How do I add new items to a group?
-
From the drop-down list, select the
Group
Name
that you want to add the item to. If there are any items already
in the group, these are displayed on the left hand side of the
screen.
-
Click
New.
-
Enter a
Group Item Code
for the item (up to 15 characters).
Note:
Each item within the group must have a unique code.
-
Enter a
Description
for the item (up to 50 characters).
-
(Optional)
You can enter
Valid From
and
Valid To
dates for the item if required. If you have entered dates, the item will not be available for selection
outside of these dates. If you do not enter dates here, the item
is available.
-
(Optional)
You can add up to ten
Rates
for the item. These could be, for example, different rates of
pay relating to basic pay, overtime, double overtime, etc.
-
(Optional)
You can add up to five Email
addresses applicable to the group item. These can be used for escalating leave
requests to the next level of management if a supervisor is on
leave. If the group refers to an employee of the organisation
(e.g. a supervisor or manager) you should enter their email
address in the
Email [1]
field. This tells Optimum where to send requests if the
supervisor/manager is an authoriser for leave bookings,
timesheet adjustments, etc.
-
Click
Save
when the details are complete. You’ll get a
message confirming that the group item has been created.
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