Timesheet Management - Establishment

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Web based application to manage your Timesheet & Leave from any location 24/7. All requests & approvals are done online.

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Timesheet Management - Establishment

  1. 1. Timesheet MBPCloud Timesheet App allows you to easily manage yourstaff/contractor‟s timesheet for their projects & tasks. Ideal for any industry, with custamised interface
  2. 2. Online Timesheet ApplicationMBPCloud Timesheet is web-based application to manage your Timesheet & Leavefrom any location in the world.With our intuitive layout, filling out timesheets on-time every-time is a hassle freeexperience for your staff. Each staff gets their own login and reminders so you donthave to micro manage recording timesheets.You can create & assign multiple projects & tasks to staffs. You‟ll have a personalisedpage which will give you a clear status of your timesheet. Set up to two levels ofonline approval. All reports are fully custamisable.
  3. 3. Setting up the Timesheet - by an assigned Client Admin
  4. 4. Client Admin Provide Add Assign Assign Set LeaveAdd Users Permission Projects & Approvers Tasks to Types for to Users Tasks for Tasks Users Users
  5. 5. TimesheetClick “Timesheet” icon in MBP home page to go to Timesheet application.You will be directed to the below Timesheet page. Click here to set Click here to add Click here to add tasks approvers for Leave & projects for projects Timesheet Click here to provide Click here to set leave Click here to add & timesheet apps types & days view user detail permission to users
  6. 6. Add Users
  7. 7. UsersClick Users in Timesheet page to add new users to MBP Timesheet application.You‟ll be directed to the below page. Click here to add new user(s) Click here to view user list
  8. 8. UsersClick User Add New in Users page to add new users to the user list.You‟ll be directed to the “Staff Details” Form.Complete personal contact details of staff.
  9. 9. UsersComplete personal details of staff.Complete dependant details of staff.
  10. 10. UsersComplete passport & tax details of staff.
  11. 11. UsersComplete contact details of the person in case of emergency.Complete bank details of staff.
  12. 12. UsersComplete team details.Complete staff MBP & Standard Super Choice details, and Submit.Staff details will be updated in the “User List”. Select department/team from drop-down list Select branch/location Select staff position Select staff type from from drop-down list from drop-down list drop-down list Enter employee’s pay per hour Click here to submit staff details to user list
  13. 13. UsersOnce added, the following message on new account creation will be sent to the staff viaemail.
  14. 14. UsersClick User List in Users page to view all users added. Click here to add new user Click here to update user details
  15. 15. Assign Approvers
  16. 16. ApproversClick Approvers in Timesheet page to add approvers for timesheet & leave modules.Select approvers for respective modules & departments, and Save. Approvers addedSelect module from drop- Select department from down list drop-down list Select approver email address from drop-down list Click here to save approver for the module
  17. 17. Add Projects & Tasks
  18. 18. ProjectsClick Projects in Timesheet page to add new projects.You‟ll be directed to the below page. Click here to add projects Click here to view all projects added
  19. 19. Projects Click Project Add New in Projects page to add new projects. Enter Project name, Estimated hours and cost, & Add. The project will be updated in the “Projects List”. Click here to add new task Select department from Enter total estimated Enter total estimatedEnter project name here drop-down list hours for project cost for project Click here to add project to projects list Click Project List in Projects page to view all projects in the list. Click here to add new project Click here to update project details
  20. 20. TaskClick Task in Timesheet page to assign tasks to projects.You‟ll be directed to the below page. Click here to add tasks Click here to view all tasks added Click here to allocate tasks to staff Click here to view all tasks allocated to staff
  21. 21. Task Click Task Add New in Tasks page to add tasks to projects. Add tasks for respective projects. All tasks added will be updated in the “Task List”. Click here to view task Select department from Select project from drop- list drop-down list down list Select priority from drop- Enter task name here Click here to add task to down list the projectEnter total estimated Enter total estimated hours for task cost for task Click Task List in Task page to view all tasks added in the list. Click here to add new task Click here to update task
  22. 22. Assign Tasks to Users
  23. 23. Task Click User Task Allocation in Users Task page to assign tasks to users. Select users & assign them to respective tasks. Enter estimated hours allocated to user to complete the assigned task. Select user from drop- Select project from drop- down list down list Click here to add user if Click here to add project if not found in list not found in list Click task from list to be assigned List of assigned tasks The total estimated cost towards user for completing the task will beEnter total estimated hours automatically calculated based on allocated to user to user’s pay per hourcomplete the assigned task
