On the administration page, you can find different settings available for the ... If you click on it, you will reach the
User Guide
Administration settings
© 2017 by BrioLab
User Guide - Administration settings
Table of contents 1 Introduction ................................................................................ 3 2 Global Settings ........................................................................... 4 2.1 Core Selection ....................................................................... 5 2.2 Employee Groups ................................................................... 9 2.3 Department ......................................................................... 14 2.4 Job Level ............................................................................ 20 2.5 Job Category ....................................................................... 23 3 User Management ...................................................................... 25 3.1 Search box .......................................................................... 27 3.2 Chart ................................................................................. 30 3.3 Create User ......................................................................... 32 3.4 Active users ........................................................................ 35 3.5 New Users .......................................................................... 38 3.6 Inactive users ..................................................................... 40 3.7 All ..................................................................................... 41
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User Guide - Administration settings
1 Introduction On the administration page, you can find different settings available for the different modules. To get more information about that, you can read the user guide of each feature.
In the second part of the page, you can find different options you can modify. We will develop them in the next chapters.
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User Guide - Administration settings
2 Global Settings The first menu you can find on the Administration page is Global Settings.
This menu contains different tabs we will discover now.
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2.1 Core Selection The first one is the core selection.
If you click on it, you arrive on a page where you can find all the information available on the different lists you can find on the application.
For example, when you create a career interview, you have to select its reason. To do this, in a drop-down menu, you have to select a value which could be: · Overcapacity; · Reorganization; · Contract loss; · Site closing; · No longer appropriate for his function; · Career evolution; · Work environment; · Work schedules; · Workplace; · Other.
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The core selection is the page where you can manage the information of the different lists available on BrioLab. By clicking on the "Add" button, you can create a new value for a specific list.
A dialog box appears to ask you to fill the information required. Black fields are mandatory and grey ones are optional.
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You can also disable an item by clicking on its check box before clicking on the button "Disable" which appears when you select one or more items.
Finally, you can edit a specific core selection by clicking on the button designed by a pen of the item you want to modify.
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If you click on it, a dialog box appears to allow you to edit the information of the core selection.
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2.2 Employee Groups The second tab of the menu is Employee Groups. The employee groups will help you to classify the employees of the organization according to organizational structure.
If you click on it, you will reach the page where you can create, modify, delete and manage the employees groups of your company.
As you can see on the screen, the folder "HR Manager" is locked. It means you cannot edit the information about this folder.
On the other hand, the folder "Central Secretariat" is unlocked. So, by clicking on the button designed by a pen, you can edit the information about the group.
When you click on this button, a dialog box appears to allow you to modify the group information.
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If you click on a folder, for example Central Secretariat, you can see all the employees who belong to this group.
If you click on the "Add" button, a dialog box appears and allows you to create a new folder or to add a new employee to the group.
If you select the option "Group", another dialog box appears to ask you to fill the information
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about the group you want to create. Black fields are mandatory and grey one is optional.
If you choose to add an employee, a dialog box will ask you to select the employee you want to add to the group.
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When you confirm your choice, you can see that the employee you have selected is now visible on the list.
You can move an employee from a folder to another. To do this, you have to select the employee and click on the button "Organize" which appears when you select one or more people.
If you click on it, a dialog box appears to allow you to select the folder where you want to move the employee.
Finally, you can delete an employee from the list. To do this, you also have to select him and then click on the button "Delete" which appears when you select one or more people.
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If you click on it, a dialog box will ask you to confirm your choice.
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2.3 Department The next tab is Department. The departments are another way to classify the population in the company. This functionality will allow you to sort the employees into different departments independent form one another. These departments represent the operational structure of the company when employee groups are more hierarchical and strategic.
In this section, you can find all the company departments sorted by folders.
By clicking on the button designed by a pen, you can edit information about the different folders.
If you click on it, a dialog box appears to allow you to edit the department information. We will add a manager for the department "Administration". This person is the manager of every employee inside the department, even the ones who have no manager designated.
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You can also move a department to another group. To do that, you can select the department you want to move and then click on the button "Organize" which appears.
A dialog box appears and you can choose the folder where you want to move your department.
When you select a department, you can also delete it by clicking on this button.
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A dialog box appears to ask you to confirm your choice.
You can click on a specific folder to reach its content.
On this page, you can see the employees who are in the department.
