Yearly View Window in Team Manager

 
Yearly view is a visualization / operation menu for employees and managers to have a wider overview on a yearly base. Yearly view for managers is displayed from Operations - Team Manager with MSS license and specific management permissions and it enables all operations a manager is allowed to do for own team.
Managers can access the yearly view of the employees in their teams from Team Manager, right-click on an employee cell and the button .
 
Accessing the Yearly view of an employee in Astrow Web
 
In yearly view from Team Manager, you can:
 
  • Add / modify bookings in single or multi-cell mode;
  • Add / modify / delete absences in single or multi-cell mode;
  • Change day program in single or multi-cell mode;
  • Change cycle in single or multi-cell mode;
  • Send messages;
  • View employee timecard;
  • View employee holiday card;
  • Add / view personal notes;
  • View anomalies;
  • Access employee daily view.
 
Yearly View team manager access in Astrow Web
 
The selection can be made in single or multi-cell mode, with CTRL/SHIFT+click:
 
Selecting cells in Yearly View team manager access in Astrow Web
 
Double-clicking a cell will access the daily view:
 
Accessing Daily View in Yearly View in Astrow Web
 
The operating buttons in yearly view are displayed selecting one or more cells and choosing an action from the button :
 
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Single and multiple-cell add booking function;
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Single and multiple-cell add absence function;
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Single and multiple-cell remove absence function;
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Single and multiple-cell grant absence request function (with ESS license and Authorizer role);
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Single and multiple-cell reject absence request function (with ESS license and Authorizer role);
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View absence requests - link to Operations - Manage Request (with ESS license and Authorizer role);
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Single and multiple-cell change day program function;
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Changing the cycle in single or multiple-cell mode for one employee;
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Sending a message for one or more employees (single and multi-cell mode);
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Add notes for one or more employees (single and multi-cell mode);
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View an employee timecard (single and multi-cell mode for one employee);
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View an employee holiday card (single and multi-cell mode for one employee);
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View team anomalies – link to Operations - Team Anomalies;
 
Customizing Yearly View visualization
 
A complete team manager Yearly View will display a table with the year of selected employee in the default format or a customized one. You can customize the cells dimensions, colours and also the information to be displayed in the view, both from Team Manager and Yearly View. You can save as many configurations as you wish (configurations here will be accessible for Team Manager configurations sand vice-versa).
 
The following is a list with all cell design customization options:
 
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View configurations. There are 2 default view configurations, but you can add more or customize the existing ones (details here Yearly View Configurations Settings).
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Cell customization:
 
a. Size - click on Cell size and choose a desired dimension from the ones available;
b. Working day color - click to select the color for working days;
c. Non working day color - click to select the color for non-working days.
d. Today color - click to select the color for current day.
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You can also maximize or minimize the cell size.
 
You can zoom the cells in, out, left and right:
 
Click for more options.
 
Changing view settings in Yearly View in Team Manager in Astrow Web
 
Apply immediately: if checked, all customizations made in the view will apply immediately, if not they will be applied when clicking the button .
Totals: If checked, it will display the totals of norm and absences.
Absence requests: If check, this will display the absence requests. Absences to be displayed will be set in Yearly Settings - Absences. You can also choose the way to display the absence request in Yearly Settings - Absence options. Click the button to display the settings. See Yearly View Configurations Settings for more details.
Absences: If checked, this will display the absences. Absences to be displayed will be set in Yearly Settings - Absences. You can also choose the way to display the absences in Yearly Settings - Absence options. Click the button to display the settings. See Yearly View Configurations Settings for more details.
Anomaly marker: If checked, this will display the anomaly marker.
Show day of the week: If checked, it will display the week day on each cell.
Note marker: If checked, this will display the note marker.
Counters: If checked, it will display the counters. Counters to be displayed (up to 5) will be set in Yearly Settings - View counters. Click the button to display the settings. See Yearly View Configurations Settings for more details.
Day program: If checked, it will display the day program used. You can also choose the way to display the day program in cells in Yearly Settings - Day program options Click the button to display the settings. See Yearly View Configurations Settings for more details.
Bookings:  If checked, this will display the bookings. By default it will display the first and the last, but you can also choose to display all.
Select/deselect all: Use this options to select/deselect all options for the view.
More...: Use this to customize your current configuration. This will open Yearly Settings. See Yearly View Configurations Settings for more details. Don't forget to apply the changes to your configuration.
Save as: Use this to create a copy of the current configuration. You can then change it using the Yearly Settings. See Yearly View Configurations Settings for more details.
Close: This will close the options list.
 
The following is a list of other options available for display customization:
 
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Choose the number of months to see in the view:
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Choose the starting month:
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Selecting the year to display:
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Navigation buttons for time periods:
moves to previous period;
moves to previous day;
shows current day;
moves to next day;
moves to next period.
 
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Navigation buttons for employees:
moves to first employee from the list;
moves to previous employee;
moves to next employee;
moves to last employee from the list.
 
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Refresh button .
 
 
Tool-tips are displayed to have a quick overview of the cell:
 
 
Tool-tip in Yearly View in Astrow Web