How does the navigation in Personizer change?
Our menu will be adapted in November and we would like to inform you about the introduction of this new structure. The previous menu has grown over time and you had a separate section for each module. This has led to poor scalability and cannot be continued with a view to a future with new functions and modules. In addition, some of you have pointed out that our menu navigation could be even more intuitive. For these reasons, we have decided to develop a solution that can grow with new functions and is easy to understand for you and your employees.
In this article, we will cover the following points:
General changes
New home area
New structure for time tracking
New structure for the absence management
New structure for the team overview
New structure for the approvals
New structure for the reports
New admin panel - settings
We hope that our revised menu will bring you one step closer to the intuitive operation you want. If you have any further requests or questions about the new menu, please get in touch with our support team!
Note: Please note that your view may differ from the illustrations shown, as the features may be restricted depending on the module options and the distribution of roles and permissions. In the illustrations, we refer to a complete version in order to be able to display all features.
In this section, we summarize the most important changes, which we will discuss in more detail below.
The menu is no longer divided into individual modules. If you have booked several modules, these are now combined under My Area.
As a result, there is now only one Home sub-item. This prevents duplication and combines the most important information from the previous dashboards in a central overview. With the Standard and Professional plan, you now also have the option of customizing the widgets on the Home overview.
The Admin Panel has also been revised and restructured to make setting up and managing your company more intuitive from an administrator's perspective in future.
New home area:
The new Home area now provides you with a summary of the two module dashboards. Depending on which modules you have booked, you can view different widgets in your home area. The admin and personal dashboards have also been combined here.
New structure for time tracking:
With the new menu for time tracking, we want to create a central location for all time tracking features to make it easier to find your way around the product.
If you click on Work Times in the left-hand menu bar, you will be taken to the most important time tracking features.
The summary view has been slightly changed: The time bank has now been added to the time entries and the timer.
The Time Sheets can now be found in the horizontal menu bar; the overview here has not changed.
As before, you will also find a more comprehensive overview of the Time Bank in the horizontal bar.
New structure for the absence management:
With the new menu structure for the absence management, we would like to provide better orientation and faster access to all features of the absence management.
If you click on Absences in the left-hand menu bar, you will be taken to the most important features of the absence management.
Your annual calendar is almost identical to the previous one; only the view of the remaining vacation days has been adjusted.
In the horizontal menu bar you will now find the requests; this interface is identical to the previous view of your Requests.
The information that you used to find under My Coworkers can now no longer be found under Absences, but under My Team in the left-hand menu bar. More on this below.
New structure for the team overview:
The structure for the team overview has not changed significantly for normal users.
If you click on My Team in the left-hand menu bar, you will be taken to the team calendar.
For normal users, this interface is identical to the previous view of the My Coworkers feature in the absence planner. Accordingly, you can view the absences of your team members here.
As an admin or user with the appropriate rights, you will now find all the features here that were previously available in the Admin Panel. The features summarized here are intended for the team lead and should make it easier to manage a team.
Personnel Files: Organize and manage the data of your team members.
Absences: Edit the absences of your team members.
Work Times: Edit the work and break times of your team members.
Time Banks: Manage the time bank of your team members.
Bulk Absences: Enter bulk absences such as team events for your team members.
Open Time Sheets: Check which team members have not yet submitted their time sheets.
New structure for approvals:
This sub-item centralizes the tasks from all modules. You will now find all open tasks here that were previously found under Approvals in the individual modules.
If you click on Tasks in the left-hand menu bar, you will be taken to your open tasks.
Your tasks now include everything that was previously found under Approvals.
Here you will find the Absence requests as well as the requests for the Time Sheets.
New structure for the reports:
The menu for the reports has also changed slightly. From now on you will find all possible reports bundled together here.
If you click on Reports in the left-hand menu bar, you will be taken to your reports.
Here, as in the previous menu bar, you will find the Work Times, Time Sheets and Time Tags sections.
The interfaces have not changed.
In addition, you will now also find the Absences and Sick Days sections here.
New admin panel - settings
The settings have been restructured and broken down to make setting up and managing the company account more intuitive and clearer. The interface is now divided into company and team-wide settings, as well as those of the employees.
Companies
Here you can organize your companies.
Here you will also find the configurations of the Professional Plan, including the option to set your own icon.
This view contains the main settings that you previously found under Settings.
You will also find all the important information about your company here and can create Vacation Policies, Work Schedules, Roles and Payment Types.
You can also define the Absence Types and Time Tags here.
Teams
Here you will find all the features to create a team and assign it to a company.
Employees
Here you will find all the features for creating employees and assigning them to a team.
Here you can customize the salary feature, edit personal data, archive employees, add internal notes and much more.
