Overview of Setting Up the System 18 CHAPTER 4 Overview of Setting Up the System This chapter provides an overview of the steps required to set up the system. It also provides information on some of the administrative tasks you may be required to complete once the system is in use. Before you Begin It is recommended that you spend some time evaluating the types of users that will be accessing Web TimeSheet, and which of the system features they will be using. See Chapter 2, Learning about Web TimeSheet’s Features on page 10 for information on the available features. Getting Input from Others in your Organization To complete the set up, you may need input from others in your organization, including the following: • Payroll Manager • Finance Manager • Approving Supervisor • Project Manager • IT/IS Manager It may be helpful if you speak with them before you start setting up the system to find out key information such as: • How often time needs to be collected • How users are paid, including how overtime is calculated • How users earn time off • The processes that should be followed for approvals • How projects will be set up and used • How clients are billed • Whether there are any security policies that must be followed Setting Up Web TimeSheet Before users start entering time, time off, or expenses, you must: 1.    Configure user-related options, including: a.    Department and employee types b.    Timesheet options c.    Time off options, if using the Time & Attendance Edition d.    Expense options, if using expenses e.    Automated e-mail reminder settings 2.    Set general system options. 3.    Choose what features and actions are available to users by defining permission profiles. 4.    Add each employee that will be using the system as a user, assigning them options, permissions, and license seats based on what the user will be using the system for.