Leave Manager X. Basic Office Online TM Software Product Details

(1)

Basic Office Online

TM

Software Product Details

Web-based Leave Management system, for tracking various types of Leave and Absence through-out your Company. Available as either an online hosted service (SaaS solution) or as an on site office software installation.

Comprehensive breakdowns of Leave requested by Person, Department, Type as well as Leave Calendars.

Organise and improve the Leave request process using ‘web-work-flow’ to approve and deny leave requests along with Calendaring for better visibility and forward planning.

Leave Manager XTM

, along with our skilled services and flexible approach will meet your needs and deliver proven return on investment and long term value.

(2)

TM

b a s i c

basic business systems ltd

TM

b a s i c

Basic Business Systems Ltd Brookside Road, Ruddington, Nottingham NG11 6AT

t. +44 (0) 115 940 5000 e. [email protected] w. www.basic.co.uk

Time - Your Most Precious Resource...

In an increasingly competitive world, time is our most precious commodity and productivity is key. Improving the scheduling of Leave will help business planning, resourcing and improve the flow and coordination within your business.

However, the administrative costs and time required to run your business is increasing, with more and more legislation to comply with. Recent research suggests that

Companies are now spending around 15% of payroll, on leave related benefits and associated costs. Reducing the time and costs required to manage internal processes could allow you to focus on more important things, such as winning the next deal or improving customer service.

Basic Office OnlineTM

Leave Manager XTM

provides organisations with robust functionality to define Policies, create and manage Requests and control the entire Leave process. Electronic workflow and approval minimises paper holdups in checking and authorisation and brings visibility and traceability to the entire process.

Centralised leave records allow you to build a complete history of leave, for HR purposes and absence tracking helps you to Manage employee issues more effectively.

Leave Manager XTM

is available as a Hosted Managed Service, or as Application Software, running within your business, with minimal capital expenditure to get the results you need.

Leave Manager XTM

is just one application within a suite of software solutions, designed to maximise operational efficiency by simplifying and accelerating business processes. All Basic Office OnlineTM

applications can be deployed quickly, cost effectively and ultimately, help you to reduce your operating costs and increase profitability.

Clear Business Benefits

Leave Manager XTM

provides the following benefits...

Reduce administration time and cost whilst boosting

• Green credentials

by eliminating paper leave requests and unnecessary printing.

Streamline & Improve Leave Request creation, approvalling, calendaring, planning.

•

Improve reliability, accuracy and storage of HR Leave and Absence records.

•

Improve consistency with formalised electronic workflow rules and policies,

•

that route requests quicker and more reliably than paper forms. Improve efficiency with better traceability of requests. Identify and

•

manage approval hold-ups. Remove the “lost request” scenario.

Enable coordinated communication & Collaboration with calendar integration

(3)

About Basic Office Online Leave Manager X...

Basic Office OnlineTM

Leave Manager XTM

is a complete web-based Leave Management system, that can run as a hosted application or used with an existing IBM Lotus Notes Client and IBM Domino Server. There is also a hybrid mode, where you may use a Lotus Notes 8 client for offline use, whilst Leave Manager XTM

is hosted in the cloud, to cope with all the options you may need.

Leave Manager XTM

is capable of full integration with applications in our Enterprise Works range of applications, or running stand alone as a cloud application.

Leave Manager XTM

has various options for automated Leave Request workflow and approvals as well as calender displays.

Leave Manager x clients: Client option for protected off-line use, or cloud-based flexibility.

Client for offline use, with

•

secure encrypted database. Data snychronised with

•

cloud or server data set. Integrates seemlessly to

•

Lotus Notes and Lotus Notes email / calendar

Leave Manager X scheduler: Leave and Aabsence tracking, reporting and exporting tools.

Ability to see Leave and

•

absence in various formats Web-based and client

•

report views to display Leave by person, team, department, time etc. Exportable Reports and

•

integration to other systems.

Leave Manager X

Product Overview

Leave Manager X:

Centralised Leave Management and Tracking via client or web.

Request annual leave and

•

other types of leave Log unplanned absences

•

such as Sickness Integrated Calender for

•

easy visibility, as well as integration into your Lotus Notes calender

TM

(4)

fig 01 Screenshot of: Timesheets X

The Leave Request can be accessed with various different Web browsers: Mozilla Firefox, Internet Explorer, Google Chrome and Apple Safari etc.

Leave Manager X can be hooked into various “lookup” applications to allow users to select appropriate items, approvers, dates etc.

Leave Manager X Features

Fully web-based Rich Leave

•

Request input application.

Familiar ‘classic’ request style screen, for

•

easy user acceptance and familiarity. Copes with half days, morning and afternoon

•

Various profile and policy configuration to cope

•

with different working and non working days. Various options for Leave types.

•

Automatic leave calculations.

•

Configurable options for statutory holidays, leave

•

policies, working patterns and allowances.

