Introduction

Welcome to our tutorial on setting up filing restrictions in Anya HR. In this session, we will guide you through the process of managing employee requests, ensuring that you have the necessary controls in place for filing deadlines and requirements. By the end of this tutorial, you will be equipped to customize the filing options to suit your organization's needs.

How to Instructions

1. Navigate to Employee Category

Start by navigating to HRIs and selecting Employee Category.

2. Access the Filing Tab

Proceed to the Filing tab.

3. Enable Employee Request Options

Here you will find options for enabling various types of employee requests, including Change Schedule, Change Log, Official Business Overtime Offset, Certificate of Employment, and Change Location.

4. Set Filing Days Restrictions

You will also have the option to restrict filings regarding the number of days employees can file before and after the requested date.

5. Define Can File Days Before

Configure the Can File Days Before setting to specify the maximum number of days before the requested date that employees can file.

6. Define Can File Days After

Similarly, set the Can File Days After to determine the maximum number of days after the requested date employees are allowed to file.

7. Understand Date Picker Restrictions

Please note that if the filing is beyond the defined range, the date picker will disable the selection.

8. Configure Filing Requirements

You can also define whether employees must provide a reason, an attachment, or both when filing.

9. Allow Late Filing

Next, configure Allow Late Filing to enable employees to file after the cutoff locking.

10. Set Cutoff Periods

Specify the cutoff as one previous cutoff or two previous cutoffs.

11. Allow Cancellation

Similarly, use Allow Cancellation to specify if employees can cancel requests within these periods.

12. Finalize Filing Restrictions

This concludes the general filing restriction setup.

Conclusion

By following these steps, you will successfully configure the filing restrictions in Anya HR, ensuring that employee requests are managed effectively and within the specified guidelines.