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StaffTime
Getting Started
HR Mode
April 2013
Managing Attendance
2
Dashboard
Punch (in/out)
 Graphic view
 Dynamic view
 Dynamic view
 Add a punch
 Statistics  Graphic view
 Edit a punch
Main Menu
Main Menu
3
The main menu provides access to various tools to
manage attendance.
Main Menu
Filters allow you to select workers, teams and sites to
view in a given period.
Filters Menu
Dashboard : Statistics
4
The statistics view allows the manager to track hours of service for a week, a month and a year of an
employee, a team or a site. These hours of service are based according to the need and are
completely customizable.
Dashboard : Statistics
5
The statistics view allows the manager to view total of service for a week, a month and a year of an
employee, a team or a site. These hours of service are based according to the needs and are
completely customizable.
Dashboard : Calendar view
6
This view allows the user to track hours of service of an employee in calendar form. The times shown
are calculated according to the needs of the HR department and are completely customizable
Dashboard : Calendar view
7
Calendar view enabled
This view allows the user to track total of service of employees (from one or multiple teams and sites)
in calendar form. The times shown are calculated according to the needs of the HR department and
are completely customizable
Dashbord : Dynamic view
8
This view allows user to track hours of service of employees one by one. These service hours are
calculated according to the needs of HR department and are completely customizable. A simple click
on the name of an employee will show his service hours in calendar form.
Dynamic view enabled
Punch(in/out) : Dynamic view
9
This view allows the user to track the score of time-keeping of a collaborator for a month as defined by
the menu filter
Name of team
selected in the filer
Punch(in/out) : Calendar view
10
This view allows the user to view the score of time-keeping of an employee for a month as defined in
the filter.
Click on for the dynamic view
Punch(in/out) : Add a punch
11
Select the employee to add a
punch
Select the start date
of the punch
Select the end date of the
punch
Enter the end time
Enter the start time
Add a punch
12
Punch(in/out) : Edit a punch
A click on a calendar box displays the punches of the day, depending on user access roles, he can edit
or delete a score
Setting
13
 Setting interface
 Annual limits
 Monthly limits
 Daily limits
 Planning
 Fixed holidays
 Workers
 Teams
 Sites
 Weekly limits
 Time slots
Main Menu
Sub-menu
Action buttons
Action buttons
Content
Bouton Intitulé Utilité
Add Add an item from the right side to the left
Remove Remove an item from the left side to the right
Save Save changes
Save and Next Save and go to the next menu or add a line to the table
Save and Next x2 Save and go to the menu after the next one
Back to the root Back at the beginning of the submenu (list of profiles)
Previous Back to previous page
Edit Edit an entry
Validate Submit an application (eg leave request)
Refuse Refuse a request
Delete Delete an entry
14
Setting – Setting interface
Meaning :
• Counters to set limits on annual basis. Eg. : number of employees.
Create types :
• They distinguish leave and absences. Eg. : satutory leave ≠ parental leave.
• Give a Name and Reference (abbreviation).
• Select the type ”Holiday" or ”Absence”.
• Select sites that have access to this type.
• Add an optional comment.
• Save.
Create Profiles :
• They allow you to assign multiple types of leave or absences to a person or a group of persons.
• Give a name and reference (abbreviation).
• Select sites that have access to this profile.
• Add an optional comment.
• Save or Save and Next (Settings).
Setting created profiles :
• Once created, the profiles are waiting for counters.
• Select type (Eg. : holiday).
• Insert the counter limit value in the format "hour: min".
• Insert the period of validity.
• Choose the annual repetition if necessary.
• Save or Save and Next (to add another counter).
15
Setting – Annual limits
Meaning :
• Counters to set limits on monthly basis. Eg: Number of reported hours per month.
Create Types :
• They allow to create variables that will be used in formulas. Eg positive or negative balance.
• Give a Name and Reference (abbreviation).
