Training Phase II

HourDoc Training Phase II

Detailed System Overview

TIMETRACKER Part II

• Creating mass entries

1. Timesheet entry employees
2. Timesheet entry managers
3. Excel timesheet
4. Mass edit of entries with raw

REPORTS

• Reports Menu

1. How are reports created
2. Automatic reports
3. Auto-notify reports
4. Posting reports to home page
5. Posting reports to other manager’s home page

PERSONNEL

• Adding Personnel / Editing

1. Personnel are found in preferences > personnel
2. Clicking on the name allows you to edit individual prefer ences.
3. Create new personnel
4. Associate new personnel
5. In-activate employees

DAYS OFF and RULES SETUP

• Different types of days off

1. Vacation, pto, sick, jury etc.
2. Length of service settings (LoS)
3. Carry over
4. General date / anniversary date carry over settings
5. Reports / stat box
6. Transactional data
7. Carry over report
8. Capped amounts