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1. mitt teamii bobby leonni admin test12345 max kathleen fowler adarsh adarshii tommy ttttttt fanxu testfffggg tanu rtrtrt muzzammil mitt Figure 26 Administrators List IVUUUUUUUNLUUNLULE A user can Logout from the Inventory Management system by clicking Logout button where he will be directed to the initial login page 3 2 Accessing Inventory Management System as an User UM_IOC2_S12_T11_V1 2 21 Version Date 04 27 12 User Manual UM Version 1 2 This section w ll explain how to use Inventory Management system when an end user is going to perform Normal User tasks The following two cases could possibly exist depending upon the way user wants to use the system CASE I If a user has been using Timetrex system so far and trying to switch to Inventory Management System please follow the Step 6 of Section 2 1 5 of the User Manual to Log out of the system You will be able to see Figure 1 mentioned in Section 2 of User Manual and then perform the below mentioned step Enter the following login credentials in order to access the Normal User Account Please follow the Step 2 mentioned below after CASE 2 after above step CASE 2 If a user wants to use Inventory Management System right from the start then he she needs to select Inventory Management System as an option as shown in Figure 2 to see the proper functionality of the system Similar
2. An Administrator Account is an account where an end user will be performing all the administrative tasks Q3 Do I need to have a pay period before adding a new Employee in Timetrex Answer Yes Please follow the steps mentioned in the User Manual for creating a pay period for an employee 4 2 Error Codes and Messages Error Message Incorrect Input Date Time is incorrect or pay period does not exist for this date Please create a pay period schedule if you have not done so already Solution Please make sure to create a pay period before using the Punch In Punch Out feature of the Time Trex as explained in Section 2 1 1 of the User Manual 4 3Note This is the final version of User Manual UM_IOC2 S12 T11_V1 2 32 Version Date 04 27 12 User Manual UM Version 1 2 5 Appendix Section 5 1 Adding an Administrator Account The following path should be followed in order to create an administrator username and password Select Timetrex as your option from the Figure 2 and then click on continue to proceed You should be on the main menu page Follow the navigation flow mentioned below Menu Admin gt Employee Administration Follow the Steps until Step 3 mentioned in Section 2 1 2 and you will be on the page which will look similar to Figure 10 mentioned in the User Manual The only change required is to select Administrator as an option for the Permission Group drop down menu as shown in Figure A b
3. 6 below in order to add an employee Type gt Name gt Description gt 7 Manual test3 u i Bi Weekly 26 year TestPayPeriod test Bi Weekly 26 year Tanu Khare CRCD Employee Bi Weekly 26 year test4 Bi Weekly 26 year Jack Tauson Newly Added Employee at 10 14PM Server response time 0 214 seconds Copyright 2012 TimeTrex Facebook E Twitter The Program is provided AS IS without warranty Licensed under AGPLv3 This program is free software you can redistribute it and or modify it under the terms of the GNU Affero General Public License version 3 as published by the Free Software Foundation including the additional permission set forth in the source code header a Powered By TimeTrex Figure 5 Pay Period Schedule List The following Figure 7 can be seen after pressing Add button amp TimeTrex Edt Pay Period Schedule MEE de tocahost 0005 rtortace poyperod EdtPayPervdichedue pro e 39 0 P a espor imeT lt yTimeTrex eShee MyAccount Help Logout Y ALH 325 Home gt Pay Period List gt My Timesheet gt Mass Punch gt Pay Period Schedule List Name 0000000 Description x_ I PPP Overtime Week Sundey Seturday y Time Zone Pstaeor y Minimum Time Off Between Shifts 0400 hh mm 2 15 Only for shifts that span midnight Maximum Shift Time fiso hh mm 2 15 Assign Shifts To Day They StertOn y TimeSheet Verification
4. IS without warranty Licensed under AGPLv3 This program is free software you can redistribute it and or modify it under the terms of the GNU Affero General Public Lioense version 3 as published by the Free Software Foundation including the additional permission set forth in the source code header A Powered By TimeTrex hitp flocahrost 8065 finterf ace users UserList php AA rec Ea Figure 7 Main Menu Page Step 1 Click on the Admin option and then on the Employee Administration option as shown in Figure 7 above Step 2 Click on the Add button encircled with red color as shown in the screenshot Figure 8 below UM_IOC2 S12 T11_V1 2 8 Version Date 04 27 12 User Manual UM Version 1 2 TmeTrex Employee List x 19 bcahost 0085 ntertacejusers userust php Coalition for Responsible Community Development team CRCD M In Out TimeSheet Schedule Admin Reports MyAccount Help Logout Home gt My Schedule gt My Timesheet gt Edit Employee gt Employee List Edit Prefs Edit J Prefs Edit Prefs trestyy Server response time 0 346 seconds Copyright 2012 TimeTrex Facebook G Twitter The Program is provided AS IS without warranty Licensed under AGPLv3 This program is free software you can redistribute it and or modify it under the terms of the GNU Affero General Public License version 3 as published by the Free Software F
