10.03.04 Preferences

Preferences option allow Administrator to setup different application-level parameters which are required for their organization. Admin Options > Preferences
UNItekTIME preferences section has nine Sub-sections.

Organization:

Under Organization, Account Information is saved. The administrator can change the data according to the organizational needs along with Time Zone.

General:

Options under General Preferences plays a pivotal role in setting up account basic settings. Details are as below for each option,
OptionDescription
Lock Submitted RecordsThis option lock any submitted records in Timesheet, Time Off, and Expense. A user cannot edit submitted records if this check is applied
Lock In-Approval/Approved RecordsIf this check is applied, all records which are waiting for approval or already approved cannot be edited by user
Use Electronic SignatureIf this check is applied, a user can see his/her Electronic signature on approvals and print paper
Show Additional Department Information in EmployeeIf this check is applied, Department Code will be included in Department column under Employee Grid
Show Employee Name with CodeIf this check is applied, All list of employees drop-down will show Employee code along with Employee Name
Show Disabled Employees In ReportIf this check is applied, All report will show disabled employees’ list and their records, according to the report
Scheduled Email Sent TimeThrough this field, Administrator can schedule email sending time. It could be 09:00 or 16:00
Session Out TimeDue to security risk, Administrator can set minutes after UNItekTIME session may expire due to inactivity
Page SizeThis drop-down, allow a user to view the number of Records on one page. (10,20,30,40,50)
From Email Display NameThis field allows the administrator to change Automatic email sender name according to organization need
From Email AddressThis field allows the administrator to change sender default email address according to its organization
Standard and FormatsThis drop-down option is crucial as it controls Time, Date and Text format (By default, it is <*Auto*> which automatically pick culture info from client browser default settings)
Show Employee Name ByThis drop-down allows the administrator to use either First Name and Last Name or Last Name and First Name in UNItekTIME
Company Own Logo & Show Company Own LogoThrough this option, Administrator can upload Company logo to be shown in UNItekTIME Application and on Prints as well

Invoice Setup:

In this tab, Options related to Invoice can be modified,
Show Project Name In Invoice ReportThrough this check, Project Name will be shown in the generated Invoice
Show Billing Rate In Invoice ReportThrough this check, Billing Rate of the Project will be shown
Show Entry Date In Invoice ReportIf this check is applied, Entry date will be shown on the Invoice
Show Employee Name In Invoice ReportIf this check is applied, Employee name will reflect in the generated Invoice
Show Work Type In Invoice DescriptionThrough this option, Work Type will reflect in Invoice Description
Round-Off Tax Value In InvoiceThrough this option, Tax Value will be Round Off in the generated Invoice
Invoice No PrefixWith this option, Administrator can set Invoice No. Prefix
Invoice Billing TypeThrough this Drop-Down, Administrator can select between Hours or Days Billing Type
Invoice FooterIn this TextBox, Administrator can input Footer for the generated Invoice. It would be general as it will reflect in all invoices

Task Setup:

Under Task Setup tab, Administrator can set some options which will reflect in Task Grid,
Show Project Name In TaskBy enabling this check, Project Name will be shown in Task Grid
Show Client Name In TaskBy enabling this check, Client Name will be shown in Task Grid
Sort Task ByThrough this Drop-Down, Administrator has the option to sort Task Grid according to Deadline Date or Task ID

Project Setup:

Under Project Setup tab, Administrator can set some options which will reflect in Project Grid,
Auto Generate Project CodeThrough this check, Project Code will be generated by System
Show Completed Project In Project ListIf this check is enabled, Completed projects can be shown in Project Grid
Show Client Department In ProjectBy enabling this check, Client Department will appear in Project Grid
Include Current Year In Project CodeBy enabling this check, UNItekTIME Application will include current year in Project Code. i.e. *2016*-XXX
Automatically Include Administrator In Project TeamIf this check is enabled, Administrator will be automatically be added to every Project during creation. Note: Projects which are already created prior to this check enabled, will not make administrator as team member
Show Disable Project In ReportThrough this check, All Disabled Projects will be shown in Reports and its Drop-Down
Project Template MandatoryIf this check is enabled, Administrator/User must select Project Template during Project Creation (See Project Template)
Project Code PrefixThrough this check, Administrator can assign Project Code Prefix for Project

Time Off Setup:

Under Time Off Tab, Administrator can manage few settings of Time Off,
Show TimeOff in TimesheetThrough this check, Time Off will be available in My Timesheet for users to input their Time Off
Show Project for TimeOffThrough this check, Project selection will be possible while submitting Time Off Request
Show Time Off in DaysThrough this check, Time Off will be calculated in days with reference to hours set in Working Days
TimeOff Status Edit ModeIf this check is enabled, a user can edit their submitted TimeOff data from Time Off Request Page
Show Timeoff Types ByThis drop-down allows an administrator to select between Account wise TimeOff type or Employee Wise

