1. III. Responsibilities of Admin Login – Master Creation
EFF Factor Training Program
III. Responsibilities of Admin
Part One
Login – Master Creation
(for Admin only)

2. Please use Chrome Browser for Best Performance
Type your URL in the Browser
e.g.
Please use Chrome Browser for Best Performance
Done...!!

3. Done...!! Type your Username & Password For E.g. Username: Admin
Password: admin
Click on Login
To go to Start Page
Note:
If the User has Forgotten His / Her Password for login purpose one can reset the password by clicking on Forget Password Button.
Done...!!

4. Done...!! As there is no data this screen is blank
Top right Corner before Logout shows who has logged in.
Admin has access to all items in the menu which is appearing on the top strip. If you wish, click on each one to explore.
The page you are on is displayed on the left hand corner.
Done...!!

5. Done...!! Please click on Manage for creating Masters
Click Here
Click on Customer for Customer’s Master.
Done...!!

6. Done...!! Click on +New Customer to create new Customer
Click here
Fill in the required details And Click on Save Button
Max Solution
Mumbai
Note: Use this option for creating all customer masters. Avoid duplication of names as deletion of name is not possible however editing is possible
27MAHCYYYYY1234C
YYYYY1234C
Maharashtra
Done...!!

7. One can view the Customer Masters by clicking on
Manage
Customers
For modifying Customer Master click on the Name of the Customer

8. Done...!! Let’s create Designation before creating Employees Master
Click Here
Click on Designation for Designation’s Master.
Done...!!

9. Click on +New Designation which is a part of Employee’s Masters
Click here
Fill in the required details And Click on Create Button
Jr. Manager
8.00
7.00
Note: Any employee who Does not submit Log Details for min. log time for any day before 12 midnight, will appear in defaulter’s list.
Done...!!

10. One can view the Designation Masters by clicking on
Manage
Designation
For modifying Designation Master click on the Edit option

11. Lets First Create Employee Masters before Creation of Departments
Click on Manage then Employees for Employee’s Master.
Click Here
Note: a) Username ( i.e. Login ID) should be unique for each user.
b) Admin should provide passwords to each employee . He has right to change the password but cannot view the passwords hence to be noted while creating employee.
c) Provided format maybe referred to for calculation of cost rates & billing rates(The methodology suggested is being followed by many. User can adopt his own methodology)
d) address field is mandatory
as it can be used for resetting the password
Done...!!

12. Costing & Billing Rates Format
To Know More…, Please refer our Blogs section on

13. Done...!! Click on +New Employee to create new Employee
Fill all the Fields required
And Click on Save Button
Click Here
Chintan
Chintan
Shah
******
NOTE 1:
Tick () on “Make the user active” box, allows the user to record his time.
1000
5000
NOTE 2:
If you wish to exclude the employee from Defaulter’s list, just tick () the box next to “Exclude from reports” 
Save
Done...!!

14. One can view the Employee’s Master by clicking on
Manage
Employees
For modifying Employees Master click on the Edit Option .
Chintan Shah

15. Click Here
Click on Manage then Departments for Department’s Master.
NOTE:
Organization should have atleast one department
Done...!!

16. Done...!! Click on +New Department to create Department Masters
Click here
Enter Department Name and assign a Department Head And Admin from the dropdown box to a Department
And Click on Save Button
NOTE:
One can select Multiple department admins from the dropdown box to a Department
Save
Done...!!

17. One can view the Department Masters by clicking on
Manage
Department
For modifying Department Master click on the Edit Option.

18. Click on Manage then Job Templates for creating Job Templates.
Click Here
NOTE:
This aspect can be taken up after full understanding of concepts of project and estimates covered in chapter IV part one.
Done...!!

19. Done...!! Click on +New Job Template for creating new Job Template.
Click Here
Enter Job Name & select Department for which Job Template is to be created
XYZ
Click Here
Enter Task Names related to that Job Template AB
Click Here CD
Click on +Add More Task to add more tasks related to that Job Template. EF
Click Here
Click on Save Button
Click Here
Done...!!

20. Best Practices
Master Creation