Admin
Guidance on Admin Tools
Portal: Grant user access using System UsersHow to grant work group or department access to a user.
Configure user access privilegesGuidance to configure users to have the right access.
Portal Error: The user needs to be created through Core User Security before Forms Access can be grantedThe user needs to be created through Core User Security before Forms Access can be granted pops up
Self Migration from Back Office to PortalHow do I self migrate from back office Company, Control Parameters and System Calendar to portal
Self Migration: Clock RoundingHow do I self migrate clock rounding from back office to portal
Period Closure Menu OptionsA menu profile WFM_ PERIOD_CLOSURE has been created to provide users full access to Notifications Centre Management.
Back Office: Prevent a pay code from being recorded via Record Absence DetailSteps to restrict uncertified sick leave entered via Record Absence Detail on the adjoining day of an annual leave record
Back Office: Grant user access using System UsersHow to grant work group/department access to a user using Back Office
Can the Team Scheduler filter be changed so it returns Departments, Locaton etc instead of Work GroupCan the filter be changed so you can filter by Department etc?
How to Create a Period ClosureSet up a period closure for your organisation
Configure a pay codeThis article explains how to configure a pay code in WFM by importing and customising pay codes from the Payroll Dashboard.
How to Configure Pay Code Groups in WFMThis guide explains how to set up Pay Code Groups and assign them to employees in WFM.
No Access to Company and Work-Groups on Calculate HoursAn employee doesn't have permission to view and use the Company and Work Groups field.
Set Up Reason Codes and Reason Code GroupsHow to group Reason Codes together in a common group for CoreTime and CorePortal.
Portal Error: Entry/Modification/Deletion of the data during this period is restrictedThis article explains how to resolve the "Entry/Modification/Deletion of the data during this period is restricted"
Portal: Create a Work GroupLearn how to create a new Work Group in Portal, helping you manage employee scheduling and time calculation.
Approve and sign off hoursLearn how to approve and sign off employees' hours in the WFM Admin Dashboard, either individually or in bulk.
How to activate or de-activate a workgroupLearn how to activate or de-activate a workgroup in the WFM Admin Dashboard by changing its active status.
How to extend the company periodFind out how to extend the company period by generating a new calendar period in the WFM Admin Dashboard.
How to Set Up Auto Advance PeriodsSetup and manage auto advance periods for system calendars
Enable WFM admin dashboard for portal accountsHhow you can enable access to the WFM Admin Dashboard for users in the Portal by assigning the appropriate menu profiles.
Roll back a period in system calendars for user defined periodsHow to roll back user defined periods in Access People XD if you need to reopen future periods that were previously marked as complete.
Back Office: Extend the system calendarHow to extend the system calendar in Back Office
Migration to the new PeopleXD Ideas PortalSteps to move to the new PeopleXD Ideas Portal.
Cannot see AI chat box at the bottom right of the screenUnable to view the Access Evo chatbox at the bottom right of the screen.
Escalate a support caseSteps to escalate a support case.