Admin Guide
Best Practices & Troubleshooting
Admin best practices and solutions to common issues
Best Practices
Security & Access Control
- Regular permission audits - Review who has what access quarterly
- Principle of least privilege - Only grant necessary permissions
- Remove access promptly - Deactivate employees on their last day
- Document admin actions - Keep notes on major changes
- Use team-specific permissions - More secure than org-wide for most roles
Data Management
- Keep employee records accurate - Regular data hygiene
- Maintain manager assignments - Update when org structure changes
- Archive old teams properly - Don't delete historical data unnecessarily
- Review vacation policies annually - Ensure they match company policy
- Back up important configurations - Document critical settings
Communication
- Notify employees of changes - Transparency builds trust
- Train new managers - Ensure they understand their responsibilities
- Document policies clearly - Share written guidelines with all employees
- Respond to questions promptly - Be accessible to users
- Announce new features - Keep users informed of system updates
Process Management
- Standardize onboarding - Consistent process for new employees
- Plan team restructures - Coordinate manager and team changes
- Schedule regular reviews - Quarterly check-in on system usage
- Monitor approval times - Ensure managers are responsive
- Track system usage - Identify unused features or problem areas
Troubleshooting
Common Issues
Getting Help
If you encounter issues not covered here:
- Check audit logs - See what actions were taken
- Review documentation - Re-read relevant sections
- Contact support - Reach out to your system vendor
- Community forum - Other admins may have solutions
For Critical Issues
Critical issues include:
- Production-down situations
- Security concerns
- Data integrity problems
Contact emergency support immediately with:
- Description of the problem
- Impact on users
- Steps already taken
- Error messages or screenshots
Quick Reference
Key Admin Actions
| Task | Navigation | Permission Required |
|---|---|---|
| Add Employee | Settings → Employees → Add | Admin |
| Assign Manager | Settings → Employees → [Employee] → Managers | Admin |
| Create Team | Settings → Teams → Create | Admin or Can Create Teams |
| Grant Permission | Settings → Permissions → [Employee] → Edit | Admin |
| Set Schedule | Settings → Employees → [Employee] → Schedule | Admin |
| Modify Vacation | Settings → Vacation → Employees → [Employee] | Admin |
| Send Invitation | Settings → Members → Invite | Admin |
Keyboard Shortcuts
| Shortcut | Action |
|---|---|
Ctrl/Cmd + K | Global search |
Ctrl/Cmd + S | Save changes (when editing) |
Esc | Close modal/dialog |
Tab | Navigate form fields |
Enter | Submit form (when focused on button) |