Add New manager and Admin
Administrator can add a new user role.
- A dashboard under Administration “User Management” option is present.
- Clicking on “Admin/Manager” creates a new admin and new manager form gets open.
- Select the Role
- Enter the user name field and click on “Save”.
- The associated email id of the user will be auto fetched in the “User Email” table when saved.
- On a user role page if there is only one Administrator then that Admin cannot be deleted until authority is not assigned to another administrator.
- Also, if the manager is associated with any Employee then that Manager will not get deleted.
Create Employee and Assign Manager
Administrator and Manager can add new users.
- A dashboard under Administration “User Management” option is present.
- Clicking on “Employee” creates a new user form gets open.
- Administrator/Manager can create a new user by: –
- Enter employee name in Employee field.
- The associated email id of the employee will be auto fetched in the “Employee Email” text box.
- Select manager “Name” from the dropdown.
- The associated email id of the manager will be auto fetched in the “Manager Email” text box.
- Click on the “Save” button to create a new Employee user.
- If there is a single timesheet of the employee present in the application, then the employee will not get deleted.
Add New Project
- Only the Administrator and Manager can add/ create a new project.
- To add the “New Project” click on “Project” option present under “Administration” section or via “Dashboard”.
- Enter project name in “Project Name” field.
- Keep the checkbox checked if you want the project to be in active state or you may uncheck the checkbox to make the project inactive.
- Click on the “Save” button.
- New projects will get created and will be shown in the tabular on the same page under project creation form.
- Users can click on the edit button to edit the project name and active status.
- Users can also click on the delete button to delete the created project.
- Once the Project is added and if it gets associated with any project task or gets used in a new timesheet then its cannot be deleted
Create New Task
- New tasks can be added by Administrator, Manager and employee.
- To add new task, click on “Project Task” options present under “Administration” section or navigate via “Dashboard”.
- To create a new task, enter the task name in “Task Name” field and select project from dropdown.
- Keep the checkbox checked if you want the “Task” to be in active state or you may uncheck the checkbox to make the “Task” inactive.
- Click on the save button.
- New tasks will be created and will appear in the table on the same page under task creation form.
- To edit the project task, click on the edit icon present in the edit column, to edit the “Task name” and the status.
- To delete the project task, click on the associated delete icon present in the delete column.
- Once the Project Task is added and if it gets used in a new timesheet then it cannot be deleted.
Create New Timesheet
- Only Super Managers and employees can create their timesheet.
- To add new “Timesheet” click on “New” options present under “My Timesheet” section or navigate via Dashboard.
- Click on the Week ending date text box calendar gets open.
- Select week ending date from the calendar.
- Select the Project from the project dropdown.
- On selection of project and task if there are many project tasks associated with the project, so user can just enter the project and task name in the search box to get the project or task easily.
- Select the Task from the task dropdown.
- Add the number of hours spent on this task for each day of the week.
- Add descriptions / comments if needed in the description box.
- Click on the “Add rows” button to add new rows if required.
- The Billable and Nonbillable section accordingly shows total hours added for each day.
- Save draft will allow to save the data added and timesheet can be edited later.
- Click on “Submit” if you want to submit the timesheet.
- If the timesheet is saved in draft mode, the user can delete that timesheet if needed and can create a new timesheet with the same dates.
- Drafted timesheets can also be exported to various formats such as Excel, CSV, PDF, MS word.
Approval and Rejection of Timesheet
Only Manager can approve/reject the employee's Timesheet. Below are the steps mentioned to narrate how the Manager can approve the Timesheet.
- Click on “Pending “will list all the “Timesheets” waiting for approval and clicking any timesheet will open the relevant timesheet.
- Managers can enter their comments in the “Manager Comments” box.
- Click on the Approve/ Reject button for approval or rejection.
- Once the timesheet is approved, Manager can again reject the approved timesheet mentioning their comments.
- After approval or rejection, a mail to the employee associated with the opened timesheet will be sent, that the timesheet is approved or rejected.
- Draft/Rejected/Pending for approval timesheet can be deleted from the account.
- All the approved and rejected timesheets can now be exported in various formats such as Excel, CSV, PDF, MS word
