Knowledge Base articles for Administrators
Documentation to aid administrators with their use of Workloud
Workloud 101
- Navigate High Level Menu Options
- Navigation Menu with Search Functionality
- Navigation: Buttons and Icons
- New Year Refresher
- Receive Maintenance Updates
- Send a Message
Common Workflows
- Access to Organizational Support Tickets
- Change an Employee's Active Period
- Configure User Security Set-Up Manually
- Configure User Security Set-Up via ESS Self-Register Feature
- Create a New Employee
- Create Roster Ranking According to Employee Attributes
Administration
- Assign User to a Role
- Associate an Attribute with a Base Schedule
- Associate an Attribute with a Job Location
- Associate an Attribute with a Job Location Group
- Associate an Attribute with a Shift
- Clear Cache/Cookies in Supported Browsers
Employee Management
- Add Contact Information to an Employee
- Allow a Base Schedule to an Employee
- Assign a Base Schedule to an Employee
- Associate an Employee with a Fixed Employee Attribute Value
- Associate an Employee with a Non-Fixed Employee Attribute Value
- Create a New Base Schedule
Scheduling Input Configuration
- Charge an Employee with Hours or Instances
- Create a Budget Demand Requirement
- Create a Charge Bucket
- Create a Constraint for Max Hours Worked per Day
- Create a Labor Demand Template
- Create a Labor Demand Template with Rounding Rules and Fractional Demand
Roster Functionality
- Assign an Employee to a Leave
- Assign an Employee to a Training Job via Roster
- Assign/Reassign Employees via Loud Mode
- Change Employee Display Order
- Clear a Schedule for All Employees
- Clear a Schedule for One Employee
Leave Management
- Approve/Reject Leave Requests
- Balance Cleanup
- Configure a Consumed Balance Report
- Configure Employee Leave Balances
- Configure Leave Constraints
- Configure Leave Quotas
Reporting
- Assignment Attribute By Organizational Unit Report
- Assignment Attribute Report
- Base Schedule Assignments Report
- Base Schedule Design Report
- Change Display Order on a Schedule Report
- Common Report Parameters
Time & Attendance
- Advanced Filters: Group Timesheet
- Android Time & Attendance Device Specification & Installation
- Attendance Actuals
- Automatically Create Attendance Point Subtractions
- Create a Day Dividing Handling Rule
- Create a Deduction Rule
Supervisor Self Service
Integration
Preference Administration
- Auto Allow Employee For Any Base Schedule
- Clear Defaults
- Configure Employee Privileges in Employee Self Service
- Configure Workloud Services Provider for SAML Single Sign On
- Create a Call Off Excuse
- Enable Employee Self-Service Self-Register