Create a snapshot

Use this view to create a snapshot (copy) at any time. For example, before starting the budgeting process or when the budget has been finalised. This enables you to look back on data at a specific moment in time. Each report displays the snapshots you are authorised to access. The Staff changes basic snapshot view makes it easy to compare differences between employees and employment contracts in the different snapshots. A maximum of 13 snapshots can be created.

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It is advisable to create a new snapshot after importing the initial staff value. In the Staff changes analysis, you can also compare the base and the imported initial value.

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Thie view consists of two tabs, both of which are described below.

Snapshot

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1. Click on Add a snapshot.
2. The view below displays:
   
3. Give the snapshot a name.
4. You can give the snapshot a description, for example, the date the snapshot was created, so you always know which moment in time it reflects.
5. Click on the pencil to authorise users for the snapshot.
6. Click on Add.
7. Save the view.
8. The snapshot is now being created. This can take up to 30 minutes.
9. Click on the bin to delete a snapshot.
10. A message displays asking if you are sure you want to delete the snapshot. Clicking on Delete deletes the snapshot forever.
    

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Authorisation

Authorisations for the different users and snapshots are managed in this tab. A snapshot is only displayed in this view if the Active box next to it was ticked in the Snapshot view. Ticking the box next to a user or a specific snapshot authorises the user to view the snapshot.