Table of Contents 3 Table of Contents Chapter 1 Welcome ............................................................................................................................ 8 About Web TimeSheet..................................................................................................................... 8 Document Conventions..................................................................................................................... 8 Contacting Support .......................................................................................................................... 9 Chapter 2 Learning about Web TimeSheet’s Features ............................................................... 10 Understanding the Basic Features................................................................................................... 10 How Timesheets Work .............................................................................................................. 10 How Time Off Works ................................................................................................................. 11 How Expenses Work .................................................................................................................. 12 How Projects Work..................................................................................................................... 12 Understanding the Features Specific to each Edition ..................................................................... 13 Web TimeSheet Project & Billing Edition................................................................................. 13 Web TimeSheet Time & Attendance Edition ........................................................................... 13 What if I Need Features from Both Editions? ............................................................................ 13 What about the Expense Module? ........................................................................................... 14 Other Web TimeSheet Features................................................................................................ 14 Chapter 3 Accessing Web TimeSheet ............................................................................................ 15 Accessing Web TimeSheet from your Browser ................................................................................ 15 Determining the Web TimeSheet URL ..................................................................................... 15 Navigating in Web TimeSheet ....................................................................................................... 16 Accessing the Online Help.............................................................................................................. 16 Disabling Pop-Up Blockers for the Web TimeSheet Site ................................................................. 17 Chapter 4 Overview of Setting Up the System.............................................................................. 18 Before you Begin ........................................................................................................................... 18 Getting Input from Others in your Organization........................................................................ 18 Setting Up Web TimeSheet ........................................................................................................... 18 Working with the Pre-Defined Data ........................................................................................... 19 Adding Large Amounts of Data ................................................................................................ 19 Once the System is Ready .............................................................................................................. 19 Web TimeSheet Setup - Flow Chart ............................................................................................... 20 Chapter 5 Creating Departments and Employee Types to Organize Users ............................... 21 Items to Set Up before Adding Departments or Employee Types .................................................... 21 Deciding Whether to Enable Hierarchy Filtering........................................................................ 21 Setting Up Custom Fields for Departments and Employee Types ............................................. 23 Creating Departments...................................................................................................................... 24 Defining Employee Types .............................................................................................................. 24