HR Admin New Experience vs HR Admin Classic View
The HR Admin interface received a refresh in April 2024. This means that the old interface was updated with a new look and feel and new features to help support Admin users provide better support for Employee leave education and planning.
What does the New Terminology Mean?
Classic View
Classic View is the current HR Admin UI that has not been refreshed with a new look & feel or features
You will see Classic View used when switching from the new UI back to the old UI in the header on every page and at the bottom of the main navigation menu
Why is the Old UI called Classic View?
There is a lot of Admin functionality that needs to be included in a refreshed interface. All of the functionality cannot be implemented as once, but we will continue to frequently release functionality until all of the most heavily used Admin functionality is in the new interface.
When there are two different versions of a product that will have more features added the version that will no longer be used after the new version contains all functionality and is being used by all Customers is distinguished as a classic or legacy version.
Pages that received a makeover in the new HR Admin UI
Shared LeavePlans
Notifications
Shared LeavePlans and Notification pages will continue to be available in the Classic UI, but only for about one month after the April 29, 2024 launch date of the new HR Admin UI
Profile Menu
The Settings submenu item under the Profile menu will no longer be accessible after one month past April 29, 2024 but Personal LeavePlan and Create Sample LeavePlan menu items will display
When Should I use the Classic View?
Switch to Classic View via the Switch to Classic View link in the header when you need to access Leave Logic configuration settings for your organization. Configuration Settings include the below pages.
When Should I use the New Admin Experience?
When you log in, you will automatically be logged into the new Admin interface on the HR Admin Dashboard homepage. Utilize the new Admin interface to view the list of Shared Leave Plans on the Dashboard and view an Employee's Leave Plan on the Leave Plan page. Read below to discover more about the HR Admin Dashboard and Employee Leave plan page.
How to use the HR Admin Dashboard
You can view Shared Leave Plans in many different ways from the Dashboard.
View Shared Leave Plan usage data, upcoming leaves and due to return leaves via 3 report tiles at the top of the page.
Leave Activity report
Leave Summary Report
Leave Types Report
Search for an Shared Leave Plan
Apply a single or multiple filters to the display only the Leave Plans you want to see
Sort Shared Leave Plans using the Shared Leave Plan list column headings
In addition, you can
Create New Leave Plans on behalf of an Employee
Download the list of Shared Leave Plans
The list of Shared Leave Plans downloads in a CSV file (similar to Excel) and displays based on how you may have filtered or sorted the Dashboard
Invite or Re-Invite Employees to Leave Plans you have created
Delete Leave Plans if they are in Draft status
Archive Leave Plans in Invited, Shared, or Leave Completed status
View an Employee Leave Plan
How to use the Employee Leave Plan Page
Click on an Employee name to view the Employee Leave Plan page. On the Employee Leave Plan page you can
View the Leave Plan timeline for an Employee's Leave Plan
View Intermittent Leave Dates for an intermittent Leave Plan
View Benefits associated to the Leave Plan
Download Benefits associated to the Leave Plan
Open an Employee's Leave Plan to make edits via the Edit button
Override Benefits for an Employee's Leave Plan via the Benefits tab
Add a note to an Employee's Leave plan via the Notes tab
View Leave Plan history via the History tab
