Instructions

• Create Visits
• Create Absences
• Create bookings via Web Terminal
• Add bookings via the Overview Bookings

Create Visits

1. Log in to the application
   

   

   
   
2. Navigate to Registration in the menu
   

   

3. Fill in the fields and confirm with Save
   

   

   1. If the visitor does not yet exist in the system, they can be created using the New Visitor button
      

      

      
      
4. The visit now appears under the menu item Visits below the Upcoming section
   

   

   
   
   1. A badge can now be issued here via the Issue Badge button
      
   2. or the visit can be marked as present via the Person arrived button
5. The visit now appears in the Ongoing section
   

   

   
   
6. The visitor can be logged out via the Person left button
   

   

   
   
7. As long as the visit period has not yet expired, the visit appears below the Active section
   

   

   
   

Create Absences

1. Log in to the application.
   

   

   
   
2. Navigate to the Team Calendar item in the menu.
   

   

   
   
3. Right-click in the field for the desired date of absence > Select Create new absence
   

   

4. Enter dates for From and To. Set comment for supervisor if necessary. Confirm with Save.
   

   

   
   
5. Legend colored representation of absences
   

   

   
   
6. In the Workflow menu, you will find past absence requests and their status.
   

   

   
   

Create bookings via Web Terminal

1. Log in to the application.
   

   

   
   
2. Navigate to Web Terminal in the menu
3. Submit the desired booking by pressing the corresponding button
   

   

   
   
4. Bookings can be viewed via the Overview Bookings menu
   

   

   
   

Add bookings via the Overview Bookings

1. Log in to the application.
2. Navigate to Overview Bookings in the menu
   

   

3. Double-click on the line of the day for which the booking is to be added
4. Now select the desired time in the Time field and the desired booking type in the Event Type field (e.g. Clock in or Clock out) and confirm with the Save button
   

   

   
   
5. If a workflow has been set up for adding bookings, the supervisor must confirm the request