Expense Setup:

Under Expense Setup Tab, Administrator can enable some additional data fields for Expense Sheet,
Show Client In Expense SheetIf this check is enabled, a user can select Client while creating new Expense Sheet
Show Task in Expense SheetIf this check is enabled, a user can select Task for which they want to have Expense Sheet
Expense Approval Type ByAdministrator can choose between Project wise or Employee wise that how Expense Approval shall be executed. Project is preferred
Expense Sheet Print FooterThis Footer will be visible on every Expense Sheet Print. Administrator can change its data according to organizational need

Timesheet Setup:

Under this option, Administrator can set many functions which UNItekTIME is offering which will reflect in My Timesheet of all users,
Show Clock Start/EndIf this check is enabled, UNItekTIME allow users to input Start Time and End Time in their Time Entry. UNItekTIME will calculate Hours Spent itself
Show Client in TimesheetThrough this check, Client drop-down will be available for users to select prior to project and task
Show Description in Week ViewNormally, Description is in Day View, but if this check is enabled, Description box will appear after entering End Time/Total Time
Show Completed Project in TimesheetIn UNItekTIME, Completed Projects will not appear in Project Drop-Down for selection but this check allows those project to reflect in the drop-down
Show Work Type in TimesheetThis feature is very useful. If a user has worked overtime or on Holidays, and have different rates for that, they can select Work type from My Timesheet while entering their Hours Spent
Show Cost Center in TimesheetThrough this check, Cost Center drop-down will be available for users to select
Show Copy Timesheet ButtonThis option allows Copy Timesheet Button to be visible in users timesheet (View My Timesheet)
Show Copy Activities Button In TimesheetThis option allows Copy Activities Button to be visible in users timesheet (View My Timesheet)
Enable Offline TimesheetThis option allow Offline Timesheet Button to be visible in users timesheet (View My Timesheet)
Show “Show All” Check in ApprovalWhile in Approval, if the detail is clicked, Approver can see records which are pertaining to him/her, but if this check is enabled, Approver can view the whole week entry including TimeOffs as well. This will help Approver in monitoring users activities during the week
Show Task Percentage in TimesheetThis option allows users to input Percentage along with their time spent on that task. The percentage is linked directly to the task
Calculate Task percentage AutomaticallyThis option automatically calculates task percentage
Auto Adjust TimesheetThis option will automatically adjust My Timesheet Layout according to enable fields and their width
Number of Blank Rows in TimesheetThis option allows the administrator to control the number of lines for TimeEntry. By default, it is 2. When both lines are filled and records are saved, 2 extra blank lines will appear for TimeEntry
Timesheet Period OverdueThrough this option, Administrator can set number of Overdue period reporting on Overdue email notification (See Email Notifications)
Show Clock Start/End byThis drop-down allows the administrator to choose between Account/Employee
TimeEntry Hours FormatThis drop-down option allows the administrator to select between Time format (HH: MM) or Decimal format (1.5 ie. 1 Hour 30 Mins. or 5.75 ie. 5 Hours 45 Mins.)
TimeEntry Clock FormatThis drop-down option allows the administrator to select between 24 Hour format (HH: MM) or 12 Hour format (HH: MM AM/PM)
Show additional Task Information Type in TimesheetThis drop-down option allows the administrator to select between some additional task information to be reflected in My Timesheet (Parent Task Name, Parent Task Code, Task Code or Task Type) Administrator can select any one.
Show additional Project Information Type in TimesheetThis drop-down option allows the administrator to select between some additional Project information to be reflected in My Timesheet (Project Code)
Default Time Entry ModeThis drop-down option allows Administrator to select between Day-View or Period View for default My Timesheet View.
Sort Timesheet ByThis drop-down option allows the administrator to select sorting of My Timesheet according to Client or by Default (Time Entry)
Show Cost Center In Timesheet byThis drop-down option allows the administrator to select between Account or Employee to show their Cost CenterCenter
Timesheet Print FooterThis Footer will be visible in every Timesheet Print. The administrator can change its data according to organizational need.

Security:

Under this tab, Administrator can Enable Single Sign-On (SSO). This feature allows users to log in with their ADFS/SAML ID (for Details view ADFS Integration).
Enable Password ComplexityThis option restricts users to input much secure password than simple ones. Password must consist of 6 digits including 1 numeric and 1 special characters if this check is applied
Password Expiry PeriodAdministrator can set the expiry period of employees password. After the expiry period, a user must need to change their existing password