• Select sites that have access to this type.
• Add an optional comment.
• Save.
Create Profiles :
• They allow you to assign multiple variable types to a person or a group of persons.
• Give a name and reference(abbreviation).
• Select sites that have access to this profile.
• Add an optional comment.
• Save or Save and Next (Settings).
Setting created profiles :
• Once created, the profiles are waiting for counters.
• Choose the type (Eg. : monthly hours max).
• Enter the value of the counter, « hour : min ». Choose the monthly repetition if necessary.
• Save or Save and Next (to add a new counter).
16
Setting – Monthly limits
Meaning :
• Counters to set limits on a weekly basis. Ex: Number of working hours per week.
Create Types :
• They allow you to create variables that will be used in formulas. Ex: min or max of working hours.
• Give a Name and Reference (abbreviation).
• Select sites that have access to this type.
• Add an optional comment.
• Save.
Create Profiles :
• They allow you to assign multiple variable types to a person or a group of persons.
• Give a Name and Reference (abbreviation).
• Select sites that have access to this profile.
• Add an optional comment.
• Save ou Save and Next (Settings).
Setting created profiles :
• Once created, the profiles are waiting for counters.
• Choose the type (eg : hours min weekly).
• Enter the value of the counter, « hour : min ».
• Save or Save and Next (to add a new counter).
17
Setting – Weekly limits
Meaning :
• Counters to set limits on a daily basis. Ex: Number of working hours.
Create Types :
• They allow you to create variables that will be used in formulas. Eg average working hours.
• Give a Name and Reference (abbreviation).
• Select sites that have access to this type.
• Add an optional comment.
• Save.
Create Profiles :
• They allow you to assign multiple variable types to a person or a group of persons.
• Give a Name and Number (abbreviation).
• Select sites that have access to this profile.
• Add an optional comment.
• Save or Save and Next (Settings).
Setting created profiles :
• Once created, the profiles are waiting for counters.
• Choose the type (eg working hours per day).
• Enter the value of the counter, « hour : min ».
• Save or Save and Next (to add a new counter).
18
Setting – Daily limits
Meaning :
• Counters for setting time slots in the day. Ex. : Lunch break.
Create Types :
• They allow you to create different time slots. Ex: Fixed slot (presence req.) ≠ Flexible slot (free).
• Give a Name and Reference (abbreviation).
• Select sites that have access to this type.
• Add an optional comment.
• Save.
Create Profiles :
• They allow you to assign multiple variable types to a person or group of persons.
• Give a Name and Reference (abbreviation).
• Select sites that have access to this profile.
• Add an optional comment.
• Save or Save and Next (Setting).
Setting created profiles :
• Once created, the profiles are waiting for counters.
• Choose the type (Eg. : fixed slot, flexible, unallowable, night work).
• Enter the start time of the slot in the first two fields: «Time - Start» and «Min - Start».
• Enter the End time of the slot in the first two fields: «Time - End» and «Min - End».
• Add a new slot by clicking Save and Next.
• Repeat these steps as many times as there are slots in a day.
• Save.
19
Setting – Time slots
Meaning :
• Counters for grouping Daily Limits and Time Slots in same profile.
Create Profiles :
• They allow you to assign a schedule to a person or a group of persons.
• Give a Name and Reference (abbreviation).
• Select sites that have access to this profile.
• Add an optional comment.
• Save or Save and Next (Setting).
Setting created profiles :
• Once created, the profiles are waiting for counters.
• Select the profile of Daily Limits for the first day.
• Select the profile of Time Slots for the first day.
• Add a day to the schedule by clicking Save and Next.
• Repeat these steps as many times as there are days in the schedule cycle*.
• Save.
* Schedule cycle is typically one week but in some areas, workers have a schedule that loop 2 or 3 weeks (with shifts
between each week). This option allows you to set the cycle totally flexible!
