Time Tracker User Manual



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Time Tracker

Employee Scheduling Software

Version 5.1

(c) Copyright 2015

Asgard Systems Incorporated

Revised: September 19, 2015

This manual is copyrighted and all rights are reserved. This document may not, in whole or part, be copied, photocopied, reproduced, translated or reduced to any electronic medium or machine-readable form without the prior written consent of Asgard Systems. All names, companies and data used in examples and illustrations in this manual are fictitious unless otherwise noted.

Copyright

2015 Asgard Systems Incorporated



Asgard Systems Incorporated

Phone: (905) 527-4269



Scheduling Software

www.AsgardSystems.com



Online Scheduling Reports



Time Tracker

TABLE OF CONTENTS



INTRODUCTION 6

Time Tracker 7

Movies 8

Concepts and Definitions 9

Locations 10

Shifts 11

Bookings 12

Schedules 13

Live Schedules 13

Schedule Pattern 14

Schedule Automation 16

Organizations 18

Advanced Concepts 19



Report Distribution 19

Unavailable Booking Times 19

Import / Export 20

Navigating the Interface 21

Dates and Calendars 22

Editing Tables 23

Employee List Filter 26

Look Up Fields and Pick Lists 27

Mover Lists 28

Multi-Select Grids 30

Sizing Forms 32



Organization Setup 33

Organization Setup Steps 34



System Help 37

Files Menu Pad 38



Change Password 38

Import / Export 38

Import - Employees 38

Export - Work Hours 39

E-Mail Generation 40

Login 44

Logout 44

Open Organization 44

Schedule Menu Pad 45

Schedule Maintenance 46

Booking 48

Employee Selection 49

Employee Selection Properties 52

Copy and Paste 52

Delete Selection 53

Highlighting Bookings 53

Locate Employee 54

New Live Schedule 55

New Schedule Pattern 56

Replace an Employee 56

Schedule Filter 56

Schedule Notes 57

Swap Employees by Date Range 57

Swap Employees by Specific Date 57

Rows & Properties 58

Current Schedule Rows 58

Add Rows 60

Grid Formats 60

Booking Properties 61

Schedule Pattern Properties 61

Edit Comp Time Earned 62

Edit Refusals 63

Edit Statutory Holidays 63

Edit Employee Vacation Request 63

Edit Time Off 64

Reports Menu Pad 65



Absence Report 65

Activity Charts 65

Activity Detail 66

Activity Summary 66

Activity Variance Detail 66

Activity Variance Summary 67

Booking Detail 67

Coverage Profiles 67

Daily Roster by Shift 68

Daily Sign in Roster 68

Definition Lists 68

E-Mail Reports 68

Employee Activity Calendar 71

Employee Definition Sheet 71

Employee List 71

Employee Reminders Report 71

Graphs 71

Live Schedule Calendar 72

Live Schedule Calendar by Location 72

Live Schedule Staffing Level 72

Refusals 72

Required Staffing Level - Data Entry 72

Schedule Notes Report 72

Schedule Report 73

Vacation Requests Report 73

Time Off Detail 73

Time Off Report 73

Web Publishing 74

Weekly Roster 74

Weekly Roster by Employee 74

Definitions Menu Pad 75



Employee 75

Employee Maintenance 75

Employee Attributes 75

Employee Availability 76

Employee Definition 76

Employee Personal 77

Employee Reminders 77

Employee Attributes Definition 78

Employee Types Definition 79

Time Off Types 79

Comp Time Types 79

Other Time Types 80

Sick Time Types 80

Vacation Time Types 80

Location Maintenance 81

Shift Maintenance 81

Administration Menu Pad 83



Reindex and Pack Data 83

Purge Old Data 83

Calculate Hours on Disk 84

Users 84

User log in History 86

Currently-logged-in Users 86

Lock Out Users 86

Event Log 86

Organization Maintenance 86

Organization Setup Wizard 87

Program Updates 87

Options 88

Asgard License and Warranty 91


INTRODUCTION


This manual is a modified version of the help text that is installed with Time Tracker. It is provided as a convenience for those who need to read the manual without having access to a computer.

We recommend that you use the computer version of this manual for the following reasons:



  • The computer help is ‘Context Sensitive’ (It knows what you are doing at all times and automatically displays the chapter that relates to the task at hand.).

  • You should be working with software and reading the manual. Use the F1 key each step of the way.

  • It includes the ability to search and find individual topics or phrases within the text.

  • It has ‘hyperlinks’ which give expanded descriptions of a phrase or topic.

  • It includes ‘see also’ links to related topics.

  • It contains movies that illustrate some of the more complex concepts.

In short it supports all of the features of Windows HTML Help and more.

Feel free to print and copy this document as needed.




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