Human resources

The request appears in the list as “Pending” until someone in management approves or rejects it. Only working days count — Saturdays and Sundays are not taken off the balance. The end date cannot be before the start date, and a request over days already requested or approved is refused, naming the period that holds them.

While the request is still “În așteptare” (Pending), you can withdraw it yourself: press the “Retrage cererea” (Withdraw the request) arrow on its row and confirm. Once approved, only whoever approves leave can withdraw it.

The balance is for the current year. The yearly allowance is the one on your staff record or, if that is empty, the clinic's (Settings → Team → Leave and documents).

For each day you see working hours, lunch break, reserved slots and the shifts planned for you (“Shift” or “On call”, with time and room). A day of approved leave shows “on leave”, and a day the clinic is closed shows as closed.

Management sets shifts on the “Shifts” tab in “HR” — see How to plan a shift.

The list shows leave starting in the chosen year. People who approve leave also have the “Angajat” (Employee) filter.

“sold N” shows how many days the colleague has left in the request's year; the number is highlighted when the request exceeds the balance. Approved leave goes into the timesheet automatically, and the doctor can no longer be booked on those days in the calendar.

The number on the “Concedii” tab and next to “HR” in the menu shows how many requests are awaiting a decision.

The reason (for example “advance on next year's leave”) stays on the request and in the journal, so a year later it is clear why the balance went negative.

The days become free again in the timesheet, and the doctor can be booked again. The request is not deleted: it stays on file, marked “Cancelled”.

The “Employee *” field appears only with the “Aprobă concedii” (Approve leave) permission.

The report contains exactly what is on screen — who took how many days, with the details below — and is signed and filed.

The grid shows people in rows and weekdays in columns; the last column, “Hours”, is the weekly total. Move to another week with the arrows or “This week”. With several branches, the “All branches” list narrows the grid to one branch, and in the window you can choose the shift's “Branch”.

A shift ending after midnight is accepted (“Ends the next morning.”). A day can have several shifts, but they cannot overlap.

Where there is a shift, “Generate month” in the timesheet uses its hours instead of the fixed schedule.

The shifts from seven days earlier are placed on the week shown. What is already planned stays; a shift that would overlap is not copied. At the end you see how many shifts were copied and how many were skipped. With a branch chosen at the top, only its shifts are copied.

The button is active only if the week has at least one shift.

The timesheet is built from each person's schedule — or from their shifts, where they have any — with the clinic's days off and approved leave already filled in. Days corrected by hand are not overwritten when you generate again.

Grid shortcuts:

• the day number — the whole team on that day;
• the person's name — their whole month;
• Shift+click (or long press) — a range;
• the letters P, Î, A, C, M, L — change the status from the keyboard.

“Search for an employee…” narrows the grid to one name.

“Payroll” shows each person's fixed salary, days worked, absences, hours, overtime, hourly rate, pay for the standard hours, bonus and total. At the top, “Payroll fund” and “of which bonus”.

Hours come from the timesheet, and the hourly rate is the monthly salary divided by the month's working days. That is why the timesheet must be corrected before you read the payroll: a sick day left as “Present” is paid as a working day.

The printed payroll has the signature lines “Întocmit” (Prepared by), “Verificat (contabil)” (Checked — accountant) and “Aprobat (administrator)” (Approved — administrator).

The full payroll is not handed out, because it shows everyone's salary; each person gets only their own payslip.

The box shows documents that have expired or expire within the clinic's window (60 days by default), changed under Settings → Team → Leave and documents. The number on the “Documente” tab and next to “HR” in the menu counts them.

Anyone with “Editează fișele de personal” (Edit personnel files) also gets a bell notification when a document enters that same window, a week before and on the day it expires — see Deadlines in the bell.

Without an “Expires” date, the document does not appear on the expiring list. An inspection asks for the valid document, not the memory of it.

A deleted document can be restored from Journal → Deleted.

The individual employment contract is filled in from the employee's record. The evaluation sheet prints blank and is filled in during the talk with the employee.

Each card shows role, specialty, phone and schedule. Anyone who has left stays on the list, marked “left”. “Export CSV” downloads the list for Excel.

To change a colleague's record, click the pencil (“Edit”) on their card.

A colleague who leaves is not deleted: their access is cut off immediately, and their appointments and payments stay linked to their name. Handover steps are ticked on the “Integrare” (Onboarding) tab, in the “Plecare” (Offboarding) list.

Next to each step you see who does it (“HR” or “Administrator”), who ticked it and when.

When the item comes back, click “Returnat” (Returned) on its row. The row stays, so there is a history. “Only unreturned” shows only what is still out.

On each protocol: “Print”, “Edit” and “Delete”. A deleted protocol disappears for the whole team, but can be restored from Journal → Deleted; if it is just out of date, better edit it.

“Search in protocols…” searches the title, category and text. A protocol past its review date is marked “to review”.

The stages are “Aplicat” (Applied), “Contactat” (Contacted), “Interviu” (Interview), “Zi de probă” (Trial day), “Ofertă” (Offer). Click a position in “Open positions” to see only its candidates; another click clears the filter.

A short note, without opening the editor, goes in “Add a note” and stays in “History”.

Hiring creates the record on the “Employees” tab and links it to the candidate.

The reason stays on the record — a year later, when they apply again, it is the only thing that says why it did not work out the first time.

Close the position once it is filled, so the list shows only what the clinic is looking for now. Next to each position you see how many active candidates it has out of how many applied.

The tab requires the “Editează fișele de personal” (Edit personnel files) permission.

On “Concedii”, anyone with “Vede concediile” (View leave) sees everyone's requests; others see only “My leave”. The approval buttons require “Aprobă concedii” (Approve leave).