PeopleHours User Manual
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Introduction
PeopleHours User Manual
Logging On to PeopleHours
Inactivity Timeout
Navigating between Applications
Usage License Control
Administration Data Setup & Maintenance
Security: Users
Adding Users
Maintaining Users
Deleting Users
Making a user Inactive or active
Concurrent User Logons
Changing a user password
Security: Roles
Application Security Functions
Security: User Roles
Adding a Role
Security: Reports
Adding a Report to a Role
Removing a Report from a Role
Security: Logon Message
Security: Password Configuration
Organisation: Branches
Adding Branches
Maintaining Branches
Schedule Locking in Branches
Deleting Branches
Branch Contacts
Branch Logo
Email Settings
Organisation: Notifiees
Adding Notifiees
Ammending Notifiees
Organisation: WorkMonitor Views
Adding a WorkMonitor View
Modifying a WorkMonitor View
Deleting a WorkMonitor View
Organisation: Outsource Control
Activate or desctivate Outsourced Control
Organisation: TelMe
Pay and Bill: PBCodes
Adding PBCodes
Modifying PBCodes
Deleting PBCodes
Pay & Bill PB Code Examples
PBCode/Rule Example - Public Holiday Pay Uplift
PBCode/Rule Example – Billing
PBCode/Rule Example - Pay
Pay and Bill: PBRules
Adding PBRules
Maintaining PBRules
Deleting PBRules
Pay and Bill: Terms
Adding New Terms
Adding Terms Record
Modifying the Current Terms Record
Deleting Terms Record
Deleting Terms
Pay and Bill: Public Holidays
Adding Public Holidays Schedules
Adding Public Holidays Dates
Modifying Public Holiday Dates
Deleting Public Holiday Dates
Pay and Bill: Recalculation
Using the Recalculation window
Pay and Bill: Easy PayBill
Static Data: Customers
Adding Customers
Modifying Customers
Deleting Customers
Static Data: Qualifications
Adding Qualifications
Maintaining Qualifications
Deleting Qualifications
SIA Qualifications
Static Data: Event Types
Adding Event Types
Amending Event Types
Deleting / Disabling Event Types
Static Data: Equipment Types
Adding Equipment Types
Amending Equipment Types
Deleting Equipment Types
Static Data: Reasons
Creating Reason Combinations
Maintaining Reason Combinations
Deleting Reason Combinations
Creating Reason Descriptions
Maintaining Reason Descriptions
Deleting Reason Descriptions
Static Data: Counties
Adding Counties
Maintaining Counties
Deleting Counties
Static Data: CT Messages (CallTaker Messages)
Adding CallTaker Messages
Modifying CallTaker Messages
Deleting CallTaker Messages
Employee Using CT Message
Static Data: Incidents
Adding Incident Types
Modifying Incident Types
Deleting Incident Types
Static Data: Pay Groups
Adding Pay Groups
Amending Pay Groups
Deleting Pay Groups
Static Data: Bill Groups
Adding Bill Groups
Amending Bill Groups
Deleting Bill Groups
Static Data: HR Lists
Adding HR List Questions
Deleting HR List Questions
Static Data: Document Types
Adding Document Types
Modifying Document Types
Deleting Document Types
Schedule Application
Schedule Main Window
Active Only Option
Employee Data
Add New Employees
Employee Details
Employee Service
Employee HR
Employee Holidays
Employee Sickness
Employee Terms
Employee Qualifications
Employee Locations
Employee Equipment
Employee Additional Details
Amending Employee Data
Deleting Employees and Related Data
Searching for an Employee
Location Data
Setting Up a New Location
New Location Details
Escalation
Add Escalation / Details Information
Change/Delete Escalation / Details Information
Contracts
Posts
Qualifications
Time Capture
Auto Take Book Ons & Book Offs
Multi-Take Check Calls
CT-Out Automated Outbound Calls
Employee Create (CT Create)
Notifications
Additional Data
Amending Existing Location
Deleting Existing Location
Schedule Data
By Location View
By Week Down View
By Week Across View
Schedule Data: By Location - Date Navigation
Schedule Data: By Location – Selecting Cells
By Employee View
