At the beginning I would like to point out that the entire system is based on the division of roles and functions (configuration in services.yml
).
Each role has different access rights to different system spaces and functionalities.
Role hierarchy (each subsequent one contains previous permissions): User -> Manager -> Tribe Master -> Administrator.
We also have additionally HR and Helpdesk functions which in the basis have the role of User and additionally their unique functionalities
1 . Login:
- Users login via Google using earlier set domain
- Authorization takes place with the 4-digit pin set by the user when logging in to the site for the first time
2 . Dashboard:
- User profile
- Lending agreements of hardware for signing (if exists)
- Newsletter - current company information
- Pending requests (only visible if the user has the role of manager or higher)
- Projects
- Useful links
- Checklists (visible only if the user is wearing checklist tasks)
- Website language selection icon - PL / ENG
- Remote work / trip calendar
- Logout in thumbnail of your photo
- Global search engine
3 . Company:
-
Projects:
-
Persons:
-
Departments / Tribes:
4 . Days off / holidays:
- Creating persons work periods:
- Assigning days to be used in a given period both sick and days off / holidays
- Assigning the duration of days off/ holidays / sick days
- Information about available and used days
- Requests submitted with the appropriate status (accepted / rejected etc.)
- Submission of new requests
- Cancellation of requests
- Deleting requests (for Administrator)
5 . Working time records (Evidences):
6 . Summary of days off/holidays/sick days:
7 . FAQ:
- List of questions and answers within the category
- Search engine
- Possibility to ask a new question
- Category management:
8 . Checklist:
Detailed information about Checklist can be found in checklist_instruction_pl.pdf and checklist_instruction_en.pdf
9 . Feedback:
10 . Agreements (GDPR, Marketing, ISO etc.):
- List of agreements to be accepted with division on type of contract
- The possibility of accepting agreements
- The ability to create new agreements
- Ability to add attachments
- Ability to download attachments for users
11 . Acceptance List:
12 . Request management:
- List of pending requests for approval
- List of planned requests
- List of archival requests
- Details of the requests:
13 . Hardware lending agreements:
- Integration with the Snipe.it system (thanks to this tool hardware contracts fall into the service)
- Split on agreements to generate and generated but not signed
- Generating hardware hire contracts via the generation form
- Option to delete contracts
- Search engine
14 . Job structure management:
- List of created job structures and the jobs themselves
- Division of the view into structures and positions
- The ability to create a structure of positions
- Possibility to create a station with the structure
- Ability to edit and delete data
15 . Configuration:
- Configuring access to external systems, e.g. Avaza, Gitlab, Snipe.it
- Possibility to add public holidays, so that in any place in the system these days will be treated as unavailable until, e.g. submitting an application for a day off / holiday
- Other: e.g. The ability to configure the integration in such a way that it informs about service errors on the technical channel on Slack.
16 . Planner and statistics
Information about the planner can be found in the files planer_functions_pl.md and planer_functions_en.md
17 . HR:
- List of persons:
- Search engine
- Ability to download a list of persons
- Division of views into:
- Active persons:
- List of active persons with basic data
- Ability to remove a person (termination of cooperation)
- Potential persons:
- List of potential persons with basic data
- The ability to edit / delete person data
- The ability to confirm or reject a potential person
- Termination of cooperation:
- List of persons who ended or will end cooperation
- Option to delete / edit data
- Active persons:
- Checklist templates:
Detailed information about Checklist can be found in checklist_instruction_pl.pdf and checklist_instruction_en.pdf
- List of created checklist templates
- Possibility of creating new checklist templates (separate and combined):
- The ability to create new tasks as part of the checklist with the assignment of responsible persons
- Ability to edit and delete checklist templates
- Assigning a checklist to persons (owners and entities)
- Monthly reports, rotation statistics and department tribes:
1 . Persons Profile:
- Persons personal data (basic)
- Role in the company (visible only to the Administrator)
- Projects (visible only in your profile)
- Working time records (visible only to the Administrator)
- Hardware (visible to the Administrator and User with the role of Helpdesk)
- Feedback (for superiors, leaders of a given person)
- Integration with Slack possible
2 . Project details:
- Basic information about the project
- Persons in the project
- Criteria processed in the project
- Project editing
- Add / remove person in the project
- Deleting / archiving the project
3 . Department/Tribe details: