TimeReporting.com is delivered with the bare minimum information in its database
to allow the system administrator to login. As the administrator you are responsible
for configuring TimeReporting.com for the employees that will be using the system.
This includes not only setting up user accounts but also defining the Projects,
Tasks, and all of the related information that will allow your users to report and
track their time.
In general, we have found it useful to follow these steps when setting up TimeReporting.com
for the first time.
|
|
1. |
Define System Settings
System Setttings are those settings used throughout TimeReporting.com such as the
frequency with which employees are paid.
Select SYSTEM SETTINGS from the ADMINISTRATOR
menu to define these system settings.
Details...
|
|
2. |
Define Companies
Define the companies that people in your organization work for (consulting companies,
temp agencies, major company divisions, etc.). Note that these are not your
customers. Those will be defined later.
Select COMPANIES from the ADMINISTRATOR menu to set up and maintain your list of
companies.
Details...
|
|
3. |
Define Locations
Define all the locations where your employees, contractors and other time reporting
personnel are located.
Select LOCATIONS from the ADMINISTRATOR menu to set up and maintain your list of
locations.
Details...
|
|
4. |
Define Customers
Define all your customers. There must be at least one customer. Initially, there
will be one customer already defined for you: your company name. This will allow
you to track time for your internal projects and tasks, such as marketing, support,
sales and so forth. To track time that your company spends for your clients, enter
a complete list of customers.
Select CUSTOMERS from the ADINISTRATOR menu to set up and maintain your list of
customers.
Details...
|
|
5. |
Define Departments
Define the departments that make up your organization. Keep in mind that every
employee will be assigned to a department.
Select DEPARTMENTS from the ADMINISTRATOR menu to set up and maintain your list
of departments.
Details...
|
|
6. |
Define Teams
Teams of people will be assigned to work on project tasks. Since you haven't
told TimeReporting yet about your employees, at this point you'll just be naming
the teams. Later when you create an employee, by default, the employee will
become a member of all teams. You can then modify the composition of each
team if needed.
Select TEAMS from the ADMINISTRATOR menu to set up and maintain your list of teams.
Details...
|
|
7. |
Define Projects and Tasks
Select PROJECT CODES from the ADMINISTRATOR menu to set up and maintain your list
of projects and associated tasks.
After you have created and saved a project, you'll be able to create the tasks associated
with that project. Then for each task, you'll be able to assign a team to
work on that task. The employees that make up that team will then be able
to charge time to that project task.
Details...
|
|
8. |
Define Expense Codes
After you are done entering your projects, you may continue by entering the expenses
that you want to track. Expense codes are broken down into expense sub codes.
Select EXPENSE CODES from the ADMINISTRATOR menu to set up and maintain your list
of expenses.
Details...
|
|
9. |
Define Employee Statuses
TimeReporting comes with two statuses pre-defined: Exempt and Non-Exempt. These
two statuses cannot be removed. You may define additional statuses if needed.
A status is assigned to each employee.
Select EMPLOYEE STATUSES from the ADMINISTRATOR menu to set up and maintain your
list of employee statuses.
Details...
|
|
10. |
Define Employees
Every user of TimeReporting.com must be defined as an employee. You will create
a login id and password for the user, assign permissions, assign a supervisor, etc.
Select EMPLOYEES from the ADMINISTRATOR menu to set up and maintain your employee
information.
Details...
|
|
11. |
Define Holidays
Define your organzation's Holidays for the year. Holidays in this list will appear
automatically on personnel timesheets and payroll reports. An employee will
not need to record holiday time.
Select HOLIDAYS CALENDAR to set up and maintain your list of holidays.
Details...
|
|
12. |
Configure Payroll Codes
Define the payroll codes to be used by your company. TimeReporting.com
comes with a standard set of payroll codes and you decide which of those you want
to use and how they are to be used. You can create additional payroll codes
if you wish.
Select PAYROLL CODES from the ADMINISTRATOR menu to setup and maintain your list
of payroll codes.
Details...
|
|
13. |
Define Shifts
Define shift start times used by your company. There must be at least one
shift defined as an employee's shift start time is used to set the default start
time for a request for time off from work.
TimeReporting.com comes with one shift already defined. You can create additional
shifts and assign personnel to their default shift but this is completely optional.
Select SHIFTS from the ADMINISTRATOR menu to setup and maintain your list of shift
start times.
Details... |