Leave Manager X

• TM

typically allows 2 leave years for requests, current and following leave year input.

Configurable workflows, up to 5 serial approvers.

•

Various integration options for workflow details.

•

Integration with Lotus Notes Domino calendars

•

Various Calendar and Planner displays.

•

Classic Leave Request | Web 2.0

TM

b a s i c

TM

b a s i c

(5)

TM

b a s i c

Leave Manager X

Classic Leave Request | Offline or Online...

TM

b a s i c

Administration & General

Work days profiles, configurable

•

for different groups, to determine which days are ‘working’ or not

Define statutory or fixed holidays that fall

•

outside of normal leave allowances Handles various holiday year formats:

•

Employment Start Date, Calender Year, Company Financial Year etc. Customisable security access options

•

Instant exports to MS Excel

•

Electronic signature via Lotus Notes

•

ID ensures traceability, security and control of electronic process

Sickness & Unplanned Absence

Log sickness/absence on behalf of colleagues

•

‘Telephone Call’ routine for absence alerting

•

and initiation of Sickness absence workflow Track absence by person, year,

•

department or company Track reasons for absence

•

Absence notes route to relevant

•

people for ‘Self Certification’

Easy tracking of reasons for absence

•

‘Bradford Factor’ reports

•

fig 04

Screenshot of Leave Manager Form: Leave Request

The leave request calculates working days according to the working profile for the requestor, as well as factoring any statutory public holidays within the requested leave range, in order to determine what holiday is being used.

(6)

Leave Requests

Automate and centralise all Leave

•

Requests for fast and easy reference.

Automatically route requests to a person’s line

•

manager, central approver or other combinations. Automated alert and confirmation emails.

•

Track & manage leave requests

•

by approval status.

Warning emails for overdue approval requests.

•

Track historic leave by person, year,

•

department or company.

Leave allowance checking, warning approvers

•

when requests exceed allowance.

Calender view to track all logged leave requests,

•

other booked absence and sickness records. Integration with ‘Department Calender’

•

group calender application and personal calenders, where approved Leave Requests are posted to these calenders.

fig 03

Screenhot of Leave Manager. View: Leave by Type

The Enterprise.WorksTM Leave Manager allows you to analyse Leave in a variety of ways.

Comprehensive History Tracking | Client or Web

TM

b a s i c

TM

b a s i c

(7)

Planning Tools...

Integrate into other applications,

•

or pull external calender data into the Calender Planner tool (whether in Leave Manager XTM

or stand alone) Provides a simplified interface for

•

planning Leave or other events.

fig 05

Screenshot of the Leave Manager X Planner, Leaev Allowance Report and Leave Calendar in Google Chrome Browser.

The Notes / Web planning tools offer Users and Managers an extremely simple way to determine free time when Leave may be approved or not.

Leave Manager X

Planning and Scheduling | Heads up not Heads Down

TM

(8)

Leave Manager - Personal Portal

Seamlessly integrated into Basic’s Portal for Notes application

•

framework or Web Application Framework, as appropriate

Provides a simplified interface for integration into other portal frameworks or Intranet.

•

Can be used stand-alone, as default access to Leave Manager database.

•

Optional interface and integration elements to help hook Leave

•

Manager into a portal / portal style set of bookmarks.

fig 05

Screenshot of the Enterprise.WorksTM - Leave Manager / Leave Manager X portal interface, in Lotus Notes 8.5 / Google Chrome Browser.

The Notes / Web portal interface offers users an extremely simple way to request leave and not worry about finding a feature within a database. The web based portal page can be integated quickly into your intranet.

Personal Leave Portal | Client or Web

TM

b a s i c

TM

b a s i c

(9)

Next Steps...

We hope that this information gives you a quick overview of our applications... We have only summarised the application and its features here. If you would like to know more or wish to see a demonstration of the product, we would be delighted to hear from you.

Customisation

All organisations are unique, therefore Leave Manager XTM

has been designed to be very configurable and fit into the many different ways that you may use it, both as internally deployed Software, a remote browser based Application or as a hosted managed sevice with Basic Office OnlineTM

Leave Manager XTM

For requirements that cannot be met ‘out of the box’, we provide a full consultative and development service to meet practically all needs.

We have implemented many more configured application sets for our customers than we are able to convey in this simplified overview brochure.

Please feel free to challenge us with your needs!

Supported platforms and Versions

You will see that in this PDF, the screens shown are with Timesheets XTM

running in Mozilla Firefox.

However Leave Manager XTM

can run in not only Firefox, but also Internet Explorer 7 and above, Safari, Google Chrome and Lotus Notes Domino 8.5.1FP1+. Of course other versions of browser are generally operable, although not formally supported. These applications have also been certified by IBM as “Ready for Domino”.

This means that IBM have tested and checked the applications will work within the approved domino versions above and have been ratified by IBM.

Leave Manager X

(10)