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,
Option | Description |
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Lock Submitted Records | This 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 Records | If this check is applied, all records which are waiting for approval or already approved cannot be edited by user |
Use Electronic Signature | If this check is applied, a user can see his/her Electronic signature on approvals and print paper |
Show Additional Department Information in Employee | If this check is applied, Department Code will be included in Department column under Employee Grid |
Show Employee Name with Code | If this check is applied, All list of employees drop-down will show Employee code along with Employee Name |
Show Disabled Employees In Report | If this check is applied, All report will show disabled employees’ list and their records, according to the report |
Scheduled Email Sent Time | Through this field, Administrator can schedule email sending time. It could be 09:00 or 16:00 |
Session Out Time | Due to security risk, Administrator can set minutes after UNItekTIME session may expire due to inactivity |
Page Size | This drop-down, allow a user to view the number of Records on one page. (10,20,30,40,50) |
From Email Display Name | This field allows the administrator to change Automatic email sender name according to organization need |
From Email Address | This field allows the administrator to change sender default email address according to its organization |
Standard and Formats | This 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 By | This 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 Logo | Through 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 Report | Through this check, Project Name will be shown in the generated Invoice |
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Show Billing Rate In Invoice Report | Through this check, Billing Rate of the Project will be shown |
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Show Entry Date In Invoice Report | If this check is applied, Entry date will be shown on the Invoice |
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Show Employee Name In Invoice Report | If this check is applied, Employee name will reflect in the generated Invoice |
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Show Work Type In Invoice Description | Through this option, Work Type will reflect in Invoice Description |
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Round-Off Tax Value In Invoice | Through this option, Tax Value will be Round Off in the generated Invoice |
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Invoice No Prefix | With this option, Administrator can set Invoice No. Prefix |
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Invoice Billing Type | Through this Drop-Down, Administrator can select between Hours or Days Billing Type |
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Invoice Footer | In this TextBox, Administrator can input Footer for the generated Invoice. It would be general as it will reflect in all invoices |
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Task Setup:
Under Task Setup tab, Administrator can set some options which will reflect in Task Grid,
Show Project Name In Task | By enabling this check, Project Name will be shown in Task Grid |
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Show Client Name In Task | By enabling this check, Client Name will be shown in Task Grid |
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Sort Task By | Through this Drop-Down, Administrator has the option to sort Task Grid according to Deadline Date or Task ID |
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Project Setup:
Under Project Setup tab, Administrator can set some options which will reflect in Project Grid,
Auto Generate Project Code | Through this check, Project Code will be generated by System |
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Show Completed Project In Project List | If this check is enabled, Completed projects can be shown in Project Grid |
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Show Client Department In Project | By enabling this check, Client Department will appear in Project Grid |
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Include Current Year In Project Code | By enabling this check, UNItekTIME Application will include current year in Project Code. i.e. *2016*-XXX |
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Automatically Include Administrator In Project Team | If 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 |
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Show Disable Project In Report | Through this check, All Disabled Projects will be shown in Reports and its Drop-Down |
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Project Template Mandatory | If this check is enabled, Administrator/User must select Project Template during Project Creation (See Project Template) |
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Project Code Prefix | Through this check, Administrator can assign Project Code Prefix for Project |
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Time Off Setup:
Under Time Off Tab, Administrator can manage few settings of Time Off,
Show TimeOff in Timesheet | Through this check, Time Off will be available in My Timesheet for users to input their Time Off |
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Show Project for TimeOff | Through this check, Project selection will be possible while submitting Time Off Request |
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Show Time Off in Days | Through this check, Time Off will be calculated in days with reference to hours set in Working Days |
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TimeOff Status Edit Mode | If this check is enabled, a user can edit their submitted TimeOff data from Time Off Request Page |
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Show Timeoff Types By | This drop-down allows an administrator to select between Account wise TimeOff type or Employee Wise |
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Expense Setup:
Under Expense Setup Tab, Administrator can enable some additional data fields for Expense Sheet,
Show Client In Expense Sheet | If this check is enabled, a user can select Client while creating new Expense Sheet |
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Show Task in Expense Sheet | If this check is enabled, a user can select Task for which they want to have Expense Sheet |
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Expense Approval Type By | Administrator can choose between Project wise or Employee wise that how Expense Approval shall be executed. Project is preferred |
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Expense Sheet Print Footer | This Footer will be visible on every Expense Sheet Print. Administrator can change its data according to organizational need |
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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/End | If this check is enabled, UNItekTIME allow users to input Start Time and End Time in their Time Entry. UNItekTIME will calculate Hours Spent itself |
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Show Client in Timesheet | Through this check, Client drop-down will be available for users to select prior to project and task |
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Show Description in Week View | Normally, Description is in Day View, but if this check is enabled, Description box will appear after entering End Time/Total Time |
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Show Completed Project in Timesheet | In UNItekTIME, Completed Projects will not appear in Project Drop-Down for selection but this check allows those project to reflect in the drop-down |
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Show Work Type in Timesheet | This 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 |
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Show Cost Center in Timesheet | Through this check, Cost Center drop-down will be available for users to select |
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Show Copy Timesheet Button | This option allows Copy Timesheet Button to be visible in users timesheet (View My Timesheet) |
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Show Copy Activities Button In Timesheet | This option allows Copy Activities Button to be visible in users timesheet (View My Timesheet) |
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Enable Offline Timesheet | This option allow Offline Timesheet Button to be visible in users timesheet (View My Timesheet) |
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Show “Show All” Check in Approval | While 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 |
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Show Task Percentage in Timesheet | This option allows users to input Percentage along with their time spent on that task. The percentage is linked directly to the task |
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Calculate Task percentage Automatically | This option automatically calculates task percentage |
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Auto Adjust Timesheet | This option will automatically adjust My Timesheet Layout according to enable fields and their width |
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Number of Blank Rows in Timesheet | This 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 |
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Timesheet Period Overdue | Through this option, Administrator can set number of Overdue period reporting on Overdue email notification (See Email Notifications) |
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Show Clock Start/End by | This drop-down allows the administrator to choose between Account/Employee |
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TimeEntry Hours Format | This 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.) |
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TimeEntry Clock Format | This drop-down option allows the administrator to select between 24 Hour format (HH: MM) or 12 Hour format (HH: MM AM/PM) |
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Show additional Task Information Type in Timesheet | This 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. |
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Show additional Project Information Type in Timesheet | This drop-down option allows the administrator to select between some additional Project information to be reflected in My Timesheet (Project Code) |
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Default Time Entry Mode | This drop-down option allows Administrator to select between Day-View or Period View for default My Timesheet View. |
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Sort Timesheet By | This drop-down option allows the administrator to select sorting of My Timesheet according to Client or by Default (Time Entry) |
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Show Cost Center In Timesheet by | This drop-down option allows the administrator to select between Account or Employee to show their Cost CenterCenter |
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Timesheet Print Footer | This Footer will be visible in every Timesheet Print. The administrator can change its data according to organizational need. |
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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 Complexity | This 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 Period | Administrator can set the expiry period of employees password. After the expiry period, a user must need to change their existing password |