  24. 24. TaskClick User Task Allocation List in Task page to view all users assigned a task. Click here to update task allocation details
  25. 25. Set Leave Types
  26. 26. SettingsClick Settings in Task page to set leave types & days for users.You‟ll be directed to the below page. Click here to define settings for each leave type Click here to add leave types
  27. 27. SettingsClick Leave Type in Settings page to add leave types.Enter the leave type, and Submit. Leave types added Click here to update the leave type Enter the leave type here Click here to add the leave type
  28. 28. Settings Click Leave Settings in Settings page to define settings for the leave types added. Enter the leave type, and Submit. Defined leave settings Enter max allotted days for the leave type Select staff type fromSelect staff role from Select leave type from drop-down list drop-down list drop-down list Click here to submit leave type settings
  29. 29. Provide Permission to Users
  30. 30. PermissionClick Permission in Timesheet page to assign timesheet apps to users.Select app permissions from list for respective users, and Save. Select staff type from Select user from drop- drop-down list down list Select staff role from drop-down list Click check box to provide permission Click here to save permission settings
  31. 31. This completes the settings to Timesheet Application by the Client Admin. Now your staff can start using the application.
  32. 32. Client User Approve Leave Timesheet Timesheet Apply Leave Request - by Submission - by Approval - byRequest - by Staff Manager Staff Manager
  33. 33. TimesheetClick “Timesheet” icon in MBP home page to go to Timesheet application.You will be directed to the below Timesheet page. Click here to request Click here to submit for leave your timesheet Click here to view your Click here to update leave & timesheet your details reports
  34. 34. Update User Details
  35. 35. UpdateClick Update in Timesheet page to update your personal details.You‟ll be directed to the below page. Click here to update your personal details
  36. 36. UsersClick User Add New in Users page to add new users to the user list.You‟ll be directed to the “Staff Details” Form.Complete personal contact details of staff.
  37. 37. UsersComplete personal details of staff.Complete dependant details of staff.
  38. 38. UsersComplete passport & tax details of staff.
  39. 39. UsersComplete contact details of the person in case of emergency.Complete bank details of staff.
  40. 40. UsersComplete team details.Complete staff MBP & Standard Super Choice details, and Submit.Staff details will be updated in the “User List”. Select department/team from drop-down list Select branch/location Select staff position Select staff type from from drop-down list from drop-down list drop-down list Enter employee’s pay per hour Click here to submit staff details to user list
  41. 41. Request & Approve Leave
  42. 42. Request LeaveClick Leave in Timesheet page to request leave.You‟ll be directed to the below page. Click here to view your complete leave list Click here to submit your request
  43. 43. Request LeaveClicking Leave Request in Leave page directs you to the below page.Complete your leave details & Submit. Click here to submit your leave request
  44. 44. Email Triggered to Approver 1Once the leave request has been submitted, the following message is sent to Approver 1via Email, requesting to approve the leave. Click here to Approve/Decline request
  45. 45. Approver 1 approves/declines requestClicking the link in the email directs you to the below page, where you canApprove/Decline the leave Request. Select user from drop- Click here to raise a question Click here to approve Click here to decline down list to send regarding the request request request question
  46. 46. Email Triggered to RequesterOnce the request has been approved by Approver 1, the following message is sent to theRequester via email, confirming approval of the request. Click here to view request details
  47. 47. Email Triggered to Approver 2Once the request has been approved by Approver 1, the following message is sent toApprover 2 via email, requesting to approve the leave. Click here to Approve/Decline request
  48. 48. Approver 2 approves/declines requestClicking the link in the email directs you to the below page, where you canApprove/Decline the leave Request. Click here to approve Click here to decline request request
  49. 49. Email Triggered to RequesterOnce the request has been approved by Approver 2, the following message is sent to theRequester via email, confirming approval of the request. Click here to review request details
  50. 50. Leave ListClicking Leave List in Request Leave page directs you to the below page.All your leave requests will be updated & listed here. Click here to view request details Click here to approve request
  51. 51. Leave Request DetailsClicking View in Leave Request List page directs you to its respective request page, asshown below.
