manage employe productivity using timesheet

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Post on 10-May-2015

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DESCRIPTION

EmpXtrack provides a very simple interface to allow employees to capture time and their managers to view and approve the same. You can setup the module in less than 15 minutes and allow an effective productivity and time analysis to happen in the matter of a few weeks.

TRANSCRIPT

Page 1: Manage Employe Productivity using Timesheet

Using EmpXtrack

Timesheet Module

Page 2: Manage Employe Productivity using Timesheet

Copyright 2013 | Saigun Technologies Pvt. Ltd. 2

This presentation allows you to:

a. Fill Timesheet as Employee.

b. View Subordinate’s Timesheet as Manager.

c. Configure Timesheet Module.

Note: We would be trying most of the functionality with 3 employees

Janet Leverling – the employee

John Steel – Janet’s Manager

Terri Osborn – the HR Manager

To Login as an Employee, roll on the mouse to the employee and click on the Login button (as shown

in the image below)

Users and Functionality

Page 3: Manage Employe Productivity using Timesheet

Copyright 2013 | Saigun Technologies Pvt. Ltd. 3

To fill timesheet, you need to:

1. Log in as Janet Leverling to try the functionality of an employee.

2. Go to My profile >> My timesheet and click on the + icon for the day for which you want to fill time

sheet.

3. Provide the details of the time sheet (such as project and activity)

and click Save.

4. Repeat the process till the time sheet is completely

filled for a day. (Note: Using configurations, we can enter

start time and end time for each activity too).

Fill Timesheet as Employee

Page 4: Manage Employe Productivity using Timesheet

Copyright 2013 | Saigun Technologies Pvt. Ltd. 4

To view subordinates’ timesheet, you need to:

1. Log in as John Steel.

2. Go to Manage >> Manager services >> Timesheet.

The consolidated view of total working hours of your team members can be seen on the Manager view

tab. Click My projects tab to see the number of hours spent by your subordinates on your projects and

click View all projects where I have access tab to view the number of hours spent by your subordinates

on the projects where you have access rights but you are not managing.

View Subordinates’ Timesheet

Page 5: Manage Employe Productivity using Timesheet

Copyright 2013 | Saigun Technologies Pvt. Ltd. 5

To configure Timesheet module, you need to:

1. Log in as Terri Osborn.

2. Go to Settings >> Employee self services >> Timesheet >> Timesheet

configuration.

3. Configure the timesheet settings desired in your company for filling timesheet on

holidays, weekends, leave, maximum and minimum hours to be filled etc.

3. Click Update.

Configure Timesheet Module

Page 6: Manage Employe Productivity using Timesheet

Copyright 2013 | Saigun Technologies Pvt. Ltd. 6

To configure TimeSheet Time Period settings of Timesheet module, you need to:

1. Log in as Terri Osborn.

2. Go to Settings >> Employee self services >> Timesheet >> Manage timesheet

timeperiods.

3. Click Add TimeSheet Time Period button to add a time sheet period.

4. Click on the modify icon for a time period to lock that period for filling timesheet for

employees.

Configure Other Timesheet Module Settings

Page 7: Manage Employe Productivity using Timesheet

Copyright 2013 | Saigun Technologies Pvt. Ltd. 7

To configure Clients for Timesheet module, you need to:

1. Go to Settings >> Employee self services >>Timesheet >> Manage clients

2. Click Add New Clients button to add new clients to the system.

3. Provide client details on the Client Details>>Add page.

Configure Other Timesheet Module Settings

Page 8: Manage Employe Productivity using Timesheet

Copyright 2013 | Saigun Technologies Pvt. Ltd. 8

To configure Projects for Timesheet module, you need to:

1. Go to Settings >> Employee self services >> Manage projects

2. Click Add New Project button to add new projects to the system and then provide

project details on the Manage Projects >>Add Projects page that appears.

Configure Other Timesheet Module Settings

Page 9: Manage Employe Productivity using Timesheet

Copyright 2013 | Saigun Technologies Pvt. Ltd. 9

To configure Projects for Timesheet module, you need to:

1. Go to Settings >> Employee self services >> Timesheet >> Manage activities

2. Click Add New Activity button to add new activities to the system and then provide

activity details on the Activity Details >>Add page that appears.

Configure Other Timesheet Module Settings

Page 10: Manage Employe Productivity using Timesheet

For a demo or more

information please

contact

Copyright 2013 | Saigun Technologies Pvt. Ltd. 10