Link a screen to absence categories and absence types
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Go to Admin.
- Go to the Calendars and Time section > select Attendance Screens. You will see a list of all screens in your IRIS Cascade database that are based on the Employee Attendance table.
- Select Editfor your new screen (You cannot edit any Built-In screens.)
- Use the options at the bottom of the screen to link the screen to absence categories and properties:
- Add Property Link to link the screen to all absence categories with a specific absence property (for example, for the Absence New screen, you could link any absence categories that are set to Show in Hours & Minutes). Select the property from the drop-down menu and select Save.
- Add Category Link to link the screen to specific absence categories. Select the category from the drop-down menu and select Save.
- Add Property Link to link the screen to all absence categories with a specific absence property (for example, for the Absence New screen, you could link any absence categories that are set to Show in Hours & Minutes). Select the property from the drop-down menu and select Save.
You can add multiple property and category links to each screen.
Viewing the new screen
The categories you have linked appear in the Leave Category menu of your new screen. If you have linked any existing categories to your new screen that you no longer want to show on the original absence screen, you may stop them from appearing on the original absence screen by removing the property of Absent for the category (From Admin > Calendars and Time section> Attendance Categories).
If you have used an existing category from the original absence screen on your new screen,IRIS Cascade automatically adds any historical information previously recorded under those categories to the new screen.
If the attendance categories on your new screen are set to Show on Planner (From Admin > Calendars and Time section > Attendance Categories), any records added from the new screen on the employee’s Planner appear.
The screen is now ready to use for system administrators. If you want any other parties such as employees or managers to have access to view / add records to the screen, you need to review their profile access. (From Admin > Accounts and Security> Profiles).