20
Setting – schedule
Meaning :
• Counters to establish holiday whose date is already set. Eg Day of Year.
Create Types :
• They distinguish leaves. Eg. : vacation day ≠ conventional leave.
• Give a Name and Reference (abbreviation).
• Select sites that have access to this type.
• Add an optional comment.
• Save.
Create Profiles :
• They allow you to assign multiple variable types to a person or a group of persons.
• Give a Name and Reference(abbreviation).
• Select sites that have access to this profile.
• Add an optional comment.
• Save or Save and Next (Setting).
Setting created profils :
• Once created, the profiles are waiting for counters.
• Give a name to the first term of the leave.
• Choose the type (Eg. : vacation day) and leave’s period : « From » and « To ».
• Choose the annual repetition if necessary.
• Select the employees affected by the leave.
• Add another term leave by clicking Save and Next.
• Repeat these steps as many times as there are deadlines leave.
• Save.
21
Setting – Fixed Holidays
Meaning :
• Anyone working or having worked in the organization must be registered for its data to be calculated. A personal
account is also made ​​available to access its data.
Register Workers :
• Workers are registered with their personal data.
• Required fields are Name, Email (= login), Password, Language and General Access Profile*
• Save or Save and Next (Set. Access) or Save and Next (Set. Contract-Schedules).
Assign access for teams:
• Once created, workers must be placed in teams.
• In the "Other teams" column, select the team to which the worker has access (press "Ctrl" key to select multiple).
• In the "Access Profile" column, select the role (see Config. Teams) of the person in relation to the team.
• Click Add to move the selected teams in the column “ Teams: Access Profile ”.
• To remove teams from the column "Teams: Access Profile", select and click Remove.
Assign contracts schedules:
• To calculate the data of the worker, he must be assigned one or more periods, indicating the system work. That is
to say that we will link the worker to the Temporal Parameters (= Contract Schedule).
• Give a name to the contract schedule and select the validity period "From" and ”To." If one of the fields of the
period is not complete, the program assumes an infinite period (CDI =).
• Select the appropriate settings Temporal (Limits Annual, Monthly, Weekly and Schedule).
• Assign a date to the first day of a cycle (eg, the first week of the cycle starts Monday 03/01/2012).
• Save or Save and Next to add a new contract schedule.
* The General Access Profile limits access to the Settings Interface
22
Setting – Workers
Meaning :
• Teams is used to group workers who have access to the same team. Eg Michael worked in the "IT”, he will be given
the "Worker”* Access. While John, who is Director of HR has "Admin”* Access since it must be able to visualize
leave workers even if he is not a member of "IT” team.
Create Teams :
• They are used to group workers.
• Give a Name and Reference (abbreviation).
• Add an optional comment.
• Save or Save and Next (Set. Workers).
Assign workers with access :
• Once created, the teams are waiting for workers.
• In the column "Other workers" select persons who have access to the team (press "Ctrl" key to select multiple).
• In the "Access Profile" column, select the role* of the person in relation to the team.
• Click Add to move the selected workers in the "Team Members" column.
• To remove workers from "Team Members" column, select and click Remove.
* Il It is possible to create an infinite number of profile access based on need and the role of the worker. Typically we
offer 4 Access Profiles:
• «Worker», whose hours of work and holidays are counted for the team
• «Manager», recorded with the possibility to view and manage data team members
• «Admin», unrecorded, with the possibility to view, manage, and configure
• « Super Admin », unrecorded, with advanced configuration
23
Setting – Teams
Meaning :
• Sites are used to group the teams that have access to the same content. Eg holiday "Martin Luther King Day"
visible to the site "USA" but not for "France” site.
Create sites :
• They allow you to group teams.
• Give a Name and Reference (abbreviation).
• Add an optional comment.
• Save or Save and Next (Set. Teams).
Assign teams :
• Once created, the sites are waiting for teams.
• In the column "Other teams", select the teams that belong to the site (press "Ctrl" key to select multiple).
