Employee Settings

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These are the Policies for the Employee functions. This function is used to change the system-wide values that govern the functioning of the system and terminology used.

 

From the Main Menu move the mouse over Employees in the navigation bar and click Employee Settings to open the Employee Policies.

Employee Settings Main Screen

 

The System Policies defined in Encompassing Visions govern how the data in your system is processed. They allow options for many different variables such as how you name specific terms, features that you can turn on or off, and the number of items displayed in certain lists. This Administrative Function allows you to maintain the Policies in the system.

 

Note: the Policies have been re-organized to govern how the data is processed for the Employees Module only.

Alternate Terms - Policies that define alternative terms to those supplied with Encompassing visions

Note: Many terms used in the system allow for customization to suit the needs of your organization. If an Alternate Term is selected, it is reflected everywhere in the system EXCEPT in the names of the Policies. Policy names will always reflect the Encompassing Visions default term.

Edit Policies

To understand the function of each policy see the detailed Policy Descriptions for the policies in each group.  

 

To edit the policies, hover over and select your selection. Your selected policy will change from a pale gray to a white background. Once the policy is selected, you will be able to select a new value (or option) either through a drop down list, slider or toggle.  Add or change the notes related to the policy and/or selected option:

 

drop down menu toggle slider2

Choose the desired option.

Enter any desired notes (optional).

Click Save to change the policy or click Cancel to close the screen without changing the policy.

 

The Notes Field

The notes field for the policies is sometimes populated with information provided by Encompassing Visions. These notes are intended to provide information about what the policy does or why a particular selection was made and when. As a general rule, these notes are not available outside the policy maintenance screen but there are four exceptions.