Setting up and Configuring NEOSYS Timesheets System: Difference between revisions

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[[image:timesheet_auth_approval.jpg]]
[[image:timesheet_auth_approval.jpg]]
=== Simplifying access for mobile timesheet users ===
Timesheet users outside the office can be given a streamlined interface to enter their timesheets.
*web address is easier to remember
*web address is easier to type on mobile devices
*no need to use menu
*goes directly to Timesheet data entry
For example:
https://batestime.neosys.com
redirects into the Timesheet File for data entry
https://batestime.neosys.com/neosys/jobs/timesheets.htm
To do this, replace or create the index.htm page in the root directory of the web server
notepad c:\Inetpub\wwwroot\index.htm
''Note -'' YOU MUST change the https url in the below example to point to your own server.
<pre>
<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN">
<html>
<head>
<title>Redirecting</title>
<meta http-equiv="REFRESH" content="0;url=https://batestime.neosys.com/neosys/jobs/timesheets.htm></HEAD>
<BODY>
https://batestime.neosys.com/neosys/jobs/timesheets.htm
</BODY>
</HTML>
</pre>
[[image:streamline-ts.jpg]]

Revision as of 10:24, 4 June 2012

Creating Activities for Timesheets

  1. Go to Menu > Timesheets > Files > Activity File ( Keyboard Shortcut - Alt+M, T, F, C)
    Menu-activity.jpg

  2. You will see the activity file. Enter the details as follows:
    • Type Code - Reference code for the activity.
    • Type Name - The Activity Name
    • Department name - Department to which Activity is tagged

      Activity.jpg

  3. Click on Save

Setting Hourly Rates for Users

  1. Go to Menu > TimeSheets > Files > Hourly Rates File (Keyboard Shortcut - Alt+M, T, F, H)
    Timesheet hourlyratemenu.jpg
  2. Enter the Hourly Rate against the user-name of the employees.
    Timesheet hourlyratefile.jpg
  3. Click on Save

Timesheets Configuration File

  1. Go to Menu > TimeSheets > Files > Configuration File (Keyboard Shortcut - Alt+M, T, F, F)
    Timesheet configmenu.jpg
  2. You will see the timesheet configuration file. Enter the details as required:

    Timesheet configfile.jpg

Avoiding timesheet reminders / approval emails

NEOSYS, by default, does not send reminders to people who have not entered any timesheets in the last 31 days.

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:

  1. Select the user from the drop down
  2. Specify the leave dates (do not delete old ones, but instead just add new lines for new dates)

Timesheet userfile.jpg

Specifying holidays for all users to avoid reminders / approval emails

NEOSYS Timesheets does not remind users to fill in previous days empty/incomplete timesheets if the market file (default market code specified in either Media or Job Configuration File) has either weekends or specific holidays mentioned in it.

Timesheet marketfile.jpg

Avoiding reminders for dates prior to the joining date of users

Once the timesheet system is configured and running you are aware we have a start date in the Timesheet Configuration File. As such if ANY user does not fill in timesheet from this date onwards, the system will keep sending reminders. For example, this could be annoying if the user has joined 2 months after the start date and is reminded to fill in timesheets for these 2 months. In such a case you will configure the period of the use absence in the user details file as a workaround to avoid the reminders. This can only be done by a Timesheet Administrator.

Configuring users to receive approval emails

  1. Users who are granted the TAC key will receive daily emails about their groups users activities (which is called Approval Emails).
    Timesheet auth.jpg

  2. Any user who is granted a TAP key (which could be a department or user) will receive the approval emails.
    Timesheetapproval auth.jpg

Configuring a user to receive approval emails in more than one department

It maybe possible that a Timesheet Approver may be the same in more than one department. In such a case, you enter the email id of the approver/s in the level/department i.e in user Ashwin for below example. This will help approver/s to receive approval emails for both user groups.

Example:

Timesheet auth approval.jpg

Simplifying access for mobile timesheet users

Timesheet users outside the office can be given a streamlined interface to enter their timesheets.

  • web address is easier to remember
  • web address is easier to type on mobile devices
  • no need to use menu
  • goes directly to Timesheet data entry

For example:

https://batestime.neosys.com

redirects into the Timesheet File for data entry

https://batestime.neosys.com/neosys/jobs/timesheets.htm

To do this, replace or create the index.htm page in the root directory of the web server

notepad c:\Inetpub\wwwroot\index.htm

Note - YOU MUST change the https url in the below example to point to your own server. 

<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN">
<html>
<head>
<title>Redirecting</title>
<meta http-equiv="REFRESH" content="0;url=https://batestime.neosys.com/neosys/jobs/timesheets.htm></HEAD>
<BODY>
https://batestime.neosys.com/neosys/jobs/timesheets.htm
</BODY>
</HTML>

Streamline-ts.jpg

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