  52. 52. Submit & Approve Timesheet
  53. 53. Submit TimesheetClick Time in Timesheet page to submit your timesheet.You‟ll be directed to the below page. Click here to view your complete timesheet list Click here create/update your time sheet
  54. 54. Timesheet Submit Clicking Timesheet Submit in Time page directs you to the below page, wherein you complete your timesheet details & Submit. If you are exceeding the task estimate, add a note mentioning the reason. Click here view your timesheet list Click here to go to previous week Click here to go to next Enter total hours for a week task hereYour Projects & Tasks Click here to save & Click here to submit Click here to add notes submit your timesheet your timesheet to a task latter
  55. 55. Timesheet SubmitClicking „add notes‟ icon in Submit Timesheet page pops-up the „Add Notes‟ page,wherein you add notes for a specific task. Select date from drop- down list Enter the note here Click here add the note to your timesheet
  56. 56. Email Triggered to Approver 1Once the timesheet has been submitted, the following message will be triggered toApprover 1 via email, requesting for approval of timesheet. Click here to Approve/Decline timesheet
  57. 57. Approver 1 approves/declines timesheetClicking the link in the email directs you to the below page, where you canApprove/Decline the timesheet. Click here to approve Click here to decline the timesheet the timesheet
  58. 58. Email Triggered to RequesterOnce the timesheet has been approved by Approver 1, the following message is sent tothe Requester via email, confirming approval.
  59. 59. Email Triggered to Approver 2Once the timesheet has been submitted, the following message will be triggered toApprover 2 via email, requesting for approval of timesheet.
  60. 60. Approver 2 approves/declines timesheetClicking the link in the email directs you to the below page, where you canApprove/Decline the timesheet. Click here to approve Click here to decline the timesheet the timesheet
  61. 61. Email Triggered to RequesterOnce the timesheet has been approved by Approver 2, the following message is sent tothe Requester via email, confirming approval.
  62. 62. Timesheet ListClicking Timesheet List in Time page directs you to the below page.All your timesheet requests will be updated & listed here. Click here to view timesheet details Click here to approve timesheet
  63. 63. Timesheet DetailsClicking View in Timesheet List page directs you to its respective timesheet page, asshown below.
  64. 64. Reports
  65. 65. ReportsClick Reports in Timesheet page to view reports on your Leave, Timesheet, & LeaveHistory. Click here to view your leave history details Click here to view your complete leave details Click here to view your complete timesheet details
  66. 66. Leave ReportClicking Leave Report in Report page directs you to the below page.Lists your complete leave details. Click here to export the Sort report report to Excel sheet
  67. 67. Timesheet ReportClicking Timesheet Report in Report page directs you to the below page.Lists your complete timesheet details. Click here to export the Sort report report to Excel sheet
  68. 68. Leave HistoryClicking Leave History in Report page directs you to the below page.List of history details (available, taken, balance) of all leave types. Select leave type from drop-down list Click here to export the report to Excel sheet
  69. 69. THANK YOU!For further information please contact us:Telephone : 1300 276 266Email : support@mbpcloud.com

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