Managing the Organisation
Users, roles and permissions, Location access, workforce, timesheets and leave.
Users and Access
- Permission referenceEvery permission in the Roles matrix, module by module, and what each one lets a person do.
- Limit a user to LocationsChoose which Locations a user can see, what that limit covers today, and the rules for administrators who are limited themselves.
- Disable, re-enable and seatsChange a user's role, seat or language, switch an account off when someone leaves and back on when they return, and keep within your plan's full seats.
- The Audit LogSee who changed what and when, with the values before and after, and filter the record by kind, action, person and date.
- Session ActivitySee who has used Solmex and when, per user and per session, including visits made without typing a password.
Workforce
- Add and manage employeesKeep the employee list: add people one by one or from Excel, fill in their profile, link them to a sign-in, and change their employment status.
- Employee documents and certificationsKeep each employee's passport, visa, licences and contracts, record their certifications, and see at a glance what has expired or is about to.
- Departments, subdivisions, teams and positionsSet up the lists employees are filed under: departments, the subdivisions and teams inside them, and job positions.
- The organisation chartSee who reports to whom, search and filter it, rearrange reporting lines by dragging, and export the chart to Excel or PDF.
Timesheets and Leave
- Record daily attendanceTake the day's roll call on the Daily Timesheets page: mark everyone present in one click, adjust the exceptions, record hours and overtime, and save.
- Leave types and entitlementsSet up the kinds of leave your company grants, give each employee their yearly entitlement, and read everyone's balance on one page.
- Leave requests and approvalsHow leave is requested or logged, how an approver approves or rejects it, and where to see every leave record and who is away.
- My WorkspaceYour own corner of Solmex: your profile and picture, your leave requests and balance, your recorded attendance, your notifications and anything waiting for your approval.
Company Settings
- Company settings in depthWhat each part of Company Settings controls: company details and logo on documents, base currency, working hours, upload limits and storage use.
- Your plan pageRead the Plan tab: which plan you are on, its status, how many full seats are in use, and which modules are included.