Administrator view

Administrator view displays the information concerning the administrator and the menu displays the administrator's available actions:

AdminView_Home.png

Note: To know more about the OnePortal header, click here.

 The administrator view is divided in:

 

On the administrator's view menu you can perform the following actions:

 

Manage vacations days

On Vacations, the administrator can create vacations requests, check and manage the status of previous requests:

AdminView_Home.png

The Vacations pop-up window has three tabs:

  • Requests: You can manage the agent's vacations requests. 
    • The table has the following columns:
      • Type: The type of user:
        • AdminView_user_supervisor.png - Supervisor
        • AdminView_user_agent.png - Agent
      • Name: The name of the user to which the vacation request belongs.
      • Date: The date of the vacation.
      • Approved: The state of the vacation request.
      • Date of Request: The date when the vacation request was issued.
      • To be approved until: The time limit to make a decision on the vacation request.
      • Days left: The vacations days the administrator has to decide upon for the user.
      • Date Approved/Rejected: The date when the state of the request was changed.
      • Approved by: The supervisor who approved/rejected the request.
    • Upon selecting a vacation request, the following actions are available:
      • Approve: Aproves the vacation request. takes effect immediately.
      • Reject: Rejects the vacation request. Upon clicking reject, a pop-up appears:
        SupervisorView_Vacations_rejectreason.png
        • On the pop-up window:
          • Insert the reject reason.
          • Click SEND to proceed.
      • Pending: If a vacation request is accepted or rejected, you can revert it back to pending status. A pop-up appears:
        AdminView_Vacantions_Pending.png
        • On the pop-up window:
          • Select the type (shift or leave) from the drop-down menu.
          • Insert the schedule, from the drop down menu.
          • Select the service from the drop-down menu.
          • Click OK to apply changes and proceed.
      • Create: Create a new vacation request.
        AdminView_createvacation.png
      • On the pop-up window:
        • Select the vacation type from the drop-down menu.
        • Select the type of user from the drop-down menu.
        • Select the user from the drop-down menu.
        • Insert the vacation start date, from the calendar.
        • Insert the vacation end date, from the calendar.
        • Click CREATE to apply changes and proceed.
  • Totals: Displays the vacation status of supervisors and agents:
    AdminView_VacationsTotals.png
    • The table has the following columns:
      • Type: The type of user (supervisor or agent).
      • Name: The name of the agent.
      • Total Days: Vacations days aggregating the total vacation days plus extra vacation days.
      • T (Normal): Vacation days yearly available.
      • Ap (Normal): Days approved for vacation.
      • Pen (Normal): Days waiting approval/rejection by supervisor/administrator.
      • Av (Normal): Days available for requesting vacation days (the total days minus the approved and pending).
  • Automatic Vacations: Displays the list of agents with automatic vacations (extra vacations):
    AgentView_Vacations_automatic.png
    • The table has the following columns:
      • Name: The name of the agent.
      • Holidays Date: The date the agent worked that motivated the automatic vacation.
      • Holiday Name: The name of the holiday the agent worked that motivated the automatic vacation.

 

 

Manage absences

The absences list displays all agents missed schedules:

AdminView_Absences.png

On the table you have the following columns:

  • Agent: The name of the absent agent.
  • Type: The motive the agent was absent for.
  • Start Date: The first day the agent was absent.
  • End Date: The last consecutive day the agent was absent.
  • Description: A comment about the reason of the absence.
  • Creation Date: The date the entry was created.
  • Creator: The name of the supervisor that created the entry.

 

On the Absences pop-up window, the actions available are:

  • New: Create a new entry:
  • SupervisorView_Absences_new.png
    • On the pop-up window:
      • Select the absence type, from the drop-down menu.
      • Insert an absence description.
      • Insert the start date from the calendar.
      • Insert the end date from the calendar.
      • Select if it is a partial absence or a full day absence.
      • Click NEXT to proceed:
        SupervisorView_Absences_new2.png
      • On the second pop-up window:
        • Drag and drop the agent(s) from the Available Agents to Added Agents.
          Tip: You can select the desired agents and click Homepage_newmonitor_button.png to move them to Added Agents or click Homepage_newmonitor_button2.png to add all available agents.
        • Click CREATE to apply the changes.
  • Update: Select an entry and update it:
  • SupervisorView_Absences_update.png
    • On the update pop-up window:
      • Select the absence type, from the drop down menu.
      • Insert an absence description.
      • Insert the start date from the calendar.
      • Insert the end date from the calendar.
      • Select if it is a partial absence or a full day absence.
      • Click NEXT to proceed
        Note: The data previously inserted will be displayed.
  • Delete: Delete an entry. A  confirmation pop-up appears:
    AdminView_Absences_confirm.png
    • Click YES to proceed.

  

 

Manage reporting

On this section you will find the customized reports configured on OneBackoffice.

  

 

Calendar

The displayed information, on the Calendar, is:

  • Available Agents
  • Users Working
  • Absences
  • Constraints
  • Alarms
  • Vacations:
    • Pending
    • Rejected
    • Approved
  • My Vacations:
    • Pending
    • Rejected
    • Approved
Note: Click on a calendar item to display the list of the agents associated with the item in question.