Plugin webinar created by AlphaNodes GmbH, November 2019. Use the Space key or the arrow keys to navigate through all slides.
Hello and welcome to our about 15 minutes lasting session on how to use Redmine HRM absence calendar for vacation planning in your company.
Presented by: Claudia Meindl, Redmine Expert
covers the following sections:
With Redmine you can use a system that is already in use. Complicated Excel lists are no longer necessary.
Employees and the HR department can view the vacation requests and the vacation account at any time - with calendar views.
Reduce errors through automated calculation of remaining leave and approval processes.
In the section Administration / HRM / User Types, check whether the required user types exist and assign them to the respective Redmine users.
The Default user type should be adjusted as needed. It is already assigned to each user by default. So it makes sense to make your first changes here.
Personnel department employees must belong to a user type with the options Internal. As well as at least the following HRM Permissions
|View HRM||Displays the entire HRM area including all users, user performance, user groups, attendances, absence calendar and supervisors.|
|Manage users||If this permission is set, a user can manage (create, edit, lock) Redmine users. (Deletion is not possible)|
|Manage working hours calendars||Permission to create, edit and delete working hours calenders.|
|Manage holidays||Permission to create, edit and delete public holidays.|
In the section Administration / HRM / Attendance Types, check whether the required types exist for the absences relevant to your company (e.g. Vacation, Sickness).
Note: For absences such as leave, it may be necessary:
Check the Default calendar and adapt it to your own needs. By default, it is assigned to existing Redmine users who belong to a user type marked Internal.
If necessary, create additional working hours calendars and assign them to the corresponding users.
Ask your employees to plan their holidays.
Absences such as vacation, special vacation or illness are created in the user account My account / Attendance via the link New attendance entry.
Step-by-stepAfter the configuration basics you are ready to go.
Required approvals are made by Superiors and users of a user type with the appropriate HRM permissions.Note: Monitoring attendances and absences is part of the daily tasks in Human Resources. All entries are listed on the HRM Overview. The entries are checked here on a daily basis on your own initiative.
Personnel department employees who have at least View HRM permissions will be able to access the Absence calendar in the HRM section. There you can:
|Internal||Internal user types are for example employees working for your company. Internal users must be assigned to a working hours calendar and supervisors can be assigned. The attendance can only be managed for internal users and is visible in resource planning.|
|Not "Internal"||User types without the Internal option for example are your customers or freelance workers who do not need a working hours calendar and are not able to add attendances.|
|HRM permissions||These permissions should only be granted to users who, due to their position in the company, require access to the corresponding information. For example, employees in the personnel department (HR managers). These permissions are independent of Redmine's internal role permissions. This allows users to manage other user accounts and information without administration access.|
For further information on how to use the plugin functionality also view the documentation in our support area (accessable for customers, only).