Setting up and Configuring NEOSYS Timesheets System: Difference between revisions

From NEOSYS User Support Wiki
Jump to navigationJump to search
No edit summary
No edit summary
Line 24: Line 24:


=== Configuring users to receive approval emails ===
=== Configuring users to receive approval emails ===
 
#Users who are granted the TAC key will receive daily emails about their groups users activities (which is called Approval Emails).<BR>[[image:timesheet_auth.jpg]]<BR><BR>
Users who are specified in the TAP level of a group will receive daily emails about their groups users activities (which is called Approval Emails). Any user who is specified above a TAP key (which could be a department or user) will receive the approval emails.
#Any user who is granted a TAP key (which could be a department or user) will receive the approval emails.<BR>[[image:timesheetapproval_auth.jpg]]<BR>
 
Examples of configurations:
 
[[image:timesheet_auth.jpg]]
 
[[image:timesheet_auth2.jpg]]


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

Revision as of 11:46, 5 January 2012

Setting Hourly Rates for Users

  1. Go to Menu > TimeSheets > Files > Hourly Rates File
    Timesheet hourlyratemenu.jpg
  2. Enter the Hourly Rate against the user-name of the employees.
    Timesheet hourlyratefile.jpg
  3. Click on Save

Avoiding timesheet 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:

  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 TAP (Timesheet Approver) may be the same in more than one department (eg Sarah maybe approving timesheets for both Creative as well as Studio users - however they are separate departments in the NEOSYS authorisation file). In such a case, you enter the email id of the approver/s in the level/department i.e in user Manager for below example. This will help approver/s to receive approval emails

Example:

If Sarah is in the creative department:

Timesheet auth3.jpg

You will re-create her user with a suffix in the studio department:

Timesheet auth4.jpg