TEAMSEER GUIDANCE NOTES Mass Update of Bought Holiday If you need to update a large number of records to reflect the holiday bought, it is possible to do this as a bulk upload. Log into Teamseer by visiting www.teamseer.com and entering your single sign on details. On the top ribbon of tabs select HR Admin The HR Admin page will be displayed On the left hand side, the Users submenu should be selected by default, but if it’s not click on the Users section. In the View/Edit section in the middle of the page select Allowances and Start dates, etc. 1 Last Updated: Bridget Butler April 2017 TEAMSEER GUIDANCE NOTES You are able to bring up the records that you wish to update by a number of different filters; All users Group Location Surname starts with… You can access these filters on the top right corner, in the box labelled Choose a filter. Once you’ve selected your filter hit the Reload button to bring up your results. For example, you can filter by Group and see all employees in AE, AEDZ etc. You will also be able to filter by any of the specific groups you’ve requested to be created. 2 Last Updated: Bridget Butler April 2017 TEAMSEER GUIDANCE NOTES You can use the arrows and navigation bar to scroll through to see additional columns, one of which will be Holiday Bought (as +ve). TIP: If you hover the curser over any of the column titles further details will be shown about the data or information contained in that column. Enter the number of days or hours of additional leave bought by clicking into the cell for the relevant individual. E.g. AlexLM Test. The cell will be highlighted dark blue; When the correct cell is highlighted, enter the correct amount of leave that has been bought into the box at the top of the page that the cursor has automatically clicked into. 3 Last Updated: Bridget Butler April 2017 TEAMSEER GUIDANCE NOTES When you click the Enter button the additional days will be added to the record. You can now work through the rest of the employees in that group and update their records in one action. When you’ve finished entering the bought holiday for all employees you must hit the green Save button in the top left hand corner. If you leave the page before hitting the save button your entries will not be added. You can carry out exactly the same process for Prior Year Holiday Rollover. Instead of adding amounts into the column for “Holiday Bought” you should navigate to the column for “Prior Year Holiday Rollover” and enter the details in exactly the same way. 4 Last Updated: Bridget Butler April 2017
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