Editing Time Tracker for SME
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*Increase the efficiency of your time tracking and payroll operations by 10 times with a simple, highly automated user interface. | *Increase the efficiency of your time tracking and payroll operations by 10 times with a simple, highly automated user interface. | ||
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=Benefits= | =Benefits= | ||
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=Setup= | =Setup= | ||
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<h3>Assign User Names</h3> | <h3>Assign User Names</h3> | ||
Each technician that will be entering time will need a username and password. Click here to review how to assign User Names: | Each technician that will be entering time will need a username and password. Click here to review how to assign User Names: | ||
<br>'''[[SME Mobile Master - Assign User Names]]''' | <br>'''[[SME Mobile Master - Assign User Names]]''' | ||
− | <h3>Assign | + | <h3>Assign users to a supervisor</h3> |
<br>A supervisor will have the ability to enter time and approve time for anyone they are supervisor of. They also can approve or enter time for anybody that people they supervise supervise. | <br>A supervisor will have the ability to enter time and approve time for anyone they are supervisor of. They also can approve or enter time for anybody that people they supervise supervise. | ||
<br> | <br> | ||
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<br>How to assign: | <br>How to assign: | ||
<br>- Open SME | <br>- Open SME | ||
− | <br>- Go to | + | <br>- Go to Setup > Users |
<br>- Search for your tech | <br>- Search for your tech | ||
− | <br>- Locate the | + | <br>- Locate the Supervisor field and select. (image below) |
<br>[[File:SMEUser_SupervisorField.png]] | <br>[[File:SMEUser_SupervisorField.png]] | ||
− | <h3>Setup | + | <h3>Setup labor defaults</h3> |
<br>Make sure the technician has their default service item and payroll items set. The payroll item is what will drive the actual cost for the time entered. | <br>Make sure the technician has their default service item and payroll items set. The payroll item is what will drive the actual cost for the time entered. | ||
<br>This page shows how the labor defaults work: '''[[Labor Editor Defaults]]''' | <br>This page shows how the labor defaults work: '''[[Labor Editor Defaults]]''' | ||
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<br>- In window that opens, either search for an existing payroll item you want to use or click '''New''' to create a new one | <br>- In window that opens, either search for an existing payroll item you want to use or click '''New''' to create a new one | ||
<br>- Make sure your techs are added to the payroll item by clicking '''Add From Techs'''. | <br>- Make sure your techs are added to the payroll item by clicking '''Add From Techs'''. | ||
− | <br>- Enter in the cost for the payroll item in the | + | <br>- Enter in the cost for the payroll item in the Wage Amount column (image below) |
<br>[[File:Timesheet_SettingPayrollItem.png]] | <br>[[File:Timesheet_SettingPayrollItem.png]] | ||
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<br>- Go to '''Setup''' > '''Users''' | <br>- Go to '''Setup''' > '''Users''' | ||
<br>- Search for your tech | <br>- Search for your tech | ||
− | <br>- Click the | + | <br>- Click the Technician Settings tab |
− | <br>- Choose their | + | <br>- Choose their Default Payroll Item (image below). |
<br>[[File:AssignDefaultPayrollItemToTech.png]] | <br>[[File:AssignDefaultPayrollItemToTech.png]] | ||
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<br>[[File:PayrollItemsAssignedToTech.png]] | <br>[[File:PayrollItemsAssignedToTech.png]] | ||
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