Employees, Work Schedules, Contacts

How do I add a recipient to an email?
In order to send an email to a recipient, they must be included in the case’s contacts list. To add a contact for the employee directly from the email corr...
Wed, 5 Jun, 2019 at 1:02 PM
How can I access the employee records in LeaveXpert?
There are three ways to access employee records in LeaveXpert:  the employee case listing, global search, or the employee link within a case.   Employee Ca...
Wed, 5 Jun, 2019 at 1:03 PM
How do I add a new employee to LeaveXpert?
New leave cases can only be created within LeaveXpert for an employee with an employee record.   Under LeaveXpert select Employees Select Add New Employ...
Wed, 5 Jun, 2019 at 1:10 PM
How do I edit an existing employee's information in LeaveXpert?
Once you have accessed the Employee Details, you can update the employee demographic information, work schedule and/or contacts. To update the employee de...
Wed, 5 Jun, 2019 at 1:12 PM
How do I add more than one employee to the system at the same time?
By using the Employee Bulk Upload capability, you can add numerous employees to LeaveXpert at once. Go to the LeaveXpert menu Choose Employees menu select...
Wed, 5 Jun, 2019 at 1:13 PM
How do I add contacts for my employee?
To store contact information for various persons associated with the employee and their leave of absence, you can build a contact list for the employee with...
Wed, 5 Jun, 2019 at 1:13 PM
Why should I enter a work schedule for my employee?
Including a Work Schedule for an employee in LeaveXpert will streamline the case management process.  This work schedule information is used when adding Abs...
Wed, 5 Jun, 2019 at 1:14 PM
I can't get the employee address to populate in my letters, how do I add this information?
For the employee address information to auto-populate using LeaveXpert letter templates, you must add the employee contact information.   You can add cont...
Wed, 5 Jun, 2019 at 1:14 PM
How do I add a contact that applies to all of my employees?
Company Contacts can be added for those contacts that are not employee-specific, but apply across all employees for your organization.  All company contacts...
Wed, 5 Jun, 2019 at 1:15 PM
Where do I add contact information for my employee?
You can add contact information for your employee on the Contacts tab within the employee record.  To add your employee's email address, phone number, o...
Wed, 5 Jun, 2019 at 1:15 PM