Timesheet User Manual version1.0 AISL AISL

Transcription

1 Timesheet User Manual version1.0 AISL AISL

2 Table of Contents Timesheet User Manual version 1.0 LAUNCHING TIMESHEET... 2 LOGIN / ACCESS TIMESHEET... 4 HOME PAGE... 6 Employee Timesheet... 7 How to fill User Timesheet? Leave Request Management CHANGE PASSWORD SIGN OUT FORGOT PASSWORD? SUPPORT Page 1 of 47

3 LAUNCHING TIMESHEET This section details the steps to launch Timesheet. Step-1 Open an Web Browser (Internet Explorer 7.0 or above / Mozilla Firefox 3.0) Step-2 Enter below Timesheet URL in address bar Page 2 of 47

4 Step-3 After pressing Enter, your browser will load the below screen which is the Login Page of Timesheet. Page 3 of 47

5 LOGIN / ACCESS TIMESHEET This section details the steps for logging into Timesheet and accessing the various features available for users. Step-1 Type Login Name & Password (Provided by the Timesheet Administrator) Step-2 Click on Login button Page 4 of 47

6 Step-3 The following page appears after successful login, The below screen contains Home, Change Password and Sign out links At the right hand corner. Page 5 of 47

7 HOME PAGE The Home Page contains couple of menus in left panel for user as mentioned below: Employee Timesheet Leave Request Management Page 6 of 47

8 Employee Timesheet Step-1 Click on Employee Timesheet link, It will show you below screen. It shows the open timesheets for currently logged user. Page 7 of 47

9 Step-2 Click the Month (for e.g. August) After clicking on month below screen is loaded with the user timesheet for given month. Yellow marked rows indicates weekly / marked / Saturday off. Page 8 of 47

10 Step-3 Select the respective date for timesheet entry. After clicking on Date below screen is loaded which is the entry form for user to fill Timesheet Page 9 of 47

11 How to fill User Timesheet? Step-4 Select day status Present if work hour is greater than 5 hours in a day. Absent in case of leave. HalfDayWorking if work hour is less than 5 hours in a day. Page 10 of 47

12 Step-5 Select Respective Clients from client list. Page 11 of 47

13 Step-6 On selection of Client, It will load the respective Projects for that client, Select the appropriate Project. Page 12 of 47

14 Step-7 On selection of Project, It will load the respective Modules for that client, Select the appropriate Module. Page 13 of 47

15 Step-8 Select Taskgroup Page 14 of 47

16 Step-9 On selection of Task group, It will load the respective Task, Select the appropriate Task. Page 15 of 47

17 Step-10 Select the Manager Page 16 of 47

18 Step-11 Enter Work entry detail. Enter Work Hour; total day hours should be less than 16 hours. Enter voucher amount. Enter Mode of travelling. Page 17 of 47

19 Step-12 After filling all entries click on save button then message box appears Save Successfully Page 18 of 47

20 Step-13 User can enter more than one work entry for one day. Page 19 of 47

21 Step-14 After saving entries click on CANCEL button, It will redirect to employee timesheet page then select next date and follow above procedure to fill other day work entries. Page 20 of 47

22 Step-15 In case of Saturday Off or Weekly Off Click on date select day status and save entry. Page 21 of 47

23 Step-16 When the timesheet is fully filled (all day entries i.e. present, absent & leave status) by user, then it will allow closing the timesheet. If it is not fully filled the following error massage is popup when you close the timesheet Please Filled up all the entries to close Timesheet. Page 22 of 47

24 Step-17 Export of timesheet report Click on export button Message box appears showing three options (open/save/cancel) choose any of one appropriate Option and user gets timesheet report for month. Page 23 of 47

25 Step-18 After filling all entries click on Close Timesheet button then user gets message Timesheet Close successfully. Page 24 of 47

26 Leave Request Management Step-1 Timesheet User Manual version 1.0 Click on Leave Request Management link It will show you If any request done before, and allow you to create new Leave Request, If the Leave is not approved you can modify. Page 25 of 47

27 Step-2 Click on new button to add Leave Request. Click on modify button to modify Leave Request. Click on delete button to delete Leave Request. Leave Details Screen Page 26 of 47

28 Step-3 If Start Date less than or equal to today s date then message box appears Invalid Start Date. That means start date must be greater than today s date. Page 27 of 47

29 Step-4 If End Date is less than start date then message box appears Invalid End Date. That means end date must be greater than start date. Page 28 of 47

30 Step-5 Select Leave Type If Leave Type is not selected then message box appears Please Select Leave Type. Page 29 of 47

31 Step-6 Select Leave Reason If Leave Reason is not selected then message box appears Please Select Leave Reason. Page 30 of 47

32 Step-7 Select Manager If Manager is not selected then message box appears Please Select Manager. Page 31 of 47

33 Step-8 After filling all details click on submit button to save Leave Request. Page 32 of 47

34 Step-9 After clicking on submit button, it accepts user leave request and forward the same to the selected manager. Page 33 of 47

35 Step-10 Select the entry for modification User can modify his unapproved entries. To modify Leave Request, Please select the appropriate entry and click on Modify button. Page 34 of 47

36 Step-11 User can modify the values required. To save modified leave request, Please click on Modify button. Page 35 of 47

37 Step-12 Use can delete unapproved Leave Requests. To delete the leave request, Please select appropriate entry and click on Delete button. It will populate confirmation message, Please Click OK to confirm delete else Click Cancel to cancel the delete operation. Page 36 of 47

38 Step-13 The Leave Request is sent to Manager for Approval. Page 37 of 47

39 CHANGE PASSWORD Step-1 Click on Change Password link, for changing the Password. Page 38 of 47

40 Step-2 When user clicks on Change Password link, then below screen is loaded. Page 39 of 47

41 Step-3 Change Password: After filling all details click on submit button to save Password. Message box appears Password changed successfully. Page 40 of 47

42 Step-4 Security Information: After filling all details click on submit button to save Security Information. Message box appears Security information saved successfully. Page 41 of 47

43 SIGN OUT Step-1 Click on Sign Out link if user wants to sign out from Timesheet application. Page 42 of 47

44 FORGOT PASSWORD? Step-1 In case User forgot password then click on Forgot Password Link. Page 43 of 47

45 Step-2 Select Security question and enter appropriate answer of the question then click on submit button. If security question and answer is right then message box appears Password Successfully sent to your address. User will receive Password Information from Timesheet Administrator. Page 44 of 47

46 Step-3 Click on Back to login page link it redirects to Login page. Page 45 of 47

47 SUPPORT For further support please contact Page 46 of 47