Setting up and Configuring NEOSYS Timesheets System - Revision history

Arvind: /* Specifying user specific holiday to avoid reminders / approval emails */ Remove mention of internet explorer (obsolete)

2025-05-16T13:49:41Z

Specifying user specific holiday to avoid reminders / approval emails: Remove mention of internet explorer (obsolete)

← Older revision		Revision as of 13:49, 16 May 2025
Line 113:		Line 113:

	==== Specifying user specific holiday to avoid reminders / approval emails ====		==== Specifying user specific holiday to avoid reminders / approval emails ====
	You can specify user specific holidays or annual leave or any other off days for a particular user. This can be done by a Timesheet Administrator ~~and you have to go to the neosys2 URL~~ using ~~only Internet Explorer and follow~~ the steps below:		You can specify user specific holidays or annual leave or any other off days for a particular user. This can be done by a Timesheet Administrator using the steps below:

	# Select the user from the drop down		# Select the user from the drop down

Arvind: /* Activities already setup in NEOSYS for Timesheets */

2023-03-27T07:03:07Z

Activities already setup in NEOSYS for Timesheets

← Older revision		Revision as of 07:03, 27 March 2023
Line 11:		Line 11:
	NEOSYS has a list of activities setup in the standard database for groups in the authorisation file. e.g Creative group has activities like Artwork, Copy writing, layout etc all relevant to the job type of users in the group.		NEOSYS has a list of activities setup in the standard database for groups in the authorisation file. e.g Creative group has activities like Artwork, Copy writing, layout etc all relevant to the job type of users in the group.

	You can use the pre setup activities for a new group also. First you will have to figure out if the job type of the new group is similar to any existing group. Then rename or add a group heading to the new group with a name similar to the existing group whose activities you want it to inherit.		You can use the pre setup activities for a new group also. First you will have to figure out if the job type of the new group is similar to any existing group. Then in the authorisation file, rename or add a group heading to the new group with a name similar to the existing group whose activities you want it to inherit.

	e.g a ~~group called Digital~~ which does not have any activities setup~~. You figure out that~~ the work done by the users in this ~~group~~ is similar to ~~Creative group and there is~~ already ~~a creative group present with its own set of~~ users. So for ~~Digital~~ to ~~have Creative group~~'s activities, add a line "~~Creative2~~" below ~~Digital~~.		e.g consider a new department "DIGITAL", which does not have any activities setup and the work done by the users in this department is similar to an existing department "CREATIVE" that already has users under it. Then for DIGITAL department users to inherit CREATIVE department's activities, add a new line "CREATIVE2" below DIGITAL in the authorisation file. i.e. the new digital department head is now "CREATIVE2".

	Table below showing the set of activities setup in the standard database.		Table below showing the set of activities setup in the standard database.

Arvind: /* Timesheet Reminders Email */

2018-06-13T06:16:02Z

Timesheet Reminders Email

← Older revision		Revision as of 06:16, 13 June 2018
Line 184:		Line 184:
	Timesheet reminder emails are sent to users on a certain hour of everyday (see timesheet configuration file, 'Reminder Hour').		Timesheet reminder emails are sent to users on a certain hour of everyday (see timesheet configuration file, 'Reminder Hour').

	The email reminds users which dates ~~required~~ timesheets to be filled and provides usually two links giving the user option to access timesheet entry page from either inside or outside the office (if mobile).		The email reminds users which dates require timesheets to be filled and provides usually two links giving the user option to access timesheet entry page from either inside or outside the office (if mobile).

	To modify these links see [[System_Configuration_File#Browser_Addresses\| 'Browser Addresses']] in the System Configuration File~~, any domains~~ entered ~~there~~, ~~will be have~~ "2/jobs/timesheets.htm" ~~append~~ to ~~end will be present in that email~~.		To modify these links see [[System_Configuration_File#Browser_Addresses\| 'Browser Addresses']] in the System Configuration File. The timesheet reminder email shows the links entered in system configuration file, with "/2/jobs/timesheets.htm" appended to them.

	[[image:examplereminderemail.jpg]]		[[image:examplereminderemail.jpg]]

Arvind: /* Timesheet Reminders Email */

2018-06-03T08:43:18Z

Timesheet Reminders Email

← Older revision		Revision as of 08:43, 3 June 2018
Line 183:		Line 183:

	Timesheet reminder emails are sent to users on a certain hour of everyday (see timesheet configuration file, 'Reminder Hour').		Timesheet reminder emails are sent to users on a certain hour of everyday (see timesheet configuration file, 'Reminder Hour').

	The email reminds users which dates required timesheets to be filled and provides usually two links giving the user option to access timesheet entry page from either inside or outside the office (if mobile).		The email reminds users which dates required timesheets to be filled and provides usually two links giving the user option to access timesheet entry page from either inside or outside the office (if mobile).
	To modify these links see 'Browser ~~Address~~' in the System Configuration File, any domains entered there, will be have "2/jobs/timesheets.htm" append to end will be present in that email. ~~<br>~~
			To modify these links see [[System_Configuration_File#Browser_Addresses\| 'Browser Addresses']] in the System Configuration File, any domains entered there, will be have "2/jobs/timesheets.htm" append to end will be present in that email.

