Following are the steps to add work location in PW:

           Step 1: Navigate through (PW Admin >> Nurture and Manage>> See all)

 Step 2: Select Cities, click on and fill the necessary details.

 Step 3: Click on .

           Following are the steps to map the leave applicability:

           Step 1: Navigate through (PW Admin >> See all>> Leave Admin)

 Step 2: (Select Applicability>> Select Leave Type).

 Step 3: Click on and fill the necessary fields.

 Step 4: Click on .

 

           Following are the steps to add bands to PW:

           Step 1: Navigate through (PW Admin >> See all)

 Step 2: Select Band, click on and fill the necessary fields.

 Step 3: Click on .

 

           Below are the steps to change the role of employees:

           Step 1: Navigate through (HR>> Employment details>> Current Organization)

 Step 2: Search for employee and change the role in the drop down available in the field Role.

 Step 3: Click on .

 

           Following are the steps to add new designation:

           Step 1: Navigate through (PW Admin >> Nurture and Manage)

 Step 2: Select Designations, click on and fill the necessary fields.

 Step 3: Select the parent designation as the employee reporting Officer.

 Step 4: Click on .

 

           Below are the steps to update the leave details:

           Step 1: Navigate through (PW Admin>> See all>> General Configuration>>Excel Mapping)

 Step 2: Select Leave Migration from the Module dropdown and click on Download.

 Step 3: Fill in all the fields in the downloaded template.

• Employee ID: for whom the leave has to be updated.

• Leave Type: Type of leave to be applied (should be same as that defined in the Leave Admin>> Leave Type)

• Posted Date: Date of posting the application (Current date)

• From date and To date: Date for which the leave is to be taken.

• From session and To session: This has to be selected depending on the number of leaves taken.

• If the leave taken is half a day, select both sessions as
  Either 1 (if the leave is for first half) or 2 (if the leave is availed for second half)

• If the leave is taken for 1 day, select
  From session as 1 and To session as 2.

• Number of days: Enter the number of days leave taken.

• Reason for leave/cancellation: Mark the reason

• Reporting Officer ID: Enter the RO's ID.

• Status:

• Select the status as Applied if you just want to apply the leave.
  (Requires only 1 row for this transaction)

• Select the status as Approved if you want to apply and approve the leave.
  (Requires 2 records, one for applied state and one for approved state for this transaction)

 Step 4: Save the updated file.

 Step 5: Navigate through (PW Admin>> General Configuration>> Excel Upload).

 Step 6: Select Leave Migration from the Modules and choose the saved file to be uploaded.

 Step 7: Click on .

 

           Following are the steps to configure rules to generate Emp Id automatically:

           Step 1: Navigate through (PW Admin >> See all>> Configuration Rules).

 Step 2: (Select Generate Employee ID >> Select Employee Type).

 Step 3: Fill the necessary details and check the Automated Employee ID.

 Step 4: Click on .

 

           Below are the steps to change the approvers for the modules:

           Step 1: Navigate through (HR>> See all>> Swap Workflows)

 Step 2: Search for the employee whose repartees requests needs to be approved.

 Step 3: The pending requests in that particular employees' queue will appear in the Existing approvals.

 Step 4: Check the request of module to be swapped and enter the new approvers' name in the New Approver field.

 Step 5: Click on .

 

           Following are the steps to add the email templates:

           Step 1: Navigate through (PW Admin >> See all>> Email Configuration)

 Step 2: Select Email Template, click on and fill the necessary fields.

 Step 3: Click on .

 

           Below are the steps to add recipients:

           Step 1: Navigate through (PW Admin>> See all>> Email Configuration>> Configure events)

 Step 2: Click on Configure, for the email template that needs additional recipient.

 Step 3: Select the template name and edit.

 Step 4: Add the recipient in the To or CC field as required.

 Step 5: Click on .

 

           Following are the steps:

           Step 1: Navigate through (PW Admin >> See all)

 Step 2: Click on Manage Permission.

 Step 3: Select Permission Template>> Select manager.

 Step 4: Click on and check the necessary boxes (Allow, self, all, below, custom)

 Step 5: Click on .

 

           Following are the steps to add logo and company's URL:

           Step 1: Navigate through (PW Admin >> Nurture and manage>> See all)

 Step 2: Select Organization details, click on and fill the necessary fields.

 Step 3: Click on .

 

           Following are the steps to add bank details:

           Step 1: Navigate through (PW Admin >> Nurture and manage)

 Step 2: Select Banks, click on and fill the necessary fields with the IFSC code which is unique.

 Step 3: Click on .

 

           Following are the steps to add new city:

           Step 1: Navigate through (PW Admin >> Nurture and manage>> See all).

 Step 2: Select Cities, click on and fill the necessary fields.

 Step 3: Click on .

 

           Following are the steps to upload insurance:

           Step 1: Navigate through (PW Admin >> See all>> General Configuration>> Excel Mapping).

 Step 2: Select EDM Insurance Family from the Module dropdown.

 Step 3: Download the template.

   Upload the EDM Insurance Family

After updating the downloaded Excel sheet:

 Step 4: Navigate through (PW Admin >> See all>> General Configuration>>Excel Upload)

 Step 5: Select EDM Insurance Family from Module dropdown and browse the updated sheet.

 Step 6: Click on .

 

           Following are the steps to provide assess right on People Works:

           Step 1: Navigate through (HR>> See all>> Employment Details>> Current Organization)

 Step 2: Search the employee, click on .

 Step 3: Click on Role field and select the desired role from the dropdown.

 Step 4: Click on .

 

           Following are the steps to create email templates:

           Step 1: Navigate through (PW Admin >> See all>> Email Configuration).

 Step 2: Select Email Templates, click on and fill the necessary fields.

 Step 3: Click on .