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Other Modules
Guides to Time, Expenses, Onboarding, Compensation, Documents, Performance, and Career & succession, plus finding your way around Cezanne.
Appraisal forms & scoring
Onboarding
Time
- How Time and Payroll work together
- How to use Time Types
- Time module overview
- How to create Time Types
- How to create a Time-in/Time-out Timesheet plan
- How to create a Clock In/Out Timesheet Plan
- How to create a Duration Timesheet plan
- How to manually assign Timesheets to an employee
- Understanding Clock-In and Clock-Out exceptions
- Understanding Timesheet Approval History
- How to setup a Timesheet Authorisation process
- How to create Projects & Activities
- How to allow Line Managers to configure Projects
- Setting up a Time In / Time Out Plan
- Setting up a Clock In / Out Plan
- Timesheet Approval History
- Timesheet Authorisation Process
- Linking Absences and Time Modules
- Clock In / Out Exceptions
- Display Clock In / Out at top of Timesheets
- Manage Activities Manually
- Line managers can edit Timesheets for their Team
Career & Succession
Getting started & everyday tasks
Expenses
- User provisioning in Cezanne Expenses
- Multiple Mileage Thresholds
- How to set up and use the Proxy function
- Approving Expense claims
- Configuring passenger mileage rates in Cezanne Expenses
- Getting started with Cezanne Expenses for claimants
- How to add a vehicle for a user on Cezanne Expenses
- How to add an expense category on Cezanne Expenses
- How to add items to a claim on Cezanne Expenses
- How to create and submit an expense claim on Cezanne Expenses
- How to lock and archive a user profile on Cezanne Expenses
- How to map credit card merchant categories on Cezanne Expenses
- How to set up Per Diem rates in Cezanne Expenses
- How to use the Expenses app on your mobile phone
- Managing Pending Users in Cezanne Expenses
- Navigating the Expense area on Cezanne Expenses
- Overview of report types in Cezanne Expenses
- Understanding Per Diem rates
- How to use the Expenses carbon footprint tracker
- Cezanne Expenses and Payroll integration
Compensation & benefits
Documents, forms & workspaces
- Add New Document Template
- Document Template Merge Fields
- How Cezanne Sends E-mails
- Create & Merge
- Document Categories
- Document Tracking & Signing Process Flow
- eSign
- eSign Process Flow
- How-to change or add Document Categories
- Upload & Assign
- Upload & Track
- Custom Picklists
- Form Builder
- How do I Delete or Edit a Form?
- Workspace Documents
- Workspace Participants
- How To Change E-Mail Templates