Removing the Sample Data
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d. Select Save.
7. Delete the sample user defined fields:
Select User Defined Fields from the Users/Departments side menu, and delete the following by
selecting each corresponding
icon:
On theTimesheet tab, under the:
Timesheet (Row Level) heading, delete the Shift field
Timesheet (Hour Level) heading, delete the No. of Calls field
On theUser tab, delete the:
Normal Shift field
Title field
Location field
Select Yes to confirm each deletion.
8. Delete the sample admins information:
Select Administration from the top menu, and click the
next to the admin user (Jordan Glass).
Make the following changes to his information.
Personal Information (top of page)
a. Change the First and Last Name to admin.
b. Delete the information in the Employee ID, and E-mail fields.
Access tab
a. Change the Login Name to admin.
b. Set the Primary Department to Company, and deselect any Additional Depart-
ments.
c. Clear all Permissions except for Administrator.
Advanced tab
General:
a. Delete the information in the Start Date field by clicking the
icon and then se-
lecting <None>.
b. Set the Hourly Payroll to 0.
Approvals:
c. Set the Timesheet and Expense Approval paths to Supervisor.
Other:
a. Set the Hours Per Day to 0.
b. Clear all Weekly Days Off.
c. Set the Holiday Calendar field to <None>.
d. Set the Time Zone to your system default.
e. Delete the Timesheet Validation Rule by selecting Edit, and then clicking the
icon next to the policy entry that displays.
Time Off tab
a. Deselect each Allowed check box for each time off type.
b. Expand the Vacation and Sick policies by selecting their icons.
c. Select select the
icon next to the Vacation and Sick policy entries.
Select Save.