5. License version 3 as published by the Free Software Foundation including the additional permission set forth in the source code header Powered By amp TimeTrex fs OR server Manage Es bh transactions 5 corona GB reres mass r gt E de il Z Figure 15 Submitting Mass Punch Information Step 2 As clear from the above figure all the selected employees are on the Selected Employees section now The Time of the process can be entered in the space provided and in the format mentioned next to it The Start Date and End Date be entered by using the calendar option present next to it and corresponding days can be selected by checking the checkboxes The Punch Type options like Normal Lunch Break can be selected by the user and similarly In Out option can be selected like Jn or Out depending upon whether employee is coming to the office or leaving from the office Finally the Submit button encircled in red color can be pressed in order to store the information UM_IOC2_S12_T11_V1 2 17 Version Date 04 27 12 User Manual UM Version 1 2 2 1 6 Generating Reports The following navigat on flow must be followed Menu Reports gt Payroll Export The following Steps 1 amp 2 explains the above mentioned navigation flow in detail Step 1 Click on the Reports option The following options can be seen which is shown in the Figure 16 mentioned below 4 locahost mterfacelreportf
6. an Employee For deleting an employee similar steps should be followed up to certain point which were followed while adding an employee The following navigation flow remains same as compared with Section 3 1 1 Menu Admin gt Employee Administration Refer to Figure 8 mentioned above which shows the navigation flow described The following steps should be followed in order to delete an employee from the record Stepl Select the Checkboxes for each of the employees you want to delete the record Refer to Section 5 2 of Section 5 Appendix of the manual for more information about Checkboxes Step 2 Click on the Delete button encircled with red color as shown in Figure 11 below A small window will pop up and will ask you for your confirmation before deleting the employee details Click on Yes 1f you are sure that you want to delete the employee from the record or else click on No If you have clicked on Yes button the updated page will appear automatically as soon as the Yes button has been clicked and then you can see the corresponding changes on the page UM_IOC2_S12_T11_V1 2 11 Version Date 04 27 12 User Manual UM Version 1 2 9 kahot t tu al sg Pa a A In Out TimeSheet Schedule Admin Home gt My Schedule gt Edit Employee gt Employee List First Name Last Name Home Phone gt Kathleen Barrera bobby bobby team CRCD 2137436193 dfsdf dfsdf fanxu fanxu
7. the additional permission set forth in the source code header Powered By amp TimeTrex foam Boorer EI hun pao Km Figure 13 Mass Punch Stepl Allthe employees listed can be selected by using one single button Select All encircled in red color in Figure 14 shown below Please note that as soon as the button gets pressed the section containing all the employees will turn into blue color as shown in figure below UM_IOC2 S12 T11_V1 2 15 Version Date 04 27 12 User Manual UM Version 1 2 9 becatrost ssrt nch AddMassPunch ot c 23 EA ponsible Com mity evelopmer est tes amp YyTi meTrex A In Out TimeSheet Schedule Admin Reports MyAccount Help Logout dh Home gt Pay Period Schedule List gt Employee List gt Edit Employee gt Mass Punch Employee s 12 00 PM ie 8 09 PM Start Date 03 Apr 12 ie 25 Feb 01 End Date 03 Apr 12 5 ie 25 Feb 01 Only These Day s Sun Mon Tue Wed Thu Fri Sat D RP RP RP PPO Time Disable Rounding T Punch Type Normal y In Out fin Branch Department gt Note Server response time 0 202 seconds Copyright O 2012 TimeTrex Facebook Twitter The Program is provided AS IS A warranty Licensed under AGPLy3 This program is free software you can redistribute it and or modify it under the terms of the GNU Affero eneral Public Li rsion 3 as published by the Free Software Foundation including t
8. to Case 1 mentioned above please follow the below mentioned steps for accessing the system from the normal user point of view Step 1 Enter the following login credentials in order to access the Normal User Account Step 2 Click on the Login button to proceed and select Inventory Management system The following page will appear UM_IOC2 S12 T11_V1 2 28 Version Date 04 27 12 User Manual UM Version 1 2 COALITION for RESPONSIBLE COMMUNITY DEVELOPMENT Products Welcome to Products Inventory My Account Logout Figure 28 Contents Page As clear from the above figure the following three options are available for a normal user 1 Products 2 My Account 3 Logout 3 2 1 Product Details Click on the Product option where the name number count vendor section required below the product details can be seen The following screenshot depicts the above mentioned details UM_I0C2_S12 T11_V1 2 29 Version Date 04 27 12 User Manual UM Version 1 2 COALITION for RESPONSIBLE COMMUNITY DEVELOPMENT Products My Account Logout ee Number Count Vendor Product Details View Section Transactions No u E A E E E o Site Admin admin Site Admin admin Site Admin admin Site Admin admin Site Admin admin Site Admin admin Site Admin admin Site Admin admin Product 33333 1132 3C 46 Yendor 1 Product Transactions v Select the se
9. web based payroll and time management suite which offers employee scheduling time amp attendance timeclock timesheet job costing invoicing and payroll all n tightly integrated package The following features are taken care by Time Trex e Time and attendance e Job costing e Payroll e Scheduling e Time clock e Timesheet Inventory Management System Inventory management is the process of efficiently overseeing the constant flow of units into and out of an existing inventory Inventory management is not limited to documenting the delivery of raw materials and the movement of those materials into operational process The movement of those materials as they go through the various stages of the operation is also important Typically known as a goods or work in progress inventory tracking materials as they are used to create finished goods also helps to identify the need to adjust ordering amounts before the raw materials inventory gets dangerously low or is inflated to an unfavorable level Inventory management has to do with keeping accurate records of finished goods that are ready for shipment UM_IOC2 S12 T11_V1 2 1 Version Date 04 27 12 User Manual UM Version 1 2 2 Operational Procedures After successfully installing everything mentioned in the Section 2 of System Administrative Manual the following steps must be followed in order to see the working system Step 1 Enter the following login credentials in order to a
