Edit - Employees.

Click on the field in which you would like to enter or change data. The current line is indicated in color.

A new line can be inserted above the current line using the button Insert Line. The current line may be deleted with the button Delete Line.

With the buttons Up and Down you can move the content of the current line a line upward or downward.

Headlines

Headlines can be inserted as follows: Instead of a name enter the character > followed by the headline text and leave the other fields of the line empty. The headline is indicated in color.

Windows User Name

In order that employees be authorized to make entries themselves, you need to enter the name of the employee and also the Windows User Name of the employee. The Windows User Name ensures that employees only make entries for themselves.

Should your employees not be authorized to make entries or they do not have a Windows User Name, you can select the option Employees do not have Windows User Names in the menu option Edit - General Settings - Windows User Name. If you select this option the column Windows User Name is no longer displayed and this field does not need to be completed.

Temporary employees

The beginning and end of the employment period can be entered for temporary employees. These employees are only displayed in the Planner during the months in which they are employed.

Should the period of employment of a permanent employee begin or end, you need only to enter the start or end date. The second date field can remain empty.

Vacation entitlements

If you wish to use the Vacation Overview (menu option View - Vacation Overview), you can enter the vacation entitlements of the employees. Before you start you should first read the notes in the chapter Vacation Overview.

At the beginning of a new year the vacation entitlements automatically switch over one year and you can enter the vacation entitlements for a further year. You can adopt the vacation entitlements from the previous year by pressing CTRL + ALT and clicking in the column header on the year for which you want to transfer the vacation entitlements from the previous year.

You only need to enter the residual leave when setting up for the first time. It is automatically recalculated after beginning of a new year. The residual leave is always effective of January 1st of the previous year.

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