This article is intended for:
Related module:
Do you need to grant specific visibility to certain users? Do you want to group certain users together to facilitate data viewing and perform specific settings?
Creating custom lists allows you to add visibility permissions to certain users and create user groups.
In this article:
Estimated reading time: 2 minutes
Create a custom list
Access: Admin area > Paramètres généraux > Listes personnalisées
Select list members
- Click the 'Nouvelle liste' button
- Enter a description related to the list content: Michel's team, the accounting department,...
- Move the relevant employees to the right into 'Membres de la liste' using the 'arrow' buttons in the center of the screen. You can select several by holding down the Ctrl key.
- Click the 'Enregistrer' button on the right side of the page to save this new list.
Determine visibility
In the second table, indicate who can view this list:
- check 'rendre visible pour tous' if all your employees must be able to see this list
- or move from left to right the people who have visibility over this list
- save
Note: It is essential to log back into Eurécia once the list is created in order to view it.
Scope of application
These custom lists will have several possible applications in Eurécia for people who can view them:
- Additional filtering throughout the platform via the 'Salariés' drop-down list; the name of the custom list will appear at the top of the drop-down list in parentheses
- Creation of constraints: minimum number of people present or unauthorized leave applicable to members of these lists
- Creation of an approval workflow using these employee lists
⚠️ Warning!
Custom lists allow you to extend visibility over employees, their data, documents, and personal information not originally visible.
The created custom list will be visible in ALL active menus for the relevant employees.
For example, a custom list created for the leave schedule will also allow access to the same employees and their data in the employee record.
Do not hesitate to contact your support department, who can advise you and check your settings with you.
Keywords: Custom list · employees · members · list · visibility · filtering · constraints · group · group together · team · select · visible · view · consult · schedule · constraint · employee · leave · expense reports · approval workflow · validation · team · selection · choose
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