System hierarchy
Within the admin panel the system hierarchy allows you to apply settings for your business Globally, or on Template and User levels
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2. System Hierarchy
Description
A key benefit of edays is its flexibility. Within the admin panel the system hierarchy allows you to apply settings for your business globally set more specific settings for a subset of users using template level (as an example, the rules based on the country in which they work); or set rules for an individual . The key information you can changed for each level is:
- System settings (Example Calendar Year)
- Assigning System Roles (Example – Standard Authoriser, often a line manager)
- User Rota Patterns (Shift pattern)
- Public holidays
- Absence type settings (Example – Notice periods)
- Overtime and TOIL settings
- Entitlement updates
This video explains the process of applying rules for each level and how to see what level a particular setting is set on. Further videos will explain each section in greater detail.
Example Configurations
To support the hierarchy definitions, we use an example of Ulrich Enterprises, a company that has about 1100 employees working in 6 countries.. This explains how they would assign leave settings in edays system hierarchy.
global level – Ulrich Enterprises have a sickness policy which applies to all employees where they contractually agree to pay up to 10 days of sickness leave and 25 days of annual leave. This is therefore set at a global level as it applies to all users regardless of the country where live.
template level – Ulrich Enterprises also offers TOIL at a rate of 1 to 1, where 1 day = 1 day time off in lieu for the 250 users who work in the United Kingdom and Ireland. For the 250 users who work in the Netherlands, Singapore, Germany and Denmark, the company offers TOIL time at a rate of 1 to 1.5, where 1 day = 1.5-day(s) time off in lieu. Ulrich Enterprises set up six separate templates which will apply the rules to the users based on which country they are in, ensuring their TOIL is recorded and applied to the system. Settings not changed at the global level would be inherited at the template level, so in this instance the 25 days of annual leave would be inherited from the global level as there is no change to this and it would apply to all staff.
user level – Ulrich Enterprises has 10 users whose employment with the company started before 1990 when their contracts changed to a standard of 25 days leave. Prior to 1990, the company contracts specified that employees would earn an additional 1 day of annual leave per year for every 5 years of continuous employment completed, up to a maximum of 30 days. Ulrich Enterprises use the individual user level for theses 10 users to amend their total annual leave allocation from 25 to 30 days and override the entitlement applied at global level. In this instance, the global level allocation of annual leave is overridden, but the TOIL time will be inherited from the template level.
