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Table Of Contents

About Replicon
Document Conventions
Contacting Support
Learning about Replicon’s Features
Understanding the Basic Features
How Timesheets Work
How Offline Timesheets Work
How Time Off Works
How Expenses Work
How Projects Work
How Schedules Work
About the Replicon Products
Replicon Product Features
Other Replicon Features
Accessing Replicon from your Browser
Navigating in Replicon
Accessing the Online Help
Disabling Pop‐Up Blockers for the Replicon Site
Overview of Setting Up the System
Before you Start
Removing the Sample Data (SaaS Implementations)
Setting up Replicon
Working with the Pre‐Defined Data
Adding Large Amounts of Data
Once the System is Ready
Replicon Setup Flow Chart
Creating Departments and Employee Types to Orga‐ nize Users
Items to Set Up before Adding Departments or Employee Types
Deciding Whether to Enable Hierarchy Filtering
Setting Up Custom Fields for Departments and Employee Types
Types of User Defined Fields Available
Creating Departments
Defining Employee Types
Items to Set Up before Adding Users or Entering Time
Required
Required for Payroll
Required for Project Costing or Billing
Optional
Selecting a Time Entry Method
Understanding the Available Time Entry Method
Deciding which Time Entry Method to Use
Assigning a Time Entry Method Permission to a User
Defining the Period Each Timesheet Covers
Understanding the Weekly End‐of‐Month Timesheet Period
Understanding the Manual Timesheet Period
Specifying who Approves Timesheets
Setting Up the Approver Types
When to Override an Approver’s Permissions
Defining the Order of Approval
Setting a Default Approval Path
Setting Timesheet System Preferences
Setting Up Pay Codes for Overtime
Specifying the Pay Code to use for Regular Hours
Configuring how Overtime is Calculated
Specifying if and when Overtime should be Banked
Defining the Minimum or Maximum Hours that are Required on a Timesheet
Specifying when Timesheets are Due and how Far in Advance Time can be Entered
Classifying Time Worked using Activities
Setting Up Custom Timesheet Fields
Displaying a Message on the Timesheet
Items to Set Up before Adding Users or Entering Time Off
Defining Pay Codes for Time Off
Defining the Types of Time Off Taken and their Settings
Setting Time Off System Preferences
Specifying who Approves Time Off Bookings
Setting Up the Approvers
Setting Up Custom Time Off Fields
Items to Set Up before Adding Users or Entering Expenses
Required for Project Costing and Billing
Defining the Taxes that will be Applied to Expenses
Setting Up the Types of Expenses that will be Incurred
Choosing which Fields are Available on Expense Sheets
Specifying who Approves Expense Sheets
Defining how Expenses will be Paid for
Specifying how Quickly Expenses must be Approved
Setting Up Custom Expense Sheet Fields
Displaying a Message on the Expense Sheet
Setting Up Automated E‐mail Reminders
Items to Set Up to use Automated E‐mail Reminders
Entering E‐mail Server Settings
Testing your E‐mail Server Setup
Customizing E‐mail Notifications
Setting System Preferences for Notifications of Overdue Items
Sending Special Messages
Items to Set Up before Adding Users and Projects
Defining Holidays
Customizing the List of Holiday Icons
Setting Up Currencies
Changing the Base Currency from US Dollars
Setting Security Options
Setting System‐Wide Preferences
Additional System Preferences
Enabling DCAA Compliance
Controlling What Users Can Access
Items to Set Up before Adding Users
Setting System Preferences for Users
Setting Default User Preferences
Setting Up Custom Fields for User Profiles
Checking Previously‐Configured Items
Adding Users
Standard versus External Users
Setting User Options
Adding Multiple Users at Once
Items to Set Up before Creating Clients and Projects
Setting System Preferences for Projects
Setting up Custom Fields for Projects or Clients
Setting Productivity Targets and Preferences
Setting up your Clients
Adding Projects
Creating the Project
Setting Billing Rates
Specifying who will Work on the Project
Defining the Task Structure
Specifying which Expenses can be Claimed
Adding Projects using a Template
Managing Projects
Changing Multiple Projects at Once
Allowing Clients to Access Project Information
Posting Notes for Projects
Administering Timesheets
Changing a Timesheet once it has been Approved
Applying System Changes to an Approved Timesheet
Administering Time Off Bookings
Reviewing a User’s Time Off Balance
Administering Expenses
Changing an Expense Sheet once it has been Approved
Applying System Changes to an Approved Expense Sheet
Reporting on Data
Setting up Reports for Users
How Report Data is Affected by Hierarchy Filtering and a User’s Permissions
Local versus Global Editing
Displaying a Custom Logo in Reports
Exporting Data
Reporting and Exporting in TimeCost and TimeBill
Tracking Project Costs
Billing Clients
Managing Projects in Microsoft Project
Sending Project Updates
Reporting and Exporting in TimeAttend
Exporting Data to QuickBooks
Exporting Pay Data to ADP
Maintaining SaaS Implementations
Managing Seats
Maintaining Self‐Hosted Installations
Determining which Version you are Using
Reviewing the Status of your License
Finding out how many Users are Logged In
Upgrading Replicon
Setting Up a Database Backup Schedule
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Administrators Guide

Administrators Guide

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Published by Joachim De Vos

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Published by: Joachim De Vos on Apr 20, 2012
Copyright:Attribution Non-commercial

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