time tracker (admin setup)
DESCRIPTION
Time tracking made easy. MBP’s Online Timesheet Management is a simple way to track employee time, manage projects & leaves. All submissions are done in the cloud.TRANSCRIPT
TimeTracker
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Web based app designed to efficiently track timesheets
for Staff & Consultants
Admin Guide
This KnowHow Explains
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Overview
TimeTracker Setup
General setup
Timesheet specific setup
Overview
Our intuitive layout makes filling out timesheets on-time every-time a hassle free experience.
Designed to suit both internal staff as well as consultants.
Timesheets can be submitted daily, weekly, fortnightly & monthly, as per your business requirement.
A task/project can be assigned to multiple users.
Facilitates tracking estimated cost for projects & tasks with the actual.
Supports hourly as well as unit time entry.
Time spent can be entered either through a manual process of time entry or through an automatic
check-in check-out process.
„Check-in Check-out‟ feature allows you to pause & resume tasks at anytime.
Provides comprehensive timesheet reports.
Export timesheets to Excel & PDF formats.
Print consolidated user-wise timesheets of projects at one go through Batch Print functionality.
TimeTracker app can be integrated with MBPCloud‟s Leave app.
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TimeTracker Setup
Log into MBPCloud.com „TimeTracker‟ application.
You‟ll be directed to TimeTracker application.
(refer screenshot in next slide)
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Enter your MBPCloud login
credential
TimeTracker Setup
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TimeTracker Application
Dashboard
User information
Edit user information
Click to setup TimeTracker application
TimeTracker Setup
Go to TimeTracker Setup section by clicking “Admin” icon
Setups to be completed:
1. General MBPCloud setup
2. TimeTracker app specific setup
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TimeTracker Setup
I. General Setup
Click “General” icon under Admin.
You‟ll be directed to the General Setup section.
Follow steps below:
Step 1: Enter Location Details
(a) enter “location name” & click “Add” button,
(b) location entered will get listed in the location grid,
(c) repeat same process to add more locations,
(d) then click “Next” button.
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Location grid
Update location name
TimeTracker Setup
Step 2: Enter Branch Details
(a) select location from dropdown,
(b) enter “branch name” & click “Add” button,
(c) branch entered will get listed in the branch grid,
(c) repeat same process to add more branches,
(d) then click “Next” button.
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Branch grid
Delete branch
TimeTracker Setup
Step 3: Enter Department Details
(a) select branch from dropdown,
(b) enter “department name” & click “Add” button,
(c) department entered will get listed in the department grid,
(c) repeat same process to add more departments,
(d) then click “Next” button.
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Department grid
TimeTracker Setup
Step 4: Enter Position Details
(a) enter the position name,
(b) position entered will get listed in the position grid,
(c) position entered will get listed in the position grid,
(c) repeat same process to add more positions,
(d) then click “Next” button.
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Position grid
TimeTracker Setup
Important:
Hierarchy of Levels are set in ascending order, with ‘Level 1’ being the lowest.
Approvers should be assigned a level higher to that of Requesters.
For further details, please check the Information tool-tip provided.
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TimeTracker Setup
Step 5: Add Users
(a) enter following user details – name, role, branch, position, department, email address &
MBPCloud login password. Then click “Add” button.
(b) User will get listed in the user grid,
(c) click “New” button & repeat same process to add more users,
(d) then click “Next” button.
(refer screenshot in next slide)
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TimeTracker Setup
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Adding Users
User grid
TimeTracker Setup
Step 6: Provide TimeTracker submenu Permission to users
You can control user access to TimeTracker submenus as per your requirement.
(a) select staff type (permanent/contract/external) from dropdown,
(b) select staff/user role (admin/user) from dropdown,
(c) select staff/user name from dropdown to assign TimeTracker submenus,
(d) from the submenu list that appears, select the submenus to assign to the chosen user by
ticking the respective check-box.
(e) click “Save” button.
(f) repeat same process to assign TimeTracker submenus to other users.
