Modifying the Site Settings

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Adding People

 

1.   Add people in your company by going to the Administration menu, then clicking on ‘People’.  From the ‘Manage People’ page, you can add, edit, or delete employees from EfficientTime.

 

2.   Add new people by clicking on new people, then enter each employee's details.  

 

 

 

3.   The roles for each user are:

 

Administrator - acts like a super user who can modify site settings, add people, clients, tasks, and leaves, as well as having all the abilities of the manager.  

Manager -  can create projects, approve or reject timesheets and leaves, and set holiday dates.

User - can enter working hours and apply for leaves

 

Adding New Teams


1.   After creating individual user accounts, you can assign each user to a team.  Organizing people into teams will help streamline the management of each project, especially if your company has many employees.

 

2.   To create teams, go to the ‘Administration’ menu then click on ‘Teams’.

 

 

 

3.   Enter the team name then search the people in the Add more people section.

 

4.   To remove a person from the team, simply click on the minus button.

Adding People & Teams

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Adding People


1.   Add people in your company by going to the Administration menu, then clicking on ‘People’.  From the ‘Manage People’ page, you can add, edit, or delete employees from EfficientTime.

 

2.   Add new people by clicking on new people, then enter each employee's details.  

 

 

 

3.   The roles for each user are:

 

Administrator - acts like a super user who can modify site settings, add people, clients, tasks, and leaves, as well as having all the abilities of the manager.  

Manager -  can create projects, approve or reject timesheets and leaves, and set holiday dates.

User - can enter working hours and apply for leaves

 

 

Adding New Teams


1.   After creating individual user accounts, you can assign each user to a team.  Organizing people into teams will help streamline the management of each project, especially if your company has many employees.

 

2.   To create teams, go to the ‘Administration’ menu then click on ‘Teams’.

 

 

 

3.   Enter the team name then search the people in the Add more people section.

 

4.   To remove a person from the team, simply click on the minus button.

Adding Tasks and Clients

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1.    After creating people and teams, the administrator should add the tasks that each person is expected to do for the duration on each project.  Only the administrator and the project manager can add tasks.

 

2.    Tasks can be created in two ways: through the Work -> Task menu, or inside each Project through the Work -> Project menu.

 

 

3.   Tasks can be organized under task groups, which can represent tasks for separate departments, projects, or teams. 


4.   Put a check mark on default on the right of the task name if you want the task to show up automatically in the task selection screen in the timesheet.


5.   If your company gives paid lunch and coffee breaks, you should add those tasks here and advise your manager to include it into every project.

 

 

 

Adding Clients

 

1.   You can add clients by going to the Work menu, then clicking on Clients.  Fill in the details.

 

Adding Leave Types & Holidays

1. Leave Types are created by going to the ‘Administration’ menu, then clicking on ‘Leave Types’.

 

 

Adding Holidays

 

1. Add your company’s holidays into EfficientTime by going to Leave Types menu, then click Holidays