Subscription
No changes have been made in this view.
We hope that our revised menu will bring you one step closer to the intuitive operation you want. If you have any further requests or questions about the new menu, please get in touch with our support team!
In this article, we will cover the following points:
General changes
New home area
New structure for time tracking
New structure for the absence management
New structure for the team overview
New structure for the approvals
New structure for the reports
New admin panel - settings
We hope that our revised menu will bring you one step closer to the intuitive operation you want. If you have any further requests or questions about the new menu, please get in touch with our support team!
Note: Please note that your view may differ from the illustrations shown, as the features may be restricted depending on the module options and the distribution of roles and permissions. In the illustrations, we refer to a complete version in order to be able to display all features.
General changes
In this section, we summarize the most important changes, which we will discuss in more detail below.
The menu is no longer divided into individual modules. If you have booked several modules, these are now combined under My Area.
As a result, there is now only one Home sub-item. This prevents duplication and combines the most important information from the previous dashboards in a central overview. With the Standard and Professional plan, you now also have the option of customizing the widgets on the Home overview.
The Admin Panel has also been revised and restructured to make setting up and managing your company more intuitive from an administrator's perspective in future.
New home area:
The new Home area now provides you with a summary of the two module dashboards. Depending on which modules you have booked, you can view different widgets in your home area. The admin and personal dashboards have also been combined here.
New structure for time tracking:
With the new menu for time tracking, we want to create a central location for all time tracking features to make it easier to find your way around the product.
If you click on Work Times in the left-hand menu bar, you will be taken to the most important time tracking features.
The summary view has been slightly changed: The time bank has now been added to the time entries and the timer.
The Time Sheets can now be found in the horizontal menu bar; the overview here has not changed.
As before, you will also find a more comprehensive overview of the Time Bank in the horizontal bar.
New structure for the absence management:
With the new menu structure for the absence management, we would like to provide better orientation and faster access to all features of the absence management.
If you click on Absences in the left-hand menu bar, you will be taken to the most important features of the absence management.
Your annual calendar is almost identical to the previous one; only the view of the remaining vacation days has been adjusted.
In the horizontal menu bar you will now find the requests; this interface is identical to the previous view of your Requests.
The information that you used to find under My Coworkers can now no longer be found under Absences, but under My Team in the left-hand menu bar. More on this below.
New structure for the team overview:
The structure for the team overview has not changed significantly for normal users.
If you click on My Team in the left-hand menu bar, you will be taken to the team calendar.
For normal users, this interface is identical to the previous view of the My Coworkers feature in the absence planner. Accordingly, you can view the absences of your team members here.
As an admin or user with the appropriate rights, you will now find all the features here that were previously available in the Admin Panel. The features summarized here are intended for the team lead and should make it easier to manage a team.
Personnel Files: Organize and manage the data of your team members.
Absences: Edit the absences of your team members.
Work Times: Edit the work and break times of your team members.
Time Banks: Manage the time bank of your team members.
Bulk Absences: Enter bulk absences such as team events for your team members.
Open Time Sheets: Check which team members have not yet submitted their time sheets.
New structure for approvals:
This sub-item centralizes the tasks from all modules. You will now find all open tasks here that were previously found under Approvals in the individual modules.
If you click on Tasks in the left-hand menu bar, you will be taken to your open tasks.
Your tasks now include everything that was previously found under Approvals.
Here you will find the Absence requests as well as the requests for the Time Sheets.
New structure for the reports:
The menu for the reports has also changed slightly. From now on you will find all possible reports bundled together here.
If you click on Reports in the left-hand menu bar, you will be taken to your reports.
Here, as in the previous menu bar, you will find the Work Times, Time Sheets and Time Tags sections.
The interfaces have not changed.
In addition, you will now also find the Absences and Sick Days sections here.
New admin panel - settings
The settings have been restructured and broken down to make setting up and managing the company account more intuitive and clearer. The interface is now divided into company and team-wide settings, as well as those of the employees.
Companies
Here you can organize your companies.
Here you will also find the configurations of the Professional Plan, including the option to set your own icon.
This view contains the main settings that you previously found under Settings.
You will also find all the important information about your company here and can create Vacation Policies, Work Schedules, Roles and Payment Types.
You can also define the Absence Types and Time Tags here.
Teams
Here you will find all the features to create a team and assign it to a company.
Employees
Here you will find all the features for creating employees and assigning them to a team.
Here you can customize the salary feature, edit personal data, archive employees, add internal notes and much more.
Subscription
No changes have been made in this view.
We hope that our revised menu will bring you one step closer to the intuitive operation you want. If you have any further requests or questions about the new menu, please get in touch with our support team!
Updated on: 16/10/2024
Thank you!