How to Delete a Contract
How to Delete a Contract This guide explains the necessary steps to permanently delete a contract. The system prevents the deletion of any contract that is linked to an employee’s history (active or inactive) to protect the integrity of past reports. Therefore, you must first unlink the contract from all associated employees before it can […]
How to Complete a Task and Stop Tracking It
This guide explains how to mark a task as “Complete.” Completing a task is an administrative action that closes it and prevents employees from tracking any more time against it. You can complete a task for all assigned employees at once or for specific individuals, depending on your needs. Important Prerequisite: To perform these actions, […]
How to Reject, Reopen, and Edit Approved Reports
How to Reject, Reopen, and Edit Approved Reports This guide provides comprehensive instructions for managers and administrators on how to reopen attendance reports that have been approved. When an employee or manager approves a report, it becomes locked to prevent further changes. This manual covers the procedures for unlocking reports at different approval stages. Part […]
Troubleshooting the IIA Report Approval Process
This guide will help you identify and resolve common issues that may prevent an employee from seeing the “Approve” button for the Israel Innovation Authority (IIA) Report. There are four primary reasons why the approval option may be unavailable: The standard ‘Detailed Attendance Report’ was approved by mistake. There are missing attendance hours for the […]
How to Set or Change an Employee’s Job Percentage
This guide explains how to set a job percentage for an employee. This feature is essential for accurately managing part-time staff, as it automatically calculates their expected work hours based on their employment rate. For example, if a full-time contract is set to 40 hours per week, assigning an employee a 50% job percentage will […]
How to Hide the IIA Report from Specific Employees
This guide explains how to create and assign a custom user role to hide the Israel Innovation Authority (IIA) Report from employees who do not need access to it. The process involves two main steps: creating a new role with specific permissions, and then assigning that role to the relevant employees. Step-by-Step Guide Step 1: […]