Welcome to the Help for Optimum
This Help system provides guidance with the tasks that you carry out in Optimum.
You can select from the list of Frequently Asked Questions below, or use the Index to get the Help you need.
Frequently Asked Questions
What does Optimum do?
How do I find out what version of Optimum I am running?
How do I change my password?
How do I request leave?
How can I check my Flexi timesheet?
How can I check my Roster timesheet?
I'm a Supervisor ...
... how do I set up holiday entitlements? ... how do I add a new employee? ... how do I authorise leave requests? ... how do I give a some rights to edit information and/or view other employees' records? ... how do I create groups or group items? ... how do I manage menus and profiles? ... how do I view absence details for a member of my team? ... How do I view absence details for my team? ... How do I view roster details for my team? ... How do I view details of the absence taken by a member of my team?
... how do I set up holiday entitlements?
... how do I add a new employee?
... how do I authorise leave requests?
... how do I give a some rights to edit information and/or view other employees' records?
... how do I create groups or group items?
... how do I manage menus and profiles?
... how do I view absence details for a member of my team?
... How do I view absence details for my team?
... How do I view roster details for my team?
... How do I view details of the absence taken by a member of my team?
Contents
Click a heading below to view available topics:
Index
Administrative Functions
Access Rights, Increasing
Analysis Categories
Analysis Codes
Company Holidays
Company Leave Entitlements
Dashboard - Employee
Dashboard - Supervisor
Edit Existing Employees' Records
Employee Group Allocation
Employee Leave Entitlements
Employees, Adding
Exceptions
Flexitime Parameters Maintenance
Global Code Update
Interface Layouts Maintenance
Payroll Interface
Reason Codes
Rules Calculation
Rules Procedure Maintenance
Salary Types
Time in Lieu Maintenance
User-Defined Fields
Calendars
Employee Analysis Calendar
Employee Leave Calendar
Team Calendar
Team Roster Calendar
Clocking
Clocking on or off
Requesting Clocking Adjustments
Flexitime
Activity/Infringement Reports
Allocating Employees to Flexitime Parameters
Period End Reports
Variance Reports
Groups
About groups and group items
Allocating Groups to Users
Global Group Allocation
Group Items, Adding
New Groups, Creating
Leave
Booking Leave for your Team
Cancelling Leave for your Team
Cancelling your Leave Request
Requesting Leave
Logging on or off
Info-Bar
Logging On
Logging Off
Log On Audit Report
Menus/Profiles
Managing Menus and Profiles
Menu Functions
Menu Profiles
Profile Functions
User Profiles
Password
Changing Password
Forgotten Your Password?
Posts
Post Parameters Maintenance
Recording Working Hours
Reports
Cost Centre Movement by Detail Reports
Cost Centre Movement Reports
Creating New Reports
Employee Group Allocation Reports
Employee Reports
Leave Reports
Leave Status Reports
Multi Column Reports
Percentage Analysis Reports
Period Analysis Charts
Period Analysis Reports
Report Columns Maintenance
Report Filters
Report Layouts Maintenance
Retail Roster Build Reports
Single Column Reports
Statistics Charts
Time/Exception Reports
Timesheet Audit Reports
Working Time Act Reports
Rosters
Allocating Employees to Rosters
Allocating Thresholds to Timebands
Breaks Maintenance
Daily Thresholds Maintenance
Grace and Penalties Maintenance
Removing Employees from Rosters
Rosters Maintenance
Viewing Employees Allocated to a Roster
Weekly Thresholds Maintenance
Work Patterns Maintenance
Self-Service
Authorising Changes
Field Maintenance
Requesting Changes
Supervisor Functions
Authorising Leave
Cancelling Leave that has been Authorised
Selecting Employee Records
Team Roll Call
Employee Maintenance
Add Employees
Editing Employee Records
Editing User's Records
Timesheets
Authorise Timesheets
Authorising Adjustments
Daily Timesheet
Requesting Adjustments
Using Timesheets
Weekly Timesheet
Setting Up Optimum
Configuration
Functions
GMT/BST Options Maintenance
Inventory
PCs
Ports
System Settings
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