Setting up and Configuring NEOSYS Timesheets System

Creating Activities for Timesheets

1. Go to Menu > Timesheets > Files > Activity File ( Keyboard Shortcut - Alt+M, T, F, C)
   
   
   
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
     
     
     
     
3. Click on Save

Activities already setup in NEOSYS for Timesheets

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.

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.

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

AV	BTL	CREATIVE	CLIENT SERVICE	PR	MEDIA	FINANCE
Attend briefing session by Account Service	Administration	Administration	Administration	Administration	Administration	Administration
Do airing copies	Archiving/ backup	Archiving/ Backup	Audio Recording	Analysis	Brief with Client Service	Business Chatting
Arrange for PPM	Briefing	Artwork Supervision	Brand development	Business travel	Business travel	Business Travel
Attend radio sessions	Business travel	Business travel	Business travel	Creative brief	Media buying	Internal Meeting
Brief in animation work	Concept development	Concept development	Budget / Forecast	Client Meetings	Client's meeting	Monthly Reports
Brief in TV edits to radio	Client meeting	Creative Execution	Creative brief	Co-ordination of network offices	Coordination with other offices / Media	Personal Leave
Brief production H	Contract	Client presentations	Client meeting	Contact Report	Competitive monitoring	Sick Leave
Brief in radio	Correspondence	Correspondence	Contract	Correspondence	Other meetings with Client Service	Supplier Meeting
Brief to bid suppliers	Copywriting	Copy writing	Contact report	Contact	Follow up on issues
Business travel	Final Artwork	Final Artwork	Correspondence	Event Management and Logistic Planning	Follow up on material & campaigns
Follow up on client service quote approval	Finance	Idle Time	Creative review	Financial	Idle Time
Invoices suppliers	Idle Time	Internal Meeting	Estimates	Job brief	Invoicing clients
Negotiate quote	Illustration	Internal reviews + presentations	Follow Up Media	Media monitoring	Media Research
Negotiate & renegotiate quote	Internal meeting	Image Search	Account financials	Personal	Media monitoring
Produce animatics	Layout	Layout	Follow-up Production	Press Release development	Media negotiation
Write production brief	Personal	Print production briefing	Follow Up Supplier	Personal travel	Other Research/ Web browsing
Personal	Photography	Personal	Idle Time	Research	Proposals / Creative buys
Post production	Proof reading	Proof reading / color seps.	Internal Meeting	Reports	Media planning
PPM	Print supervision	Photography supervision	Media brief	Strategy development	Media presentation
Present quotes to client	Personal travel	Personal travel	Media review	Sick Leave	Media recommendations
Produce radio spots	Photo retouching	Photo retouching	New business	TV Production	Media scheduling
Phone calls to suppliers	Storyboard	Radio/ Audio production supervision	Production brief		Sending material
Personal travel	Sick Leave	Recording Session	Project List		Sick Leave
Quotes to Account Service	Search Web / Image/ premium	TVC Storyboard development	Production review		Supplier's meeting
Search for directors	Traffic	Sickness	PR Review		Strategic planning
Shoots	Training/ Seminar	Traffic	PR Brief		Media scene updates
Sick Leave	TV Production	TV production briefing	Research		Internal training
TV Production		Training	Photo Shoot
Write creation details to suppliers		"TV production, shoot supervisions"	Sick Leave
		TV Production	Supplier's Meeting
		Viewing show reels	T.V. Production
			Web Mastering

Setting Hourly Rates for Users

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

Timesheets Configuration File

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

Maximum Working Days Delay

This field controls the number of working days before the current date, for which the users can enter timesheet data.

e.g. in the above screenshot Maximum Working Days Delay is set to 7. This means that if a date is more than 7 working days old, then the user will be blocked from entering timesheet for that date.

Public holidays entered in the Market File and Away/Holiday dates entered in the User Details page are not counted in the Maximum Working Days Delay.

Setting up Approval Monitors

Support staff MUST ensure that users who should receive the Reminder/Approval emails are mentioned in this field. The first monitor on the list MUST have TIMESHEET ADMINISTRATION authorisation otherwise he will not be able to access the Timesheet Reminder/Summary documents and get an error message "You are not authorized to do Timesheet Administration".

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)

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.

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

Users belonging to the group which is granted a TAP key will receive the approval emails. These users have to be placed on top of the group, they will receive the approval emails daily for all the users in his group. There can be multiple group approvers at the head of the group and they all get a copy of the approval emails daily.

Setting up weekly approval emails

To setup weekly approval emails for multiple timesheet approvers belonging to different groups, give TA (timesheet administrator key) in addition to TAP to the the timesheet administrator. The timesheet administrator will now receive approval emails for all the timesheet approvers under him till the next timesheet administrator in the file.

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:

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>

Timesheet Reminders Email

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). 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.

Disabling Timesheets for a Client

1. In the authorisation file remove the Timesheet menu access from all the users.
2. 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.
3. In the timesheet configuration file remove
   • The Start Date
   • The Approval/Reminder Hours
   • The Approval/Reminder Monitors

Importing Activities

Preparing a file of activities to import

Valid columns for activity file are below:

• ACTIVITY CODE - required, unique, three letter code advisable. It is recommended that first letter is same as that of department code
• ACTIVITY NAME - required, lower case allowed.
• DEPARTMENT - required, uppercase forced. It must be in the authorisation File.

Get an excel sheet containing the columns above and save the file as activity.txt in tab delimited text format.

Importing the activities file

Do the actual import into a test database until you verify that all is ok.

In NEOSYS Maintenance mode press F5 to get a command box

First do a trial import which doesn't actually import as follows. The only error that this does not catch is if you have duplicate activity codes in the file to be imported so check against that carefully BEFORE importing.

IMPORTX C:\ACTIVITY.TXT ACTIVITIES

Check that there are no errors and resolve any errors before continuing to do the actual import.

IMPORTX C:\ACTIVITY.TXT ACTIVITIES (C)

Get a List of activities in the standard user interface to check that all have been loaded ok.