How do I add, edit and delete a user? Each department will have users, this is where you create them. Adding a user in LunaHR is simple. It is now a 4-step process where you fill in information about the user. You create a user by following the steps below: Creating a new user Administration […]
How do I deactivate / reactivate a user? By deactivating a user you are completely cutting off access to this user. Moreover, you will be unable to impersonate this account once deactivated. If this is what you are intending to do, please follow the instructions below: Administration -> Company Structure -> Employees Select an employee […]
Adding Approver / Authoriser / Payer to a Department Departments are managed by people with specific roles. You can assign the following to a department – line manager, leave approver, leave authoriser, expense payer, expense approver, expense authoriser and secondary positions. There are two ways of adding approvers etc to a department Editing an employee […]
Adding, Editing and Deleting Work Patterns Work patterns are used to calculate leave allowance. It is a schedule that defines the working hours of an employee. Work patterns can be set on three levels: company, department and user. Department overrides company while user work patterns override department. If no work pattern is given for a […]
Adding, Editing and Deleting Expense Categories Expense categories are similar to public holidays for example, these can be added at a company and department level. Expense categories are used when applying for an expense. Some departments may need a unique category For ex. Photography department will need a Camera expense category. Adding a company expense […]
Adding, Editing and Deleting Public Holidays If leave applications overlap public holidays, leave will not be deducted. As an administrator you can add public holidays on both a company and department level. Adding a company public holiday Navigate to Leave -> Settings -> Public Holidays and leave allowance Select Manage Public Holiday and add accordingly […]