• Click Add to move the selected in the "Team Site" column teams.
• To remove teams from the column "Team Site", select and click Remove.
24
Setting – Sites

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Stafftime tuto mode rh-EN

  • 2. Managing Attendance 2 Dashboard Punch (in/out)  Graphic view  Dynamic view  Dynamic view  Add a punch  Statistics  Graphic view  Edit a punch Main Menu
  • 3. Main Menu 3 The main menu provides access to various tools to manage attendance. Main Menu Filters allow you to select workers, teams and sites to view in a given period. Filters Menu
  • 4. Dashboard : Statistics 4 The statistics view allows the manager to track hours of service for a week, a month and a year of an employee, a team or a site. These hours of service are based according to the need and are completely customizable.
  • 5. Dashboard : Statistics 5 The statistics view allows the manager to view total of service for a week, a month and a year of an employee, a team or a site. These hours of service are based according to the needs and are completely customizable.
  • 6. Dashboard : Calendar view 6 This view allows the user to track hours of service of an employee in calendar form. The times shown are calculated according to the needs of the HR department and are completely customizable
  • 7. Dashboard : Calendar view 7 Calendar view enabled This view allows the user to track total of service of employees (from one or multiple teams and sites) in calendar form. The times shown are calculated according to the needs of the HR department and are completely customizable
  • 8. Dashbord : Dynamic view 8 This view allows user to track hours of service of employees one by one. These service hours are calculated according to the needs of HR department and are completely customizable. A simple click on the name of an employee will show his service hours in calendar form. Dynamic view enabled
  • 9. Punch(in/out) : Dynamic view 9 This view allows the user to track the score of time-keeping of a collaborator for a month as defined by the menu filter Name of team selected in the filer
  • 10. Punch(in/out) : Calendar view 10 This view allows the user to view the score of time-keeping of an employee for a month as defined in the filter. Click on for the dynamic view
  • 11. Punch(in/out) : Add a punch 11 Select the employee to add a punch Select the start date of the punch Select the end date of the punch Enter the end time Enter the start time Add a punch
  • 12. 12 Punch(in/out) : Edit a punch A click on a calendar box displays the punches of the day, depending on user access roles, he can edit or delete a score
  • 13. Setting 13  Setting interface  Annual limits  Monthly limits  Daily limits  Planning  Fixed holidays  Workers  Teams  Sites  Weekly limits  Time slots
  • 14. Main Menu Sub-menu Action buttons Action buttons Content Bouton Intitulé Utilité Add Add an item from the right side to the left Remove Remove an item from the left side to the right Save Save changes Save and Next Save and go to the next menu or add a line to the table Save and Next x2 Save and go to the menu after the next one Back to the root Back at the beginning of the submenu (list of profiles) Previous Back to previous page Edit Edit an entry Validate Submit an application (eg leave request) Refuse Refuse a request Delete Delete an entry 14 Setting – Setting interface
  • 15. Meaning : • Counters to set limits on annual basis. Eg. : number of employees. Create types : • They distinguish leave and absences. Eg. : satutory leave ≠ parental leave. • Give a Name and Reference (abbreviation). • Select the type ”Holiday" or ”Absence”. • Select sites that have access to this type. • Add an optional comment. • Save. Create Profiles : • They allow you to assign multiple types of leave or absences to a person or a group of persons. • Give a name and reference (abbreviation). • Select sites that have access to this profile. • Add an optional comment. • Save or Save and Next (Settings). Setting created profiles : • Once created, the profiles are waiting for counters. • Select type (Eg. : holiday). • Insert the counter limit value in the format "hour: min". • Insert the period of validity. • Choose the annual repetition if necessary. • Save or Save and Next (to add another counter). 15 Setting – Annual limits
  • 16. Meaning : • Counters to set limits on monthly basis. Eg: Number of reported hours per month. Create Types : • They allow to create variables that will be used in formulas. Eg positive or negative balance. • Give a Name and Reference (abbreviation). • Select sites that have access to this type. • Add an optional comment. • Save. Create Profiles : • They allow you to assign multiple variable types to a person or a group of persons. • Give a name and reference(abbreviation). • Select sites that have access to this profile. • Add an optional comment. • Save or Save and Next (Settings). Setting created profiles : • Once created, the profiles are waiting for counters. • Choose the type (Eg. : monthly hours max). • Enter the value of the counter, « hour : min ». Choose the monthly repetition if necessary. • Save or Save and Next (to add a new counter). 16 Setting – Monthly limits
  • 17. Meaning : • Counters to set limits on a weekly basis. Ex: Number of working hours per week. Create Types : • They allow you to create variables that will be used in formulas. Ex: min or max of working hours. • Give a Name and Reference (abbreviation). • Select sites that have access to this type. • Add an optional comment. • Save. Create Profiles : • They allow you to assign multiple variable types to a person or a group of persons. • Give a Name and Reference (abbreviation). • Select sites that have access to this profile. • Add an optional comment. • Save ou Save and Next (Settings). Setting created profiles : • Once created, the profiles are waiting for counters. • Choose the type (eg : hours min weekly). • Enter the value of the counter, « hour : min ». • Save or Save and Next (to add a new counter). 17 Setting – Weekly limits
  • 18. Meaning : • Counters to set limits on a daily basis. Ex: Number of working hours. Create Types : • They allow you to create variables that will be used in formulas. Eg average working hours. • Give a Name and Reference (abbreviation). • Select sites that have access to this type. • Add an optional comment. • Save. Create Profiles : • They allow you to assign multiple variable types to a person or a group of persons. • Give a Name and Number (abbreviation). • Select sites that have access to this profile. • Add an optional comment. • Save or Save and Next (Settings). Setting created profiles : • Once created, the profiles are waiting for counters. • Choose the type (eg working hours per day). • Enter the value of the counter, « hour : min ». • Save or Save and Next (to add a new counter). 18 Setting – Daily limits
  • 19. Meaning : • Counters for setting time slots in the day. Ex. : Lunch break. Create Types : • They allow you to create different time slots. Ex: Fixed slot (presence req.) ≠ Flexible slot (free). • Give a Name and Reference (abbreviation). • Select sites that have access to this type. • Add an optional comment. • Save. Create Profiles : • They allow you to assign multiple variable types to a person or group of persons. • Give a Name and Reference (abbreviation). • Select sites that have access to this profile. • Add an optional comment. • Save or Save and Next (Setting). Setting created profiles : • Once created, the profiles are waiting for counters. • Choose the type (Eg. : fixed slot, flexible, unallowable, night work). • Enter the start time of the slot in the first two fields: «Time - Start» and «Min - Start». • Enter the End time of the slot in the first two fields: «Time - End» and «Min - End». • Add a new slot by clicking Save and Next. • Repeat these steps as many times as there are slots in a day. • Save. 19 Setting – Time slots
  • 20. Meaning : • Counters for grouping Daily Limits and Time Slots in same profile. Create Profiles : • They allow you to assign a schedule to a person or a group of persons. • Give a Name and Reference (abbreviation). • Select sites that have access to this profile. • Add an optional comment. • Save or Save and Next (Setting). Setting created profiles : • Once created, the profiles are waiting for counters. • Select the profile of Daily Limits for the first day. • Select the profile of Time Slots for the first day. • Add a day to the schedule by clicking Save and Next. • Repeat these steps as many times as there are days in the schedule cycle*. • Save. * Schedule cycle is typically one week but in some areas, workers have a schedule that loop 2 or 3 weeks (with shifts between each week). This option allows you to set the cycle totally flexible! 20 Setting – schedule
