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Time & Attendance Plugin Version 2.2.1 Suganya T Adhi Software Pvt Ltd

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Presentation on theme: "Time & Attendance Plugin Version 2.2.1 Suganya T Adhi Software Pvt Ltd"— Presentation transcript:

1 Time & Attendance Plugin Version 2.2.1 Suganya T Adhi Software Pvt Ltd http://www.adhisoftware.co.in

2 Content ● Timesheet ● Expense Sheet ● Custom Fields ● Attendance ● Redmine Settings ● Plugin Settings ● Export ● Reports ● REST API ● Code Hooks

3 Introduction ● Weekly Time & Expense (T&E) in redmine. ● Members with 'log time' permission can make T&E entries and with 'Edit time logs' can manage other users T&E. ● An Approval System is in place ● The T&E can be exported to PDF / CSV format ● Attendance module is in place

4 Timesheet List ● Date range filters and User filters. ● Send Reminders ● Project member with 'Edit time logs' permission can use user filters and send reminder.

5 Timesheet ● Each Row is a unique project, issue & activity.

6 Expense Sheet ● An additional field - currency. ● Log expenses incurred on project/Issue/Activity

7 Expense – Detail & Report ● Expense detail and report is similar to spent time detail and report ● Projects → Edit project → Expense Report ● Project members with 'view spent time' permissions can access it ● Detail - individual expense entries. ● Report - summarizes entries at various levels

8 Custom Fields ● Spent time CF – for Individual time entries ● Weekly time CF – for the whole timesheet

9 Approval System

10 Approval System - Workflow ● Team members submits T&E for approval. ● Once submitted, the project member with “Approve time logs” approve / reject it. ● Team members can unsubmit a submitted T&E ● Rejected T&E needs to be re-submitted. ● Approved T&E can be unapproved taking it back to submitted state ● Email notification is sent for non submission of T&E before deadline

11 Attendance ● Allows user to clock in and clock out ● TE Admins can edit other user's attendance

12 Attendance – Leave summary ● Shows accruals and leave taken ● Scheduler will be run at start of each month to calculate accruals

13 Attendance - Report ● Attendance report shows the monthly view of attendance along with leave summary.

14 Timesheet - Report ● Time report shows the weekly view of spent time.

15 Expensesheet - Report ● Expense report shows the weekly expense entries made for the project.

16 Redmine Settings Roles & Permission

17 Redmine Settings Issue Visibility ● Issue dropdown is filled based on the Issue Visibility

18 Redmine Settings Start of Week ● Administrator can set Week start day for Time & Expense ● Administration → Settings → Display → Start calendars on ● The Week start day: – Monday – Sunday – Saturday – Based on User's Language

19 Plugin Settings Display ● The dropdown width can be configured

20 Plugin Settings Export ● Width, height, margins of pdf export can be set ● Line space and logo for the pdf can be set

21 Plugin Settings Approval System

22 Plugin Settings Approval System (Contd..) ● Approval System can be enabled / disabled ● Time & Expense can be set for automatic approval ● Non submission email notification is applicable only to Time ● Project member with 'Edit time logs' permission can be setup to approve their own Time & Expense ● Submission Acknowledgment text and Target group can be set

23 Plugin Settings Time & Expense ● Previous weeks' closed issues can be used ● Use Previous week's T&E sheet as template

24 Plugin Settings Time & Expense (Contd..) ● Enter Issue as ID or Subject

25 Plugin Settings Time & Expense (Contd..) ● Enter T&E directly to Project without selecting an issue (Blank Issue)

26 Plugin Settings Time & Expense (Contd..) ● Allows user to filter issues assigned to or created by them

27 Plugin Settings Time ● Setup Min & Max hour per week/day

28 Plugin Settings Time (Contd..) ● Allow Issue Filtering by Tracker

29 Plugin Settings Expense ● Enable/Disable Expense module ● Restrict Expense entries to certain Projects ● Allow Issue filtering by tracker

30 Plugin Settings Attendance ● Enable clock in/clock out and Attendance module ● Break time, Leave can be configured ● Join date, Termination date, DOB, Designation, Employee Id can be mapped to user custom fields

31 Plugin Settings Approve Time Logs Permission ● Seperate permission for approval ● Project member should have “Approve Time Logs” along with “Log spent time” and “Edit time logs” permission

32 Export ● Time & Expense can be exported to PDF & CSV

33 REST API ● Time & Expense API supports the following – List Time & Expense sheets – Create Time & Expense sheet – Get Time & Expense sheet – Update Time & Expense sheet – Delete Time & Expense sheet – Delete Time & Expense entries

34 Code Hooks ● T&E supports code hooks so it can be extended seamlessly. The following are the hooks – view_te_filter – view_member_dropdown – view_wktime_menu – controller_project_member – controller_group_member – controller_get_member – controller_check_locked – controller_get_permissible_projs – controller_check_permission – controller_check_approvable – controller_check_editable – controller_set_view_projects – controller_set_manage_projects – controller_edit_timelog_permission – controller_get_manager

35 Customization ● For any Customization / Support, please contact us, our consulting team will be happy to help you ● Here are the Customizations we have done for our clients: – Monthly Calendar – Puny Human – Supervisor Approvals – Fotonation

36 Information ● Download from following links ● http://www.redmine.org/plugins/wk-time http://www.redmine.org/plugins/wk-time ● https://github.com/dhanasingh/redmine_wktime https://github.com/dhanasingh/redmine_wktime ● Rate us at http://www.redmine.org/plugins/wk-timehttp://www.redmine.org/plugins/wk-time ● Contact Us Adhi Software Pvt Ltd http://www.adhisoftware.co.in info@adhisoftware.co.in +1 732 661 8294 +91 44 27470401


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