10. Code Quick Punch Password Default Branch f Work Phone 21 37436193 Ext Home Phone m Default Department Group Mobile Phone Fax Title Hire Date 27Martz lie 25 Feb 01 Work Email A m Home Email m Termination Date E je 25 Feb 01 Birth Date March y 27 2012 SIN SSN m Note Pr Server response time 0 303 seconds Copyright 2012 TimeTrex Facebook E Twitter X Estan A ey al erer Pu anto Figure 9 Employee Information Page Once the employee logs in to TimeTrex for the first time he or she will be required to fill out the remainder of the information before any other action can be carried out Sample Data For Example the following data can be used in order to see the functionality of the above step or your own data 4 Employee Number Enter the next available value indicated next to the value field 6 hastName RAS S O Click on Submit button located on the bottom right of your screen once you are done In order to see the new Employee added into the Employee List please click on the Admin option at the top and then Employee Administration As shown in Figure 8 above A newly added employee can be seen in the Figure 9 mentioned above UM_IOC2 S12 T11_V1 2 10 Version Date 04 27 12 User Manual UM Version 1 2 2 1 3 Deleting
11. Software s User Manual CRCD Management System Team 11 Muzzammil Imam Project Manager Implementer Jason Loewy Implementer Fan Xu Implementer Trainer Tester Adarsh Khare Implementer Trainer Tester Kathleen Barrera IIV amp V QFP April 27 2012 User Manual UM Version 1 2 UM_IOC2_S12_T11_V1 2 1 Version Date 04 27 12 User Manual UM Version 1 2 Table of Contents TABLE OF CONTENTS anar III TABLE OF TABLES nn A AA AAA AT IV TABLE OF EIGURE Sana A A A A A E A AAA AE RAE A E AAA EAT V 1 Introduction ensure Miele 1 1 1 SUS EM ONES Wi SN T 1 2 Operational Procedures runa dd id ee ee 2 2 1 1 Er an ml ech Bed ee ee 5 US A e ac A A A ER Eee 8 2 1 3 Delete an EIS Ve nera ee ee AS 11 a ae ee nur 22 AN A A A o esse es 21 0 EOS OU ca toes ee ee ea ee er I ee 27 AT TOUDICSMOOUN Sr Nee tada did ss 32 4 Preguently Asked QUESOS cu A AS sau ute a AAA AAA 32 42 Eror Codes and Vics Gd Ces AP En OT 32 A NO oia Eee MER ee 32 O A O Ailes la O ale rare 33 UM_IOC2_S12_T11_V1 2 111 Version Date 04 27 12 User Manual UM Template Version 1 2 Table of Tables No table of figures entries found UM_IOC2_S12_T11_V1 2 1V Version Date 04 27 12 User Manual UM Template Version 1 2 Table of Figures Fioure A Login Screens as 2 Fiure 2e ooreen sSNOoWINETWOSYSIENS sanken 3 Figure 3 Timetrex Employee Administration an da a a a 4 Figure 4 Breadcrumb bar demonsttralti n s en a a a u Re FIRES 5 Fiaure
12. TimeSheet Verification Disabled f Pay Period Dates Type Brweeky Z6yyeo Pay Period Starts On Sunday at 00 00 Transaction Date 0 days after end of pay period Transaction Always on Business Day No Create Initial Pay Periods From or Apriz 23 Employees amp O Employees Currently Selected Click the arrow to modify Server response time 0 238 seconds Copyright 2012 TimeTrex Braso rien The Program is provided AS IS without warranty Licensed under AGPLy3 This program is free software you can redistribute it and or modify it under the terms of the GNU Affero General Public License version 3 as published by the Free Software Foundation including the additional permission set forth in the source code header Powered By ES TimeTrex Ersin AR severo ES Lo vom PEO nm UM_IOC2 S12 T11_V1 2 6 Version Date 04 27 12 User Manual UM Version 1 2 Figure 6 Edit Pay Period Schedule For example if you wanted to create a Bi Weekly pay period schedule that starts on Monday and has a transact on date on Friday following the end of the pay period you would select the Bi Weekly pay period Type then select Pay Period Starts On Monday and Transaction Date 1s 5 days after the end of the pay period If you want to create a Semi Monthly pay period schedule 1t s slightly different For this pay period type you need to tell TimeTrex which day of the month the primary and
13. Userdetad ph 4 DO P oa Coalition for Responsible Community Deus gt TimeTr f Ir A In Out TimeSheet Schedule Admin Report N A ai a i chedule mmary Name lt 4 zg Default r 78 Del Timesheet Summary E y A Timesheet Detail Start Date 01 Mar 12 TJ ie 25 Feb 01 Act Summary End Date Bi Mer 2 ac ie 25 Feb 01 Pay Stub ry Fr 25 E All currently selected click the arrow to modify Wages Payable Summary Group All currently selected click the arrow to modify Payroll Export Audit Trail Default Branch All currently selected click the arrow to modify General Ledger Summary pfault Department All currently selected click the arrow to modify Employee Barcodes v Tax Reports O currently selected click the arrow to modify 4 currently selected click the arrow to modify Sort By Full Name ASC then Full Name asc aj Server response time 0 237 seconds Copyright 2012 TimeTrex Facebook E Twitter The Program is provided AS IS without warranty Licensed under AGPLv3 This program is free software you can redistribute it and or modify it under the terms of the GNU Affero General Public License version 3 as published by the Free Software Foundation including the additional permission set forth in the source code header sy Powered By Y TimeTrex jawascrpt vad 0 Ersu Dis A server Manager ey n transactions i cromo
14. ation The following Section 2 1 1 Section 2 1 2 w ll focus more on the working functionality of the system 2 1 1 Creating a Pay Period The following path should be followed n order to create a pay period for an employee Menu Admin gt Payroll gt Pay Period Schedules Pay period schedules are critical to the operation of TimeTrex They determine when pay periods start end and the date when employees are paid transaction date Most companies have a single pay period schedule however there is no limit to the amount of pay period schedules that you can have configured It is important to note that pay period schedules are constantly repeating themselves similar to recurring schedules for employees Therefore when adding a new pay period schedule all you need to do is describe one or two full pay period start transaction dates TimeTrex will then automatically determine the pattern and repeat it in to the future indefinitely UM_IOC2 S12 T11_V1 2 5 Version Date 04 27 12 User Manual UM Version 1 2 Another important factor 1s that in most cases you should have AT LEAST one day between the end of the pay period and the transaction date f you pay by check and at least two business days 1f you pay by direct deposit This 1s to give supervisors and employees enough time to submit requests and complete any outstanding authorizations before payment s finalized Press the Add button encircled in red color as shown in Figure
15. ation in this document it is explaining how to find the specific item in the menu In the above example it would mean clicking Admin in the menu bar along the top then when the menu drops down click on Company and then finally click on Company Information UM_IOC2 S12 T11_V1 2 3 Version Date 04 27 12 User Manual UM Version 1 2 a et usc edu Remote Desktop Cone TimaTrex Home BA bcahost 3005 interfacefindex ptr C 11 coge Pit E alition for Responsible Community Development test test a lt JTimeTre 4 In Out TimeSheet Schedule Admin Reports MyAccount Help Logout NS Payroll and Home O O00 OE Employee Administration Recent Activity Summary for test test Status T Type IE _ From N eS Subject E Date No Recent Requests No Recent Messages terarc Pending Reques l Type Date No Pending Requests Server response time 0 237 seconds Copyright O 2012 TimeTrex Facebook Twitt tter The Program is ovidan AS IS without warranty Licensed under AGPLy3 This program is free software you can redistribute it and or modify it under the terms of the GNU Affero General Public License version 3 as published by the Free Software Foundation including the additional permission set forth in the source code header Powered By amp TimeTrex 4 m r A 3 mr Wan ADO 5 45PM L gt me B a o D a 172012 Figure 3 Timetrex Employee Administration The secondary navigation method is the breadcrumb bar slight
16. ccess the Administrator account Note The above mentioned log n credentials can be treated as a default username and password In order to create a new administrator username and password please refer to the Section 5 Appendix of the Manual Coalition for Responsible Community Development Please login with your CRCD username and paasword Username Password Figure 1 Login Screen Step 2 Press the Login button The following webpage Figure 2 can be seen with two options available which looks like as follows a Timetrex b Inventory Management System UM_IOC2 S12 T11_V1 2 2 Version Date 04 27 12 User Manual UM Version 1 2 Coalition for Responsible Community Development Please Select Which System You Want To Use TimeTrex N Payroll and Time Management Inventory Management System Figure 2 Screen Showing two Systems 2 1 Timetrex This section will explain all the necessary steps required to see the proper functionality of the Timetrex system Since Timetrex has been selected from Figure 2 the following page Figure 4 will appear This page is the main Menu page as far as Timetrex is concerned TimeTrex s primary navigation method is the drop down menu bar along the top of the screen A brief example shown in Figure 4 will familiarize you with the navigation flow system of the Timetrex For example when you see the following line Menu Admin gt Company Company Inform
17. ction you want to apear bellow the product details User Inv Date Jan 25 2005 Jan 25 2005 Jan 27 2005 Jan 27 2005 Jan 27 2005 Feb 8 2005 N A N A Figure 28 Product Details 3 2 2 My Account A user can see his own account details by clicking on My Account option UM_I0C2_S12 T11_V1 2 30 Version Date 04 27 12 User Manual UM Version 1 2 COALITION for RESPONSIBLE COMMUNITY DEVELOPMENT Products My Account Logout EEE Login Email Secondary Email Contact Info Address City State Zip Code Country Phone Instant Messengers AOL ICQ i MSN Yahoo Other My Profile John Doe teamil jdoe example com jdoe example com 2557 S Dennison Court Denver co 60222 US 313 757 5555 yahoo other Figure 29 My Profile 3 2 3 Logout A user can Logout from the Inventory Management system by clicking Logout button where he will be directed to the initial login page UM_IOC2_S12_T11_V1 2 31 Version Date 04 27 12 User Manual UM Version 1 2 4Troubleshooting 4 1 Frequently Asked questions Q1 What should I do if I don t remember my Username and Password Answer There is a default admin account available mentioned in the user manual So if you don t remember your login credentials you can use the default login and password and create a new account Q2 What is an Administrator Account Answer
18. elow The rest of the steps are same as mentioned in Section 2 1 2 Adding an employee of the User Manual Employee Identification Coalition for Responsible Community Development rra ae Password confirm Figure A Administrator Account Section 5 2 Pictorial representation of Checkboxes The below mentioned screenshot shows check boxes which are encircled in red color Based on the number of employees to be deleted one can select those many number of check boxes UM_IOC2 S12 T11_V1 2 33 Version Date 04 27 12 User Manual UM Version 1 2 4 localhost 3085 inter ace usars UserList php Coalition for Responsible Community Development test test A In Out TimeSheet Schedule Admin Reports MyAccount Help Logout Home gt Edit Company gt Employee List Y E 2137436193 3235548211 E E EE Er REER ho i ite Im od Jed fend med eed md feed fd fed Jd E mm E om m fia Dat ha ke a4 BEE ma E GEBBEER a ERRE EE da 1231231234 1231231234 E Server response time 0 353 seconds Copyright 2012 TimeTrex Ena E iier The Program is provided AS IS without warranty Licensed under AGPLv3 This program is free software you can redistribute it and or modify it under the terms of the GNU Affero General Public License version 3 as published by the Free Software Foundat
19. fffsss fffsss fffsss fffsss fffsssf fffsssf fffsssf fffsssf Martin Fowler gghhtt gghhtt n mmim mim AAN AU A a A od e p 2 8 me onal anal onan Dm im 2 J me D KD II KD KD WD a En nn Een in DON OMA UN mrs rolro SEE E KO ID l n En kn kn uch MOL olmo im D ko ko Im oa Til TAT gghhtt gghhtt E goal goal hhhff hhhff Muzzammil Imam Adarshh Khare o gt I Dm Tanu Khare leonni leonni Iklk Ikik jason loewy max max messi messi Muzzammil mitt rheno rheno rick rick BREERE oTr delt y n fn fn In En A KA KO kn kn 5 xi KD o XD it nn n En A RA KA Ihn mi ee DO E mim im r ig EEE E 5 wa fom me fan De a o fms Y fan Be Y Sn ln Y fo Gan Y fon Be Y hn fe De Dn De Ud a mm rm ANA rm APA rm mra rm APA rm rma oe De ee Da 2 y EL n Server response time 0 364 seconds Copyright 2012 TimeTrex Facebook Twitte The Program is provided AS IS without warranty Licensed under AGPLv3 This program is free ae nR you can redistribute it and or modify it under the terms of the GNU Affero General Public License version 3 as published by the Free Software Foundation including the additional permission set forth in the source code header Powered By amp TimeTrex Estan A 77 a 9 erren empty PED ZOM m Figure 10 Delete Button Demonstration 2 1 4 Punch In Punch out Feature of Employees Individual Punch I
20. gt LAY TCO SNE ULSA Re Fraure0 kdt Pay Renova Scheanles Aussen eu en 6 ETE a Man Menu Basen A A ia 8 PUCUTE OTE MDLOVES LIST ana A is 9 Erre 92 Employee IN ornanon DALE ei 10 Picure 10 gt Delete Button DEMOS TEAM sen ee 12 PUCUre ATM Gin Menu AGC wise etic ae 13 Fioure AZ Punch OH Window nes Renee lea 13 Figure Mass LUN Beeren 15 Figure 14 Mass Punch Select All demonstration 60 ccc cc ccc cece cee ee eee nee ee ee EEE EEE Ea EES 16 Figure 15 Submitting Mass Punch Information cc ccc cc ccc cece cece eee eee eee een EEE EEE EE EEE 17 Figure JO Report General on Fart LAS IS 18 Figure 17 Report Generalon Lan 2 A SA Ads 19 Figure IS Transferring Selected Employee u A AAA 19 Freire 19 Deadline Witt Other ODIOS sa ea 20 Figure 20 Login Screen for Inventory Management unesessesessesssseesenesnnnnennnsnnnennnnennsnnsnenenn 23 Figure 21 Contents Page nee 22 ECU FEZZA TOLUCA nnetoit 23 UM_IOC2_S12_T11_V1 2 V Version Date 04 27 12 User Manual Table of Figures Contd Figure 23 Add New Product Figure 24 Report Generation Figure 25 Product Details Figure 26 Administrators List Figure 27 Contents Page Figure 28 Product Details Figure 29 My Profile Figure A Administrator Account Figure B COMEDOR E ia UM_I0C2_S12 T11_V1 2 vi Table of Contents Version Date 04 27 12 User Manual UM Version 1 2 1 Introduction 1 1 System Overview Time Trex T meTrex s acomplete
21. he additional permission set forth in the source code header Powered By amp TimeTrex E Br ZI Figure 14 Mass Punch Select All demonstration After selecting all the employees selected employees can be moved to the Selected Employees section by pressing forward arrow button gt gt which is shown in Figure 14 and encircled in green color The result after pressing the forward button can be seen in the Figure 15 below where all the selected employees have been successfully moved to the Selected Employee section UM_IOC2 S12 T11_V1 2 16 Version Date 04 27 12 User Manual UM Version 1 2 fi In Out TimeSheet Schedule Admin Reports MyAccount Help Logout Home gt Pay Period Schedule List gt Employee List gt Edit Employee gt Mass Punch Employee s UnSelected Employees Selected Employees Select All Un Select All Select All Un Select All Time 1200 PM ie 8 09 PM Start Date 03 Apr 12 ie 25 Feb 01 End Date 03 Apr 12 5 ie 25 Feb 01 Only These Day s Sun Mon Tue Wed Thu Fri Sat r Vv Vv v VP FP TT Disable Rounding T Punch Type Normal In Out fin Branch Department Note Server response time 0 202 seconds Copyright 2012 TimeTrex Facebook 3 Twitter The Program is prove AS IS wiious warranty Licensed under AGPLv3 This program is free software you can redistribute it and or modify it under the terms of the Affero lic
22. ight and the last punch of the previous day was also within 8 hours of the In punches If the continuous time was set to 3 hours TimeTrex would split up the shift on to two days This can greatly affect how overtime policies are calculated Transaction Always on Business Day ensures that the transaction date is always on a business day If the transaction date happens to fall on a weekend or a holiday TimeTrex will automatically move the transaction date back earlier until it falls on a regular business day Create Initial Pay Periods From tells TimeTrex what date to start creating pay periods from when you first create the pay period schedule This is useful if you want to import historical data in to TimeTrex UM_IOC2 S12 T11_V1 2 7 Version Date 04 27 12 User Manual UM Version 1 2 Once the pay period schedule is created you can click View beside it to see the dates for each pay period related to it 2 1 2 Adding an Employee Menu Admin gt Employee Administration The following Figure 8 shows the navigation flow described above For further clarifications on the above navigation flow refer to the Steps defined after Figure 8 Home Recent Activity Summary for team CRCD ___Recent Requests 00 Status i Subject No Recent Requests No Recent Messages No Pending Requests Server response time 0 219 seconds Copyright 2012 TimeTrex Ei cebook S Twitter The Program is provided AS
23. ion 1 2 COALITION for RESPONSIBLE COMMUNITY DEVELOPMENT Products Inventory Admins Generate Reports Reports Add New No Name Number Count 1 cement 1132 30 146 MN Logout 2 Weather Proofing Material 55 8556 so ii 3 Indoor Paint white ar 100 E 4 Indoor Paint yellow 43234 P 100 Delete Details lora 4322 P 100 EURE 6 Indoor Paint lavender 90384 P 6 Delete Details 7 Carpet Tiles 23485 k so iin 8 Indoor Paint Green __43234 p 10 MINO 9 EcoSmart 9 5 Watt LED 9333 100 IMC 10 Toyota Tacomas 1234 C 7 Delete Details 11 Red Paint 2004 2 EA 12 Vertical Blinds 2004 3 100 E 13 Entry Knob 43ze3 k oo ccc coca 14 Entry Knob with Deadbolt 12359 K Delete Details 15 Entry Knob Bed Bath 432s4 k s WERTE 16 Front Door 36x80in 432349 K 0 Delete Details 17 Interior Door 30x80in 43235 k 4 E Figure 22 Product List The following steps can be performed by the user Step 1 Add New Products As user can click on the Add New button in order to enter new products where he can enter the name number and description of the product where every product must have a name and number This is clear from the following image Figure 23 Add New Product UM_IOC2_S12_T11_V1 2 23 Version Date 04 27 12 User Manual UM Version 1 2 COALITION for RESPONSIBLE COMMUNITY DEVELOPMENT Produc
24. ion including the additional permission set forth in the source code header amp TimeTrex 6 51 PM N a ti ay all q 3 31 2012 Figure B Checkboxes UM_IOC2_S12_T11_V1 2 34 Version Date 04 27 12
25. ly below the drop down menu With each page you visit TimeTrex drops a breadcrumb and the breadcrumb bar displays the last 5 breadcrumbs that you have dropped This allows you to very quickly switch back and forth between pages by simply clicking on the page in the breadcrumb bar For example refer to Figure 5 shown below A typical breadcrumb bar looks like Home gt Edit Employee The above navigation flow is depicted in Figure 5 and is encircled with red color UM_IOC2 S12 T11_V1 2 4 Version Date 04 27 12 User Manual UM Version 1 2 A In Out TimeSheet Schedule Admin Reports MyAccount Help Logout ome gt Edit Company Product Edition Standard Full Name Eosinon for Responsible Community Devel Short Name Ro Industry one U 7 Business Employer Identification Number CSCS Address Line 1 CS Address Line 2 ll City Los Angeles 1 Country ECE Province State Caltomia Postal ZIP Code 30007 Phone Para Fax Administrative Contact CACO team Billing Contact caco team y Primary Support Contact caco team Originator ID Immediate Origin Data Center Immediate Destination m Direct Deposit EFT Company Settings Logo Click the icon to upload a company logo 170px by 40px Enable Second Surname T LDAP Authentication LDAP Authentication Disabled 5 53 PM 3 31 2012 ae u Figure 4 Breadcrumb bar demonstr
26. n Punch out This functionality of Time Trex provides an option for an employee to Punch In Punch Out of the system depending on whether they are entering the company premises or vice versa Before proceeding a pay period must exist for each employee for which Punch In Punch Out In Out feature of Time Trex 1s going to be used The steps for creating a pay period are clearly explained in Section 2 1 1 of the manual The following navigation flow and the steps mentioned below it are required to be followed Menu In Out Step 1 The sign in and sign out option can be accessed using the In Out option as shown in the Figure 12 below UM_IOC2 S12 T11_V1 2 12 Version Date 04 27 12 User Manual UM Version 1 2 Coalition for Responsible Community Development team CRCD A In Out TimeSheet as re M ccoun ogout Home gt Employee Detail Report gt TimeSheet Detail Report gt Home y r ROT Server response time 0 253 seconds Copyright 2012 TimeTrex Facebook AE Twitter The Program Is provided AS IS without warranty Licensed under AGPLv3 This program is free software you can redistribute it and or modify it under the terms of the GNU Affero General Public License version 3 as published by the Free Software Foundation including the additional permission set forth in the source code header Powered By Figure 11 Main Menu Page The following window will appear once In Out
27. option has been clicked TimeTrex Mozilla Firefox i A A ee a a ae hb kI Tg en 12 loca nost SL BS I nter race pu nch Pu nch ohe A ty PN ie 8 09 PM Date 27 Mar 12 ie 25 Feb 01 Punch Type Employee Time Do Deparment FA OO ll UM_IOC2 S12 T11_V1 2 13 Version Date 04 27 12 User Manual UM Version 1 2 Figure 12 Punch In Out Window The Punch Type options like Normal Lunch Break can be selected by the user and similarly In Out option can be selected like Jn or Out depending upon whether employee is entering the premises of office or leaving from the office Finally the submit button can be pressed to store the information 2 1 5 Punch In Punch out Feature of Employees Mass Punching In Punching out This section will explain how multiple employees can be selected and punched In and Out depending upon whether employees were entering the premises or vice versa The following navigation flow and the steps mentioned below it are required to be followed Menu Timesheet gt Mass Punch The following Figure 14 shows following two sections 1 Unselected Employees This section is encircled with red color as shown in Figure 14 below A list of unselected employees can be seen which can be selected all or one at a time 2 Selected Employees This section is encircled with green color and will show all the employees selected from the Unselected section This section 1
28. oundation including the additional permission set forth in the source code header amp Time Trex Figure 8 Employee List When adding employees for the first time only a minimal amount of information is required these fields are denoted with a red asterisk Step 3 The following page will appear after Step 2 UM_IOC2 S12 T11_V1 2 9 Version Date 04 27 12 User Manual UM Firefox y a TimeTrex Edit x in Version 1 2 2 localhost 8085 interFace users EditUser php saved_search_id amp company_id C B Google 2 A D Coalition for Responsible Community Development team CRCD in Out TimeSheet Schedule Admin Reports MyAccount Help Logout Home gt Employee List gt Edit Employee Company Employee Identification Coalition for Responsible Community Development Status Permission Group Active v Regular Employee 1 y First Name Contact Information Middle Name Pay Period Schedule EA Policy Group Last Name m l Sex Currency User Name S uso y m Home Address Line 1 Unspecified Home Address Line 2 Password Password confirm m m City Los Angeles Country Employee Number Quick Punch ID Next available 786110 Province State United States y California y Postal ZIP
29. oyee Statuses gt C SelectAll Un Select All Active Leave Illness Injury Leave Maternity Parental Leave Other Terminated x aelected Groups Version 1 2 Selected Employee Statuses Select AIl Un Select All Q All Yv Selected Groups selecta Un Select All SelectAll Un Select All Root y Au Figure 19 Dealing with other options S milarly other options like Default Branch Default Department Employee Title etc can be explored according to the steps mentioned in Step 4 above Step 5 Click on the Export Format encircled in red color in the Figure 17 above pop down menu and then select ADP as the option and then finally click on Export Encircled in Red in Figure 19 above option in order to see the generated report Step6 Click on the Logout in order to come out of the system Section 3 Inventory Management System 3 1 Accessing Inventory Management System using Administrator Account This section will explain how to use Inventory Management system when an end user is going to perform Administrative tasks The following two cases could possibly exist depending upon the way user wants to use the system CASE l If a user has been using Timetrex system so far and trying to switch to Inventory Management System Logout of the Timetrex system You will be able to see Figure 1 mentioned in Section 2 of User Manual and then perform the below men
30. s ll were tak Maan Q revert amp gt Bb prt Figure 16 Report Generation Part 1 Step 2 Click on Payroll Export option The following page can be seen UM_IOC2 S12 T11_V1 2 18 Version Date 04 27 12 User Manual UM Version 1 2 o 13 PA a A 4 i imeTrex Time Management Saved Reports Name H Default r Isse Delete lt Report Filter Criteria Start Date 18 Mar 12 Tie 25 Feb 01 End Date Mar je 25 Feb 01 Pay Period 0 currently selected click the arrow to modify Employee Status All currently selected click the arrow to modify Group All currently selected click the arrow to modify Default Branch All currently selected click the arrow to modify Default Department All currently selected click the arrow to modify Employee Title All currently selected click the arrow to modify Include Employees 0 currently selected click the arrow to modify Exclude Employees C 0 currently selected click the arrow to modify Please Choose Please Choose Paychex Preview Paychex Online Payroll Ceridian Insync Millenium br response time 0 337 seconds QuickBooks Pro opyright 2012 TimeTrex SurePayroll Facebook G iie F g gt Generic Exce CSV gt The Program is provided AS IS without warranty Licens Other is program is free software you can redistribute it and or modify it under the term
31. s blank since none of the employees have been selected from the Unselected section The following steps below the figure explains how to select multiple employees and how to submit their information using the submit button Just like Section 2 1 3 before proceeding a pay period must exist for each employee The steps for creating a pay period are clearly explained in Section 2 1 1 of the manual UM_IOC2_S12_T11_V1 2 14 Version Date 04 27 12 User Manual UM Version 1 2 Time Trex Mass Punch BrE 9 bcshost 3005 rtortace pundh AdiMassPunch phe e 33 coge Pl A D Coalition for Responsible Community Development test test TimeTrex A In Out TimeSheet Schedule Admin Reports MyAccount Help Logout Payrell and Time Management Home gt Pay Period Schedule List gt Employee List gt Edit Employee gt Mass Punch Employee s Ellis Shannon Time fi2z00PM ie 8 09 PM Start Date 03 Apr 12 Tie 25 Feb 01 End Date 03 Apri2 5 ie 25 Feb 01 Only These Day s Sun Mon Tue Wed Thu Fri Sat F v BE BD Disable Rounding Punch Type In Out n Branch Department Server response time 0 202 seconds Copyright 2012 TimeTrex Facebook Die The Program is provided AS IS without warranty Licensed under AGPLy3 This program is free software you can redistribute it and or modify it under the terms of the GNU Affero General Public License version 3 as published by the Free Software Foundation including
32. s of the GNU Affero General Public License version 3 as published Dy the Free Software Foundation including the additional permission set forth in the source code header a Powered By TimeTrex i n gt Q 9 27 PM Estan A server Manage EI reso L cmon were vore ES A PED y2 ME Figure 17 Report Generation Part 2 Step 3 As clear from Figure 17 lot of options can be seen like Name Start Date End Date the Pay Period option can be used where all employees can be selected using the Select All button encircled in green color below and then they can be transferred to the Selected Pay Period section using the forward arrow button denoted by gt gt and encircled in red color The following Figure 18 clarifies the above mentioned steps UnSelected Pay Periods Selected Pay Periods Un Select AIl Select All Un Select All Pay Period El Figure 18 Transferring Selected Employees Step 4 Similarly Employee status and Group options can be used using the down arrows shown in green color in Figure 19 and then depending upon the user all employees can be selected using the Select All button encircled in blue color and then can be transferred to Selected Employee Statuses of Selected Groups section using the forward arrow button encircled in red color in Figure 20 UM_IOC2 S12 T11_V1 2 19 Version Date 04 27 12 User Manual UM Employee status S croule ected Empl
33. secondary pay period starts on and which day the transaction occurs on for both For example if the primary pay period starts on the 1st of every month and the transaction date s the first of the FOLLOWING month you would select 1 for the primary Pay Period Start Day Of Month as well as for the Transaction Day Of Month The transaction date 1s always the selected day of the month AFTER the pay period ends so having them both set to will cause the transaction date to be the Ist of the following month The secondary Pay Period Start Day Of Month you would set to the 16th and the Transaction Day Of Month to the 15th This s what the final pay period schedule will look like 01 Nov 05 15 Nov 05 01 Dec 05 16 Nov 05 30 Nov 05 15 Dec 05 Overtime Week is the week used by overtime policies when calculating weekly overtime Daily Start Time specifies the hours from midnight that each day will start So f your company is a 24 hour operation and your day starts at 6am you would set this to 06 00 Continuous Time defines the amount of time after midnight where punches may be considered to be part of the previous day For example if an employee punches in at 11pm out again at 3am for lunch in at 4am and out for the day at 7am assuming the continuous time is set to 8 hours TimeTrex will consider all of these punches to be on the same day as the 11pm punch Because they all fall within 8 hours of midn
34. tioned step Enter the following login credentials in order to access the Administrator Account CASE 2 If a user wants to use Inventory Management System right from the start then he she needs to select Inventory Management System as an option from Figure 2 to see the proper functionality of the system UM_IOC2 S12 T11_V1 2 20 Version Date 04 27 12 User Manual UM Version 1 2 If Inventory Management System has been selected then the following page will appear CRCD Inventory Management System IEA besos 1128 Piet O Ya COALITION for LS RESPONSIBLE COMMUNITY DEVELOPMENT AA U m Butto Login SEFA O reo ga Figure 20 Login Screen for Inventory Management Step 1 Click on the Login button to continue Step 2 The following page appears after completing Step 1 UM_IOC2_S12_T11_V1 2 21 Version Date 04 27 12 User Manual UM Version 1 2 COALITION for RESPONSIBLE COMMUNITY DEVELOPMENT Products a Wel P I Inventory Admins elcome to Products Inventory Generate Reports Logout Figure 21 Contents Page As clear from the above screenshot the user will be on the home page where the following options are available for him to use 1 Products 2 Inventory Admins 3 Generate Reports 4 Logout 3 1 1 Adding Products When Products option is selected the user can enter the product related details UM_IOC2_S12_T11_V1 2 22 Version Date 04 27 12 User Manual UM Vers
35. ts Inventory Admins Generate Reports out names o E Numbers _ _ ag 3 1 2 Generate Reports If a user wants to generate a report he can do so by selecting the Generate Reports option which will direct the user to the following page UM_IOC2 S12 T11_V1 2 24 Version Date 04 27 12 User Manual UM Coalition for Responsible Community Development Select your start and end date along with the product you wish to view reports for Start Date Month January Day 01 Year 2012 y End Date Month January Day 01 Year 2012 Associated Product All Products All Products Carpet Tiles Cement EcoSmart 9 5 Watt LED Entry Knob Entry Knob Bed Bath Entry Knob with Deadbolt Front Door 36x80in Indoor Paint coffee Toyota Tacomas Vertical Blinds Weather Proofing Figure 24 Report Generation 3 1 3 Product Details The product details can be seen after clicking Details button which will display the following page UM_I0C2_S12 T11_V1 2 25 Version 1 2 Version Date 04 27 12 User Manual UM COALITION f r RESPONSIBLE COMMUNITY DEVELOPMENT Version 1 2 Products Inventory Managers Inventory Admins Logout Back Edt Name Product 33333 Number 1132 3C Count 46 view Section Select the section you want to apear bellow the product details Transactions Assigned To Inventory Month Da
36. y Year john dow 4 7 6 2008 MC a 2 4 2006 E Jason Loewy 10 Delete T Details Jason Loewy so Delete Details Jason Loewy 34 Delete Details 7 vacant Loewy 1 Delete Details E Loewy 23 Delete Details Deiete Details Jason Loewy 12 Figure 25 Product Details As clear from the above figure details like name number count and the section user want to select and see are available for the user 3 1 4 Delete a Record A user can delete a record by clicking the Delete button As separate window will appear after clicking the Delete button for the first time confirming with the user whether he really wants to delete the record or not If the button has been clicked accidently the user can click on the No button so that the record will not be deleted UM_I0C2_S12 T11_V1 2 26 Version Date 04 27 12 User Manual UM 3 1 5 Inventory Admins Version 1 2 This option provides a list of all the administrators and their details can be seen after clicking on the Details button COALITION jor RESPONSIBLE COMMUNITY DEVELOPMENT Products Inventory Admins Generate Reports Logout 3 1 6 Logout Administrators List 1 teamil wi Soin i nr wn a Win bobby leonni admin test12345 max kathleen fovder adarsh adarsh11 tommy ttttttt fanxu testfffggg tanu rtrtrt HE

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