You can add another employee or department by clicking on the "Add" button.
A dialog box appears and you can choose to add a department or an employee.
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If you select department, the dialog box asks you to fill some information. Black field is mandatory and grey one is optional. If you decide to choose a manger in this section, this person will be named as the manager of the whole department, even if you have not chosen a manager for a specific employee. His manager will be the manager of the department.
If you select add an employee, the dialog box will allow you to choose the employee you want to add to the department.
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Finally, you can move an employee from a department to another. To do this, you can select the employee and click on the button "Organize" which appears.
A dialog box appears and you can choose the department where you want to move the employee.
When you select an employee, you can also delete him by clicking on this button.
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A dialog box will ask you to confirm your choice.
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2.4 Job Level The next tab we will discover is Job Level.
Job level and job category are the third way to classify employees inside the organization. You can customize them according to your needs and preferences.
You can add a new level by clicking on the "Add" button.
A dialog box appears and you can fill the information required to create a new level. Black fields are mandatory and grey one is optional.
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You can also edit the information of a specific level by clicking on the button designed by a pen.
A dialog box appears to allow you to edit these information.
To delete a level, you can select it and click on the button "Delete" which appears.
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A dialog box appears and ask you to confirm you choice.
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2.5 Job Category The last tab of global settings is Job Category and it is another way to categorize your employees, as job level.
On this page, you can create the different categories that exist in your company.
You can add a new category by clicking on the "Add" button.
A dialog box appears and you can fill the information required to create a new category. Black fields are mandatory and grey one is optional.
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You can also edit the information of a specific category by clicking on the button designed by a pen.
A dialog box appears to allow you to edit these information.
To delete a category, you can select it and click on the button "Delete" which appears.
A dialog box appears and ask you to confirm you choice.
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3 User Management The second menu you can find on the Administration page is User Management.
If you click on User Management, you will arrive on a dashboard which regroups all the information about the users of the solution.
On this page, you can find different items we will discover in the next chapters. If you click on the second item of the menu, "Create User", you can directly add a new user on the platform.
A dialog box appears and you can directly add the information about the new user before clicking on "Register".
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3.1 Search box The search box will help you to find a specific user of the application.
You can directly enter the name of the employee you want to find.
You can also enter * to display all results.
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The advanced search will allow you to add a filter to only display some users.
A dialog box appears to allow you to define the filter you want to apply.
By default, the application will show you the active users if there is no filter selected.
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3.2 Chart The second item you can find on this page is "Chart".
On this graph, you can see the active and inactive users and their proportion. By clicking on the items on the legend, you can choose to display only active or inactive users.
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3.3 Create User The next item we will discover will allow you to create a new user directly from this board.
To create a new user, you only have to fill the fields required and click on "Register".
Once it is done, a dialog box appears and gives you the possibility to link the new user to specific roles.
The default role assigned to a new user is "Employee". You can choose to add one or
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more role by clicking on the "Add" button and choosing the role in the list.
When you have chosen the roles to assign to the new user, you can click on the arrow to link him to groups.
The dialog box will allow you to choose the groups that you want to link to your new user. Follow the same procedure as the one to link the new user to roles.
When the creation of your new user is complete, a dialog box allows you to send him an email or to see his settings.
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3.4 Active users On the left-side panel, you can find all users sorted by categories.
When you click on each category, you can display the users according to their status.
If you click on the button "Active users", you will see the users who recently have been created.
There, you can find some information about the users like their names, their login, their language and their status.
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By clicking on the button on the right-side of the screen, you can edit their registration.
A dialog box appears and displays user's information.
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3.5 New Users If you click on the button "New users", you will see the users who recently have been created.
There, you can find some information about the users like their names, their login, their language and their status.
By clicking on the button on the right-side of the screen, you can complete their registration if it is not done yet.
A dialog box appears and gives you the possibility to complete the user's registration.
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3.6 Inactive users If you click on the button "Inactive users", you will see the users who have been created on the platform but who are not active.
There, you can find some information about the users like their names, their login, their language and their status.
By clicking on the button on the right-side of the screen, you can activate the user.
A dialog box appears to ask you to confirm your choice.
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3.7 All You can click on the button "All" on the left-side panel to see all the users registered on the platform. There, you can find some information about the users like their names, their login, their language and their status.
On the right-side of the screen, you can edit, activate or complete the registration of users.
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