Manager How to Guide
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Transcript of Manager How to Guide
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ManagerHow-ToGuide
for
timeshEASY3.0
lastupdated:July11,2011
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TABLEOFCONTENTS
WhatifIloseorforgetmypassword?...............................................................................3
ViewdetailsandapprovetimesheetsfromApprovalEmail...4
ApproveorrejecttimefromtheManagerApplication..5
AddormanageprojectsfromtheManagerApplication...8
ViewemployeedetailsandassignsecondarymanagerfromtheManagerApplication......11
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HowtoviewdetailsandapprovetimesheetsfromtheApprovalEmail
1. Onceallemployeeshavesubmittedtimeandexpensesforagivenperiod,youwillreceiveanemail.
YoucanviewdetailsofalltimesheetsandexpensesbyclickingViewDetails.Fromthisemailyouare
abletoalsoapprovealltimesheetsandexpensesbyclickingthelinktextClicktoagreeandapprove
all,ortheGreenCheckmark(ifyouremailallowsHTML).YoucanalsoclicktheClickheretologinto
theapplicationifyouneedtorejectindividualtimesheetslinkortheRedX(ifyouremailallowsHTML).
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Howtoapproveorrejecttimefromthemanagerapplication
1. Log in with your provided credentials. If you need assistance with your password click the Forgot my
password link.
2. SelecttheAwaitingApprovalfolderfromthedropdownmenu.Allsubmittedtimesheetswillappearinthedatagrid.
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5. OnceyouveclickedtheViewDetailsbutton,apopupwillappearthatshowsdetailsoftheindividualtimesheetsandexpenses.Oneachdaywithhours,clicktherowtoexpandinordertoviewthe
individualtimeblock.Ifthereareanynotesforthetimeblocksimplyhoverthemouseoverthenote
icontoviewthedetailsofthenote.
6. Youcanscrollthroughalltimesheetfromthispopupbysimplyclickingthearrowbuttonsineitherdirection.Toapproveorrejecttimesheets,simplyclicktherespectivebuttonforeachtimesheet.
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HowtoaddormanageprojectsfromtheManagerApplication
1. Log in with your provided credentials. If you need assistance with your password click the Forgot my
password link.
2. Select the
3. SelecttheProjectstab.Youwillseeallcurrentandactiveprojects.ToaddanewprojectsimplyclickAddProject.
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4. ApopupwillappearcalledNewProject.AddthenameoftheprojectandthedescriptionandclickSave.
5. Toeditexistingprojectssimplydoubleclickontheindividualprojectandaneditpopupwillappear.Fromhereyoucaneditnameanddescriptionandchangethestatus.Remembertoclicksave.
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6. Toassignemployeestoprojectssimplyclickontheprojectthatyouwishtoassigntheemployee,andselecttheemployeeoremployeesontherightdatagrid.
7. IfyoudontseethespecificskillsetamongthecurrentassignedemployeesyoucanalsoRequestProjectResources.ClicktheRequestProjectResourcesbuttononthebottomleftandapopupwill
appear.CompletethefieldsinthepopupandsimplyclickSave.Thefirmadministratorswillreceive
anemailthatyouhaverequestedthespecificresource,andwillcontacttoclarifyanydetailsneededto
locatesuitablecandidates.
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Howtoviewemployeedetailsandassignasecondarymanagerfromthe
ManagerApplication
1. Log in with your provided credentials. If you need assistance with your password click the Forgot my
password link.
2. Select the Employees tab.
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3. Simplyselecttheemployeeandyouwillseeallavailabledetailsforthatemployee.
4. Youcanalsoassignasecondaryapproverformtheemployeetab.Simplyselectanyothermanagerfromyourcompanyfromthedropdownontheright.Todeselectasecondaryapproversimplyselect
None.(SecondayapprovalwillallowforeitheryouortheSecondaryManagertoapprovetimesheets
foryourentiregroupofassignedemployees.TheSecondaryManagerwillreceiveallofthesame
systememailnotificationsasyoudo.)
