Setting password complexity and expiry rules:
You can set rules that users using must follow when they create passwords in your system. Requiring longer, more complex passwords improves system security.If you change password settings, the new settings will take effect the next time a password is changed, either by the administrator or the employee.To set password rules:Go to Administration >...
Running administrator reports:
You may need to use reports to:
Confirm user settings are correct
Monitor who has logged into the system, and when
View custom user and department data
Check what user substitutions are in effect
For information on using reports, refer to the reports topics.
Key reports of interest to administrators
Default report name
...
Deleting and disabling data:
We recommend that you disable items rather than deleting them to retain a record of that item in your system.
In general, you cannot delete any piece of data that is in use. For example, you can’t delete:
Templates or overtime rules that are assigned to users
Users who have entered data
To delete items like users or projects, you'll...
Setting up timesheet periods:
Adding a timesheet period
About the timesheet period types
FAQs
Timesheet periods determine the length of user timesheets. They should parallel either your organization’s billing cycle so that timesheet data is available when needed for invoicing clients.
Timesheet periods can be created for specific employee types, for particular...
Setting up approvals:
If your organization requires that employee timesheets, expense sheets, and time off bookings be approved, you will need to:Set up approval paths that specify who approves items and in what sequenceChoose the default timesheet, time off, and expense approval paths, as applicable, that are assigned to all newly created usersCheck that approvers are...
Setting up activities for time tracking:
Activities are functions against which the user can enter time. Hours entered against activities can be viewed in reports, so you can use activities to track time spent on non-billable work functions.
Activities can be used either alone or in conjunction with projects and tasks. That is, you can allow a user to enter time against both an activity ...
How approvals work:
In most organizations, items such as timesheets, expense sheets, and time off bookings need to be approved. There are a few reasons for this:
To ensure that user information is recorded accurately
Approvers may discover errors and discrepancies in submitted items that can then be corrected. Some organizations require approval of items to be re...
Automatically generating holiday bookings:
You can specify that a booking should be automatically created for each holiday listed in a user’s assigned holiday calendar. Auto-generating holiday bookings ensures holiday time off is entered against the correct time off type.
How automatic generation of holiday bookings works
Once you’ve set up automatic addition of holiday bookings, t...
Setting up holiday calendars:
Holiday calendars define the set of statutory (civic) holidays that users are entitled to take off. You can create a holiday calendar for each different set of holidays used in your company, reflecting regional differences in holiday allotment or part-time versus full-time holiday entitlement.
Holiday calendars are assigned to users in their user...
Managing holiday bookings:
Holidays are statutory (civic) holidays that users are entitled to take off in your organization. You can set up holiday calendars that outline what holidays each user is entitled to.If you need to track holiday time off balances and amounts, a time off booking needs to be created for each holiday to record time off taken.You can add these bookin...