  • 21. Meaning : • Counters to establish holiday whose date is already set. Eg Day of Year. Create Types : • They distinguish leaves. Eg. : vacation day ≠ conventional leave. • Give a Name and Reference (abbreviation). • Select sites that have access to this type. • Add an optional comment. • Save. Create Profiles : • They allow you to assign multiple variable types to a person or a group of persons. • Give a Name and Reference(abbreviation). • Select sites that have access to this profile. • Add an optional comment. • Save or Save and Next (Setting). Setting created profils : • Once created, the profiles are waiting for counters. • Give a name to the first term of the leave. • Choose the type (Eg. : vacation day) and leave’s period : « From » and « To ». • Choose the annual repetition if necessary. • Select the employees affected by the leave. • Add another term leave by clicking Save and Next. • Repeat these steps as many times as there are deadlines leave. • Save. 21 Setting – Fixed Holidays
  • 22. Meaning : • Anyone working or having worked in the organization must be registered for its data to be calculated. A personal account is also made ​​available to access its data. Register Workers : • Workers are registered with their personal data. • Required fields are Name, Email (= login), Password, Language and General Access Profile* • Save or Save and Next (Set. Access) or Save and Next (Set. Contract-Schedules). Assign access for teams: • Once created, workers must be placed in teams. • In the "Other teams" column, select the team to which the worker has access (press "Ctrl" key to select multiple). • In the "Access Profile" column, select the role (see Config. Teams) of the person in relation to the team. • Click Add to move the selected teams in the column “ Teams: Access Profile ”. • To remove teams from the column "Teams: Access Profile", select and click Remove. Assign contracts schedules: • To calculate the data of the worker, he must be assigned one or more periods, indicating the system work. That is to say that we will link the worker to the Temporal Parameters (= Contract Schedule). • Give a name to the contract schedule and select the validity period "From" and ”To." If one of the fields of the period is not complete, the program assumes an infinite period (CDI =). • Select the appropriate settings Temporal (Limits Annual, Monthly, Weekly and Schedule). • Assign a date to the first day of a cycle (eg, the first week of the cycle starts Monday 03/01/2012). • Save or Save and Next to add a new contract schedule. * The General Access Profile limits access to the Settings Interface 22 Setting – Workers
  • 23. Meaning : • Teams is used to group workers who have access to the same team. Eg Michael worked in the "IT”, he will be given the "Worker”* Access. While John, who is Director of HR has "Admin”* Access since it must be able to visualize leave workers even if he is not a member of "IT” team. Create Teams : • They are used to group workers. • Give a Name and Reference (abbreviation). • Add an optional comment. • Save or Save and Next (Set. Workers). Assign workers with access : • Once created, the teams are waiting for workers. • In the column "Other workers" select persons who have access to the team (press "Ctrl" key to select multiple). • In the "Access Profile" column, select the role* of the person in relation to the team. • Click Add to move the selected workers in the "Team Members" column. • To remove workers from "Team Members" column, select and click Remove. * Il It is possible to create an infinite number of profile access based on need and the role of the worker. Typically we offer 4 Access Profiles: • «Worker», whose hours of work and holidays are counted for the team • «Manager», recorded with the possibility to view and manage data team members • «Admin», unrecorded, with the possibility to view, manage, and configure • « Super Admin », unrecorded, with advanced configuration 23 Setting – Teams
  • 24. Meaning : • Sites are used to group the teams that have access to the same content. Eg holiday "Martin Luther King Day" visible to the site "USA" but not for "France” site. Create sites : • They allow you to group teams. • Give a Name and Reference (abbreviation). • Add an optional comment. • Save or Save and Next (Set. Teams). Assign teams : • Once created, the sites are waiting for teams. • In the column "Other teams", select the teams that belong to the site (press "Ctrl" key to select multiple). • Click Add to move the selected in the "Team Site" column teams. • To remove teams from the column "Team Site", select and click Remove. 24 Setting – Sites