By Employee: Date Navigation
By Filter View
Active Search using Employee and Location Lists
Public Holidays Display in Schedule
Creating Diary Events without Employees By Location
Creating Diary Events with Employees By Location
Creating Diary Events By Employee
Allocating Employees to Unallocated Diary Events – By Location
Using List Suitable Employee
Recurring Events
Creating Recurring Events - Existing Events
Creating Recurring Events – No Existing Events
Amending Recurring Events
AutoCreate Duties
Auto Generate Duties
Using the Confirm Function
Using the Finish Event Function
Cross Branch Scheduling
List Suitable Employee & Cross Branch Scheduling
Creating Employee Events e.g. Holiday/Sickness
Changing Diary Events Times
Changing Employee Allocated to Diary Event(s)
Diary Events
Creating a Diary Event
Unallocate (Remove) Employee from Diary Event/s
Moving Diary Events
Delete Diary Event
Viewing Diary Event Information
Approving Events
Approving Using By Location / By Employee View
Approving Using By Filter View
Creating Events for use with Jobs
Adding Jobs to Events
Viewing Jobs by Location
Viewing Jobs by Event
Changing Times for an Event with Jobs
Changing Time of a Job within an Event
Deleting an Event with Jobs
Deleting Jobs from an Event
Deleting Modifying Jobs from the parent Location
Messaging Functions
Employee Message Settings
Send Message from Employee Details
Send Message from WorkMonitor
Incident Messaging
Work Monitor
CLI Behaviour
Manually Taking a Call
Changing an Assigned Employee
List Suitable Employee
Change Event or Duty Times
Using the Confirm Function
Delete Event
View Event Information by Location
View Event Information by Employee
Refreshing Call Data
Mobile Work Monitor
Incidents
Sending CallTaker Messages
Creating Incidents in WorkMonitor
Incidents for Calls displayed in WorkMonitor
Incidents for a Location
Incidents for an Employee
Incidents for a Location and an Employee
Incidents NOT Attached to a Location or an Employee
Viewing Active Incidents in WorkMonitor
Incident Reminders
CallTaker-IO
Geo-Fencing
Reports
Using the Reports Application
Reports Application and Recalculation
Schedule Reports
Document Standards
Mandatory Fields
UK Address Post Codes
Save and New
Drop Down Lists
Text Standards
PeopleVet User Manual
Navigating between Applications
Vetting Details
Administration Data Setup & Maintenance PV
PeopleVet: Reference Types PV
Adding Reference Types PV
Modifying Reference Types PV
Deleting Reference Types PV
PeopleVet: Document Types PV
Adding Document Types PV
Modifying Document Types PV
Deleting Document Types PV
PeoplePatrol User Manual
Navigating between Applications
Patrol Learn Mode
Patrol Data
Create a Single Ad-Hoc Patrol
Create Multiple Ad-Hoc Patrols
Create Multiple Recurring Patrols
Create Single Recurring Patrols
Location Data (Patrol)
Patrol Escalation
Patrol Contracts
Patrol Types
Creating Patrol Types
Changing Patrol Types
Deleting Patrol Types
Employee Data (Patrol)
Tag Monitor
Tag Manager
TelMe Administrators User Manual
Broadcast Duties
Broadcast Available Single Duty
Broadcast Checking Employee Responses
TelMe Administration Options
Web Links
Employee Access – Name & PIN
Employee Access – User Passwords
Employee Message Functions
Message Controls
Creating a New Message to a Single Employee
Creating a New Message to a Single Location
Creating a New Message for all employees in a Branch
Viewing and Deleting Sent Messages
Reports and Scheduling
Usage Reports
Documents
Uploading a Document
Modifying a Document
Deleting a Document
Downloading a Document
View File History
Allowed File Formats
Document Reports
Special Documents
Change Log
Current Known Issues - Bug Reports
Browser Pop Up Blockers
Customer Support
Legal Information / Contracts
General Conditions of Contract, all Services.
Gallinet TelMe terms and conditions
© 2020 Gallinet Limited