	[[image:examplereminderemail.jpg]]		[[image:examplereminderemail.jpg]]

Gregory: /* Timesheet Reminders Email */

2018-05-24T07:22:53Z

Timesheet Reminders Email

← Older revision		Revision as of 07:22, 24 May 2018
Line 184:		Line 184:
	Timesheet reminder emails are sent to users on a certain hour of everyday (see timesheet configuration file, 'Reminder Hour').		Timesheet reminder emails are sent to users on a certain hour of everyday (see timesheet configuration file, 'Reminder Hour').
	The email reminds users which dates required timesheets to be filled and provides usually two links giving the user option to access timesheet entry page from either inside or outside the office (if mobile).		The email reminds users which dates required timesheets to be filled and provides usually two links giving the user option to access timesheet entry page from either inside or outside the office (if mobile).
	To modify these links see 'Browser Address' in the System Configuration File, any domains entered there, will be have "2/jobs/timesheets.htm" append to end will be present in that email.		To modify these links see 'Browser Address' in the System Configuration File, any domains entered there, will be have "2/jobs/timesheets.htm" append to end will be present in that email. <br>
	[[image:examplereminderemail.jpg]]		[[image:examplereminderemail.jpg]]

Gregory: /* Timesheet Reminders Email */

2018-05-24T07:22:20Z

Timesheet Reminders Email

← Older revision		Revision as of 07:22, 24 May 2018
Line 183:		Line 183:

	Timesheet reminder emails are sent to users on a certain hour of everyday (see timesheet configuration file, 'Reminder Hour').		Timesheet reminder emails are sent to users on a certain hour of everyday (see timesheet configuration file, 'Reminder Hour').
	The email ~~reminders~~ users, which dates ~~where~~ timesheets ~~are not entered~~ and usually ~~provides~~ two links access to timesheet entry page, either ~~from~~ inside or outside the office.		The email reminds users which dates required timesheets to be filled and provides usually two links giving the user option to access timesheet entry page from either inside or outside the office (if mobile).
	To modify these links see 'Browser Address' in the System Configuration File, any domains entered there, will be have "2/jobs/timesheets.htm" append to end will be present in that email.		To modify these links see 'Browser Address' in the System Configuration File, any domains entered there, will be have "2/jobs/timesheets.htm" append to end will be present in that email.
	[[image:examplereminderemail.jpg]]		[[image:examplereminderemail.jpg]]

Gregory: /* Simplifying access for mobile timesheet users */

2018-05-24T07:16:41Z

Simplifying access for mobile timesheet users

← Older revision		Revision as of 07:16, 24 May 2018
Line 179:		Line 179:

	[[image:streamline-ts.jpg]]		[[image:streamline-ts.jpg]]

			=== Timesheet Reminders Email ===

			Timesheet reminder emails are sent to users on a certain hour of everyday (see timesheet configuration file, 'Reminder Hour').
			The email reminders users, which dates where timesheets are not entered and usually provides two links access to timesheet entry page, either from inside or outside the office.
			To modify these links see 'Browser Address' in the System Configuration File, any domains entered there, will be have "2/jobs/timesheets.htm" append to end will be present in that email.
			[[image:examplereminderemail.jpg]]

	=== Disabling Timesheets for a Client ===		=== Disabling Timesheets for a Client ===

Arvind: /* Disabling Timesheets for a Client */

2017-05-10T13:58:52Z

Disabling Timesheets for a Client

← Older revision		Revision as of 13:58, 10 May 2017
Line 185:		Line 185:
	#Do not remove the other timesheet authorisations in the authorisation file because if in future the client wants to reactivate timesheets it will be easier for support to set it up again at that time.		#Do not remove the other timesheet authorisations in the authorisation file because if in future the client wants to reactivate timesheets it will be easier for support to set it up again at that time.
	#In the timesheet configuration file remove		#In the timesheet configuration file remove
	1.The Start Date		#*The Start Date
	2.The Approval/Reminder Hours		#*The Approval/Reminder Hours
	3.The Approval/Reminder Monitors.		#*The Approval/Reminder Monitors

	=== Importing Activities ===		=== Importing Activities ===

Priyanka: /* Disabling Timesheets for a Client */

2017-05-10T12:38:21Z

Disabling Timesheets for a Client

← Older revision		Revision as of 12:38, 10 May 2017
Line 185:		Line 185:
	#Do not remove the other timesheet authorisations in the authorisation file because if in future the client wants to reactivate timesheets it will be easier for support to set it up again at that time.		#Do not remove the other timesheet authorisations in the authorisation file because if in future the client wants to reactivate timesheets it will be easier for support to set it up again at that time.
	#In the timesheet configuration file remove		#In the timesheet configuration file remove
	1.The ~~start date~~		1.The Start Date
	2.The ~~approval~~/~~reminder hours~~		2.The Approval/Reminder Hours
	3.The ~~approval~~/~~reminder monitors~~.		3.The Approval/Reminder Monitors.

	=== Importing Activities ===		=== Importing Activities ===

Priyanka: /* Disabling Timesheets for a Client */

2017-05-10T12:37:16Z

Disabling Timesheets for a Client

← Older revision		Revision as of 12:37, 10 May 2017
Line 183:		Line 183:

	#In the authorisation file remove the Timesheet menu access from all the users.		#In the authorisation file remove the Timesheet menu access from all the users.
	~~#In the timesheet configuration file remove the start date and the set approval/reminder hours and monitors.~~
	#Do not remove the other timesheet authorisations in the authorisation file because if in future the client wants to reactivate timesheets it will be easier for support to set it up again at that time.		#Do not remove the other timesheet authorisations in the authorisation file because if in future the client wants to reactivate timesheets it will be easier for support to set it up again at that time.
			#In the timesheet configuration file remove
			1.The start date
			2.The approval/reminder hours
			3.The approval/reminder monitors.

	=== Importing Activities ===		=== Importing Activities ===