The section "Settings" contains a subsection "Work schedule" to create and edit a work schedules for employees and a subsection “Reports’ mailing” to create and edit tasks for automatic mailing reports
By default subsection "Work schedule" contains only the default schedule, which applies to all employees of the company. The default schedule cannot be deleted, but you can assign a new name and a work schedule of arrival and departure.
To edit the schedules time of arrival and departure, select the new values in the fields "Begin of day" and "End of day" and click "Save".
To assign a day of the week as day off, turn the switch into "Day off" and click "Save".
To create a new work schedule, click on the "Create" button. Created work schedules can be edited and deleted.
All work schedules are available when you select schedules for employees in the section "Employees" — "Organization structure".
The subsection "Reports’ mailing" is used for creating and editing tasks for sending reports by the e-mail lists.
Before creating tasks for sending reports, enter settings for the mail server in the "Mail server" subsection of the "Configuration" section, which will deliver messages with reports.
To create a mailing task, click on the "Create" button in the “Reports’ mailing” subsection.
In the opened dialog box enter the following parameters:
- Mailing name,
- Periodicity of mailing,
- Report period,
- Mailing time — the exact time of sending and the day of the week or month on which the mailing will be carried out,
- Reports’ list,
- Employees for reports,
- E-mail list — e-mails of recipients separated by commas,
- Mailing language — letters will be sent to the recipients on this language
and click on the “Save” button.
Attention! If you have created a monthly task for mailing, but the selected number of mailing is not in a calendar month, the mailing will come on the last day of the month. If you want to receive monthly mails on the last day of the month, choose the 31st.
To change the task for mailing, find it in the table and click on the pencil icon. In the opened dialog box enter all the necessary changes and click on the "Save" button.
To delete a task for mailing, find it in the table and click on the trash icon. In the opened dialog box click the "Remove" button.