(g) repeat same process to assign TimeTracker submenus to other users.
(h) once TimeTracker submenu permission has been provided to all users, click “Next” button.
(refer screenshot in next slide)
Note: User will view/access only those TimeTracker submenus that have been provided to them.
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TimeTracker Setup
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TimeTracker Submenu Permission
TimeTracker Setup
You get the following confirmation message once you‟ve completed the General Setup process.
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TimeTracker Setup
II. Timesheet (specific) Setup
Click “Timesheet” icon under Admin.
You‟ll be directed to the Timesheet Setup section.
Follow steps below:
Step 1: Set Approver(s)
(a) select department/team from dropdown,
(b) select manager‟s (approver) email address from dropdown,
(c) enter manager‟s name,
(d) if you want to copy the timesheet to another staff/user, enter the staff‟s email address,
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Continued..
TimeTracker Setup
(e) to set a second approver, tick “User Primary Approver” check box,
(f) select manager‟s (approver) email address from dropdown,
(g) enter manager‟s name,
(h) click “Add” button,
(b) approver setup will get listed in the approver grid,
(c) repeat same process to add timesheet approver(s) for other departments,
(i) then click “Next” button.
(refer screenshot in next slide)
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TimeTracker Setup
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TimeTracker Setup
Step 2: Add Client(s)
Clients can include both Internal as well as External.
Internal client: your own company.
External client: other company your providing service to.
(a) complete the Client Business Details form and submit.
(b) repeat same process to add more clients & click “Next” button.
Clients added will be listed in Client “List”.
(refer screenshots in next slide)
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TimeTracker Setup
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Adding Client
Client List
TimeTracker Setup
Step 3: Add Setup (timesheet)
(a) choose client type (internal/external),
(b) choose client from dropdown,
(c) select if approval is required,
(d) choose timesheet type (billable/non-billable),
(e) choose timesheet entry method (check-in check-out / manual time entry),
(f) enter the total number of hours in a standard timesheet day,
(g) enter the total number of hours in a standard timesheet week,
(h) choose frequency of timesheet submission (daily/weekly/fortnightly/monthly),
(i) choose the first working day of the week from dropdown,
(j) then click “Submit” button.
(k) repeat same process to setup the timesheet for other client types, staff types and clients.
(l) then click “Next” button.
(refer screenshot in next slide)
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TimeTracker Setup
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Setup
TimeTracker Setup
Step 4: Add Project
(a) choose client from dropdown,
(b) enter project name,
(c) choose project value type (hours/units),
(d) enter project estimated completion time (non mandatory),
(e) enter project estimated cost (non mandatory),
(e) enter project start & end dates,
(f) then click “Add” button.
(g) repeat same process to add more projects.
(h) then click “Next” button.
(refer screenshot in next slide)
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TimeTracker Setup
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Add Project
TimeTracker Setup
Step 5: Add Task
(a) choose client from dropdown,
(b) choose project from dropdown,
(c) enter task name,
(d) choose task priority (standard/urgent) from dropdown,
(e) enter task start & end dates,
(f) then click “Add” button.
(g) repeat same process to add more tasks.
(h) then click “Next” button.
(refer screenshot in next slide)
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TimeTracker Setup
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Add Task
TimeTracker Setup
Step 6: Allocate Task to User
(a) choose client from dropdown,
(b) choose project from dropdown,
(c) choose task from dropdown,
(d) choose user from dropdown,
(e) choose a backup user for the selected task from dropdown (if required),
(f) enter task start & end dates for the selected user,
(g) then click “Submit” button.
(h) repeat same process to allocate more tasks to users.
(i) then click “Next” button.
(refer screenshot in next slide)
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TimeTracker Setup
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Task Allocation
TimeTracker Setup
You get the following confirmation message once you‟ve completed the Timesheet Setup process.
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This Completes TimeTracker Setup Process
Your Staff can now start using MBPCloud TimeTracker App
THANK YOU!
TimeTracker
For further information please contact
T : 1300 276 266
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